Hello Simon2 Nov 2024 08:38
Have just seen you may not be posting but look forward the info from Barclays stockbrokers as have not seen before and like to see everyone input as a new investor in Reabold. Yes why not post it every day like persimmon has re what he perceives, though must say when he was given 48 hours to expand. I awake this morning very disappointed with the extent of his response nothing is nothing, which means next to nothing. Yes he has family engagements this weekend but after 4 years of daily posting twice every day this info should be on his finger tips as he reaches into the mind palace and draws the info out. 24 hours and NOTHING. He is back Monday to post his perceptions so will put same questions 1-4 to him and in the absence of a better response I maintain my own opinion that Reabold at current level is strong buy and maintain my own personal valuation of £12 million Reabold, which was based on my initial assessment of the book and West Newton, Colle Santo...
It is a shame you will not be posting as clearly you have also been here many years and can offer me some knowledge on rest of assets. To date I have focused entirely on Colle Santo and West Newton the Book and have found value there.
Rightly or wrongly I have not had time or should I say priority to look at the other assets and as such have attributed zero value to the following Assets in my £12 million current valuation and have seen nothing here that has suggested there is any value there. So my questions to you are the following.
1. Do you think Parta is worth more than £0 and if so why?
2.Do you think our offshore assets I belive we got from Corallian for £200k I think? have any value and if so why.?
3. Do you think I am missing a trick by giving a value of £0 to Day Break Usa? Do you have a valuation above £0 for daybreak and if so why... ?
Based on your answers I will decide if I look into this to see if I can up my valuation as opposed to Persimmons perceptions as he has supplied no supplemental information, intelligence for me to persue, delve.
For time being I maintain my strong buy opinion and valuation of £12million... In the absence of info hear and new news coming from Italy I think my personal valuation will be increasing to £13 million.