Member Info for Polishcap

More growth at Alsa it seems

https://www.linkedin.com/posts/alsa_hoy-anunciamos-la-expansi%C3%B3n-de-busfly-nuestro-activity-7346158259487006721-YJ-u?utm_source=share&utm_medium=member_ios&rcm=ACoAAA9clbIBL9fEt0ZC0vrYY-6ADBzJBfTORDY

Long

Citadel keep shorting from 25p

Desperate to keep her down

They are going to end up like firepower

250m ebit EURO Alsa

As you say John the numbers don’t stack here unless they did it immediately after the aberforth rns which would make more sense

Find it really curious this move it’s like a desperate attempt to limit the rns impact from the 2 parties most affected by it

I find it more important t the long term legacy shorts have long gone (wace and glg) feels very risky by these 2 parties unless they have info on Germany or uk bus

Anyhow a nice 1 month cup and handle formation is nearing completion I see so see everyone at the half year

Laughing my tts off at the idiots in here

Rich rich gone silent made off with his day trade the pirate

Good luck here all

Makes a lot t of sense this actually

CFO joins the day a debt investor sells and moves it to equity

Allows the company to capitalise on the cheap debt when they get the bus sale done and dusted

Equity flies up company buys debt at 60p in the pound

Wow is this a plan being hatched by the lads

John calm the Fck down you snowflake

I reckon the new equity investor was a debt investor maybe and they have rotated because the equity is ridiculous if you’re info is true

It’s good if we do a buyback which we we can or a tender

Got the connection now

Aberforth manage their uk monies and is only the conduit

This investor is a lot bigger than Aberforth hence why it is in the nortrust fund and not Aberforths other funds

Fck me

A trilliion in assets ( 1000 billion )

Wow Jorge cosmen needs to do the deal here

Not sure on what the link is to Aberforth but this is the ultimate parent of the Company who has took the long position

An American monster this thing

Fck me sideways they can refinance it in a heartbeat if they chose to

https://www.northerntrust.com/united-states/what-we-do

They clearly have a reason for the massive build

Let’s see what publically comes out full disposal of Alsa or WDU

They ain’t messing around their with 5,42 and are very clever players having been in McBride at its lowest ebb and 4 bagged on Mcb

Games here a foot and someone needs that volume replenishing

Cosmens may dig back in too

It’s Smokey And his mate fire hose

Someone cool him off

I hope this is the cosmens though as opposed to shorts really do

What actually is the guidance number the precise number or range

Anybody know this

Considering inflation is rampant the sales growth is not encouraging

Nothing on ingenuity passing through its world class saving platform to remainco

I’m far from impressed

Defo would not underestimate a bid from FG on paper given their share price strength

Cosmens too have significant Spanish banking contacts

The shorts speed and depth of reduction tells you everything you need to know here especially Marshall

Smokey closing his short at a loss

Hehe

Someone is sniffing here

Someone is going to get this for a song

Alsa the monster

Relax John

Agree Germany needs sorting absolutely it should be the most important thing above anything but if you just sit back and think here

We’ve just got 300m cash in extra for a 9m sacrifice on ebit

The hybrid bond is staying we are paying the coup for the foreseeable but 20m is here nor there when you have 300m more cash Alsaa growth and hopefully a floor under Germany . I would very much support binning uk off too asap which maybe coming

Volume today is insane and clearly sitting on to get people in is happening

We are in for great change here

The professional shorts know when to exit

The rats like mr fire hose and Smokey

Well they’re going to be obliterated to use a trump phase

Totally played this thing

Really hope retail shorts get caught hard here on the turn

Is there any publically available info on who mobi is debt investors are on the bond side JW