Member Info for MrMagorium

Very usual for them to let it go to Admin, where anything decent will be bought out for peanuts. Unfortunately PI, as is most of the time, take the brunt of this.

Why anyone would sell at this point is beyond me. They must be really desperate for the cash.

Brilliant, AGM has all resolutions passed.

Now is the time for us to get a deal over the line.

Could this realistically be a 10 bagger?

MCAP is a joke, considering the cash position. Someone must havr been quite strapped to dump 5 mil in one go.

Nicely timed RNS on Aprils Fools, this company has been the biggest joke of the lot

Trump's stance was all about negotiation. He went all in with the logic he can come out with more than he initially had. Couple that with his billionaire friends who were likely buying the latest dip.

If you got in here, great stuff, you probably made a decent return. All the same people quoting an entry of 50p have fled.

This is a Billion Pound Profit Business... now doing a £100 mil buyback. Not an AIM pump and dump.

DYOR,GLA

Hope to see a better monday with the start of the new tax year, and people with fresh ISA money looking to seek out potential bargains.

Been here many times before, it's impossible to time the bottom of the market, but the world hopefully isn't going to end from Trumps Tariffs and people will still continue to buy their Trackies and Trainers from JD Sports. GLA, DYOR.

Be greedy when others are fearful seems to ring to mind...

Sid, you are highlighting the potential demise of MAFL, due to the age of JV (Key Person) and that the assets held are are largely contractual, which until realised for cash, could carry certain counter-party risks, therefore you don't attribute these to shareholder value (hence your valuations of 9.75 & 14p)

I get your points. I would debate they are very extreme views and of low likelihood.

What I don't get though, is if you carry such sentiment, why would you bother investing in MAFL? The risks you highlight must be outweighed by positives, for you to continue to hold a position here (if you really do)?

What if JV does monetise the assets shortly, and then starts to return the capital to shareholders?

Do you really think we will only be getting back 14p a share overall...? The market seems to think not, given it's heading towards the 30's.

Sid first ever post below when SP was circa 15.5p...

"Great fundamentals23 Jan 2025 17:31

Hi, had been monitoring the website for few months, am positive about the company.

Shout out to the forum for posting quality stuff!"

Sid recently referred to the SP heading back to 9.75 & that this company has a value of 14.75p, according to their latest tea leaves.

They are positive about the company at 15.5p, but they come out with ludicrous valuations below the price they were positive at!

Something not stacking up there!

Why 90p? In reality the biggest risks here now are low ball offers / being taken private.

This is now a cash generative, FTSE 250 business with two huge leading brands in H&B and Nutrition.

I have taken a stake and bottom drawed it, because unless there's some unscrupulous corruption at play (which has happened with businesses in this situation... ie. BOD trying to take it back on the cheap) it should start to reflect multiples of current SP.

AIMHO, GLA, DYOR.

Sid, if your view is that this is heading back to 9.75p, i'm pretty sure you would have likely sold any holdings you have/had here by now and therefore, in my personal view, it is in your favour for this stock to fall to the level you are implying with the question you pose.

Couple that with the fact you are advertising other seemingly 'valuable' stocks on this BB (which you highly likely already have an interest in) signals to me, you are someone who is desperate to make money at all costs.

I say fair play to you, but at

I'm not sure if MAFL will go to 9.75p. My personal view is that ship has sailed and we could end up closer to 30p, than to 10p over the coming months.

Very enlightening Sherlock - i may have to ask AI to succinctly summarise your points, but I believe that you are saying this is a good investment with a good Investment Manager. Agreed!

In a local store a few Saturdays ago and spotted at least 6 members of staff huddled around having a laugh and the store seemed particulary quiet.

Distinct lack of promotions/discounts which does make you think in the quieter months, shouldn't that be the time they are putting their foot down on these initiatives to drive footfall?

I'm a shareholder here, underwater as i'm sure many will be at these prices, but I do think JD have the opportunity to take some decisive action to help avert any further profit warnings...

I think the circus is short of their main entertainment today Sid, too busy posting nonsense again on LSE...

Sid101 - Intellectual prowess isn't solely about the ability to access and articulate information; it’s about understanding, critically analyzing, and synthesizing that knowledge. Merely utilizing AI to imitate intelligence is akin to wearing a mask—it can hide one’s true capabilities, but it doesn’t transform them. True wisdom is demonstrated through the depth of comprehension and the originality of thought, rather than the superficial gloss of borrowed words.

Whilst my response may lack intellectual substance Sid, it is a response from a human being, not Chat GPT.

I'm not buying your claims of being a shareholder, because having your views of an upcoming 'catastrophy' why on earth would you continue to hold? On what planet does a shareholder continue to hold after a 50% rise, when they think something so bad is going to happen? It just doesn't stack up...

Sid101 - if you are a shareholder with such a bearish outlook, why are you still holding ?

The SP is up roughly 50% in the last month, and it is continuing to rise, because it's been under the radar and now people are starting to wake up and see the potential.

It did over 25p a few years back and was not in the same position it is now!

I don't think you hold and now I think you missed the bus.

Simply Wall Street believe this has a fair value of 85p.

Normally i'm rather sceptical on their valuations, but this one is a bit different...

£30 mil for the underlying asset value this possesses, plus the capably demonstrated stewardship of JV?

Is £1 really out of the question?

I wouldn't be suprised to see a predatory bid at these levels... I could be wrong, but it's been here before and the Qatar affiliate took a decent stake (they also topped up recently). Let's also not forget the yanks will also have 'undervalued' UK businesses in their crosshairs... Health and Beauty are growth markets, oh and those are the two divisions THG own... AIMHO, GLA, DYOR.