Member Info for mover123

This is a sh*tshow BUT Evoke down 7%, Glen nearly 8% and so on - its not been a good day all round. just want to bring some perspective here

Weird how the price can drop so much on peanuts volume. you'd have to be completely mad to sell at this level - its an artificially low price

WTF? At 1118 yesterday you said it would "more than double from here" and it was one of your top three positions. Whats the point of writing fiction all day?

Agree - its the best way to shut up the critics and would be the best deterrent to MA who seemingly only goes for highly undervalued businesses. Ingenuity carve off fixed, remainco profit making and cash generative, balance sheet deleveraged. It would seem quite compelling

....albeit contrary to previous buying sprees the price is now responding in the way you would expect ... :)

A strange spike on peanuts volume

At this stage I think the best outcome for MM 9and all of us) is a blowout Q1 performance with strong indicative cash FCF for the full year with a re-rate as a consequence - then MA might be seen off.

A few commented yesterday that MA and MM are aligned in what MA is doing but I do not see that. What MM craves above all is control, not allowing an interloper to start dictating how he runs the company. Isn't it a straightforward play for MA - he takes control of remain and in addition to getting nutrition and beauty to bolt on to his empire he's in essence got ingen in a corner as its biggest customer and can then dictate terms or switch the business to another provider?

There has been plenty of signalling on profitability and cash generation and to be fair they've done all the things the market wanted including getting rid of golden share, FTSE 250 inclusion, carving off a cash burning division and deleveraging the balance sheet. It feels as if the macro environment is still against us despite all the good work in the company

Guess the "gain" is a 20% holding and some influence and control

Or is MA still in -play and using his tricks to pick up cheap stock, undeterred by the dilution?

The whole market is having a downer - we have a government that cannot run an economy it seems

Its strange - we had 2 weeks where buys outnumbered sells every single day - and the price went down. And today sells outnumber buys and of course the price goes down (logical). Question is whether the dilution was a poison pill and MA heads for the hills

Without wishing to split hairs it is possible to be solvent / liquid but have a refi that is on the horizon. I do not see that there has been anything misleading. MM has put his money where his mouth is and underpinned the business with a stronger balance sheet. In the fulness of time I think most will see this

Very sensible comments Oke. As some posters commented yesterday early, less debt, stronger balance sheet, performance in-line with guidance HAVE to be supportive for the share price. Buyback / dividend would also help

Could it be that the market has got wind of poor Q1 results already?

And again buys outnumbering sells. Seems like an early morning tree shake. Interesting to see what goes on at S4. With FCF I wonder what a divi would do for sentiment here

And buys outweigh sells but price still down. Seems like folks are sitting on their hands until the SC hearing meaning we hover around this level for next couple of weeks ?

9 months old that news?

The market is presumably waking upto the value here without the cash-hungry millstone around its neck anymore. I would hope the days of this being a thinly traded stock that can manipulated will be behind us soon.

And there is MA lurking i the background who presumably has some master-plan (and I guess loading up as well)