Member Info for licker

There are some good tail winds on whey orice and sakes in dollar although not sure uts hedged and dies well sterling mloffset some buy costs on whey.

All negatives must be priced in here and recent direcror buys when they knew q3 already means to me it will be solid

Should get back to £1 pre bid price without any corporate event even then it'd. Cheap. Expect good q3 results evidenced by big director buys and they knew trading when they made the buys

Truss has got to go country doesnt like her markets don't like her MPs don't like her.

I think we are in for a good Q3 and hopefully get guidance on a good Q4 and full year.

It's the MM and chairman's big mutiple buys recently for staff, charities and personal. If you add that up I make it £6m in last 6 months all around this level and higher but the recent ones with Q3 vulirtually in the bank must tell us something

It's the only way fwds I think. He is a great entrepreneur but lack the maturity to run a listed business

Agree great business but moulding clearly limited in his shareholder market management skills

Id wait to results run up. With the big 2 directors buying I think results will be good to very good. Lots of macro tail winds now especially whey amd sign ups plus interest rates forecasts easing and ingenuity announcements to discuss. This is still rock bottom!

Used to like him but now like most others think he's an ********. Reason being a his lies...

1. Chairman's strategy report in 6 months. Nothing
2. Giving up golden share. Still got it
3. Premium listing. Where is it
4. Separation. Update needed
5. Visibily in accounts..???
6. Turning down 170p and delivering 35p back. We'll done
7. RnS when declined bid sating trading in line with exolpectations before delivering half year results
Like liz truss he's totally out of his depth to run a plc. He never delivers his promises. Just step down call candyman or take it private stop messing about in things your rubnush at and please please put your chest away

Even a fool can sell £1 coins for 90p!

No chance 40% returns!!!!

And don't have the achillees heel of online retailers of the huge 40% returns and costs

How can a business valued at cash be a sell. Basically the business itself at 2.2billion revenue and plan to cash generative in.not too distant futureis worth zero
Macros around inflation whey currency are good tailwind now

I don't do.instagram
Whats he posting? Has he got his chest or arse out?

He posts more updates on his chest than his business

Just seem 55555 post. A fine mind at work there.

Seems like he belongs more on the advfn board where all they talk about is arranging street fights with each other

Ana...
not sure we .gey a leak on this. MM and a very close inner additional.funder could and this so keep.it low key
It could come out of blue but I'm certain it come and soon while he has s golden share and can't get gazumped by hostile bidder

Ate..

He's just buying shares back from. PIs and IIs who wz3nt out for a premium and taking them ofF lSE fir public trading. Are you saying listing hasnt veen brutal? . Nothing more to it once he has funds greed and offer a decent premium above 170

How?

To delist either investors go private with him or he's buying them out. Its an MBO effevtively

How can he not. He

1. Turned down a fully funded bid at 170. That would be breach of fiduciary duty at least maybe outright fraud. The court case would be overwhelming. Being struck off. DTI investigation. It would be a total mess
2. He would get a no from exiting shareholders
3. He has said 170 undervalues it and was reported He wanted 240
4. He would never get it relisted ever again on nasaq

Now drop the easy soundbites and let's hear a structured argument from you

Please engage brain in your next response to make it worth resding

A final.point he's not retrying to.play the marketdegebd rhe share silence on strat plan.

I've never seem such amm obvious play 'm certain about what wi jappen.

He's soent 18 years building this and with his golden share has been given a gift of a valuation to make another few billion

A synic may say he's been in cahoots with the press ro create this gift for him and his inner circle

Why can't everyone see ilthis?