Member Info for Toffers

"Liberum, a US-based banking outfit, and Davidson Kempner appear to have some intriguing connections. Recently, there has been speculation that they might be privy to confidential information related to a potential deal. Some investors believe that JD (presumably referring to a company or individual) could be preparing a bid for a certain board. The situation seems to be heating up, and market watchers are keeping a close eye on these developments.

Additionally, it’s worth noting that Davidson Kempner Capital Management, a US hedge fund giant, was involved in a significant transaction. They acquired 370 properties from the UK’s largest pubs operator, Ei Group PLC, as part of a £348 million deal.

While the exact nature of their connections remains speculative, it’s clear that both Liberum and Davidson Kempner are active players in the financial landscape."

source: Bing

I think news is coming. Liberum are US based banking outfit, and they probably have connections with Davidson Kempner. My betting is they have got wind of a deal and a bid forthcoming from JD to the Board. This looks like hotting up. my views.

ORD 5p Purchase 1 0.3305 0.3305

Liberum purchased one share? the rns would have cost much much more, what was the point of that? do they know something? it's dated today. Is that 1 share code for news incoming?

"Moss Bros is sold to a group of private investors led by Menoshi Shina, for £22.6 million. Non-executive chairman Colin Porter and several other directors leave the board.

Moss Bros Group is a limited company set up in 1851 by Moses Moss in Covent Garden, London, UK. One of the UK's top menswear shops, specialising in dress wear for formal occasions, Moss Bros has over 150 shops throughout the United Kingdom. It was, until 2020, listed on the London Stock Exchange as a constituent of the FTSE Fledgling Index, before being delisted."

source: wiki

xel123 is this what you were thinking? although I would hope unlikely imo.

"In February 2021, Boohoo.com announced it was buying the Burton brand from Arcadia (along with the Wallis and Dorothy Perkins brands) for £25.2 million, with the loss of around 2,450 jobs. All Burton stores closed as the company became an online only retailer."

source: wiki

Whilst the Arcadia situation from memory was very much distressed, hence the low purchase price, I do wonder if this is being set up for a bid to come in from Boohoo, albeit that it would need to be at least 4 times that of the Burton purchase price, I would imagine, but it does make me wonder?

Parsley box was an aim listed firm, 99% of aim listed companies de-list/fail. Superdry has been around for over 20 years, is main market listed, and a PLC. Is it fair to compare?

I do like Hotel Chocolat. Pity it went to Mars though and didn't stay private. I see there's this brand new shiny advert for it on tv, it's a bit off putting in my view, but no doubt hip enough to attract new customers!

Morning Deep

Thank you for the info, much appreciated :)

Munichmann

A week tomorrow! Fingers crossed for a bid announcement.

https://www.thejockeyclub.co.uk/cheltenham-festival/event-schedule/

As you are also back Dean01, I'm expecting a rise in the sp, with possible news. You also only appear to try and spread negativity, originally claiming a few weeks ago you were a novice to trading, then rudely attacking me, and then issuing a very false apology when it became clear to you that the forum didn't like nor trust you. And here you are again, just when Gary has turned up as well. Back on filter. Please do the same so our paths don't have to cross.

GLA.

Would Boohoo say really pass on the opportunity to pick up something like SuperDry on the cheap? with the tentative connection to Boohoo through Peter Williams , would Boohoo take SuperDry for the data it possesses? customer data/analytics is worth a fortune to a 'competitor' in the retail world.

my views.

Gary, have you got wind of good news coming our way then? You only appear when the share price is about to rise! :)

Morning everyone, was looking at the Hotel Chocolat sale figures early in the morning! I never sleep! Have a read of the bbc news article on it entitled "Hotel Chocolat founders share £288m from Mars sale" dated 16 November 2023. Whilst this is a confectionary sale to a giant in the confectionary world, is there any comparisons to be made figuratively speaking? There's still share chat on here for HOTC, but I'm not sure of the number of shares that were in circulation.

Hi Deep

Unlikely.

I was just looking back when you were saying about Ted Baker, and the NAV etc, which I think you then worked out equated to around 180 mill for SuperDry, which isn't far off the enterprise value, as discussed yesterday.

I was looking at this MorningStar article produced not long before the sale. Surely we are in a better position? but there are also many similarities.

https://www.morningstar.co.uk/uk/news/AN_1636627336538330600/ted-baker-sees-increase-in-revenue-due-to-recovery-in-retail-arm.aspx

Hi B1ll, just replying to you on this thread as you mention that share, and to say that I saw the news today, folks need to remember that for the sale of any shares, a company has to change the details of ownership with the share registrars, as they must maintain accurate records at all times, failure to do so is a breach of companies legislation, so todays news would seem to be yet another convenient potential 'white lie' from the company as they would have had to have known if anyone else had taken ownership of any shares. Just spinning it out for another 8 years of no sale no doubt! my views. and where is Tilywhizz? drowned at sea hopefully!

And Oasis?

Meanwhile, Kellets increased their holdings to 2,046,442

Lauro Salazar recently bought 1,000,000

Legal & General still hold 950,595 (despite their freudian 'slip' of stating they held on behalf of Julian Dunkerton!)

Jeffries are holding shorts as well.

I really hope the shorts get a good old spanking!