Member Info for win4call

Bolton - agree, that comparison with G4S and other security stocks was one of the many ridiculous faux pas of Fooler last year. Started the year with a shock financing and ended the same. P1ss poor In capitalising on Covid opportunities, a creepy photo with a vending machine, an amateurish webinar that immediately sent holders running. Has to be said, when Fooler does his summary of 2020 I doubt it’ll include any of these - a bit like comparing the Oscars to the Razzies, and we certainly ain’t in the running for any Oscars.

One can only hope for a transformational 2021 where maybe the business does the talking rather than Fooler.

Have you closed your short yet ? Strangely not seeing any 2.5 million buys , are they still working it ?

Have some posts been deleted this morning ? Not seeing ALBs guff about buying back in etc.

Are you sure you don’t want to claim that 250k and the 2 x 125k as yours also ?

It may be worth reading ALBs posting history to see how serious he is.

Fooler now got a clean slate. Debt cleared, next round of financing / placing / Darwin etc out of the way.

Is this a true new beginning with a chance to transform from here with new contracts etc or is it a chance for a couple of years of rinse and repeat, trotting out the usual cusps and transformational opportunities for the next placings.

I’m assuming nothing came of airport trials with Menzies and that our Covid sales have fallen flat on their face. Let’s hope we’re not left with a load of paid for stock.

Come on Fooler , give us a nice surprise for a change and announce something positive.

It would be good to see the sort of rerate Galliford Try have just been on. Unloved and slipped from over £1.2 post Covid down to 70p at the beginning of November. Buoyed by vaccine news, some contract wins and confirmation that they hope to reinstate divis soon this is back over £1.30.

Whilst I sit in profit here having bought mostly following the slide to under 20p, I’m looking for this to push well past 40s in the first half of this year before I consider trimming any.

More like a bad Trump. Hopefully won’t linger too long before disappearing completely.

Too many people trying to force this now with all sorts of links, spurious social media posts and intimations.

Frustrating waiting and listening to the same message Nov, Dec, Jan going to be massive. Imminent news incoming and yet we continue to wait for any meaningful update.

Patience wearing thin and the longer the MHRA wait goes on the less likely it seems.

Probably have to wait to the end of Jan for the next trading update when they also communicate the notice of results.

Panza - you mention Pete having his pants pulled down by the II’s.

Thinking back, I seem to remember Mark Hughes mentioning on the disastrous webinar that they were talking to II’s about taking a stake in the company. Clearly the only way to do that, and take a meaningful stake was going to be by way of a sizeable placing. Also, II’s would only come onboard with beneficial financing terms - they wouldn’t wait for good news to come out and then buy in at a premium.

I’m now of the opinion that this raise was to get the Insto’s in at a good (for them) price in a sizeable manner. It’s to be hoped that they’ve seen enough from Peters pants to think it’s worthwhile and probably insisted that the company should raise enough to be debt free to maximise any platform for growth.

This truly is an inflection point- the positive narrative could look really tasty, but then we alll know the negative narrative and where that would take us.

Flip the coin - heads or tails ?

To be fair ALB, none of them have to invested ‘a few million pounds’.

In total the amount across all would be 2 million,

Having said that, if none of them held shares before then the total taken, at more than 50 million is a sizeable chunk of the new issue.

Spreadbetting - hahaha.

They’re in for the long haul aren’t they Fooler. Is that your idea of an institutional investor ? And you moaned about traders lol

It’s my understanding that is the responsibility of the holder, not the company, to comply with disclosure and reporting considerations. Therefore it’s not for Fooler to issue the TR1 but Miton and assuming they got their holding from the placing on Monday they still have tomorrow to comply.

Being pedantic - the TR1 states that the threshold was crossed last Friday ? Would these have been bought in the market then rather than placing shares given the vote was only on Monday .?

In the placing RNS it was stated that :

In addition, the balance of the Equity Sharing and Placing Agreement ("ESPA") under the Financing Facility, comprising 4,961,668 Existing Ordinary Shares, has been extended, at the Company's request, until 31 December 2021.

YA / Rivers were making payments to WSG each month for the 14 million shares, based on a weighted average share price. As we can see they now have nearly 5 million still to sell. Does this mean that they have virtually payed for the shares but still have nearly 5 million ? If so, surely it would be in their interest for the SP to be higher before they sell ?

To be fair, I thought the payments to WSG and the selling of share were not necessarily linked but I’m not so sure now. Does this extension mean also an extension to the repayments from the instos for the 14 million, in which case they may well look to keep pushing the price lower to further reduce the amount they have to pay each month.

The whole thing was so opaque and continues to be obfuscated. Wouldn’t surprise me one bit if we don’t actually end up paying all these debts and it’s just our interpretation of what was said that’s wrong,

Those in on the placing selling shares at 6p before it’s announced? Surely not.

No wonder people selling under 4p. Still waiting for those TR1s.

Yrabs - I love your post !

I’m sure most on here would rather discuss and debate the situation with Fooler in a reasonable manner, but realise that won’t happen. Shareholder have no real opportunity at present to hold the BOD accountable and that’s why, when AGMs took place there would suddenly be news to release to dilute the prospective ire.

Instead it’s one sided, Fooler and co continue in the same vein whilst all shareholders and do is criticise and throw brickbats on an online forum.

Fooler very good at putting statements in RNSs that readers interpret in a way that is different from the actual facts.