Member Info for Pedrobull

Buy on any weakness circa 485

Lending, yeah agree 100% the figures I quoted were the summary of the FT article - "Thoma Bravo’s recent takeovers in the US come at multiples of more than 10 times trailing 12-month sales"

The key word in there is trailing so last years x 10 valuation.

I dont think the directors will sell out at that though

Darktrace also expects revenue for FY 2022 of at least $417.0 million, reflecting year-over-year growth of approximately 48%.

10 x $417M is £3.5Bn and with 709 million shares that's £4.90

TB are going to have to have a re-think if they want my shares

FT - "Thoma Bravo’s recent takeovers in the US come at multiples of more than 10 times trailing 12-month sales, while Darktrace currently trades below such valuation multiples."

still not available to buy on HL

https://www.thomabravo.com/companies

They have 26 Security businesses shown on their website incl McAfee, Entrust, Barracuda, Blue Coat

Hopefully someone else enters the race, they can have mine for £10 each

I just tried HL and agree its not good, probably depressing price

Online dealing not available
This stock is currently unavailable to buy. MIFID II regulations require the issuers of investments to provide us with information about costs and charges. At present we are unable to access this data therefore we cannot make this stock available for further investment. If you already hold this investment, you can continue to hold it, and sell it at any time, but you cannot buy any more at present.

Hi Bowlers12, who do you think is the best stock broker?

I think HL are a good stockbroker IMHO.

Banks like Barclays and Halifax etc are not as are the low cost internet only shops that may cost less but they amalgamate trades and don't always execute immediately.

Could they do glamping in the meantime, they'd need services like water, sewerage and shops so probably not!

The Board of Dunedin Enterprise Investment Trust PLC announces a preliminary unaudited net asset value of 567.5p per share as at 30 June 2022 (594.9p at 31 March 2022). The net asset value per share is stated after a 1.9p per share dividend paid in May 2022.

Catching on now I reckon, +6% today

I'm ready to buy more, it really is money for nothing as long as you are prepared to HOLD

Cheers Icwanderer!

that's interesting but slightly confusing that South32 are doing this

"South32 will hold an approximate 16.9% stake in Anglo Pacific post transaction completion, demonstrating conviction in the outlook for our existing business, the acquired royalty portfolio, and our proven ability to deliver shareholder value. We are delighted to welcome South32 as a shareholder."

Graham Kerr, Chief Executive Officer of South32, commented:
"The sale of these royalties unlocks further value from South32's portfolio. The transaction will realise upfront and future cash payments for South32 while retaining our exposure to these base metals royalties through a shareholding in Anglo Pacific. We look forward to continuing our relationship with Anglo Pacific."

RNS out today notification of major holding by South32 Limited 16.9% previously none!

Never heard of South32 but they look a big outfit https://www.south32.net/who-we-are

The best product in the world does not make a successful business for shareholders if the management are useless.

You have to vote them and their .3p placing out!

1. To reject the placing at £0.003, I vote AGAINST all resolutions at the 1/8/22 GM (first meeting).

2. To have the directors to resign, I vote FOR all the resolutions at the 12/8/22 GM (second meeting).

and yet price drops 1% circa 40p

Strong buy ahead of August/Sept go ahead on Thacker Pass I reckon, 40p is a steal

Thanks Guys, I will send two separate emails;

1. To reject the horrendous placing at £0.003, I vote AGAINST all resolutions at the 1/8/22 GM (first meeting).

2. To have the directors to resign, I vote FOR all the resolutions at the 12/8/22 GM (second meeting).

HOW DO I ATTEND AND/OR VOTE AT A COMPANY MEETING?
If you wish to attend a meeting and vote you can be appointed as a proxy by Hargreaves Lansdown Nominees Limited and attend and vote in respect of your holding held on your behalf by Hargreaves Lansdown Nominees Limited. A request to be appointed proxy can be sent to Hargreaves Lansdown by secure message or post. Please note, 5 business days' notice in advance of the date of the meeting is required in order to vote/attend. Alternatively, if you wish to vote without attending the meeting you can send (by secure message or post) a voting instruction to Hargreaves Lansdown and your vote will be forwarded to the company.

I have 2.6M shares in IRON held via HL.

Will HL send me an email message on the GM, I think not?

So exactly what do i need to write in an email to HL to vote for Align and against the BoD and by when?

no shares traded this week 11th July to midweek today 13th July despite RNS this am