Member Info for Rickyl

The RTO subject has only recently been brought into the rhetoric. Either a red herring or actually the way it's gonna go. Only Ed knows right now.

Well worth a read and great that the hedge has been restored and tripled in value already.

Filled my boots on Friday.

I'd love to know who bought £26m of shares.

Hedge already worth over 1 billion dollars, 6x cost.
Very nice to hear :)

I know you get bracketed as a ramper by some on here but I see you as the voice of reason Mr. Matador.

https://youtu.be/qRWH-ZaMTM4
5 minute interview with Bill Ackman where he explains the latest hedge for the fund.

https://www.youinvest.co.uk/shares-and-markets/research/videos

Yes, you only pay the extra fee if performance is stellar, which it has been the last 2 years. Fine by me.

It's nice to see another post on here too :)

I have a relatively large holding also. Domino's and Chipotle have had stellar results and both risen over 10% on the back of them. I think buying on weakness and holding through volatility will pay off medium to long term. UMG is a great company and should bolster performance and any forward purchase of PSTH could help also. Still plenty of unknowns but that's investing for you.

He was abusive over a long period of time and was warned about his behaviour . I wish him no harm and hope he doesn't lose a lot of money but his arrogance got him into this pickle imho.

By your calc 20 x 1.8m (net assets) is 36mill.
9% of that is 3.24 mill. Ffwd paid 3mill for just under 9% so that sounds about the correct valuation. Six months on from December 31st and likely net asset has also increased.

Cheers Lucky Orange. A good part to the SEED family :)

They've been working on the same deal since November, could be done in next few weeks or he says they'll move on to next target. Sounded cautiously confident.

Swap for Starbucks. He loves the food trade.

Very good Wadnob.

100m is crazy talk. Obsessed cranks love to jump on that...wait for it....
Buy low and wait and don't go in too deep.

Rent free lol

Whoever he is Doggo is clearly living in his head rent free lol.