Member Info for maestro1

Goldenyears

Delhivery ipo this year with help of carlyle and softbank, valued at $4.7bn with revenue around $900m in 21, its loss making. You think that overvalued?

What is ingenuity worth now? Shorters need a taste of their own medicine..

https://www.inventiva.co.in/trends/delhivery-success-story-courier-service/

I wonder what revenues thg will be making in 2026.

Goldenyears

How long did it take amazon to get profitable? Company will generate 2.7bn this year..

Employs over 10k people.

Company is growing, ingenuity will be huge, this alone is worth multiples of current mkt caps.

Remember they rejected 170p because it SIGNIFICANTLY undervalued the company.

When do the margin calls arrive then you leverage 5X shares?

Knowbodyyouknow

well it is proper cheap now, strong support at 70p but eventually it will break but it will shoot back up.

The chairman just purchased £1m worth at 86p just a few weeks ago.

mkt cap is less than £1bn now, no one can ever guess the bottom but considering a few months ago a company was willing to pay 170p per share for thg you know you are in good hands. It looks obvious some shorts are closing..

Rock

Downgraded thg value by 10bn yes 10bn in 12 months. They not good at maths.

Gold

He cant take it private for less than 170p a share..

Steve

How long has it been since ipo, bloody hell...

.

Rock

I will happily take 170p from here.

If mm cant justify selling the whole company for 2bn, then he wont be willling to separate ingenuity in current mkt.

What do they value ingenuity in current mkt?

They have made a big **** up, i think they should have sold at 170p. If a company is worth more than 170p it shouldnt be trading at 70p few months later.

Rock8

Thats one of the silliest statements i heard.

Rock8

Charles purchased 1m pound shares to hold sp, how much do you think hes on.

God help us.

If thg has messed this up, board need to be sued especially mm. Clearly some big pe is after this company..

£1m worth at 86p 3 weeks later we are at 71p.

Hopefully it bounces back.

Well no director is thick enough to buy at 80p+ when he will have privy information, if barclays say lowest it goes is 55p is he stupid? I dont think so.

This takeover saga 170p and here we are at 70p. Board should resign and in 12 months if they accept a lower offer they should be arrested.

someone needs to step down for this catastrophe, offer rejected of 170p here we are undervalued at 70p.

Doesn't make sense to me.

We were told ingenuity would be separated within the first 6 months, when will this happen now?

whats clear is that the company is cheap at present with the various divisions they have.

mkt cap under 1bn now, im guessing they will separate the divisions.

They said mid july, so anyday now..

Wouldnt want to be out over weekend. ;-)

Mkt cap only 13m, contingent resource 1tcf gas and 50mmstb condensate.

Interesting times still 25% below placing price, no brainer at these levels.

Problem is they wont take those oligarch off sanction list so evr will not be trading in uk. Will they trade in russia?

They have assets in usa also, the big boys may take this private and may get investment back.

UK and EU sure messed up here..