Member Info for Polishcap

Re. Comms referring to. Their recent prospectus. Found that information good

They should also get in touch with sue Farr and get her working hard for fed up shareholders and put that amongst an rns

Needs more confrontational less nicey nicey

I'll. Leave it then maybe see. Jg at thg agm

Let's see what kelso. Do next. Feels like they have to change tone or change something as these passive aggressive rns with advice are useless. I. Note they were. Founded. To. Identify unlock and develop value well we are near 6 months since there. Opening with thg and they look to. Be in the red now on average

My advice would. Be go hunting out and canvass big shareholder true. Opinions put matts comments to. The test re. The 65 per cent. Club

However to be fair can't fault them. On comms

Note did you see my note on. Rule9 thread on. Thg board

Really hope your are right regarding apollo

Thinking of it if they hold cfds they dont have voting rights

Negative I would only go as a thg shareholder not holding kelso

I want to form. Some thought of collaboration to hold more voting power

Frankly right now any rns they produce or recommendations to thg are not even acknowledged never mind actioned

Bizarre how it's discrimination for overseas

Why 2 per cent huge difference

He has personal. Holdings and works for Balderton

Balderton maybe with matt he maybe against matt

How does that work??

Yes but the share price is. Now worse than before the process commenced :(

1 p do. You know when the Dutch outfit acquired the shares. The others roughly. I know. Dates and so. Prices (lots of extreme positions)

As soon as one of these European houses sofina norge orthurst etc declare public position we are on

Not a chance they cashed that cfd in. They are long term holders not traders

It will be in red. Now and margin pressure will follow so they like the other suffering PIs need to take stock

Pearls

Sell. Out cheaply to asset stripper such as apollo

None of us know what the bid was

So how can you call it cheap

All relative

Welcome to. The club city and do appreciate the Debut post

Fingers crossed something has to. Give

Loving it ladies and gents

Sounds like matt needs to ensure a. Boxing ring is installed in the venue for. People to take fury

Cheers

Like some other posters on here thinking about mac he is a mercenary nothing more.

He sold at the boom so clearly has the cash to. Get back. In but obviously declines not to as he is not part of. The 1 per cent club see 1 pencil thread summary

Only. Presume last year announcement was a little ploy to. Get a short term. Spike.

Belerion capital is a joke. So Is candyman. Smokecreens hence why no major holdings

Go on companies house iain macdonald filled accounts march 2023 with 200k in capital and assets

Just a smokescreen

Apollo isn't but matt wants to pull all. The strings

Sofina stick. Out so badly on the list for me

Could. Be wrong perhaps it was them the mail referring to

Great summary one penicil

Pencil I a provision for. This board at 1.45 per cent

Definitely no flim flam this year

Has to be a riot!!!

Manc thg should be giving. You that hale membership free of charge

Sure long serving staff get this perk

Canvassing early numbers

Who is planning on attending

Who is on holiday

Welcome a ye or ne

This board will be well over 20million on the next pi declarations thread

Yep asos used that line in their half year last week

Cynic in me wonders if this is just an excuse for actually we are losing market share

Time will tell hopefully as you say with better margins fingers crossed

Yes don't actually think price for cult was a disaster

285m on sales at time. Of c 130m I think

Thg argued they would. Get loads of savings from better postage costs warehouse costs buying roles duplication removed etc. You would. Like to think that maybe 5-10m a year

Q1 beauty sales number worried me though (-10 per cent yoy) have to understand if that gets better at half year I hope so

It's insane isn't it?

Cult, Dermastore,bentley labs, brighter foods, perricone few others

So surely there can't be much impairment on this lot as they are at most 2 years old

So market is saying the bit we valued at 5.4million at ipo is the difference between current market cap and the 750m acquisition costs which is now 200 to 250m ish.

Insanity