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Broch - ‘Schrodinger's Shark is both long and short on IDS. Apparently if K increases his bid he's quids in. If K pulls out and the share price collapses he's also quids in.’
No, he’s just long. If K increases his bid and it’s accepted then he’s quids in. If K pulls out then I continue to hold my shares and I wait for Royal Mail to return to profitability and then cash them in in a year or two. I’ve held since 2021 and I’ll happily hold until the time is right. See how simple this game is?
‘In the multiverse somewhere he's both a seasoned profitable investor or a loser sitting in his mum basement chatting shi#te.’
In this multiverse he’s the former. Although I wouldn’t really say ‘seasoned’ as he’s only been in the game for about 5 years.
Is there any particular reason why you can’t address me directly either like OliGarch can’t? Is it a Royal Mail employee thing? Is it on the application form that you have to be a b*tchy, resentful, gossiping little p*ssy that’s all c*ck and no balls? Lol.
There’s a multiverse somewhere where you’re not a spineless, boneless w*nker……but it’s a good job I only believe in the universal theory.
‘The share price goes up with a bid, the share price goes up without a bid.
That's if you believe some of the moronic on here.’
Just to give some background information on isleworthSpy so you can decide whether to take his post into consideration.
He went on strike and lost thousands of his own money only to be shafted by the union even though he was told he was on a hiding to nothing here.
He said he was waiting for the share price to go to a quid. He’s still waiting.
He said VESA and Kretinsky would NEVER bid for IDS. The rest is history.
Just so you can make informed decisions…..
IsleworthSpy - ‘Didn't i pull your investment to pieces a short while ago?’
You pulled it to pieces? Do you mean you embarrassed yourself massively? Can you remind us how you pulled it apart exactly? I’d be more than happy to show why you’d be lucky if you had more than 3 brain cells again.
‘How many shares do you actually hold in IDS?’
I’m not stating that…..because the number could be large or small depending on how big the fish is. My average price is 301p and that makes up roughly 15% of my investment portfolio.
That’s all you need to know…..but then again your about to ingeniously pull it all apart…..
IsleworthSpy - ‘You also miss out on the pretend investments, where all are in profit.’
All profit made and banked. Evidence both on ADVFN and on LSE. Gutted for you. Gutted for you that I’m making money and you’re a bitter dipper haha. It’s all a beautiful thing.
Yes, I will be selling up for big profit but I will ‘probably’ never frequent this board again…..although coming here to skull f*ck you and your bitter dipper postie mates is often too much fun.
Maybe I’ll just check in with the fat numbers in my account just to slap my schlong across your face occasionally?
How does that sound to you? Haha.
Broch came running in like an over excited gimp but it turns out that he’s all c*ck and no balls. Like many others here.
He hasn’t/didn’t answer my question because like the other bitter and resentful losers here he knows the answer. Love to see it. Lol.
Not really Schrödinger’s cat because I know that the cat is very much alive and kicking.
Wednesday the deadline for Kretinsky and Schrödinger’s shark will be grinning regardless out of the outcome :-D.
Broch - Schrödinger? I’m impressed, so you did go to school after all?
The problem with your flawed analysis is that there difference between my holding in IDS and my investment portfolio…..both historical and current.
My investment portfolio is and continues to be massively profitable and 2024 has been extremely kind to me so far this year. Cashing in on both Barclays and Vistry both of which were long term holds for sizeable profit. Other notable contributions include S4 capital and Severfield in which I doubled my money in a relatively short period of time. Kerching.
My average price in IDS (my largest holding in my investment portfolio and is about 15% of total) is 301p per share……
Tell me Broch, am I going to end here massively underwater or fantastically in profit? Only, it will be a very amusing post for me to club you around the head with a little bit further down the road.
Lol.
IsleworthSpy - ‘Why are you not championing this?’
Because I’d find it much more amusing if the striking ‘tards were axed in the thousands and out on the bread line. One can live in hope? Lol.
‘It will reflect positively on your loss making portfolio.’
In my highly successful portfolio? with IDS soon to be another company in my growing collection of taken over businesses for big bucks? Correct 100% of the time. It’s not my fault I’m genetically and intellectually superior to you in every conceivable way? Lol.
Don’t worry, as soon as I’ve made a massive wedge, which I inevitably will here one way or another I’ll be moving onto my next substantial profit maker……and it’ll no longer be necessary to post here and to sweep you around the forum like a wet mop as I have done for a number of years.
