Member Info for nkhatt

Any update on NSF?

The recent drop in share price is worrying. Wonder if there is some piece of news I am missing, that bigger investors are aware of? The stock seemed cheap at 140p so i kept buying but now its 120! Any idea if there is any upcoming regulation on vaping?

Did any one listen into the investor call this morning? The trading update does not seem that bad but stock is down even after the investor call so clearly I am missing something!

Hello, what is your basis for reducing EBITDA estimates by 8% in 2023 and 6% in 2024? The trading update provided by the company is pretty limited

Some positive movement on the share price but no news. Any thoughts on what is happening? Trading update should be coming soon.

Agree with you. About the job advertisements - I wonder if they are stale. Are they actually hiring and advertising on 3rd party websites?

Unbelievable. Drop on no news!

Any thoughts on the RNS today? Forager capital disclosed ownership of 6.88% in CCT. I believe Forager was already an investor in the company so cant tell if they increased or decreased the holding. Would be interesting to know.

Why the 20% drop without any news?

I am not sure what to do with the Velocys open offer as the offer price is 8p when I can buy is in the market for less than that. Anyone have any thoughts on this?

A terrific trading update but still not much love? With an update like this I expected at least a 10% jump!

Stock price has gone down a bit on no news. Wonder if the the supply chain issues have hit the company.

Offeror's are required to disclose position in the target (form 8) within 10 business days of being identified an Offeror.
TPG filed form 8 and disclosed that it has no position. Havent seen the form 8 from Vista yet.

TPG is already identified as an offeror so its simply disclosing its position as required by the code. They dont own any PRSM stock per the disclosure, so this does not mean anything. If anything this is a negative signal as you would have thought TPG would acquire some stock in the open market at a lower price before making an offer for all PRSM stock at a premium.

Hello, I dont have much experience on how open offers work. Given SP is at around 60p, does it make sense to sell existing holding and then use that cash to subscribe to the open offer? I got in at around 40p so want to take profit on my existing holdings but do want to participate in the open offer. Any advice would be greatly appreciated!

Stuff you are right. £21 million + interest + cost of litigation (has to be at least a couple of million!) clearly takes the SP over 400p.
Not sure why stock is still available at 300p? I guess risk of GT appealing?

Anyone have thoughts on why PLUS has always been trading at a discount compared to peers. Both PE and EBIT multiples have been consistently low (7x FV/EBIT in 2017, 3x FV/EBIT in 2016)? The company has done great but the multiple re-rating has not happened.