Member Info for SteJSteJ

A decent profit at £1.50 but was happy to be in for the longer haul with a higher target.

Lets see what options there are for retaining shares in the newco

So you no longer are invested then?

Fr.J All your calculations and posts seem to value the company at well below the current SP.

I'm assuming you have sold all your shares by now then?

No need for 2 boards, just need the admin to remove the troublemakers on both sides.

It needs a drag name

Ah, the classic "it hasn't sold yet so it wont sell argument" I assume.

Glad you raised these issues and all your others at the AGM

Low =/= no

Just ignore and filter TF. They never add anything of value.

Was cloudtag impacted by a war out of interest?

Low =/= No

50:50 It either will or it wont 😉

Occam,you do go down the all doom and gloom route very quickly again.

"Maybe the regulator froze the accounts" sounds rather hysterical.

Glad you raised all those points at the AGM Woodlaker 👍

Glad you raised all those points at the AGM

I appreciate you have done a ballpark, all in figure. But that does value the FCF as a whole at less than the FCF of a component from another report.

I only took the repayment period from the CPR to estimate the FCF, I appreciate there is no allowance for any purchase price.

Similarly,if one were to consider the NPV from the report over the 11 years, there is a wuestion as to whether that return over that time period is good or bad.

I think my point is that,by other reports, I feel you are potentislly assigning the costs but no benefits of MT in you calculations.

Not that there is anything wrong with that of course. It's all estimates made from assumptions until we have further information

No, just you decided it's all worthless TDT2. Much like your contributions to the discussion

Interesting figures Fr.J.H

What FCF are you assigning between NKT & MT? I note the CPR for NKT had a 3yr payback period for NKT @8.33% dr. So gives a FCF of around $220 for NKT alone.

Whilst I appreciate prices etc have moved, that is higher than your FCF estimate for MT & NKT combined.

Nice to see some calculations as opposed to mudslinging for a change 🥳

Just filter and ignore. Never adds anything of value to the discussion.

Just filter and ignore TC. They never have anything of value to add.