Member Info for revshep

With the way this company has performed over the last two years a bonus of £800k for Bird is hardly justified is it?

I have been watching buys/sells on this share over the last few months. There have been a lot of substantial buys. I am not trying to talk this up, although I am a holder, but have felt for some time that we may be ripe for a take over? What do others think.

Every blessing

Sorry I meant the 11th

I have a substantial holding in M and S and fear that tomorrow we may all be in for a rude awakening. I hope that I am proved wrong. The market is expecting bumper profits and I fear that this has already been factored into the recent share rise. Personally I would be happy with an exit price of £3 but I do not think that we shall see that tomorrow. Market prove me wrong! GLA

Hello,

Happy thaat we have had some sustained upward movement in the shares for us LTH. There have been some sizeable buys

recently. Is this because there are thoughts of a return of capital or is someone lining up a bid. I am now in profit-hallelujah, but will hold as I expect further developments.

every blessing

revshep

We thought that afer the debacle of Vialogy, Premaitha now Yourgene, could rise out of the ashes and prove a good long term investment. Sadfly ouir hopes have been dashed. The company had we felt a good product with bags of potential. Sadly it became just a badly managed AIM company who lost the basic concept that you can't spend more than you can earn. In our view poor management tried to expand too quickly. It is very sad and disappointing for us poor PI's. If it was well managed it is worth far more than the dirasary sum being offered. Let us hope for a white Knight, but knowing our luck, it won't ha;ppen. A very sad day.

Every blessing

revshep

I have held these shares for some time and they have been disappointing. However I have been watching the buys/sells over the last few days, and there have been several large purchases. I may be wrong but I feel something may well be afoot.

I have therefore added to my holdinmg today. Anyone else have any thoughts?

bw

revshep

https://www.lse.co.uk/news/GFRD/galliford-try-lands-place-on-gbp600-million-southern-water-framework-gwrydqyq3jow77l.html
Hello, I did not quite understand the terminology of the Southern Water "lands place". Does this mean that we have won this contract or not. Can someone please explain.
every blessing
Rev Shep

I do not know what planet Mr Moffitt is on?
every blessing
Rev Shep

Dickinsons Real Deal

There is no need for rudeness. We are all entitled to our thoughts and opinions.
Every blessing
Rev Shep

I tnink that the appointment of a new CFO has ended any thoughts of a take over bid ,as why would anyone take a new job in a company that is likely to be taken over. Our only hope, as we see it, is for the company to be taken private. Howeverwe are not sure at what price that will be for our long suffering shareholders.
every blessing
Rev Shep

Both I and my parishioners have held these shares for some time. We are getting a bit confused with all of the share movements. It would appear that one of two things will happen:
1. Frazers will take them over.
2. The Alliances will engineer a takeover taking it private.
If the Alliances take it over what price will it be? We thought that the takeover would be at an average price that they had aquired their holdings. If that is the case then the price may not be far north than the current price.
Your views would be welcomed as we are losing the plot.
every blessing
Rev Shep

I and my fellow parishioners are totally aghast with the evnts of the day. If you are going to dilute the equity of PIs then at least let them partake in a normal rights issue. We believe that the company's concepts are good and that it has good products. What is paramountly clear is that it is run by non business and financial people. Sales have been holding up , but it is obvious to anyone with a modicum of a business brain, that if a company cannot generate more revenue.,then it has to cut costs. They have not grasped the concept of this and we fear for the future. Our commisserations to fellow PIs. Every blessing Rev Shep

Both myself and fellow parishioners have been here since Vialogy days and if the shares fall any further we may all be robbing the collection plate. We cannot see why it has fallen so much. It must be down to bad management because it has some good profitable products. We think that it has too many people . LR et al have, in our opinion tried to expand the business too quickly, without getting the fundamentals right. THis looks like a typical AIM share at the moment.Is the share price being manipulated to facilitate a low management buy ought, or a low offer from another company, but ensuring the BOD keep their juicy salaries. Despite several prayers we are beginning to depair. Has any one got any other solutions?
every blessing Rev Shep

I and my parishioners have held Brown for some time. The results wer reasonable, Fraser Group have taken a stake, and the shares are going down. We are baffled. Any thoughts? Every blessing revshep

Hello, I am wondering if somneone can help me please. I am trying to reclaim the Swiss with holding tax on nmy dividends. It has been going on for months. They have proceed the claim after I gave them my Nationwide BS IBAN number. THis was over 10 days ago. Has anyone else had problems in receiving payments. Comments will be gratefully received. Many thanks & Every blessing Rev Shep

Further to our last post the SP seems to be in freefall. We know that it is a typiucal AIM company, but the suggestion is that there is something fundamentally wrong behind the scenes?
Let us hope that we are wrong.
every blessing
Rev Shep

Both myself and parishioners have held VOD for a number of years, and had to average down a lot in that time. We are now at a point where we are a little in front and will sell after the dividend tomorrow. The market seems to think that there is a lot of upside potential in the shares. We disagree. IOO they will not be taken over because of their excessive borrowings. Any large deal may be met and refused by the regulators. The balance sheet is woeful. It is full of goodwill caused by previous CEOs (who got knighthoods) who paid way too much for assets. It has a current ratio (current asstes/current liabilities) of about 0.3. We think that it should now be regarded as an income stock, although it may have done better to pay less dividends and reduce borrowings. Good luck to all you who will retain their holdings. We are getting out.
every blessing
Rev Shep

THis feels like Vialogy all over again. We are losing the faith!
every blessing
Rev Shep