Member Info for Run1

Oh dear.

Maybe things looking up here finally.

I think that the results on October 17th will tell us a lot about the resilience of the business, and if the NAV is within 10% of the share price it probably bodes well for a recovery and prosperous future as interest rates recede over the next 12 months or so.
I topped up at 57p after buying 80% of my holding between 100p and 104p so I'm losing as of today.

Good news, the company picking up shares in itself at a low price.
Given the low volumes and the spread, this could drive the share mid-price to around 100p, Thoughts?

Opportunity for the directors to buy in cheaply by participating in the fundraise - which they did. I suggest we follow suit.

Maybe this suspension has been a blessing in disguise and has actually served to preserve the share price as it reopens at 30p. Surely without the suspension, it would be at 10-15p today. Could it be a silver lining?

How do you calculate the 50p or are you just guessing?

SimonV,
Agronomics does have a Newsletter, please go to the website to read, and you can subscribe.
JP

Yeah, I'm down 40% now to be honest.
Not best pleased.

It's kind of bitter-sweet isn't it.

Your costs will moderate but your market will shrink.

Unfortunately, many "investors" don't buy based on the future, which seems oxymoronic to me.

Consumers are being much more discerning now. Zara, Bershka, Next, Urban Outfitters etc all good, and the likes of Boohoo's labels are not as attractive now. Kids have money to spend.
I'm not sure the word "spree" will apply to Jpouyles but let's hope our unique offering will tempt as few decently heeled customers from Primark, and a few who have fallen on harder times trading-down from Burberry, Gant, Aigle and Barbour. As such the "living crisis" might be to Joules' benefit.

I suppose that they have insight into the status of the large legacy shareholder's remaining holding to be rid-of. It may now be negligible.
Once that's finished the selling will cease and the market for the stock will normalise.

Today ... should get the sp back to 100p over the rest of the week.

Market Cap £48 million, net debt £43 million (source: Stokopedia).
Interest on debt is not well covered.
High risk, high reward.
Buy out most likely IMO.

Hi All,
My teenage daughter matched my brazen confidence with her own naivety and allowed me to manage her ISA. And yes, I bought DX for her at 30p. It's with AJBell.

IF DX can no longer be held in an ISA does anyone know the mechanism for their removal from said ISA?

Will AJBell simply remove it ........... to a General Investment Account in her name (I would open one) or is it gone gone?

Any advice one how I can turn this into an investment lesson for her, without her throwing a wobbly?

CEO Dunn bought a boatload of shares at 18p after announcing this debacle. If that's not playing down (misleading) the seriousness of this situation, I don't know what is.

I think you're being a bit disrespectful or may be unaware that, despite the fact that ANIC does not "make this stuff", its success is very closely associated with the commercial/financial performance of its investments. If the businesses cannot be scaled profitably then the investments fail, and ultimately ANIC fails.

SisterAct, your list seems to cover all the possibilities; so have you listed them in your order of likelihood from 1 to 4?

Just maybe having the company shares off the market at the moment is a blessing in disguise. It could turn out to be advantageous to open at 30p in May than be sitting at 12p in today's awful market.