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Back from Holiday and after i did a little research and the top up´s from Bybrook and JP Morgan i could not resist and made another top up.
Update - THE VINSON LIST (Long time holder >100p) – please reply if you wish any correction.
01.) 76,053,401 (16%) MIC Capital Partners (Mubadala). Source: RNS 20.03.20
02.) 34,857,103 (7,33%) JP Morgan as a group. Source: RNS 13.04.21
03.) 33,712,541 (7,09%) Bybrook Capital Group. Source: RNS 13.04.21
04.) 12,000,000 (2,52%) “Vinson” Source: LSE Forum (reported 16.04.21)
05.) 3,000,000 (0,6%) Evil Knievil. Source: Twitter
06.) 2,975,175 (0,6%) “Donaldterence” Source: LSE Forum
07.) 2,751,569 (0,58%) “jackaroo” Source: LSE Forum (reported 23.03.21)
08.) 1,680,000 (0,35%) “Fmow268” Source: LSE Forum
09.) 1,604.303 (0,34%) “PSW46” Source: LSE Forum
10.) 1,599,295 (0,34%) “Largey00” Source: LSE Forum
11.) 1,500,000 (0,2%) “STFlatz” Source: Friend of Vinson (reported 19.03.21)
12.) 1,498,000 (0,29%) “THAW” Source: LSE Forum
13.) 1,470,000 (0,29%) “Westcountrybob” Source: LSE Forum
14.) 1,337,849 (0,28%) “Hedged” Source: LSE Forum (reported 23.03.21)
15.) 1,300,000 (0,27%) “Gary Jennison (CEO)” Source: RNS
16.) 1,300,000 (0,27%) “Adam” Source: LSE Forum
17.) 1,210,000 (0,25%) “FrankyS1971” Source: LSE Forum
18.) 1,200,000 (0,25%) “CTcapital” Source: LSE Forum
19.) 1,170,554 (0,25%) “TechnoPrisoners” Source: LSE Forum
20.) 1,100,000 (0,23%) “Maverick12” Source: LSE Forum
21.) 1,090,086 (0,23%) “Acaciatan” Source: LSE Forum
22.) 1,024,882 (0,21%) “Novice82” Source: LSE Forum (reported 19.03.21)
The above top 22 Shareholders are holding 38,77% of the company shares. This List might not be accurate and should not be viewed as any advice to buy or sell stock in this company.
If you are holding at least 1,000,000 shares, you can reply to this post with the number of shares you are holding. These shareholders will have a special invitation to the BALLS OF STEEL EVENT at the lake of constance, when shareprice is reaching 100p.
ISA - Thank you for your support today. Excellent reads. Of course you will have a special invitation to our event. We can have about 250 people at my property, so it will be open to every AMIGO fan, as soon as we hit 100p. Appreciate sharing court info with us. Greetings from the Maledives :-) (P.S. curious about YOUR yacht)
Imagine from the 1 million customers and guarantors 5% would apply for a new loan at an average of 7,500 pounds. That would create around 187m additional revenue at almost the same opperational cost. What does that tell you?
It is like you own a gold mine full of gold and the tree hugger association sends you a letter that they are not comming to sit in front of the entrance, but if a unique tree would grow in the hole they reserve the right to protect it.
@ Hedged. Welcome to the place 14 on the list. Well done.
Update - THE VINSON LIST (Long time holder >100p) – please reply if you wish any correction.
01.) 76,053,401 (16%) MIC Capital Partners (Mubadala). Source: RNS 20.03.20
02.) 33,368,429 (7,02%) JP Morgan as a group. Source: RNS
03.) 30,862,541 (6,49%) Bybrook Capital Group. Source: RNS
04.) 11,111,111 (2,34%) “Vinson” Source: LSE Forum
05.) 3,000,000 (0,6%) Evil Knievil. Source: Twitter
06.) 2,975,175 (0,6%) “Donaldterence” Source: LSE Forum
07.) 2,751,569 (0,58%) “jackaroo” Source: LSE Forum (reported 23.03.21)
08.) 1,680,000 (0,35%) “Fmow268” Source: LSE Forum
09.) 1,604.303 (0,34%) “PSW46” Source: LSE Forum
10.) 1,599,295 (0,34%) “Largey00” Source: LSE Forum
11.) 1,500,000 (0,2%) “STFlatz” Source: Friend of Vinson (reported 19.03.21)
12.) 1,498,000 (0,29%) “THAW” Source: LSE Forum
13.) 1,470,000 (0,29%) “Westcountrybob” Source: LSE Forum
14.) 1,337,849 (0,28%) “Hedged” Source: LSE Forum (reported 23.03.21)
15.) 1,300,000 (0,27%) “Gary Jennison (CEO)” Source: RNS
16.) 1,300,000 (0,27%) “Adam” Source: LSE Forum
17.) 1,210,000 (0,25%) “FrankyS1971” Source: LSE Forum
18.) 1,200,000 (0,25%) “CTcapital” Source: LSE Forum
19.) 1,170,554 (0,25%) “TechnoPrisoners” Source: LSE Forum
20.) 1,100,000 (0,23%) “Maverick12” Source: LSE Forum
21.) 1,090,086 (0,23%) “Acaciatan” Source: LSE Forum
22.) 1,024,882 (0,21%) “Novice82” Source: LSE Forum (reported 19.03.21)
The above top 22 Shareholders are holding 37,38% of the company shares. This List might not be accurate and should not be viewed as any advice to buy or sell stock in this company.
