Member Info for SD235

"Anyway, I requested a new bowl under warranty, but they sent me a brand new slow cooker.

Now, this is great for me, but imo, it’s very bad for business.

If I can spot this level of inefficiency and waste after buying one product, how rife is it within the whole company?"

Wrong assumption. They sent a full replacement because they don't have spare bowls as they don't normally break.

Note you are not supposed to fully immerse the bowl when cleaning IF the bowl is not fully glazed, which they tend not to be around the base. Supposedly the base takes in water that causes it to break.

"

While concrete valuation details aren't public, comparing recent AV IPOs suggests Guident could realistically come to market with an enterprise value anywhere from $100 million (conservative) to potentially $1 billion (bullish)—a likely midpoint in the $300–600 million range. Given Tekcapital’s ~70% ownership, that translates to a potential value of $210–420 million for Tekcapital, in that moderate-case scenario."

CheshireUK What type what type of optimism enchansing drugs are you on?

Bullshet

"RE: Oakbloke is TEKked offToday 08:31

But if guident ipo is around $100 million and we sell half our position a special dividend and share buyback is very possible here"

That would be great but not say $200 million or $300 million?

You have nothing to back up your $100 million valuations.

Why do you think that will be the valuation.

Will it reach that valuation on the day IPO or within 10 years?

bull****e

"re: oakbloke is tekked offtoday 08:27

oakman wants dividends and share buybacks he wants ftse 100 and the top s&p 500 companies, you rarely see that in incubator markets like aim"

utter rubbish oakman is first and foremost a small companies man.

bull**** is anyone else allowed to post on this thread?!

No intentions of selling this time.

Selling my winners far to early including BGEO and 3i.

Well not Selling before the next elections!

Bugger couldn't make my mind up when the ipo for the 2027 bonds came up. Buy the shares or the bonds. Decided to buy the bonds. Good luck with your next investments.

"52% premium to latest carrying value"

And only a 2% increase in the share price,?

Not sure I think that much about the bond at 5.125%....if you believe that interest rates will fall significantly over the next couple of years.

The current SONIA rate is 4.22%.

I think 2 years maximum 3.2% SONIA.

Of course just guessing.

Either way bought some more at 77.3p this morning.

"Cheap debt is a valuable asset!"

A very valuable asset. And a very long term asset in this case.

I to would prefer to keep this investment. I doubt we will get a fair price for it.

Specially as interest rates fall the discount rate falls. A year from now interest rates will almost certainly be 0.5% lower possibly a full 1% lower.

"Following this acquisition, Benedict Luke Green holds 569,871 Ordinary Shares in the Company and his PCAs hold 1,249,030 Ordinary Shares in the Company"

This man is piling in.

Multiple reasons for selling shares. Only one reason for buying big time.

My guess is the next update will be positive reference rent arrears.

So up 3.3%.

Dividend reinvesting?

What time did you receive your dividend?

Mine (freetrade) was after the close.

Reinvestment is normally done by platform over a two week period.

For instance paid, then a week later the 2 week period begins.

End of two week period you find out how much you paid.

That sums up Hargreaves Lansdown reinvesting dividends.

If investors are reinvesting themselves (and some are bound to be) in theory it should go up on the day it's paid. But I haven't noticed it myself.

18 trades today. 2 unknowns 16 sell. Share price held up?

The shares are rising steadily and are getting close to the present NAV. I expect a reasonable rise in NAV at the next update. My guess is the company will continue to expand once the shares are at a premium by issuing new shares. I assume growth will be outside the UK again with its obvious fx risk.

At this point I have decided I will be in it for the long run.

Aiming only for reliable dividend to reinvest in other shares or beer

Rathbones still sitting on a 10% sell. So the rise may tempt them out.

Once they are gone there won't much that could hold the share price back.

Reading and rereading doesn't make me certain that DEC isn't contributing cash (increasing debt) in this partnership.

This was only part that interested me

"Diversified will serve as the operator and servicer of the newly acquired assets"

BUT the more i read the more I think DEC will be contributing. Not necessarily a bad thing but I suspect the share price will suffer.

Important to note that Carlyle choose DEC clearly this is statement about DEC's investment stratergy.

"https://ir.div.energy/news-events/us-press-releases/detail/199/diversified-energy-and-carlyle-enter-strategic-partnership-to-invest-in-up-to-2-billion-of-pdp-energy-assets

"It is certainly a "slow burn", management and Board slowly burning shareholder capital for their own benefit."

How are they benefitting from the discount/share price fall?

Reason for selling?

BlackRock, M&G no idea.

Rathbones merger. Now considered to small for the enlarged company. Plus Rathbones not fond of investment trusts anyway.