Member Info for Polishcap

As a reminder since ipo we've spent invested nearly 750m on acquisitions

Market cap is around 950m currently give or take

Arlarm bells need to be going off in some offices

Looks like kelso raise will be off or at the least covering margin calls

Wonder what franky boy makes of all this in his ivory towers if he has the asset

Agree

Until any major shareholder comes out public backing matt I do not buy it 1 bit

Go down the share resigter of 1 pencil drew up. First stop sofina. What has matt delivered for sofina. Currently nothing but a huge loss and a preference to let qia have the really cheap Softboys shares

It's not their style to be public and I think the only thing preventing sofina folding is there avco. Is too high to make a proper return from any apollo deal

We will see soon enough I hope

Thg rockets is better than pearls

THG rocket I love you

Ignore everyone else

Pearls

Thg rocket gets so much criticsm but you are worse in my honest opinion

Moulding has all on a puppet string

Manifesto happy to declare a 70p average accumulated 200k 9ver the past 9 months pre bid declaration. All we care about is making blue

Now we are red. When kelso post next I will tell them too they are puppy dogs. Every time they post they lose any bite without a sparta (if they hold)

What's going to happen next?? I have 150k.of my wealth in this asset. My summer holiday is on. Hold like many others

We will go round the houses talking garbage about Iceland beauty brands cSh flow etc

Nothing matters other than the share price

Gtc

Let's look at reality

MM HAS BLOCKED A 2.2O TAKEOUT WHEN THE SHARRPRICE IS 65P OT THEREABOUTS

that's a 3 to 4 fold takeout

It's very rational to be annoyed about it

I'll still hold of course so will everyone else but fact is fact. 1.man MM stopped apollo gripping thg for 2.20 plus

I've email sofina ceo. Hope he responds

Spot on manc

Remind ourselves PIs greg and the lord cost our business half a million a year

What value are they adding really if moulding is running the rules and show

Exactly

OSG I respect your opinions greatly

Moulding rules the show. Having a vp of investor relations on 6 figures plus is mad. Matt is investor relations via LI undermining greg

Everyone is bitter as someone said there is a life and pressure behind every PI we don't live in fantasy land trying to be Elon musk we just want to. Create wealth for our family

I'm. Doing it for my 2 boys going to. University soon

Why should. We all. Be massively under water at 63p and greg is picking up. 100k. Plus for what

Maybe the most valuable thing he has done so far. To. Justify his lumpy salary is advise matt to edit the LI post to read some of the 35 per cent

I don't think greg will be there long imho

What is he doing what value is he adding

I have no idea

Speculation but fair point

What I know is that if you're sofina you are not happy

They invested last in 2021 and 2 quid been. Supportive to matt for years and don't get 1st dibs at Softboys selling at 39p

We need to focus on that

One whiff of sofina breaking from matt and we have lift off

When the message from. MM has been posted yesterday morning it just said 35 % (see Steve l pasted message)

Go back on LinkedIn now. It reads SOME of the 35 per cent

Matt thank you for. This amends. It has been noted

Https://amp-theguardian-com.cdn.ampproject.org/v/s/amp.theguardian.com/business/2019/feb/27/marks-and-spencer-agrees-750m-food-delivery-deal-with-ocado?amp_gsa=1&_js_v=a9&usqp=mq331AQIUAKwASCAAgM%3D#amp_tf=From%20%251%24s&aoh=16839955293548&referrer=https%3A%2F%2Fwww.google.com&share=https%3A%2F%2Fwww.theguardian.com%2Fbusiness%2F2019%2Ffeb%2F27%2Fmarks-and-spencer-agrees-750m-food-delivery-deal-with-ocado

Can't believe it was 2019. Time flies

Just as reminder on ocado they sold ocado.

Com to m and s didn't they to focus on software solutions

So that model very much exists for protein and beauty and maybe we can start to use metrics off of that

Ocado have about 5 global whales in Canada Korea etc

We still are waiting our whale to justify SAAS

Cheers oke

We take the 135 with a pinch of salt but it's all whale dependent 1bn gmv? I thought I got that on last analyst call

Without a whale its pretty nominal?

Maybe some migration from. The whales legacy systems to integrate into ingenuity but again 135m is huge

Again it's all whale dependent?