If you are holding at least 1,000,000 shares, you can reply to this post with the number of shares you are holding. These shareholders will have a special invitation to the BALLS OF STEEL EVENT at the lake of constance, when shareprice is reaching 100p.
Welcome "jackaroo" on the List
Update - THE VINSON LIST (Long time holder >100p) – please reply if you wish any correction.
01.) 76,053,401 (16%) MIC Capital Partners (Mubadala). Source: RNS 20.03.20
02.) 33,368,429 (7,02%) JP Morgan as a group. Source: RNS
03.) 30,862,541 (6,49%) Bybrook Capital Group. Source: RNS
04.) 11,111,111 (2,34%) “Vinson” Source: LSE Forum
05.) 3,000,000 (0,6%) Evil Knievil. Source: Twitter
06.) 2,975,175 (0,6%) “Donaldterence” Source: LSE Forum
07.) 2,751,569 (0,58%) “jackaroo” Source: LSE Forum (reported 23.03.21)
08.) 1,680,000 (0,35%) “Fmow268” Source: LSE Forum
09.) 1,604.303 (0,34%) “PSW46” Source: LSE Forum
10.) 1,599,295 (0,34%) “Largey00” Source: LSE Forum
11.) 1,500,000 (0,2%) “STFlatz” Source: Friend of Vinson (reported 19.03.21)
12.) 1,498,000 (0,29%) “THAW” Source: LSE Forum
13.) 1,470,000 (0,29%) “Westcountrybob” Source: LSE Forum
14.) 1,300,000 (0,27%) “Gary Jennison (CEO)” Source: RNS
15.) 1,300,000 (0,27%) “Adam” Source: LSE Forum
16.) 1,210,000 (0,25%) “FrankyS1971” Source: LSE Forum
17.) 1,200,000 (0,25%) “CTcapital” Source: LSE Forum
18.) 1,170,554 (0,25%) “TechnoPrisoners” Source: LSE Forum
19.) 1,100,000 (0,23%) “Maverick12” Source: LSE Forum
20.) 1,090,086 (0,23%) “Acaciatan” Source: LSE Forum
21.) 1,024,882 (0,21%) “Novice82” Source: LSE Forum (reported 19.03.21)
The above top 21 Shareholders are holding 37,1% of the company shares. This List might not be accurate and should not be viewed as any advice to buy or sell stock in this company.
If you are holding at least 1,000,000 shares, you can reply to this post with the number of shares you are holding. These shareholders will have a special invitation to the BALLS OF STEEL EVENT at the lake of constance, when shareprice is reaching 100p.
@ Maverick - Thank you for your message (i guess MIC is Mubadala). I am waiting for confirmation of HonewoodLtd.
Update - THE VINSON LIST (Long time holder >100p) – please reply if you wish any correction.
01.) 76,053,401 (16%) MIC Capital Partners (Mubadala). Source: RNS 20.03.20
02.) 33,368,429 (7,02%) JP Morgan as a group. Source: RNS
03.) 30,862,541 (6,49%) Bybrook Capital Group. Source: RNS
04.) 11,111,111 (2,34%) “Vinson” Source: LSE Forum
05.) 3,000,000 (0,6%) Evil Knievil. Source: Twitter
06.) 2,975,175 (0,6%) “Donaldterence” Source: LSE Forum
07.) 1,680,000 (0,35%) “Fmow268” Source: LSE Forum
08.) 1,604.303 (0,34%) “PSW46” Source: LSE Forum
09.) 1,599,295 (0,34%) “Largey00” Source: LSE Forum
10.) 1,500,000 (0,2%) “STFlatz” Source: Friend of Vinson (reported 19.03.2021)
11.) 1,498,000 (0,29%) “THAW” Source: LSE Forum
12.) 1,470,000 (0,29%) “Westcountrybob” Source: LSE Forum
13.) 1,300,000 (0,27%) “Gary Jennison (CEO)” Source: RNS
14.) 1,300,000 (0,27%) “Adam” Source: LSE Forum
15.) 1,210,000 (0,25%) “FrankyS1971” Source: LSE Forum
16.) 1,200,000 (0,25%) “CTcapital” Source: LSE Forum
17.) 1,170,554 (0,25%) “TechnoPrisoners” Source: LSE Forum
18.) 1,100,000 (0,23%) “Maverick12” Source: LSE Forum
19.) 1,090,086 (0,23%) “Acaciatan” Source: LSE Forum
20.) 1,024,882 (0,21%) “Novice82” Source: LSE Forum (reported 19.03.21)
The above top 20 Shareholders are holding 36,52% of the company shares. This List might not be accurate and should not be viewed as any advice to buy or sell stock in this company.
