Member Info for tricky752

It does seem rather a coincidence!! If it was an attempt to encourage buyers......it failed.

I agree with many of the recent comments on this one! Checking in as usual to see the decline and noticed the 2 large trades pop up from 13th....although it would appear to have simply accelerated the decline!
Any POW holders any idea?
Thanks.

I am invested here so went back to the original RNS which sold the story of how this will all be great, with sufficient capital to withstand the pressures etc etc. So, one year on and there appears to be a problem with the plan (if rumours are true). Yes, this is just one part of the business (but understandably if you are a customer with a Flybe Booking it is the only one that matters right now). My understanding is that they were planning to re-brand....so is this a complete miscalculation of the running costs (I am not aware the environment has changed hugely in 12 months...apart from slightly less competition), or a plan to end up with the routes that they want for the re-branded airline with potential government support? It’s a genuine question...just a PI trying to make sense of what might play out. I am concerned for customers who need reassurance and for the fact now that the commercial performance will also be impacted until clarity is obtained. Again, not ramping or de-ramping or trying to play down how this would feel to customers with bookings, just very interested in what might happen.

Indeed they are. I believe Monzo has also suffered the attempted launch of a packaged account that did not land well, and then it got worse when the communication of the removal went badly. For me, it will take a joined up effort from a few players to try and profitably challenge the big 5. Again, just my opinion and my average is higher than the current price!

Hi all. Now new to LSE but fairly new to posting and I do hold MTRO. In my opinion (which is clearly far from being a guarantee), none of the big 5 would be allowed to acquire. This is about brining more competition, not reducing it. Re HSBC don’t forget 1st Direct. I like MTRO because they have been able to build from scratch, carefully selecting the right locations and I still believe that a physical branch can work in the right place with the right offering, but only to a certain scale. All Retail Banks find the low interest rate environment hugely challenging from a profitability perspective, especially those with no historic customer base. In my opinion it’s far more likely it would be either a ‘merger’ of a couple of challengers or even a fin tech/challenger combination or private equity. Again, just my opinion.

Ok, thanks. Just trying to avoid backing the wrong horse............sorry...cheap....it’s been a long day!

Thanks Beamer 21. Yes, that is one I read. That’s when I tried to look for Director purchases and couldn’t see any. So I was then trying to work out why that would be the case for a company with such amazing potential? I am sure i am missing something obvious, but with expressions of interest etc wouldn’t you expect to see them buying shares ?

Thanks 01234. I am sure it is popular....maybe I need to try and get more info on it. My experience of going into the Sportsbooks in Casinos is that is has all been about American football (including College), basketball etc. - that seems to be thing there is always big debates about.
Not arguing at all, just trying to really understand the size of the potential with this particular company if that makes sense.

First of all let me be clear - I am not currently holding Webis but have done so on a number of occasions as the trading pattern has been somewhat predictable over the last couple of years. That’s why I naturally keep an eye on it but decided not to go back in when it hit the low 1s again this time. My mistake (won’t be the last one I make) and I suspect this year of all years was the right time to buy in with the legal position.
That said there are 2 things I am trying to understand having read a fair amount of documents. Firstly, based on the last trading RNS and all the ‘potential interest there has been in the business’, where are the director purchases or is LSE just not accurate? Secondly, is the big money not more about football, basketball, baseball gambling etc and can this company handle that or purely track gaming?
Any info would be welcome.
Thanks.

Thanks. I suspect you are right that the covenants are involved here. After all, if there is a positive trading update to follow you would surely want to try and wait. Unless the interested buyers received the headlines for the trading update as part of all this.
Otherwise all you are doing is fuelling the very fire you are trying to extinguish.

Clearly one I need to learn more about. At a time when you are defending your business against certain allegations with a number of rebuttals, you promptly launch an accelerated book build at a heavily discounted price from the recent market average. There are many things about this I don’t understand so will need to research to understand why on earth you would do this now! if anyone has any experiences that would help please share.