Member Info for Mudis

seems CA will be discontinued

Over the last 12 months, following the Fund's intensive engagement at Equals Group plc ("Equals"), its share price has trebled. The business is now operationally cash positive, enjoying top line growth of 47% against the pre-Covid comparative period and ideally placed to benefit from industry consolidation. The Fund has introduced Equals to third parties that it believes will be able to specifically assist Equals in this regard.

One of major CA shareholders already said they will be voting against. I believe eqls due with another update early in December. If i remember correctly from Paul Hill interview
https://www.proactiveinvestors.co.uk/companies/news/953381/activist-crystal-amber-gets-a-dose-of-its-own-medicine-953381.html

Just need patience here until CA is out. As long as fundamentals keeps getting better eqls will attract more investors and speedup their exit. I have a feeling Ian holding back spending cash in case CA must exit to wind down their fund.

that timing :)

I think we might see another surprise soon. Travel reopening, Easyjet said bookings up 400%. Exciting times ahead

Total revenues for the startups covered hit £5 billion in 2020, although profitability remains elusive, with combined losses after tax estimated at £2.2 billion. In fact, less than five per cent of the firm are profitable, while 80% actually increased their losses in the latest reported accounts.

Should get interesting once all these loss making fintechs starts to fail. Pressure building up for them to show they can make a profit.
https://www.penews.com/articles/uk-startup-boss-says-fintech-pays-heavy-price-for-profit-failure-20211007

idk what caused it, but i bought today :) US markets turned green

PEEL been sitting on Ask for 2 weeks now and keep pushing it down.

Nice update. Basically transformed in to online retailer

https://www.prnewswire.co.uk/news-releases/iron-deficiency-anemia-market-size-growth-to-shore-up-with-a-cagr-of-3-7-during-the-study-period-2018-30-in-the-7mm-delveinsight-802568318.html shield mentioned few times

Just move it higher already, hardly can get any shares

https://kanipayments.com/kani-are-delighted-to-announce-new-partnership-with-leading-challenger-equals-group/

my bad, posted wrong link. https://mobile.twitter.com/CapitalPmh/status/1437704687713755143

https://mobile.twitter.com/CapitalPmh/status/1437718208564318210 paul hill did q&a and upgraded his forecasts in previous post

q3 is amazing

I doubt its a buyout or anything, but if results were bad would you post of you partying and laughing? :)

https://twitter.com/equals__money/status/1437385585052823556 Party time?

i guess lse really hates that website lol