If you are holding at least 1,000,000 shares, you can reply to this post with the number of shares you are holding. These shareholders will have a special invitation to the BALLS OF STEEL EVENT at the lake of constance, when shareprice is reaching 100p.
Update - THE VINSON LIST (Long time holder >100p) – please reply if you wish any correction.
01.) 76,053,401 (16%) MIC Capital Partners Group. Source: RNS 20.03.20
02.) 38,232,498 (8,04%) Mubadala Investment. Source: Annual Meeting Report 09/20
03.) 33,368,429 (7,02%) JP Morgan as a group. Source: RNS
04.) 30,862,541 (6,49%) Bybrook Capital Group. Source: RNS
05.) 11,111,111 (2,34%) “Vinson” Source: LSE Forum
06.) 3,000,000 (0,6%) Evil Knievil. Source: Twitter
07.) 2,975,175 (0,6%) “Donaldterence” Source: LSE Forum
08.) 1,680,000 (0,35%) “Fmow268” Source: LSE Forum
09.) 1,604.303 (0,34%) “PSW46” Source: LSE Forum
10.) 1,599,295 (0,34%) “Largey00” Source: LSE Forum
11.) 1,500,000 (0,2%) “STFlatz” Source: Friend of Vinson (reported 19.03.2021)
12.) 1,498,000 (0,29%) “THAW” Source: LSE Forum
13.) 1,470,000 (0,29%) “Westcountrybob” Source: LSE Forum
14.) 1,300,000 (0,27%) “Gary Jennison (CEO)” Source: RNS
15.) 1,300,000 (0,27%) “Adam” Source: LSE Forum
16.) 1,210,000 (0,25%) “FrankyS1971” Source: LSE Forum
17.) 1,200,000 (0,25%) “CTcapital” Source: LSE Forum
18.) 1,170,554 (0,25%) “TechnoPrisoners” Source: LSE Forum
19.) 1,100,000 (0,23%) “Maverick12” Source: LSE Forum
20.) 1,090,086 (0,23%) “Acaciatan” Source: LSE Forum
The above top 20 Shareholders are holding 44,56% of the company shares. This List might not be accurate and should not be viewed as any advice to buy or sell stock in this company.
If you are holding at least 1,000,000 shares, you can reply to this post with the number of shares you are holding. These shareholders will have a special invitation to the BALLS OF STEEL EVENT at the lake of constance, when shareprice is reaching 100p.
@ HonewoodLtd - Welcome on the list. Is there any chance you could verify and proof your holding. It is still under the 3% TR1 requirement for UK holders. If you are on Twitter you can use the envelope on the right end corner to send a private message to @vinson05173756. Of course this would also include an invitation to the "Balls of steel event" at the lake of constance, as soon as the shareprice will reach 100p.
Update - THE VINSON LIST (Long time holder >100p) – please reply if you wish any correction.
