Member Info for Webba1

Terminal decline of the brands non food offers last roll of the die.
Will be intriguing as not sure how much. Traffic/ sales they generate online. Was always the poor relation when it came to results on clothing reflected in own brands only, poor availability and a logistics set up that was the envy of no one. New(ish) board with partnership with Ocado and this will help but fundamentally trying to convince the stalwart m&s customer to shop through them is a strange move. No loss for the brand but they will have following elsewhere. It dilutes the m&s offer whilst still carrying all the Ho costs..... clear sign they’ve given up on own offer. Will be interesting to see the reaction.

Looking to be lynched then

pirate, i can assure you i thought an ad for a lawyer was amusing....

put simply you dont ipo or bring about some other event finding a new lawyer on a 6 month contract.
you bring in a reputable company as its a specialist role.
however the discussion is on the valuation of the LEAP business. what's a sensible multiple?!

7 x revenue even !

And if it goes for 7 x earnings then I would expect the board to be lynched.

Agree wholeheartedly. I’m sat looking at a paper loss which is making the wife nervous.
If it stays at this level till end of tax year I can move it across to the isa and leave it to ferment ;-)

Is this how share prices rumours start ????

Not really sure what you expect? FPP another spac I’m watching have targeted a sector. Personally think that’s a negative as narrows down scope. Happy to see what happens early next week. Expect deadlines to move the detail on materially

And a good entry price... is it a closed period?

I’ve learnt two things as an investor.
1. Patience unless the business is fundamentally flawed. This investment has a 43% share of a business that will go through a liquidity investment with Leap. The strategy will be to divest that as it’s outside of the target investment market. What will that be worth?

2. Never sell at the bell......

Don’t sell it then?

ultimately based on NAV per share, last FY we were at 6.7p per share, there have been some significant uplifts in holdings so i'd expect to get back to 15p and beyond once the FY numbers are released. As last post, what we do with the liquid cash is the key. If Ed is reading this ....... as per his presentation, investments were largely legacy, inherited investments. Some key calls and decisions to be made that are going to be the stamp of his tenure.

Unless I misread the RNS they are saying we can’t hold shares as they are involved in recreational cannabis. Overall good uplift and liquidise profit. It’s what we do with it and make some decent level investments so we are not simply traders.

sitting on the sidelines, realising the results are not far off and a likely SP gain. I bought back in, less than before as as has been well made, the sentiment on this share is nuts. To be fair there has been a general malaise in the market the last few weeks that i'm hoping is over as we head to new FY.

Ouch, i looked at SYME and decided that it wasnt for me, hope that gets sorted.
I had about 25 AIM stocks i reviewed before i jumped in here so slightly under water as it seems the gold price/ general malaise around miners has been about 4 weeks long. my "revised" portfolio is all looking rather sick, however i dont see any of them as "trades" i've tried to mix up investments and some will be 6 months, others much longer.

ECR was one that at the MCAP was a no brainer- i have a target of around 12-15p and i can be hopeful of timing but quite frankly, its sat in an isa so left to grow.
HZM is my other slightly more mature, nickel miner thats still sat around a recent raise price level. just wish i had more spare cash/ more balls to invest further in both of these!
lots of new coming soon. We have a nice new corporate presentation, you dont do that a) cos you're bored b) cos you think the LSE bulletin board needs it, you do it on the back of finding serious investment. GLA

Reading some tosh on these boards trying to ‘Read Ceos body language and lack of excitement’ really..... clearly no idea that if you have info that is share price sensitive you have to be super careful in interviews. RNS’s and Pr are checked numerous times for legal approval. As the more sensible on here have stated, wait and see. I note PREM jumped about 50% on no news Friday..... this will hopefully be a nice steady stream of flow.

The amusement factor is that they believe posting on here makes a difference. Keep it up, good work if you can get it.

The crazies are out in force. Pedro and Voltaire or whatever added to my filter. Fruit cakes

To add that even with the best NDAs news will leak so watch any big jumps to signal a deal announced. Difficult to wait on the sidelines too long as there will be imminent news. Trading the range is dangerous on something like this as little movement

I think the point is from those investment links there are significant contacts and companies that are looking for a liquidity event. SP bouncing around as I expected it to. The simple rule here, hold for news.