Member Info for MattTheBrave

Was 2p last year total including interim and final. Be interesting to see what they do this year given CF issue/placing.

..that sounds nasty - hope she has a speedy recovery!

Well it's a £9.8m fund raise, not £4m, so shoddy journalism from the get go - and if there was another £5m gap, they just covered it anyway.

Let's move on now shall we.

Nice gesture mate - I still don't understand what all the fuss is about, but hopefully your action is appreciated buy those that do.

Rules are there to stop duplicitous posting and attempting to conceal identity behind multiple monikers. In this case we know it's one and the same person, and there's no intention to mislead. So for me, not an issue - why worry? Also, you missed off your usual ending. GL Sir Whatever that's supposed to stand for !!

His cave, his rules? Just sayin' ;-)

Other foot has dropped - accelerated book build to raise £10m. Interestingly, no discount which tells me that the deal is already effectively covered by existing institutional shareholders. Yes this means dilution, but the short term cash problem goes away, whilst the individual who caused it has gone. Clearly this stock has been painful for us long-term holders, but there appears to be nothing wrong with the fundamentals of the business itself. With the short term cash issue gone, I think we can expect a relief rally back to the 2.10 to 2.20 range, and potential further upside if the business continues to fire on all cylinders. GLA.

Stock split anyone?

Looks like a poster on ADVFN is organizing a class action against Manduca and the NOMAD if anyone fancies it? Of course, you could just end up losing more money!

Thanks Peter, that's helpful. Let's hope they're as good as their word...!

By who though? They're already the number 2 in the UK by a clear margin, and merging with the number 1 would surely be referred to the CMA?

..should be '11x historic PE'. Sos.

...as to be expected. income junkies moved on, so it's back to the fundamentals. 1x historic PE, high single figure growth, yielding about 6%, very stable business. I expect the share price to start with a 3 before the end of the year. Anyone disagree?

...well done Davey (late review - sorry)! haven't heard from you on the AHT board for a bit mate. Hope you're well!

Good question Dar!! Nnothing fundamental from the Company that I can see. Motley Fool recommended recently it I believe, and there does seem to be a slew of positive broker notes at the moment. I have to confess that I'm feeling a bit nervous about it at these levels though......

...but a very active one judging from your post Mon 10.59.! Good luck Sir!

I don't think they necessarily over-promised - I think the market got carried away and extrapolated. I agee about the 'in play' bit though!

Clearly, the 'all fine and as expected' trading statement helped enormously. There is some rubbish posted on this Board about the Company overextending themselves (driven by a very poor piece of financial journalism in the FT - not for the first time either) and even about selling their brand new Chinese factory (which by the way, I hear is now going gangbusters). The Chinese have discovered protein folks, so expect the sausage market to thrive - no way will they be selling their brand new asset in the most populous country in the world. Issues here and in the US are teething, and you have the benefit of having one of the best and most proven managements at a mid cap UK Company to sort these out. Clearly risks remain, but I think there are many reasons to feel positive about the outlook from here

Some nice insider buying yesterday!