Member Info for Laura2022

Wonder what the pesaon who said open at 10p or 20p thinks

Straight into

10:51

Takeover bidders may be back for a bargain

The drumbeat around John Wood Group again becoming a takeover target is likely to get a little louder in the coming weeks (Greig Cameron writes).

The mutterings around the City and further afield have never entirely gone away even as two approaches have failed to get over the line in recent years.

It is a little over six months since Sidara, a fellow engineering consultancy, walked away from a near-£1.6 billion deal worth 230p per share, citing market conditions and geopolitical uncertainty.

Couldn't be any clearer, and if we invest on AIM we have to accept , reluctantly, that funds are needed for growth, and this was for growth /investment

Physiomics has achieved a record year for the total value of contract wins and is tracking in line with expectations for the full year ending 30 June 2025. The quality and impact of the Company's solutions can be evidenced in the two recent publications, with partners Astellas Pharma Inc and Merck KGaA, but also the success of Numab Therapeutics' NM26 asset - an early clinical programme supported by Physiomics prior to being acquired by J&J for US$1.2 billion. These recent case studies will become invaluable tools in building our pipeline further and winning new business. With this latest round of funding, investment is being made in key growth initiatives across the business as we remain in active discussions with a variety of clients on several further contracts."

Yorkshire

At least 3 examples of these 180 unturned

M1rob didn't bother posting again when I showed his posts , been 2 others too

Office

I filtered him within minutes over the weekend, his posting summary and date joining LSE says it all

Morning osd

I pointed out on Saturday morning that the landscape for raising funds has been very difficult for ALL aim companies, particularly bio tech and resources stocks where the standard average discount has been about 30% ish

Strangely I've still had no reply to my post on Saturday morning

At 2pm you were stating this below, and a closer look at your WG last 6werks show s a pattern of nonsense

valueseeker

Posted in: WG.

Posts: 339

Price: 29.00

No Opinion

RE: Sidara, Apollo, others15 Feb 2025 13:48

Interesting points on here

Same debt as when Apollo/ Sidara were offering 220 to 240!

Cost cutting/ assets sales to address neg cashflow this year

Cashflow positive next year.

No liquidity crunch ( 20 months till debt has to be rolled over)

By no means is the level of debt that substantial for the scale of the company

Better order book than when they bid 220/240 6.4 billion Vs 5.8 billion!

Interesting times

Value

Another for the filter

As for director buys its always been a tough one

On one hand they have one of lowest CEO wages on AIM (£72k v £250/300k) average, so is THAT the alignment?...

It's open to debate of course

Great to hear from you Burt777

There were some vitriolic and uninformed posts last week so hopefully you'll very able to see the genuine holders from the not so genuine

Value

That's a bigger U turn than M1Rob and that's saying something

valueseeker

Posted in: WG.

Posts: 337

Price: 29.00

No Opinion

RE: Opening priceToday 15:33

I expect it to drop first thing. Probably 10 to 15p on the cards if no RNS first thing. Will probably buy at that point. Medium term probably a safe bet at that level imo

valueseeker

Posted in: WG.

Posts: 337

Price: 29.00

No Opinion

RE: Sidara, Apollo, others15 Feb 2025 13:48

Interesting points on here

Same debt as when Apollo/ Sidara were offering 220 to 240!

Cost cutting/ assets sales to address neg cashflow this year

Cashflow positive next year.

No liquidity crunch ( 20 months till debt has to be rolled over)

By no means is the level of debt that substantial for the scale of the company

Better order book than when they bid 220/240 6.4 billion Vs 5.8 billion!

Interesting times

Thanks for that James

Hopefully you've had time to digest Debull and look forward to your thoughts

And therefore filtered

Have a good day

Takeover bidders may be back for a bargain

The drumbeat around John Wood Group again becoming a takeover target is likely to get a little louder in the coming weeks (Greig Cameron writes).

The mutterings around the City and further afield have never entirely gone away even as two approaches have failed to get over the line in recent years.

It is a little over six months since Sidara, a fellow engineering consultancy, walked away from a near-£1.6 billion deal worth 230p per share, citing market conditions and geopolitical uncertainty.

I couldn't care less what you think Crowman

It will be volatile 1st 30mins , that's why I'm staging in rather than just buying one lot , certainly seems 55% drop and x 10 normal volume seemed unusual

Any potential buyer would be attracted by a skilled workforce, and order book worth $6.2 billion and long-term relationships with blue-chip customers around the world. Suitors would have to consider Wood's net debt, which was $690m at the close of 2024 and is forecast to average $1.1 billion across this year. Sidara's six-month cooling off period under the Takeover Code has passed, meaning it could make an approach. If the share price remains depressed, an opportunistic buyer may believe it can put pressure on Wood's board and bag a relative bargain.

Yes, i took 1st lot into close at 30p and can add more should needed