Member Info for suffolkpompey

So who think the news will land this week and who thinks another extension?

Surely has to be a sell, the sp has gone down by around 20% in the last week or so and if it was a buy then surely the sp would have gone up not down.

Be interesting now to see how the TASE goes on Sunday and beyond...

Wong, this one has always been a binary outcome. Heads or tails, win or lose. For me, the fact that the last bondholder extension was for just two weeks means either the deal is pretty much done and just waiting for last legal bits to be sorted, or it's gone belly up and something else is playing out. Given there has been no RNS suggesting the latter, my gut feeling is that things will be sorted by end of this month. However, the difficulty in selling right now and lack of buyers is at odds with my optimism. Hmmmm.

This is definitely a share to keep an eye on over coming weeks. If it is just a dressing down and slap on the wrists from the FCA and that is RNS'd before our next trading update then we could easily bag on that alone. Then if the end of April trading update is positive then I think its not unreasonable to suggest a rise to £5. Of course theres a few 'if's' in there but this really does have potential. I just hope any good news comes in April as I've got funds tied up elsewhere until then that I would prefer were in here.

You would think people would be loading up but seems there are more selling than buying at the moment. Weird. Hopefully not indicative of bad news.

Ok cheers, what sort of share price do you think we'll get after that if it happens?

Agreed, must be a buy. Maybe the FCA investigation outcome is nearing? It would be good if that is out the way before the next trading update which should be out by end of April.

Are folks here expecting the big news to be combination of bond holder ratification and rainmaker deal for 100% ownership of TI, or just bond holder ratification?

First of all, I've just finished a nice dinner of humble pie. Didn't expect this turnaround in fortunes.

Re the figures quoted below, wouldn't the capex be offset against the profits reducing corporation tax and thus meaning those figures are wrong?

Note this extension is just 14 days whereas others have been much longer, surely this means things are really close now.

Yes they currently own 90%, and will hopefully own 100% In addition the company is in the process of getting court sign off on the bond repayment schedule. These two events are likely to be concluded in the next week.

Nothing is a done deal until an RNS lands to confirm. It is highly likely that the deal with bond holders will be ratified in the next week. It is also likely a deal will be announced which will see Matomy be sole owner of Team Internet which is what is generating significant revenue and profit and the reason for the excitement here. Team Internet is based in Munich hence the references to Germany. All being well both these key events will take place before 17 th March and will result in a big rerate.

Very slow trading week, TASE closed tomorrow so news next week possibly? Calm before the storm....

Some extremely large trades going both ways today. Interesting week coming up.

Whilst i'm generally of a similar opinion, we do have to remember there is the chance of a fine from the FCA and/or legal issues with those that took part in the placing last year. Of course, if the FCA investigation and report findings are not too damning then we could be in a for a big rise. So much depends on two things here, 1 - the FCA findings and 2 - the profit margin we generate on our £100m+ revenue. For a proper re-rate we need both the two things to come good.

Paid

Depends what update you mean. Next trading update may not be until April, at any point we could get news on the FCA investigation.

lol

http://ir.motifbio.com/phoenix.zhtml?c=254416&p=irol-EventDetails&EventId=5277774