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Great post stanley.

Even if we went massively prudent on that deal and just said off debt with nutrition deal then valued the huge online global.beauty business at 1x its still 1.1b or 80p. 2 to.3x is more the norm so 200p to 240p

Other road to vaue is obvious abd shows the stupid price here

The board can't keep saying this. The whole market by definition doesn't vakue this board.

They can't keep rejecting bids that are alot higher than they are capable of delivering

Mult

No he didn't it notnthe same at all. Nobody wanted ingenuity. Its a failed business that drains cash and cant win any noteable clients as promised over 2 years ago. Ot was a release for everyone including the IIs. I personally think it's a dud. It can't win anything and far safer.proven alternatives exist

The IIs were all.for getting rid of it

Do you really thing with a minority holder as moukding is will be able to win II and PI support to.getn75% on this without any form of market testing?

You need to look into this a bit more and work.out how he will get 75% of the investors to.agree a minority holder can steal.it from them

I'm looking forward to.you telling us all.how

How can 2 .imoroty shareholder people that have not even declaclared tgey are in concert but still.a significant.minority force anything through?

As a reminder it needs a 75% vote. Indivudually thwy are way off. In concert they are way off

They will.only get a deal.if they offer a good pricero get a 75% vote f

Some real.fud posters on here don't understand the companies act or takeover code

The neds need to oversee this to assure ALL shareholder interests are protected and no conflict. If they don't they could face serious charges. The whole premise of the takeover code is based on this premise They would not put themselves in that position of facing charges. Any bid from moulding must be treated as 3rd party and tested with other open market offers for the divisions. He can't just say I'm taking it private and I'm only paying x that's downright illegal

Stop spreading FUD

But the ingenuity issue is a clear conflict. How can he possibly act independently

He also has a conflict with his own share interests with those of other investors

He must resign. Poor performance issues aside there is a conflic with ingenuity that cannot be overcome by a simple risk register. It cannot be mitigated

A decent chair would be all.over this. That's the bloody point of a chair

Somebody needs to lamp him with the truth. Its NOT his to take back

The reality is he performs as a CEO for his investors or he gets told to leave and replaced by someone who can

But the ingwnuitynissue us a ckear conviction. Hiw can he possibly act independently

He also has a conflict with his own share interests vsvthosenofbinvestirs

He must resign. Poor performance issues aside there is a conflic with ingenuity that cannot be overcome by a simple risk register. It cannot be mitigated

A decent chair would be all.over this. That's the bloody point of a chair

So.its around a pound then

I don't see how that is possible given thg has a large ii base who.did not want to roll.private with.him

Also.he has not declared a concert party

He needs to.put a different deal.together here if he wants it and offer a fair open.market.price

I'll do some research on them find out who is behind them

This is hilarious

Nick i think hes got exactly what he wanted. 90 days now of countries begging for trade deals on his terms. He will be asking for factories to be moved to US and immigrant returns. He set this up to gain the advantage crather than asking nicely

The bottom.line is why should auS accepts undercutting goods state subsided with aweful cheapbemployment conditions and swamped by central anmrican drug cartels

We may not like and his methods are brutal but he will now get what he wants

You mean over 12% yield? Really?

I think these movements are immaterial. The 10% divi plus huge gaps to recent analyst values means anyone buying around this level will be doubling < 4 years in an othereise volatile world

Corn and wheat main export impacted

Not sure why that impacts phoenix

3% drop in 20 mins what's happened

I thought today would be v vkue with last day isa top ups?

The sweet spot for me is after ex dive on3rd April but before the ISA money piles in on 6 April

I can't understand why broker upgrades are missing apart from one

Also bond yields aren't dropping nor predicted to as once thought which is hampering the stock.

I thinks its found it's level don't expect much now till yields move down

It seems ro have found its new level

Treasury yields need to on a firm down slope to kick this up but they are stubborn

There will.be a good biting opportunity at ex div there always is with this stock.

Cant understand why we aren't getting alot of analyst upgrades given the great results but I'm happy as can wait till next isa top up

Brill I'll.pile more in then. Like this stock but next buying opp will be ex divi when it always overshoots down more than divo them covers

When is ex div date please

It always seems to be better buying this stock ex div