01.) 38,232,498 (8,04%) Mubadala Investment. Source: Annual Meeting Report 09/20
02.) 33,368,429 (7,02%) JP Morgan as a group. Source: RNS
03.) 30,862,541 (6,49%) Bybrook Capital Group. Source: RNS
04.) 11,111,111 (2,34%) “Vinson” Source: LSE Forum
05.) 3,000,000 (0,6%) Evil Knievil. Source: Twitter
06.) 2,975,175 (0,6%) “Donaldterence” Source: LSE Forum
07.) 1,680,000 (0,35%) “Fmow268” Source: LSE Forum
08.) 1,604.303 (0,34%) “PSW46” Source: LSE Forum
09.) 1,599,295 (0,34%) “Largey00” Source: LSE Forum
10.) 1,500,000 (0,2%) “STFlatz” Source: Friend of Vinson (reported 19.03.2021)
11.) 1,498,000 (0,29%) “THAW” Source: LSE Forum
12.) 1,470,000 (0,29%) “Westcountrybob” Source: LSE Forum
13.) 1,300,000 (0,27%) “Gary Jennison (CEO)” Source: RNS
14.) 1,300,000 (0,27%) “Adam” Source: LSE Forum
15.) 1,210,000 (0,25%) “FrankyS1971” Source: LSE Forum
16.) 1,200,000 (0,25%) “CTcapital” Source: LSE Forum
17.) 1,170,554 (0,25%) “TechnoPrisoners” Source: LSE Forum
18.) 1,100,000 (0,23%) “Maverick12” Source: LSE Forum
19.) 1,090,086 (0,23%) “Acaciatan” Source: LSE Forum
20.) 1,024,882 (0,21%) “Novice82” Source: LSE Forum (reported 19.03.21)
The above top 20 Shareholders are holding 28,86% of the company shares. This List might not be accurate and should not be viewed as any advice to buy or sell stock in this company.
BTW - please appologize my errors in writing, since English is not my first language and i write sometimes slower than i think :-)
Some sunday fun: https://www.youtube.com/watch?v=P1d2kbFeXjQ
@ Saihay - The facts are, that the FOS received only around 10´000 complaint cases in i doubt that Debt Camel has more (I think the could be included in the FOS report - not sure.) Even if there would be 20´000 customers who believe DC, compared to the 1 million former customers and guarantors that would make only 1-2%. So in my opinion that does not matter.
I did some research this night and would like to share my view on this. This is also the reason why i did not sell at the last peak ot 19p. (of course it would have been smart :-) by looking back....ha ha. At this stage people are looking why this could go wrong and i am not saying it can´t. If i would be affraid i would pull the plug and take the profit from my average it 7,52p with 11,1m shares. Here is why i wont do it.
- On the first court date on 30.03.21, a judge will check if the financial impact of the SOA is fair to all stake holders. The FCA will try to find arguments to oppose it (that´s their job). In my believe AMGO has been very fair to the customers since COVID started and showed it´s true colors. Maybe a judge could ask for putting a straight figure for the SOA redress payments for the next 4 years instead of a unknown 15% profit. He might suggest to put 50m into the pot, payable over the next 4 years (which could be a better deal for AMGO). Maybe the judge could ask for the 35m plus 50m, or ask for a total of 100m into the redress pot. AMGO has still 165m cash in the bank and could afford it. This could lower the shareholders equity to around 12-20p per share and would be a fair solution. If the SOA is adjusted and agreed, the creditors will need to vote on it. The numbers from the last FOS report showed around 10´000 new claims in the last quarter and upheld rate declined a few percent. 10´000 complaints from 150´000 active customers equal to around 6,7%. Amgo will ask 1 million past customers and guarantors to vote on the SOA. It hink more than 80% will make a cross at the YES- I WANT A REDRESS PAYMENT FROM AMGO in the E-Mail from AMGO. The second court hearing in May should be no problem, if the creditors vote in favour of the SOA. In the last few days a lot of people on this BB where looking for the hair in the soup and couldn´t see the soup. The soup beeing a great company which has a proofen track record and beeing highly profitable (valued at 1,5 billion). The post coved market is excellent and Amigo will be one of the only survivours in the prime lending market, making the chances even bigger. The company has hired the best experts and law firms to manage the SOA and they have still 165m cahs in the bank. I can see a fast and profiable recovery well beyond the market value of the IPO. It will not happen over night, but the chances are in my opinion higher than the risks. Even if all would go wrong with the SOA, there could still be a plan B. I don´t believe this company will go into administration anytime soon. The value of the loanbook, the customer base and all other assets should be far more value than the current market cap. But please be aware, that this company is not "investment grade". It is a company in the middle of the storm (like CINE was a few month ago). This is not my only investment so i can afford to loose my position. If you are not able to loose it, i suggest you wait until you feel save. GLA
Just a thought on the end of the week. If FOS received 10,000 new claims for guarantor loans, most from Amigo, maybe through websites like debt camel and monesavingexpert and AMGO have 1 million addresses to vote (customers and guarantors), what would be the percentage. I guess the power is in the hands of Amigo and there database. 10,000 compare to 1 million is 1% who used the FOS and 99% will be happy to take the SOA and will VOTE for YES. The rest will be hammered out by first class lawyers from AMGO. I am 100% confident and off to Maledives with my wife. Enjoy the next week Amigos and have a cold beer tonight. (Champagne should stay in the fridge for Mai 21). I see Amigo with it´s 165m cash like a nice elephant and all the rest like bees trying to kill the elephant. Amigo is there to stay in my modest opinion. Time will tell.