Member Info for Polishcap

Course it has but I want more cheap shares today if this gets choppy again with Iran Israel

Sure the cosmens want cheap shares as do the city boys fleecing the weak

In other news this looks promising in the ft this morning German rail investment fund

https://www.ft.com/content/6f719dcd-1df0-4b45-af3b-b08ff548537c

Plenty of shorts been closing at this level though and will be interesting to see if more

Alsa having a great day with the EUR fx gbp

GBP falling hard thanks to good old Rachel

The Spanish lads will be licking their chops

Fck me this is a manna from heaven if you have euro

Looks like a healthy slug of volume getting churned

No bull good to hear from you

You will remember in 2022 the market got McBride down to 16p and now it’s 151p

All it took was 18 months of turnaround

This is definitely a similar story . Possibly slightly more complex but far more growing business

The whole thing comes down to Alsa valuation

In 2005 when the FX rate was gbp eur 1.5 they paid around 675m plus euros for Alsa when it made ebit of around 60m and growing at only 6 per cent in 2005

Alsa this year is growing at 17 per cent year to date and its ebit will be close to 240m

So x 6 fold in 20 years and much faster growth now

If the cosmens want to start the bidding allied to a PE house then let’s begin

That first group I squared deutche barn or a raft of trade buyers will be into it the boys who own flixbus also

It needs an activist to light the touch paper auction time

Shorties or cosmens

Fells like the shorties that

Firepower you just ignore time with your daily jibber

It may go to 20p by the end of the week it might go to 35p who knows

The point is the serious investors are waiting for the event which is in the pipe

Stocks are very volatile look at these 2 examples

If you sold jet2 or carnival on trumps liberations day you’ve missed out on 90 and 50 per cent gains in that 2 month space

This company will be taken out in my opinion by the cosmens and rich Pe house it just takes time to sort the final details

Interesting from first group today as well looks like they are up potentially for the uk coach business for sure

Let’s get this break up done

No this is much bigger

RI isn’t needed here they getting 250’from bus and have lots of excellent assets

I wonder if I squared wanted we drive you or even a full takeover and the cosmens turned them down

This thing is ripe for PE here it just needs a rich fcket to take the hybrid out with the rest of the USA bus cash . It isn’t a complicated thing this for a billion dollar equity house to unlock and free Alsa it really isn’t

Something is brewing behind closed doors hence why cosmen bought another per cent last week before last and shorts are reducing bit by bit by bit suppressing it as usual

I’m actually very interested what the next months being

Huge votes against

Super interesting here

Shorts getting out

It’s getting totally played

It’s getting totally played so the weak get rinsed and the rich get richer

Alsa at 17 per cent growth we drove at 16 per cent growth and the cosmens adding is all you need to reassure yourself with

City mouldy sorted big Mike coggles and pbk nice deal last summer absolutely with a view to returning a favour

Ingenuity does a bit for Australia and that frasers pay option probably very cheap too

Mouldy knows he needs an alliance with his cronies and big Mike is his manna from heaven . It’s a completely different situation to asos and boo and big Mike is like trump very transactional

Don’t you worry mouldy will be buttering Mike up about how they get that beauty business

Think big Mike would desperately want beauty cheap more than protein

Ma mm are an alliance with moulds cronies

Anyone topping up is. Mad man or woman

Good luck

Looks Mike and mouldy have gotten a room though and know the game here

Defo is mouldys ally as he’s getting a cheap deal off ingenuity and can see him desperate for beauty g Mike

Your totally missing the point

They don’t need to refinance any of the 1.2 Bn until 2028

Sure the cosmens and the Pe houses know that

Suggest you have a look at cosmens family accounts filed last week KR on company house

They have 100m in financing at ridiculously cheap rates compared to what mcg currently pay

Could refinance it in a heartbeat

Great more cheap shares for cosmens and Co

Great for our European businesses

https://www.cnbc.com/amp/2025/06/04/the-ecb-is-almost-guaranteed-to-cut-rates-what-could-it-do-next.html

More please

2 mill traded and 6 per cent down

Lmfao

Cosmens will be back to this like a pig in sht

He’s a bitter cnt as he was bought in at 120p

Shorts know they have to get out soon

Cosmens breathing down their neck and they want Alsa

Plus 17 percent yoy growth

Cosmens and azvalor are perilously close here to 30 per cent

Watch this space lads and lasses