Member Info for Thunder2040

Does give me Amigo loans flashbacks...not sure I would grab the falling knife here

Https://www.economist.com/business/2023/12/20/big-tech-and-geopolitics-are-reshaping-the-internets-plumbing

These assets are in high demand, I see low risk in divesting at decent prices make no mistakes,this is value at its deepest and truth will out soon

There is not a high risk of bankruptcy in my view...I think it depends of 2 things, if you think the Verne sale completes and if you think Arquiva isn't a basket case (which I think it is far from)..I think the biggest thing weighing on it is the delisting, seen that many times, and I think it was premature to mention that before Verne even completed

Don't think it's a shorter..there is no rationale for doing that, if they remain short until delisting they would effectively lock in their eventual loss..more likely a fund without the patience to see this through, which is what is wrong with investing today ..no patience, ignoring deep value and fundamentals...really the mind boggles at who manages people money these days

Fairly pathetic end to the week there with heavy selling all day...love to know which plonker is dumping this before it likely doubkes

I think they are likely to show their hand after Verne completes if they don't want it...else they have 3 weeks tops if they want Verne for themselves...of course perhaps with not so many investments left a takeover of all would be unlikely, but if there is no liquidity constraints why eould they accept any lowball in Arquiva...I think people misunderstanding the way that investment is structured tbh

My list of catalysts:

-completion of Verne

-NAV calc

-results

-smaller investment disposal news

-t/o bid

-TR1 notification of whoever is selling now to say they stopped lol

I might vote against the wind down as I don't really want a delisting tbh, would rather it got taken out which I think is realistic given how cheap it is

I should have said sit tight, I am invested, just not playing this game with whoever is dumping...why do that just a few weeks before Verne completion.. madness

I have watched the action here and hold, I think and institution is selling out, and may well have been for a while, every rise is heavily sold into and you know what fair play to them if they want to walk away on a whopping loss but I can sit it out thank you and get far better returns when everything is sold down in an orderly manner...a defensive minded investment trust should not be this volatile either, it will settle down once the latest NAV is released and Verne completes, so about 6 weeks tops for the uncertainty and games to go in in my view

Adrian could pay off the revolving loan and buy out digital 9 entirely...based on current price...absurd. Aquiva is undervalued as it stands too imo.

Could well be what they have in mind. I don't fully understand how this share trades tbh, it doesn't move with logic

Revenue growth miles behind inflation, negative free cashflow this year just gone and next...margins wafer thin, one more scandal and it's over, just dissapointing beyond belief those results imo

Ha yeah, should see us down a round 10% I should say..dear oh dear..my sentiments exactly though, UK market is beyond a joke. All the t/o bids are scooping up assets at 60% premiums plus and they still get half price assets. Just to reiterate this trades on less than a 5th of NAV by my reckoning....the towers business.. Arqiva... at full value trades far more cheaply than it's peers...so explain to me why now with this news of Verne sale is this being hammered..rates will go lower and this will look crazy cheap..very soon!

Verne approved, game on here...liquidity issues evaporated in one RNS

Just that it trades below 20% of NAV...

It's mindlessly discounted at the moment, I expect approval to be a formality

But how much in property? The discount to NAV is senseless given rates will drop soon.

Brewery stake worth more than mcap...property well in positive equity, profitable...odd

Volume isn't anything special, shorters taking advantage here I think, it's an infrastructure fund, the underlying holdings are not high risk...it's just liquidity issues

Should add, the NAV valuation is due in April...I don't see how this trading update implies anything close to an 80% impairment...this is trading around a 5th of book value...liquidity issue resolved and this doubles or trebles via orderly sale and wind down IMO

I think the issue longer term is freecashflow..as how much capex was spent to drill the well from which oil is being sold at $25usd and how much more is left before more capex? I think they swapped margin for volume after seeing the negative reaction last update...let's see if the masses approve shortly