IsleworthSpy - ‘Please try to understand that your attempt at trying to understand how delivery works, makes you look ever more stupid.’
I haven’t mentioned delivery. And I’m not interested in how it works either. I do understand business though and I know and have seen what happens when unscrupulous investors acquire businesses……..so I was pointing out that your assertion that ‘white collar workers’ will be culled is only a partial reality……
Hence why Dave and his band of idiots are on high alert and are extremely desperate for the takeover not to happen.
And for good reason.
Hounddog10 - Thank you Sir, excellent post as per usual.
Very helpful and concise.
The rule makes sense and it stops the situation getting potentially farcical with various tentacles of Kretinsky’s coming in left, right and centre.
Hounddog10 - ‘not before six months.’
Would that be any subsidiary of VESA? The bid came from the EP group, could Kretinsky not make another bid from another group under the VESA umbrella?
I honestly don’t think that an offer less than 400p is going to get through the door….maybe the board would be obliged to put it to the shareholders but the large II’s like Schroeder’s and Redwheel wouldn’t touch it with a barge pole…….and that’s the problem for DK.
That’s the problem when market is made up by neurotic jellyfish attributing a market cap of £2.7bn to a company that just on the back of the envelope calculations is worth double that.
Conventional 30-40% premiums go out of the window and the shareholders won’t entertain selling up and I think VESA and Kretinsky are learning the hard way here…..it’s one of those offs occasions where the majority of shareholders would happily reject a 30% premium.
Tick tock…..the finishing line is in sight.
IsleworthSpy - ‘I'm now actually hoping that VESA are successful, at whatever price they deem fit.’
The price that VESA ‘deem fit’ is irrelevant…..given that it will be the shareholders that ultimately make the decision as I’ve been telling you for many years….but the information has bounced off your dense skull on numerous occasions.
The last bid of 320p didn’t even make it past the board and was instantly rejected. That tells you everything you need to know.
‘There would be a massive cull’
I agree. But it won’t only be the ‘white collar’ workers on the chopping block.
Knoydarts - ‘I'm now asking your views on my posts ?’
I don’t really understand your posts as they seem to be written in broken English? Lol.
So on that basis I don’t really have much of an opinion….but you seem harmless enough.
Northwestposty - ‘Someone as told us this morning shares are suspended from Monday’
On what grounds? And who told you this rumour?
Good to see the usual brigade of b*tchers and moaners are still out in force here, love to see it.
The acquisition is cash accretive and the business generates $30m per annum so WOSG will recoup their money within 4 years or so, seems like a no brainier to me.
Anyone that paid attention to the long term business plan won’t be remotely surprised by today’s announcement as luxury jewellery was an area of growth talked about during the presentation….. it shows that the business is cracking on as promised.
Sid786 - Hope that you end with a green figure here no matter what happens in the short term.
Hopefully Kretinsky will get the message and put an improved offer on the table in the right ball park this time…..
Sid786 - The results are will be in line with expectations at best……ie Royal Mail making a significant loss and GLS plodding on but nothing remarkable.
I expect that both business’s combined will be nearer to break even bit probably still loss making in the short term.
Sid786 - ‘TMS, it's a win win situation for IDS and shareholders’
I agree. Under Seidenberg’s leadership I think the future is rosy for international distributions services and I think in a few years for now the business will be extremely profitable again……which will be boosted further if OFCOM pull their finger out of their backside and green light the changes to the USO……
All of which is very good news for long term holders of IDS shares.
So I will be happy either way…….I’m MORE than happy to hold my shares for another few years and watch as the company returns to profitability or…….sell my shares if and when Kretinsky and VESA make a palatable offer for the business. Anything near 400p would be a very nice pay day for myself.
Win win.
Another brief presentation today from the board highlighting the value of GLS as a business in relation to the offer made by VESA and Kretinsky.
The message is clear……we’re not going to be bullied on the valuation of this company.
Less than a week to go and no activity…..which tells me that my earlier prediction could be correct and that we will get one firm and final offer from Kretinsky before the end of the deadline.
There will be plenty of homework being done behind the scenes and my guess is that VESA may have been taken back by the resilience of the board and shareholders.
Cough up Daniel or walk away is the message.
Henky - ‘You said that to me last week still here’
The Darwinian natural selection process normally takes longer than a week.
This isn’t the time or the place to explain evolutionary biology to you.