Member Info for Polishcap

Compared to the THG moves this week kelso even on a wild spread becoming a nice hedge option

Who knows

Someone posted about equine Company last week being hosted and housed under ingenuity

Glanbia own Tirlan who own gain and a load of animal horse agricultural businesses

Hold it for gold

Qube the loons must be throwing everything at it as no genuine holder is selling

Mad they are shorting at 60s

That's his new city

Trying to thrash a deal out with qarataris or apollo are having it

Culminating 2 years of talks quote interests me

Was easy odeys most sellable asset and he got it away with ease becsuse such good value

Bargain up. To a pound here fill your boots

Https://www.clal.it/en/index.php?section=whey

Virtually flat on Last number

Regardless if we spot buy of forward buy we should be very healthy margin now

2 years shelf life I think too so very durable

I'm holding for gold

Enjoy the sunshine holders and investors

The ao 2 man logistics business should be all over this opportunity

We will agree to disagree OSG

Wacky trading day

Games aplenty

No way kelso. Have divested cfds

Read the preso they are investors not traders

If they divested am rns would come out

I don't see it as a hedge

I see it as follows

Kelso subsequent cfds in thg are in a fairly material red position

Spreadex have came. Knocking for margin calls and kelso. Don't have the cash

Kelso has sold them. The dream. Like we all believe them. And a cushy deal. Has been struck

Kelso management and thg management very well. Acquaintance (zeus lead the 100m cheque at 2. 5bn valuation Aug 17)

Some private. Investors who feel kelso may roll into any subsequent deal and are fearful of any small chance shafting maybe should diversify some funds into. Kelso as a hedge agaisnt that

My thoughts only

Head of investor relations

Oh no that is greg feehely

Well put baz

Yep there's always the winners and losers and PGA have no morals adwell. Sense was seen in the end and pray Mr moulding sees the light too he is not bigger than thg or the predators stalking us

That deal has took a good year to cook so let's hope our one is near the end. Apollo was episode 1 of the 2 piece drama

Our deal may have been cooking a long time too

Saudis do a deal. On the golf pga tour (it's a takeover not a merger)

Wonder when we get our qia action we will not be able to resist them. Like apollo

Good detail DI

It's a very important issue so why couldn't thg it's full year rns explicitly detail this and what exactly in particular is in the current rules that is the deal breaker (is it the golden share or other items)

It was typically brushed over with a token one liner

I believe like. You in good increases but no thanks to the man who should be employed to do this MM.....

Exactly manc

More woolly trifle from. Moulding

Regarding premium listing we got a throw away token line on the first page of the results rns that it will Happen subject to the regime rules changing to obviously satisfy MM

My own take is it's stall tactics again

There is obvious several very easy levers moulding can take to boost the share price (surrender gs premium Listing) but won't be done as it conflicts with mms control obsession. Says to. Me this guy isn't the right man to lead a multi. Billion pound company moving beyond September

Point about trust his words is seminal. 65 per cent club is BS I know that. He may have his chums who milked loads on the IPO Terry hunter etc that's it

Hold it for gold

My point is not that it will Not expire but mm is clearly not to be trusted with his words

Does. He do. What's best for. Him. Or. Best for his shareholders??

More fresh buying blood who are proper lth and not traders helps especially if prestigious II

He told the market in Oct 2021 after the botched analyst presentation he was going to surrender the golden share

Here we are June 2023 and it's still Not surrendered when all he needs to do is sign a piece of paper

He had no intention of doing so. He says one thing but does another and to be fair has fed the market a load of trifle since listing

I'm. Not at the agm but someone should call out the above to embarrass him. If nothing else

Sofina Balderton norge van merwick Kennedy, vanguard, the americans and the free float is c 58 per cent. I also think mark evans will turn as he has missed out on a fortune (he is near 4.9 per cent crazy). The night of the long knives will arrive.

Bring back apollos offer MM!!

Can see drifting without news or market direction until agm

Great opportunity to increase if any liquidity and hope that big funds are looking at it if they are repositioning

Don't think the premium listing is coming anytime soon though due to mm strict control obsession

Gla

Someone called it weird

It's not weird it's clever pick a category with low penetration and barriers to. Entry use thg expertise to be market leader

We deliberately stay away from mainstream categories big 50bn retailers would race you to the bottom on