Member Info for Matty20

Glad I’m not out of it over the weekend haha

Let’s hope it does a bounce back at the end of the week and it’s all very over done.

We have seen this kind of thing before. Hopefully next update will be positive as well.

Best to not fret too much and come back in a week or it can send you under thinking about it ! Totally out of our control and I would say pretty much an unforeseen macro event driven by that US farm payrolls number.

Hopefully FED will drop in September and this will all be a bad dream.

Ever the optimist me .

Now I'm off for a swim.

Times article saying Jeffries thinks a 28% premium to last nights close should get it across the line

Typo should be wouldn’t lift the assets.

Got to be positive tho

I wonder what value of the £300m is in the books at.

They’ve got £700m of intangibles still there so it must be pretty high.

So if they got back what they paid for it (maybe some has been amortised) it would reduce intangible assets and no doubt pay down debt but unless it’s a mega offer would life the net assets.

However net assets are a good bit higher than market cap so maybe the market would prefer cash / lower debt to an intangible given the liquid nature of cash !

We will see

And another for optionality… is that even a word ? Haha

Fair point, we do have our 65% club though

Anyone seen this article on proactive ? Billionaire majority owner taking it private.

Be interesting to see what the price will be premium wise to closing price.

https://www.proactiveinvestors.co.uk/companies/news/1044871/l-occitane-heading-back-private-to-revive-fortunes-1044871.html

Anyone know why it’s jumped today ?

PCE down to 0.3 it says in the times which is down and should be good news for interest rates so fingers crossed.

Where the USA goes the world will follow

Nice to have a bit of fun and optimism on here for a change. Enjoy your hols.

“Wouldn’t want to be out of this over the weekend”

Haha

Was that positive at the end according to Google or a UT?

And British Bulls have flagged us as go long so we must be on the up hehe

If only haha.

Update in the next couple of weeks though. I wonder if it will do its usual uptick towards then and yet again a big drop after… or will this time be the one?

Never felt more like a gambler in my life

Oh he does talk some rubbish !

Yes I agree it looks like it’s off the back of the FED comments yesterday re inflation under control and US rate cut expectations brought forward to June.

Let’s just hope no one’s else starts shooting at each other !

Yeah I agree re brokers.

Underlying picture in the media slowly (like an oil tanker) seems to be turning in our favour though so can’t be a bad thing.

I see Pizza express are also going for TRG against Apollo.

Be interesting to see if they lose out again! Can’t hurt for us if they have a big war chest.

Although I think having had dealings with MM they know where the red lines are now which probably means not commercially doable !

We can live in hope

This board getting a bit advn

I’d be happy too if it comes to pass.

Apollo termination was 12th May so six months up in a few weeks.

I wonder if they could do a deal on nutrition this time or whether they will have just moved on ?

We will see. This Jam better be good after all this wait haha