Member Info for Pedrobull

And an offer from PHP at 43p which was rejected, hopefully they step up and go aggressive

Never a reason to invest though is it?

Market Capitalisation £824.53m

Net Debt £1,162.7m

So roughly about £2bn

Not sure shareholders will benefit though, kind of thing a Saudi Mike Ashley type might bid for at £1

GLA

Berenberg starts Dr Martens with 'buy' - price target 102 pence

There has never been any so not really strange.

No products that I am aware of either.

There was talk of a SaaS delivery of one of the Methods as the only viable option to prevent unlicensed copying of the secret sauce, not sure how that's going though

1st repayment

The B Shares will be issued on 7 March 2025 and immediately redeemed at one penny per B Share. The Redemption Date in respect of this B Share issue is therefore 7 March 2025. The proceeds from the redemption of the B Shares, which is equivalent to 4 pence per Ordinary Share, will be sent to uncertificated Shareholders through CREST or via cheque to certificated Shareholders.

I can't believe there is are only a few trades so far today.

GLA

Interestingly up 3% today on no news and FTSE is flat to down as are US markets, maybe it's the end of the world as we know it and all the church goers have gone to the pub!

Getting better, thinking time to reduce though with political tariffs and war mongering from the land of the free!

Musk wearing sunglasses inside waving a chainsaw. GLA America

BTW i closed my short, will re-enter if 400 seen again

I had never heard of Max King but that is interesting.

"BNEF expects baseload electricity prices to fall by 3.5% per annum in real terms up till 2050"

That is news to me, in the short term Cornwall Insight have the cap rising in April

https://www.bbc.co.uk/news/articles/ce3lx7k092vo

In terms of Russia Putin is a war criminal and Trump is heading that way as well, god help us all.

I hold the Ecofin trust and that has been good over the years.

I was thinking of adding to TRIG but HL won't let me buy at present.

GLA

The Company announces the unaudited Net Asset Value per ordinary share (inclusive of accumulated income) at the close of business on 14 February 2025:

Net Asset Value (pence): 210.03

I know Europe is 24% of the DGE net sales in 2024 (39% North America) but the UK must be largest part or Europe I'd guess and pubs are shutting almost 1 a day due to cost of living and change in habits coupled with employers minimum wage and national insurance costs.

The British Beer and Pub Association (BBPA) said on Monday that six pubs shut their doors for good every week last year, resulting in about 4,500 job losses across the country.

At 44p I'm breaking even on the capital price of my 24,000 shares 1st bought in Oct 2018

However dividends received since then at £2620 and well covered I feel no need to sell here.

KKR might come back with lower offer Lol

GLA

Finally a pop above 250p

Another marker post.

On 13 February 2025, the unaudited net asset values per ordinary share, valued on a 'bid price' basis, were:

Capital only: 4,895.66p

Including income: 4,955.88p

Its always darkest before the dawn!

Lindsell Train Investment Trust has over 5.4% of it fund in Diageo

https://www.ltit.co.uk/performance/monthly-manager-reports/

December 2024 report

Diageo - The final dividend was up 5%, as it has been every year for over a quarter of a century. I would have been very

surprised if the company had broken that record, despite the challenges of recent trading. But the increase is a confirmation of claims by senior executives that current challenges are temporary. A recent meeting with the new

CFO of Diageo has increased our confidence in its opportunity to improve short-term economic returns (via efficiencies and targeted marketing), but also in the long term opportunity presented by its brand portfolio.

GLA

Yes Aliveandkicking agreed, my weekends used to start Thursday and end late on Sunday spending all most of my disposable income across the bar, not sure DGE and others have the same clientele nowadays though...

GLA

Close of play today a large 191,724 shares sold @ 139.3p for £267.07K

I'm looking to add though.

Not sure what is going with trading here as there were 37 trades today and my purchase was the largest by far, lots under £50 and that's not normal is it!

Added 200,000 at 0.676p

Now holding 1.7M showing a £10K loss over 5 years

GLA