Member Info for Reddukeclothing

Yep good point - no buys for years. I think they know the business can’t make money now so much was given away. It was crazy how this was swept away, just crazy

Thanks kooba, yes I agree end of month and that being the expression of interest and short list.

Ah yes I forget !

In at 11.5p, so losses on the managed exit.

End of quarter is end of July ?

Ceo promised updates on sale by end of this quarter.

I’m starting to dump as we approach , been here before in many aims

We’re on our way to 7% yield in my view, in line with U.K. rate expectations and wider , no U.K., risk rates.

About time too.

How does the current set up compare the historic ?

The new ceo, Director purchases , forecasts , etc ?

I’m happy to support your historical view, but the current and future is different, maybe move on and be happy or invest , or even short :-)

90s? That would seem really weak to me, I’d think we’ll move to £1.3 ish over the few weeks.

Some hesitation will be here in the shares as a lot of people have been hurt historically.

However; this share now moved to a dcf risked valuation , so that will move the share price once the work is done to calculate it in the city.

Well it’s certainly positive. Wirh the sovereign now partners and vested the ability to finance just increased massively , both from guarantee and shared interest perspectives.

What we need now is a new valuation from an analyst based on the Jv ownership , potential debt cost and extraction economics.

I don’t have any research on that as I’m just holding here based on some speculative fun; however I expect now with the jv agreed the valuation just sky rocketed (given the fall in uncertainty factor used in any dcf)

Oxford instruments sells their quantum business today, no idea if this is related to quantum dots - welcome any insight

://www.londonstockexchange.com/news-article/OXIG/sale-of-oxford-instruments-quantum-business/17077382

Same I think from hbos.

Well, for new investors , with the new CEO I see the following :

- Independent IP valuation £40m

- net cash £15m

- revenue £5-£10m

- new JDA partnership

- CEO purchases at 13p

- litigation vs LG, multi million payout.

So conservative valuation, you could make a case for IP, plus cash , plus net litigation , plus a multiple of new revenue . This puts you well in excess of current market cap less cash of c£15m.

Appreciate many here clearly lost our before , failing to sell in to a huge rally beyond a £1, but opportunity is here now.

Q2 flagged to be the update on the short listed buyer parties , should be the major catalyst

Well about 20 days to the update , fasten up :/

I’ve read about Samsung, but it’s as a non involved investor . It appeared they had a decent settlement for a cash dividend but completely messed up a royalty arrangement.

My view would be even a “failed” similar situation from LG would pay back more than the current market cap.

Outside of that, the sales process also seems bullish ?

Ohh update me ? As a relatively new holder, the new CEO’s communication in the last presentation seemed quite attractive

I think Director buys will be the signal

Fair enough results, in line with guidance. Fault positioned for any eventual market recovery, until then treading water it seems.

Dumped hard in to close, I don’t like that at all.

30% of asos sales are to the Eu , albeit I assume they have Eu businesses and suppliers to assist here ?

Thank you kobaa