Member Info for Splice

Atrades I have 95k shares in the 130s. I need another 5k to hit my goal of 100k and will slurp the next dip. Slurping works. Remember- when you see a tasty dip don't be afraid to have a little slurp.

Celtics are you listening to the Macro Voices podcast yet? You will like

SD that is an impossible question. Maybe averaging in when it feels right?

Belgrano, yes it's an asymmetric risk reward situation. When bets like this come along you need to play.

How about Chinese goods made in Xinjiang or using Xinjiang cotton? You can play this game endlessly. I'm sure I could come up with a gotcha for every company in the FTSE 100

Less ethical owning a company that pushes junk food and sweets on kids. Diabetes is an epidemic and kills millions

Cool story bro. The market disagrees

The man who is floating the idea of the demerger is probably the new Italian chairman of poly, Riccardo Orcel. He's possibly the biggest investment banking rainmaker in eastern Europe and took Merrills to the top of the deals league table in the early 2010s. Read about him here:
https://www.businessinsider.com/andrea-orcel-riccardo-dealmakers-bank-of-america-merrill-lynch-vtb-2011-2

I'm not saying the demerger is good or bad but he is a very serious person who has been involved in mega deals

Newspaper story

Hasn't even been mentioned by the actual company.

No details of how it would work

Hasn't been proposed, let alone 75% voted on

"OMG IM SELLING EVERYTHING"

Market doesn't care, share up 40% in a day.

Massive, we are serious holders now and deserve a board seat. We need to start considering these things.

Thanks for the warning dad

Is demerger vote percentage required 75%?

The devil is in the detail here. Which entity gets the debt? Where does the new entity trade? Is it Russia? Cam non-russian holders own the new entity if it trades in Russia?

Who mentioned a sale? A spin-off would give you shares in both companies.

In my experience spinoffs usually do very very well

I handicap this as a 65% chance of 10 - 20x. How does that sound visan

Russia cant even take cities 30 miles over the border. I think Putin will intervene in any further colour revolutions in his sphere of influence but he won't outright invade again.

What a jolly little ditty that is. Are you having a slurpy pop?

The best thing to do is get all the perspectives. I have a bear thesis in my head and will write it up at some point.

CT, by the time there's clarity we will be at 600