Member Info for Polishcap

Remainco private for 15p

Clear as day in the LinkedIn post imvho

Jan won’t be pretty for nutrition nor beauty

81p in Jan to this in December

The clever ones got out as soon as that 3rd Jan rns on old macdonald was out

This falls hard when we get trading numbers from it

https://*********************/companies/uk/household-goods/mcbride-plc/research/zeus-capital/mcbride-group-mcb-ln-initiation-lowly-rated-market-leader-delivering-buy/1a29ebfe-3801-4b7a-b55d-20cea0b098b5

To expand

Look at direct line

It fcked off a bid in February 2024 and promised something better and look what happened at November 2024 the aviva a takeover

This lot though a bunch of snakes with snake oil

How does that lord have a job still

How is the fca not involved

How can you Fck Apollo off for say 130p stating we have options to give shareholders more value and nearly 2 years later be at 40p with a ingenuity demerge for 25m

There should be rules around post wash up failed takeovers if something better promised is never ever ever delivered ……..

The market would not take it well if you had for example the lines of qia balderton sofina. Allocated 100 per cent ingenuity it means they think remainco is about to become the piñata

I could definitely see that

I bet the smart big boys have bailed out of remainco

Hence the collapse here

It should be published who has allocated where

Clearly the pump was on to let someone escape

Jan update will be awful

With 280 net debt for remain this will barely scrape by to service debt

Company has no ability to raise prices

It will continue to fall in 2025

Avoid

Good to hear off you cantona

I thought you may have dumped on the recent pump but unfortunately not

Hope you are well

No it’s going to be perpetual dilution until Pis are choked out

Next round of staff dilution also imminent

Was just a. Pump and dump after all

Good luck if your holding on January TU

Feels like a read on card .

Not good at all

To break even Kelso maybe

Dreamland though

30p when the old hut has to report

Smart money is exiting this ahead of a poor trade update

For me Alsa is worth 2bn in a fire sale in a normal world closer to 2,5bn

The current EV is near 1,8bn of the company

Uk and Germany are buttons they are a pile of junk could be negative if things get worse and provide continual drag on Alsa . They are never going to be profitable at best ebit neutral and well worth exiting the both of them ASAP

So the key if this share goes north is all on USA sale for me

It feels a little binary but still worth holding

Don’t fancy this at all when it has to report in January

DYOR DYOR

Lazy that by the CEO cfo

If they completed the deal 6 weeks earlier could of saved 3m in currency costs

Very much jury out

Don’t see anyway the January trading statement reads well

Good luck if you’re sticking with this one

You’ve got to wonder

Ingenuity is forecast a material lift in ebitda

Is that because they will be milking it now on protein and beauty and they won’t be procuring well or getting any robotic savings

Will they even publish ingenuity final 2024 numbers now this de merger will be slammed shut soon

Wouldn’t touch this with a barge pole

Jg exec president of ingenuity when it has a CEO and chairman

Heard it fcking all

Pis getting their trousers down all the time here