Member Info for The.Italian

Very much agree with your 11.02 post,anahanda. upfront payments are usually of minor significance in these type of licensing arrangements. whilst welcome, they will pale into significance compared with the recurring income elements.

I can certainly remember shaw taylor.very much an "evening all" from jack warner as george dixon man myself though. much as i enjoyed being reminded of the positive profit alert, i very much doubt either of us are holding our breath for a repeat!

Let the good times roll,dougie!lol

The RNS of 23/5/22 refers specifically to fum being entitled to an initial upfront payment.there is some ambiguity as the initial reference is to "payments"plural,whereas the later reference is to" payment" singular. i assume that as it is an upfront payment, the singular is probably correct. the RNS also states that fum is entitled to undisclosed cumulative sales milestone payments. i see nothing in the terms disclosed to suggest that the arrangement is, or was, unreasonably favourable to coopers.we simply do not know enough detail to suggest one way or another.

Well the news seems to have given the works a bit of a shot in the arm. currently up 10.8%,although there is a big spread ,so hard to assess true impact. anyway,good news for kelso holders imo.

Yes,looks like a significant and high quality tie up.

Thanks ofr that Lu. my wife and i are both on HL and neither of us have had any notification as yet.are you able please to clarify a little as to what the notification actually says and did you get the usual HL email to say that you had had a corporate action notice? many thanks

Excellent find,phat. so that's norway .the ad says sweden planned in may and denmark and finland ..... (to follow? certainly moving apace now.

Https://www.ft.com/content/5c45f23b-9b43-4a95-8dcc-44587317b0dd potentially welcome news for the macro environment.

Yep fair comment bignose. such a stark contrast.i do think Fum's bod deserve considerable credit for how they have gone about things over the last 3 years or so.

Morning bignose.yes,good new and progress on fum this week.the stifel news was,to me,particularly interesting.plenty of scope for gains there imo fingers crossed apologies to others for off topic..

Morning all.not been much to say im afraid,although i do of course, endorse fully all the justified animadversions directed at the PBOD over the last few days.presumably we will get a profit warning in next couple of weeks(last year 17th feb)don't expect any detail ,but we may perhaps glean some idea of developments from any change in the amortisation rate.if it increases it will presumably indicate lack of good news on china/us progress.anyway,we will see.

Is a poultry sum what is meant by "chickenfeed"?

No idea what hardwell is trying to suggest. toshiba was taken private following a tender offer by a japanese consortium.toshiba shareholders were paid $14 billion by the consortium.apparently there were 8 previous buyout offers before the successful one.

Very interesting.the RNS wording is pretty standard regarding seeking legal advice.be very surprised if there are any grounds to reject the request,which is very much a simple procedure under company law provided the requisite percentage requesting the same is met. expect to be notified of the date of the meeting very shortly. disclaimer,not currently invested but have followed the saga here for a long time.no idea how this will be perceived by the market,but may actually be seen as positive in the long term.

Well at least his reply demonstrated the full extent of his articulateness and intellectual capabilities! a shining (not sure I've spelled that quite right) example to us all!

Very much agree with that.would be very surprising if the rest of the deal did not go through(although i accept that nothing is ever absolutely certain)

Problem is we don't know the precise nature of the claims

personally i doubt the lapse f time here would be any barrier to a claim in principle.there may perhaps be specific time limits for bringing certain claims,but presumably that will have been considered by his lawyers when formulating the claims.rhere may well be some substance ,however,in the point about his own conduct being partly(or even wholly)responsible for whatever loss he is alleging.impossible to say until we know the details.

Pleased to see MI Chelverton fund taking just under 4% stake.

Casey,im on Hl and have certainly not received any tokens direct.i haven't heard from HL for some time,when they were saying they were in discussions with napster to try and resolve the issue.i suspect it may simply prove impossible for those on the regular platforms like HL to receive the token as tokensand the best i am hoping for is that some form of buyback of our entitlements can be negotiated so we receive some cash instead.i hasten to emphasise this is just my opinion and may be entirely wrong.also i do recall some posters (at least one anyway)saying they had,in effect,bypassed their provider and obtained tokens direct from napster,but i think this was very much a one off and that platforms have requested napster not to allow this in the future.im saying this from memory(not so good at my age im afraid)and haven't checked back over the posts from several months ago,so please don't quote me on this.