Member Info for Redinjun

Depends what's in the bowl

Lots of rampy posts few days leading up, including one presenting an old announcement as 'new' colour me suspicious.

Retail pile in (me included) as those on inside get there mates on here, so they can dump, happened before, other people warned retail what was going, I didn't believe then I do now - game is rigged; especially on AIM

That's not a chump change buy by Exec.

But shorts have increased again, including BlackCrock (sic)?

PE27. UK Government Defence spending uncertain - maybe?

The Grand ole Duke of York Marched His Army Up The Hill, Turned Around And Marched Them Back Down Again...

But then he didn't have the US military-industrial complex to contend with.

Gallipoli; Pearl Harbour/Bay of Pigs/Gulf of Tonkin - redux

Chinese (the hidden hand) 'may you live in interesting times' - when US's military is occupied by a two-front war - then they make they move in Taiwan.

China: economic dominance/political Statecraft - alliances spanning Europe/Eurasia/Africa groundwork - done. Demonstration of military capability - checkmate.

Give that these 'Del Boys' announced a BTC treasury policy, and bought, at all time high, what are the odds the next RNS will say they are pivoting to buying barrels of oil?

Expect that to be accompanied by another fundraising, so they can pop down to the local garage and buy some Castrol - maybe that will fuel the share price.

PE35! yield 0.5!

Kharg Island: Bay of Pigs/Arnhem redux

What's the first casualty of war, before a shot is fired?

Shorts increasing; share price up?

Or am I the only one?

Actually CLSKBull, when i attended the recent AGM and Plan Meeting, before both I met with JP Morgan's rep - and he told me the conversion fees being charged to shareholders will be at the discretion of the broker.

Never one to trust Jamie 'Epstein' Diamond Geezer, I asked both H&L and II about this. The former said they will be passing on in full conversion charges.

II, however, said they will only be passing on the stamp duty cost of the trade 1.5% - not the $5.00 per 100 for the 2160 shares for 1 ADS. But maybe you know better?

Thanks Red Rag Bull and Chaebol

i actually attended the meetings in person the only shareholder there.

the so called 'shareholder representative' didn't ask a a single question; i asked several grilling nolan.

it was worth going just to see his reaction - and total silence in the room - when i said 'no offence i don't believe you'; when he said the management have not discussed future renumeration, their share/pay compensation package.

i also grilled him abo about strategy and he said that had not yet been discussed growler boss stan pete said 'trust me) - nolan's face dropped when i said

'one thing in life has taught me, never trust anyone who says "trust me".

i told him, i think the whole seems link it was done in the back of room on handshake - dodgy as ****. same old argo

Shhhh Chaebol....Don't make the herd angry; no good will come of it - just ask Kat

Got to hand it to the board, genius move to start buying BTC at an all time high, like the herd.

And these are supposed to be finance/tech savvy whiz kids?!! More like a bunch of Del Boys

Mail on Sunday p.69 cont...

Chris Beckett, analyst at wealth manager Quilter Cheviot, said: 'Selling Guinness is not necessarily the no-brainer that many think it could be for Diageo.

'Yes it would simplify the business. And Guinness is going through something of a renaissance at the moment. Striking now while the iron is hot would give Diageo the best opportunity to achieve full value, and potentially get someone to overpay. But by selling Guinness, Diageo risks exposing the rest of its business… 'Without Guinness's value helping to alleviate some of the challenges facing Diageo, the valuation of the overall group could fall significantly. Shareholders, therefore, would want one of the big brewing companies, such as AB InBev, to purchase the company rather than have a partial IPO.'

From The Mail on Sunday p.69...

Vulnerable Diageo could be forced to spin off Guinness

DIAGEO is braced for a swoop by an activist investor that would force it to sell its Guinness brand after a profits alert sent its shares to their lowest level in a decade.

The UK-listed drinks giant - whose chief executive Debra Crew abruptly left in July - suffered a sell-off after a bleak trading update last week.

Its latest woes are likely to see activist investors pile in and call for big changes, City sources told The Mail on Sunday.

That could mean fresh pressure to break up the group by selling Guinness - which could be worth as much as £14billion. Or it could see calls to put the whole group - whose other brands include Smirnoff vodka and Johnnie Walker whisky - up for sale.

Diageo's value has slumped to less than £40billion from £90billion at its peak in 2021. Analysts have said that makes it vulnerable to a takeover approach.

The company was earlier this year forced to deny a report that it was looking to sell Guinness. It said it had 'no intention' to sell the brand - or to dispose of its 34 per cent stake in champagne and cognac maker Moet Hennessy.

Yet investors continue to press the board over the issue. Chairman John Manzoni reiterated at the company's annual meeting on Friday that it was not for sale.

And interim chief executive Nik Jhangiani told an investor results presentation last week that Diageo was 'still excited by the opportunities to accelerate growth' for Guinness.

Yet the statements carry less weight while Diageo is still searching for a new chief executive.

Jhangiani has been tipped to take over the role full time, but outside candidates are also being considered, including outgoing GSK boss Emma Walmsley, according to the FT.

Guinness is Diageo's star performer, benefiting from popularity among social media influencers and famous faces including the Princess of Wales. The Irish stout's profile has also been boosted by Netflix's House Of Guinness, a dramatisation of the founding family's history.

Meanwhile, non-alcoholic brand Guinness Zero has been gaining popularity. But the success of the beer business contrasts with the performance of the spirit brands that form most of Diageo's portfolio - which have been hit by waning demand in China and the US.

Recent analysis by Swiss bank UBS suggests Diageo could be worth more broken up, putting a 'sum of its parts' valuation at 2380p a share, 40 per cent higher than its current price.

They estimated Guinness's value at £11billion to £14billion, saying: A 'potential spin-off initial public offering (IPO) of Guinness, the fastest growing part of the portfolio' could be among 'levers for management to realise value'.

(cont...)

Will allLSE delisted shares be converted by Growler into Nasdaq ADRs?