Member Info for Roguemale1

I must have missed the Insurance deal being done Bugs-what did the terms look like then?

Next year Rodders!

The total bought back under the second buy back so far is 5243202. The conditions of the buyback limit number purchased to max 13649017. (Presumably or total spend $100m whichever comes first.)

Did you lose the "there must be bad news coming" cut and paste?

Eusebius, I posted the volumes since the buy back/UAE disposals on ADVFN. Wont bother here as they got no response over there lol, but my point was-COST will end up buying say 10m. UAE placed 41.66m.

There have only been 2 TR1s-one for the UAE disposal and one for Ennismore picking up a few more. That many shares placed and no thresholds crossed for either existing or new shareholders? Seems unlikely to me...Any thoughts?

Newly in this morning!

The award was posted last week...cant see any new business as such, maybe people coming back for results?

Https://www.voxmarkets.co.uk/articles/live-on-the-vox-markets-exchange-adam-rackley-of-dowgate-wealth--80a6b6f/

Two mentions WJG , ticker tells you timing. Quite positive I thought but then Cape Wrath did admit their 50p average was taken too soon....

Maybe but it wont happen-there is insufficient resource...

Positive in the mid term imho.

Labour have promised housing-they will have to ease regulation, and with interest rates forecast to start regular drops all good.

Https://www.constructionenquirer.com/2024/10/18/construction-falls-20-in-build-to-rent-sector/

0.36% x 1.69bn shares.

6.084m

That's my working Sir!

More like 6m no? imho.

But the basic point remains-talk of this price by then or that is meaningless until it is clear and understood what Ageas will take out of the business. Same if they sell and re lease the ships-what will be left is not what there was before. No one knows atm-either us or the brokers. So there wont be a brokers note until there is clarity and someone takes a view on a fair price for the whole thing functioning again.

Only PIs topping up atm imho-the pros aren't moving yet.

Not posted here I don't think but hold a decent chunk (for me) and am up. Bought a few more before close. That's what makes the market I guess. Always interested to read the traders posts but that's not for me. If anyone has read "Flash Crash" they will recognise this quote-

To trade shares successfully you need 3 things:- A computer, a man and a dog.

The computer's job is to trade the shares...

The man's job is to feed the dog...

And the dog's job is to bite the man if he goes anywhere near the computer!

Well worth a read. You'll love the central character. Hero/criminal depending on your perspective...

GLA

Well....the ramper in chief has spoken.

As my Nic suggests I'm far from religious in any respect.

You're quote isn't religious either-it's credited to an 18th C English playwright.

How many shares that the people on this board own, were this, and now they are that? Needs more than that does it not. No one knows on this board how the mechanics of this are going to work, if indeed it goes through, do they? If they did I'm sure they'd enlighten us, no?

The sun shines on the righteous Alnwick. And the unrighteous..as the quote does go.

Volume is OK as I said but not II buying level. And as that quote the other day said, who knows what its worth. Still plenty of goodwill to swill yet.

Best wishes indeed.

Bat,

The question is when to double down?

Volumes ok.

Sitting on hands atm

Hi Banbury

I still think they will zero the goodwill over the next 2 years. Keep nibbling it down.

Plenty of things to be clarified. I mean what else would we talk about-York Station?

Hmm well AICL sale netts £67.5m

Initial payment on Affinity netts £80m, with possible £30m a year 2026 and 2032 subject to performance.

Possible total £207.5m

Does this-"1.45 per CAB Payments share in cash together with a full share alternative (the 'Possible Offer')." mean that the offer will be £1.45 PLUS some Stonex shares amount TBC? Or is it just a possible alternative?