Member Info for Micky1971

If we are close to a FSP then you would assume EUA would want to suspend on opening to protect and sustain company value. The more that pile into this if the share price remains relatively static the more diluted the overall value becomes when FSP arrives.
Thoughts??

So where do we see the FSP now??

Evening I have crunched the figures, read most of the posts and my educated guess would be 45-65p. This represents a modest profit for some and fantastic return for others. The reality of Eurasia is what’s in the ground has to translate to hard cash and that will surprisingly involve cash investment, risk and time. It’s a kin to getting a valuation for a diamond ring for insurance, the actual retail figure is invariably about 25% of it. Anyways not long to go now until all will be revealed, GLA ......

Now that things are finally starting to get interesting , what do we think is a realistic offer???

GLE

What do we think, I’ll kick off with 84p

Hi Ian, can you put me against 15/02 (50th Birthday) looking for a double celebration and a step closer to retirement....

Hi CAW1, completely agree with regard to AA and that was my point to fellow investors at the time, everyone wanted to ignore the debt and still insisted an offer would be circa 90p, clearly unrealistic.

I can remember being invested in AA not long ago and the build up to the offers was so pensive and way way over egged, we then got a 35p offer and everyone was dumbfounded. I realise this isn’t really an eggs and eggs analogy but trying to predict the worst scenario allows for better risk exposure with an upside as a great bonus....

What I never really get my head round is if we are all pretty confident that the current share price will return circa 75% uplift why don’t we absolutely load up. I maintain a reasonably balanced portfolio but despite the opportunity this share seems to offer there is always the what if??, hence hold back.......

Now the research is done and value understood where do we think a grounded realistic offer might sit. I’m thinking about 55p, thoughts please.....

Thanks Saxonaxe, atb

Good morning all, I got a very late ticket to this party, do we know what the likely buy out range figure might be, just so in can at least sleep easy, stay safe all....

I was in the cusp of topping up today, but that would have meant selling my boohoo, he decided to stick and boohoo dropped and I lost out on another £2k profit, assuming 35p is a done deal. Oh well this is the reality of shares, let’s see what happens tomorrow GLTA......

Hi, why are not more people taking the opportunity to buy in at volume for the extra 3p, if there is no deal they will have to refinance? Surely 35p is it game over??

Hi, I have invested in RR last week at .69p, am I correct that the shares will automatically drop to circa .55p on 12/11 as the rights issue is actioned?, or am I missing something??

Agreed, as they are still at the table they must be haggling on price which should reflect in a decision relatively soon as there would be no need for further deliberation. I see an offer in the region of 38p...
Do we think the AA are also working on a plan B rather than just lowing time to tick by on the presumption of a deal??

I just think the AA will want good reason after a months extension to further extend, this is not a complicated company to understand.
The buys today strangely far out way the sells???????

Let’s not forget the last extension was agreed with some reluctance and we would have to assume as the investors will be that AA has also been working on its own refinancing deal in the background, therefore I’m not convinced they would agree to a further extension.

I think an offer may be forthcoming either today or Monday, but whether it will be accepted will be up for debate, i can see an offer in the region of 35-40p making it worthwhile for the investors and representing a good balance or risk and reward.

If there is a buy out agreed then it is the SP agreed that you will get, you seem to infer the SP may gradually increase on buy out???
I would have thought with the current consortium interest there may well be a buy out of about 35-40p, lots of posters have disagreed, but the reality of the current debt and economy right now would actually make this quite palatable.
Of course another scenario could be a partial buy out for reduced share capital, again to help reduce debt burden, this could come in at the 25-30p region. I don't think them walking away is that likely at this stage, but never say never, Just thoughts...