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Https://finance.yahoo.com/news/analysis-end-cheap-palm-oil-230658623.html

The proposed enlarged ENQ with the SQZ assets and cashflow should have better and cheaper access to finance. I'm pretty sure that the takeover of Tailwind by SQZ was touted as giving SQZ access to capital via PE and enable SQZ to grow and become a consolidator of assets. So in answer to your question, it should make any potential Waldorf deal easier to transact.

Whether it's 25p 20p or £6 is largely irrelevant. It's the pro rata share split between ENQ/SQZ that they need to work out and agree upon.

Now that the EPL is here 'til 2030 (then no doubt Version 4 will kick in) this is deal is a middle finger salute to HMRC.

ENQ reverse takeover of SQZ on the cards.

Good interview Ron, thanks .

Well that aged well ;-).

Despite the rise I think this has further to go. The discount to NAV is way to wide given the companies held and the spread the MM's have on this is obscene.

Thanks Kamrat, the competition is good fun so I hope more join. I will celebrate with a drink on my next outing. I'm attempting a 'Dry January' but it's already dragging on a bit so you may have given me a good excuse ;-).

SKOL

I agree that in general buybacks can have limited success but buying shares on a near 50% discount to NAV will only have a positive effect.

Https://news.sky.com/story/london-listed-funds-land-200m-from-lynch-backed-featurespace-13217910

Done deal. £50m in liquidity now in Chry. Only need Starling IPO NEWS and or Klarna IPO news both of which are in the pipeline and we are off to the races.

What would you be expected to for a non operated 5.7kbd declining asset with I presume decom liabilities in the current UKCS I wonder.

Https://twitter.com/RangaMberi/status/1773593707087831253/video/1

Krack, I think you mean the toilet paper.

JWB, you last told us 'The market had concerns when the price was 78p'. LOL at least you are consistent.

R, as long as you are not like the Greeks, keys are OK , Marbles are an entirely different matter.

Looks like others are starting to wake up to the opportunity here,,,

R, your 'deal' theory works for me.

The window does appear small. I'm sure there will be logic behind it..just not sure what it is.

There is a log jam of positives flowing down..

1. Graphcore Sale

2. Revolution Beauty legal case

3. Klara IPO

4. Starling IPO

5. WeFox development

To name but a few..