Member Info for Toffers

Nope, it's not me.

Why would Dunkerton announce an intention to bid, if he didn't actually intend to bid? It wouldn't make sense surely!

Oh for heavens sake novice we've been through all of that argument already. The forum is being taken over by the lunatics again from the ayslum who are still holding some shorts! As Evolve said earlier, he's shorting down to 22p and then assumedly he's out, these others are attempting to do exactly the same. Got to say, disappointed Dunkerton hasn't fried them as yet, but Friday is always a good fry up day, and its CF Gold Cup Day!

Scotty, quote Kellett; "so that I could get my holding up to 2.0-2.5m shares"

he's at 2 million, and today's drop might well have seen him add to get to the 2.5m. I added on the drop, and wouldn't be surprised if he has also.

it would be nice if you could stop being so rude, most of the time I provide facts for my postings where I can, you provide nothing other than nasty comments.

I'm actually expecting to see an rns today or tomorrow that Kellett has increased his holdings after this mornings drop as the shorters exited. Lets see.

So overall, based on what Kellet has done, I'm expecting similar things to happen here. I do think Dunkerton will make a bid, what I'm not sure of is whether he will retain the business or not once private for the long term, my gu feeling is not, and that he will go on to turn it around and sell it for a healthy profit to a much bigger outfit once it has been scaled down, such as the Boohoos of this world. As I've said before, data is king. Obviously, once he's gone private, what he does is not of our concern.

So I remain hopeful, as Dunkerton is of the same ilk as the Kellett's of this world, and good on them, they go out there and make things happen.

my musings, dyor etc.

Rock, yes, I ticked your post up :)

Note that Kellett said in that video that he had minority shareholders as a private company! Will Kellett become a minority shareholder when this goes private?

He increased to his 2 million :)

Can you now see from LinkedIn it is him?

"About 15 years ago I finally quit working in the London equity market after a long spell as a food & drink equity analyst / corporate financier in food & drink.

I set-up and ran a vineyard which was recently sold to Berry Brothers & Rudd / Symington Family Estates (in November 2023).

Following the sale I started researching macro / strategy looking at bonds and thinking about equities, thinking about my macro view. In January I started looking at the UK equity market and applying some filters I came up with a list of 20 stocks I would start watching. In a portfolio I would expect to have one or at most 2 recovery plays; deeply burned stock prices. In 2003 (I think) I bought a million Cable and Wireless shares at 40p; they went to £2 I think, in about 2 years. So I had tasted investing in a recovery play.

The last time I had invested in the equity market at all though was 2007, so I was feeling a little cautious / nervous about getting back in and getting my feet wet.

I started researching Superdry in January, checking the level of debt, capital needs going forward, bank facilities available. The key call was 'is this going bust'. Last Friday (26.1.2024) after the results call I emptied the cash left in my SIPP into Superdry shares. I bought 400,000 shares at about 15-16p. I have spent much of the last week trying to get more cash into my pension fund (SIPP) and trying to setup ISAs with interactive investor, so that I could get my holding up to 2.0-2.5m shares. Mr Dunkerton had different ideas and has announced a possible intention to bid for the company. The shares are up 300% in a week. I am rather gutted I did not manage to get my planned 2.5m shares invested. Lesson for me to learn is to move faster when I have made a decision. At 300% in a week, I think I just multiply by 52 to get an annualised IRR of 15,600%. However I don't think I will be able to live up to that rate of return each week for the rest of the year.

Should I retire from the equity market again given my returns will never again be this good? So what to do now with the shares at 48p? I shall stick with it for a month and see what he announces on or before 1st March 2024. It has been a surprising return to investing in equities - a 300% post tax return in a week, I just wish I had moved faster and got the 2 million shares.

Perhaps I should start an investment club?

I do also realise that its better to be lucky than good & that my next investment could be a horror. I did all the research I could externally from the company, as any self respecting professional former equity research analyst would, so I like to think I supported luck with some hard work (to paraphrase Gary Player), but I am well aware not every investment I make in the future will do this well. Most of a portfolio of mine will not be seeking those levels of return.

Now to the next stock on my watchlist, and back to my research desk"

source: LinkedIn

Also look on LinkedIn

"Founding Partner at The Brookes Partnership and Managing Director at Hambledon Vineyard plc"

Note what he says about an intergeneration thing, he's forming a trust of his business to then pass on to his sons, and I think Dunkerton has the same thoughts now that he has a son, albeit very young at the moment.

just my musings.

We think Kellett is this guy Rock.

Remember, Dunkerton has an organic cider business, and a hotel chain!

https://www.bing.com/videos/riverview/relatedvideo?q=Ian+Kellett+business

Hambledon Vineyards

the video is Helena meets Ian Kellett from Hambledon Vineyards

There's no doubt sm66 that the shares are being picked up by someone.

Interesting there is no Liberum rns this morning, not even for 1 share!

The Kellets increased their holding only recently to 2,046,442 shares being 2.06% and paid between 39.4p and 40.5p for the additional shares.

Also, Salazar is still holding his purchase of 1,000,000 shares being 1% as far as we are aware.

Dunkerton is also holding just short of 27 million shares still.

So they all appear pretty confident still.

AND THOSE ARE ACTUAL FACTS

The dreadful sewer rats have now exited, funny that, they've all piled their ill gotten shorting gains in to the roller! I hope Dunkerton comes up trumps for the rest of us who have suffered that mass onslaught for the last 5 weeks or more!

I bought another coat from Jade last night, but I won't be buying any more if this doesn't pan out, and Dunkerton pulls his finger out and makes a decent bid.

CF will be very soggy today that's for sure! Always feel sorry for the horses.

my views.

Just want to add this again. See you in a bit. Holding tight.

The Kellets increased their holding only recently to 2,046,442 shares being 2.06% and paid between 39.4p and 40.5p for the additional shares.

Also, Salazar is still holding his purchase of 1,000,000 shares being 1% as far as we are aware.

Dunkerton is also holding just short of 27 million shares still.

So they all appear pretty confident still.

AND THOSE ARE ACTUAL FACTS

I hope not too many lost out in that smash and grab by the market makers. Climbing back up again now.

See you later.

I put SuperDry in to the search facility in the online store and nothing comes up! However, I agree with the principle, in that donating to charity of old stock increases sustainability and aids the charity, so that's all good in my book, and well done SuperDry if they are doing that, all credit to them, but obviously there will be little choice, it's old stock they want rid of that hasn't sold for some reason, and that happens with all stores, buyers don't get it 100% right all of the time!

Just bought

Liquidity!