Member Info for Shabz83

I think it pays it 2.75% interest but I'm sure interest in loans is higher than 2.75%

Think it's clutching. There's a registration on companies house https://find-and-update.company-information.service.gov.uk/company/16379964/filing-history been there since 2025.. hopefully it's something but I've seen the cityspy twitter hype before.

Far as I know HMRC isn't making money on tax, so they will be paying 2.75% out and losing money.

Isn't the no vat stuff already included in the guidance, as is the vat rebate. Also don't understand why HMRC is wasting tax payer money by adding more interest to the payment they have to make, by waiting to update a document. Madness no wonder governments skint.

Why would it be deleted? You've not said anything others haven't said.

Bit childish reporting a post because you don't agree with the content or the poster. We're all adults here and can decide for ourselves if we trust what crafty is asserting. For me personally I'm long and we are moving in the right direction. Yes it's painful where we are now but you can see the trajectory clearly.

Can I see it? Yes but we need to actually be in profit and not EBITDA. Serviceable debt or debt free with paying a div/ share buybacks. These things will bring a share rerate higher than we are now but not sure if it'll be where we all think it should be.

No expected a different result from the AGM, surely? The bigger guys are just passive or friendly with mm. Nothing is going to change here. More the same.

Don't think they can hold it back, they'd have to inform shareholders asap.

I thought someone said yesterday there's no weblink. It's in person only

If you've got the appetite for it then yes but thg being thg it doesn't conform to convention.

I was about to mention the share dilution, we might be a bit higher if we didn't get diluted down. So much for not being worse off after the demerger. I still think it'll come good just not expecting an over night rerate but a gradual one as debt is paid off.

Agms on Wednesday so if mouldy manages to do anything tomorrow or will be without an audience.

If dividends are announced I'll eat my hat

I switched from HL over to them. So far so good no issues.

Andy is being discussed because it looks like thats What's going to happen. I'm not supporting him but Keir is done just a matter of time really. Too many people scared of losing seats to keep him in power and it seems Andy is the popular choice.

Just don't want to see a bank windfall type tax coming our way.

We will suffer short term while their is a labour leadership contest and until it's known what Andy's government will do. Hopefully we don't get a Liz truss type deal with him. Assuming it's Andy of course

Probably related to the Iran deal being signed meaning cost of energy will drop back down. Hopefully bounces back up to pre war levels in a couple of weeks if things stay stable.

What's causing the current rise? Just sentiment?

I doubt either of them would use ingenuity in the short term. Both have closed off warehousing to save money and moved capacity elsewhere. Both have lost maybe revenue over the last few years and have had to restructure business models. As for Mike he's seen as a nuisance to both companies, I don't think he has any pull with either to get anything done.