Member Info for Theanalyzer

Brought a small amount more based on latest RNS

Nice to see an IP company with investment even if FIPP only own small stake getting such big deals sign up by major pharma companies and SoftBank (albeit SoftBank has funded a few dogs such as WeWework). I

Frosty they are required under takeover code as company is under potential offer

Strong trading update RNS released.

Suspect AJ Bell will have had similar uptick as well

I bought BCN in retail offer because it was around 20% discount and Lithium given growth of electric vehicles will be in demand.

I think chances of Gaefang getting approval for formal offer from Chinese Authorities is pretty high because they have just approved deal to take then to just under 29% .

I decided to buy some buy on my view that bid will succeed.

My brother who is a biotech fan got me into this stock.

He thesis was portfolio particularly Exscietifica was undervalued looks like he was correct.

Should have invested more

Might top up today

A launch of a new and extended range in store and online means to me that H&B were making enough money to extend range which is a positive for Opti.

TeesExile the commercial market insurance rates are hardening which should be good news for brokers as their commission should increase as insurance premiums rise so should feed into profits of broker portfolio.

No new cash raised as settlement is settled by payment of invoiced services.

Option price values company at around £500,000 yet punters paying 10 times that in the market yesterday.

Tintra can buy another 20% at 10 per share on exercise of next option again for management services..

Stewartyboy Reasons why Greencastle suing, muddy the waters and trying to avoid repaying £1 million loan either forever or for some time as litigation drags on.

Next accounts to 31 Dec 2020 could be posted as late as 30 June 2021 I believe.

I think they will wait till new CFO is on Board so I think late June 2020 is most likely.

Only real news was that they finally got a credible CFO to join the Board and they are holding an AGM as TW said they should.

The YouTube Video offers no insights. It doesn’t highlight that Shard Capital might be upset that EGHOF are back on scene given their previous finance deal stated no transactions with EGHOS, it fails to highlight Iconic will sue Sefton and the gang of 3 for damages or realise that Gay Star News isn’t the future for this business.

Sefton’s only connection are he and his former Directors are claiming their deferred Directors fees of £300,000 and Sefton company Greencastle has a £1 million loan from Iconic repayable in 3 months.

The new CEO who looks very well qualified is intending to sue Sefton and 3 directors for damages their action caused Iconic.

So Sefton no longer running things which is great news

Historically management has been poor

Some wags said that Commercial Accident would have been a more apt name.

Look at slide 52 of investor presentation. In aggregate the manage for value markets had a lower return on capital than core markets. I suspect that Poland would be better than France and Italy ( which is reflected in sale price) but selling these businesses will increase group return on equity.

Singapore had best roe and Aviva retain a stake in that venture but generated a nice crystallisation of future profits in cash from selling.

Newuncle if you think share is cheap you should buy more, even small volumes according to you will push up price.

The reality is that company is loss making and technically insolvent. It’s a dog with fleas.

To get any new cash investment it has offer massively in the money share options.

Return of capital now highly likely once sales start to complete.

The really hard graft starts now to improve remaining businesses.

I suspect this won’t be as easy as selling businesses but sitting on nice gain at present so happy with investment at present.

If TW does get SYME suspended no doubts bulls will claim it is AZ’s plan

Share price is going down faster than a coke addict desperate for their next fix

Newuncle

Trinity Acquisition Limited is a £2 share capital newly incorporated U.K. company. The words SPAC are designed to trigger useful idiots into thinking it’s a big deal. It isn’t.

The options are at 10 pence - already massively in the money.

Let’s hope Tintra pay up last time some offered to pump £500,000 into St James House turns out he didn’t have the money and is now a bankrupt person