Member Info for MaryBr190

Https://enginecap.com/wp-content/uploads/2024/06/CC-Group-PR-Letter-June-2024.pdf

Engine Capital Sends Letter to C&C Group’s Board of Directors

Calling for a Review of Strategic Alternatives

Notes that C&C’s Current Trading Valuation of ~7x Normalized EBITDA Is Disconnected from the

Strategic Value of Its Assets and Reflects a Steep Discount to Transaction Multiples in the Industry

Believes Shareholders Could Conservatively Receive Between 239.00 and 263.00 GBp Per Share in Value

via a Sale, Which Would Represent a 58% Premium to the Company’s Current Trading Price at the

Midpoint of this Range

Mms not taking any chances - looking forward to a move up.

Added a few @121, seemed rude not to

Could also be a lean time after all the sport of the last few weeks has peaked purchases in the US (Hibberts). Add on dips.

BTW do we have a firm date for the results as yet ?

Should underpin the price and nice move from £1 level a short time ago. Underpins the SP so adding on market dips. DYOR.

A tad optimistic at "£225 Very Soon" :)

x 100 would be fabulous - the new Nvidia ?

Final tranche added so let's fly.

Well played Norman.

Deutsche Bank Research cuts Entain price target to 958 (1089) pence - 'buy'

958 gerraloadathat

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Approaching 620 trim

Https://www.proactiveinvestors.co.uk/companies/news/1053742/british-airways-axes-key-china-flights-over-russia-airspace-ban-1053742.html

A good sign with a dividend of 21.50p for the trouble. Added 2nd tranche at 334p yesterday.

05-Aug-24 02-Aug-24 Buy Richard Oldfield 347.36 GBX 28,641 106,368

02-Aug-24 02-Aug-24 Buy Elizabeth Corley 342.77 GBX 40,000 40,000

12-Jul-24 10-Jul-24 Buy Peter Harrison 376.96 GBX 66 2,445,552

12-Jul-24 10-Jul-24 Buy Richard Oldfield 376.96 GBX 65 77,727

11-Jun-24 10-Jun-24 Buy Richard Oldfield 381.27 GBX 65 77,662

11-Jun-24 10-Jun-24 Buy Peter Harrison 381.27 GBX 67 2,445,486

13-May-24 10-May-24 Buy Peter Harrison 372.85 GBX 65 2,445,419

13-May-24 10-May-24 Buy Richard Oldfield 372.85 GBX 67 77,597

08-May-24 07-May-24 Exercise of Option Peter Harrison 358.96 GBX 708,068 2,445,354

03-May-24 02-May-24 Buy Dividends Richard Oldfield 347.39 GBX 2,293 77,530

03-May-24 02-May-24 Buy Dividends Peter Harrison 347.39 GBX 79,454 1,737,286

11-Apr-24 10-Apr-24 Buy Richard Oldfield 378.81 GBX 68 75,237

11-Apr-24 10-Apr-24 Buy Peter Harrison 378.81 GBX 67 1,657,832

12-Mar-24 11-Mar-24 Buy Richard Oldfield 388.60 GBX 62 75,169

12-Mar-24 11-Mar-24 Buy Peter Harrison 388.60 GBX 65 1,657,765

A flurry of deals to avoid Kier's raid in the Autumn and the iebour tax hikes. Perhaps Marty is exiting the UK to preserve his billions?

Morning Aspers.

When underwater, reallocate funds and average down until the trend reverses works in most cases. Subject to spare funds of course. This is near the bottom and likely to rerate higher than the 118 and 125 of yesterday - so am building position again at what seems a great entry.

Have a great day.

Mx

Just added again.

£15+ soon - today, this week, this month, this year - seems reasonable to assume.

Usually wait for an unreasonable drop for the first entry - usually timed with a market selloff is the best timing.

Simple example - costs and stamp ignored for illustration)

2000 @ 580p

sell 1200 @ 620p

leaves 800 @ 520p

DYOR

Rinse repeat, build

In a statement on social media platform X, Mr Palmer claimed he had offered the company AUS $200m (£103m) in support and a contract of up to AUS $1bn (£0.5bn) to build Titanic II

Financing solved in one fell swoop and it was turned down?

Clive should just offer to buy the company and sort out the finance.

@aucuba - it was Aspers @ £5 AC .. checked back to see who it was.