Member Info for Taverham

Folks the problem here as I see it is cash generation. Last year there was an equity raise and £28m from sale of IP but still the debt remained almost unchanged.

From the last published half year results;

Net debt was £(28.9)m, marginally up on our closing FY 23 figure of £(25.6)m, but an improvement on the same period last year (H1 23: £(38.0)m) and reflects the completion of the APAC transaction and equity raise, offset by movements in working capital, lease repayments and increased finance costs.

IMV this business needs huge amounts of capital and more than JD has , so who will back him? I wish you all luck - I have no position here .

Where's yana or is it where's wally?

Toffers, the challenge for JD is convincing other investors of his plans. Since he took back control the business has hardly boomed and the city will decide whether the brand has run its day or whether paring it back to a more exclusive approach will work. I am sure of his passion but will others put their cash on the line ?

Jeffrey, it is also the fca that need to learn - encouraging pension funds to major on bond markets rather than equity is destroying investment in uk companies and their half hearted regulation of wrong doers , especially on aim is exacerbating matters.

Contract should help keep the wolf from the door. Lets hope more will follow.

Might be ff offloading part of his holding?

Meanwhile better than predicted employment figure in UK should bode well for retailers but the market does not want to see nything as good news atm imv.

Illogical price action - could it be dumping because of exit from london listing forcing some sells?

Happy birthday toffers. My present to you - be very cautious here - I was stung by the founder of Joules when he did a side deal with Next in similar circumstances to the one here. I have no position as my fingers were so badly burned I can barely push the buy button anymore.

ARM shares have now doubled in the last week which bodes well here imv.

Reversed and ii investment bodes well!

Very positive overall should rise well above £6 imv today.

Speedy I hope you are right but the crypto mob say its bitcoin et al in place of usd!

Well done Bill and team!

Nvidia is now bigger than amazon in terms of mcap - it is chips with everything these days and snd must be a winner as a consequence.

Response from IR, after just two weeks;

Thank you for your email and suggestions, which are much appreciated. We apologise for the delay in acknowledging your message.

Is this company at the stage where the police should take it away and have it put down under the dangerous dogs act?

All gone very quiet here - deal likely off because the suitors were serously undervaluing the company or in laymans terms the BOD was going to lose their jobs so said sod off.

Baron, good post but I don't think we will have to wait as long as you suggest for the next news. The company will say something before the end of this month to keep the sp up even if the news is incomplete imv.

Hoss, fltr are in the process of listing in usa in addition to ftse and guess what? Since their announcement their sp has moved ahead significantly. Ashtead will be next imv as they are now going to report in usd instead of gbp. So it all depends on what pentland want and whether the extra scrutiny from the sec is worth 20% on the sp!

Your predicted 160p has been achieved , Mary.