Member Info for Polishcap

Really interesting

So they were responsible to yesterdays surge it was up 7,5 per cent at 1 point for only 9 basis points so 550k shares

Rns lands on USA and they are done they know that

May god be with you all post these interims

They have the option to Fck the hedge off of the spot is cheaper though which it must be close

It’s all good here

Roll on the jumbo cut of 50 basis on the 17th

The dogs have more shares than Kelso

Must mean the goldfish have more than PIs

All free of charge of course

That’s about how much respect the company has for the hard working decent folk

Good luck you’re going to need it soon

Https://www.canaryshuttle.com/es/services?_gl=1*1uj05i4*_up*MQ..&gclid=EAIaIQobChMItNayzIasiAMVHYFQBh3nOArOEAAYASAAEgKzzfD_BwE&gbraid=0AAAAA9wQJ92IJj1bM_jE4wXAIL-M-H5nu

Was dropped off by grupo to Lanzarote airport yesterday

Bouncing they have deals with jet2 and easyJet

Have the islands sewn up domestically as well with bus not just transfers

Great acquisition cosmens know what to do

Lots of options here to create value sale or no sale of a division

It’s the underlying trading position of the business that gives me the most encouragement

Free cash flow 180m per annum

15 per cent of asos market cap is what 45 50milliom

Literally there is over 1500million trapped in alsa alone

It is a monster

Blowing in mcgs favour

Yet it’s dripping again

This must be the most bent stock on the market

Surely the cosmens have to put a stop to it or someone else will

Free cash flow will be 175m comfortably on an equity value of 420m

Make it make sense

Deals are happening

https://www.reuters.com/markets/deals/alstom-closes-sale-namerican-signalling-business-knorr-bremse-2024-09-02/

In Lanzarote and grupo 1844 smashing it up

2025 prediction

Https://amp.dw.com/en/german-inflation-sinks-to-19-in-august/a-70081684

Those provisions will need reversing for us !!!!!

Cup and handle in formation here

No more downside for me even if we pursue nasb

The downside was the potential discounted dilution which has gone

Cosmens rule

They know Mary the pirates

Nothing good here being short long term and the cosmens or the USA rns will re rate this

I’d be happy with the cosmens coming in with a private equity house taking the monster off our hands for 2bill

They also haven’t specified what are they doing with the free cash flow yield even after the debt repayments of half the market cap

Ted you snowflake

Clear as day they are on a fill hunt the pirates with that drip then the 400k order

10m volume from Friday still yet to be explained surprised to see no tr1 or directors from last wed

Still grossly undervalued on a EV basis and a FCFY basis

For example the free cash flow

Number for 2024 they could buy half the shares back

Wouldn’t be surprised to see an activist come on board to challenge getting the value out of alsa as well the 3bn monster

Https://corporate.hollandandbarrett.com/news/27-08-2024/

Looks like they won’t be planning to use ingenuity for long here and a sticking plaster

Naughty those market makers

Free cash flow negative after blowing 1.3bn since ipo yet still negative Rev growth

It’s still too expensive

Red again after a 4 percent intra day rise

I rest my case

Mouldings had 250m plus in rent since ipo

How much is that £ 1.25 a share on his holdings

It’s his company and will always be run for him .the rest of the directors won’t do anything as they get paid a lot to do exactly nothing.

The rest of the investors will just be served balony for as long as possible until it’s time to reveal the real plan

Worried about good people losing money to this company large shareholders

Let me clear my beef is with the company and the bod not any of you on here

Never fun when the rich get richer taking from PIs

Also have a look at al the Amazon beauty listings they are on a tear and will prevent any decent beauty margin recovery

Hope some used todays pump and dump opp to exit

My guess is not a lot 3 or 4m or it would of been disclosed and it’s similar to on demand division and pbk were the buyer was doing them a favour

Focus on what they don’t say than what they do say I urge

Like in the agm statement last year they gave you an ebitda number but in this agm statement they didn’t

Worried me that