Member Info for schwee

No, should stop the buybacks. GSK entering a more uncertain period, so need to maintain firepower. Retiring equity in these times is madness.

All that is needed is 50%+1 share. The acceptance period would then be extended by14 days, and the holdouts will inevitably give up their shares.

The reason is a whacking loss, with more of that to come.

Confiture in the second half of the year. Would not touch with a bargepole personally.

Pershing was the buyer. . 12% plus now. What is their end game?

But only if there is a total clear out of the Board. Remember they rejected recent bids at 160p and 135p. It is just not the CEO who has to go.

Gaming Realms should move its listing from London to Nasdaq, where they appreciate fast growing companies. The UK teenage scribblers cannot see beyond their lunchtime pint.

RNS just mentions the cash impact of the sale, but ignores what the shops contribute in terms of profits, net assets and cash flows. So conclusion is that this is a duff deal with serious negative impacts around all three of these criteria.

I had to smile. Does the right hand know what the left hand is doing. In the blue corner cash generation is the focus, in the red corner buying back shedloads of shares. But no worry, an executive is going to review cash once a week.

Where I come from cash is reviewed daily by the CEO and or the FD, whilst other senior executives have to be on top of it as well.

I realise that copper is not Bhp’s main segment, but it is on a tear presently, but it seems not to be moving the SP.

Stumpy,

The SC told Rachel from accounts to get lost weeks ago.

A year later, still underperforming. Though the managers paid themselves more. About time the BoD got a grip.

The ticks assume the wind blows at its long term average.What if it doesn’t? 20% down in Jan, Feb figures yet to be published, but here in the South weather was quite stagnant. No wind so far in March, though solar farm owners are on a roll. And that is why you don’t retire equity when your supply of your raw material is so fickle.

Over priced and over there.

Seller still holds a chunk of shares. So there remains an overhang which will depress the shares in the short term.

UKW have lent out more than they have borrowed, but worse most of their borrowings are repayable before they get their money back from the loans they have made. A recipe for disaster.

Excellent cash flow business. .One of the rare occasions when a share buyback can be justified.

Even after paying down expensive debt, JUP is still comparatively cash rich. Hopefully somebody will put it out of its misery. Schroders?

BoD have not learnt from past buyback, where they overpaid. Doubling down never a good policy.

£1 max take out price.