Member Info for wiseys

This morning should help the sector and give AFC a boost....here's hoping!

That's reassuring to know. Share price reaction seems overdone

They should be able to raise at a premium as before given how well they're performing....should be 20p+

Unless i'm missing something AFC has £40m of cash which = 30% of the current market cap.....seems attractive entry point to me

Completely agree with the 50% discount!...good to see some vol going through today..more buying interest around...

Good to see SCT popping up with a new 3% stake. Searching the web it looks like SCT is the FO of William Berry, son of Nicholas Berry, the legendary buy out specialist and former owner of The Telegraph. Let's hope he's a chip off the old block and can see the value in DX that the market is missing!

The Grim Reaper?

outlook comments hardly surprising given backdrop...sensible to keep a lid on expectations as they complete restructuring....still cheap with consolidation a possibility

I must be reading a different set of results as they seem pretty good to me. Plenty of cash with a focus on sales for the year ahead. Only needs to land one or two contracts with big pharma and the shares could be 30p in a flash...

and you can't compare Harrods to Hotel Chocolat!....different target market!

I wouldn't be so sure about that. They could've signed the JV before Xmas trading period and just waited until new year to release it. Next & B&M have reported solid xmas trading so far but they are at the value end and would've benefited from consumers trading down. In this environment I can't imagine many people paying £100 for a Velvetiser when you can get the same for £12.99 at Lidl! Perhaps I'll be proved wrong on the 18th Jan t/u but after a 50% bounce I'd be running for the hills ahead of what's likely to be a rough year for the UK consumer....

Looks like RBC trimmed eps and PT from 42p to 40p...still overweight rec

reading between the lines...the proposed Chairman Mark Hammond was at Tuffnells as was Lloyd Dunn so they have worked together before and one would assume have a good relationship. From Gatemore's letter it's clear that Mr Series was responsible for the CG mess and he should've resigned as opposed to Lloyd. Wouldn't it be great if Hammond gets in and then Lloyd returns as CEO to continue to execute the successful strategy..not beyond the realms of possibility and importantly would remove any lingering concerns re an overhang of Lloyds 10% holding....interested to see how this plays out...

Good news that we have clarity and can draw a line under this. Note that the bribery issues were at a subsidiary so the only issue here was in the way that it was dealt with by the Directors....time to move on.

Any sensible comments or predictions on what we're expecting from the interims next Thursday? Hoping THG will actually be doing better in this tough retail environment. More brands will be looking to boost their falling sales through greater distribution and THG can give them that reach

in line with 'own expectations' is very different to in line with market expectations...

https://www.globenewswire.com/news-release/2022/05/31/2452857/0/en/Gold-Fields-to-Acquire-Yamana-Gold-a-Combination-for-Long-term-Value-Creation-Focused-on-Quality-Growth-Financial-Discipline-and-Shareholder-Returns.html

either it delists and we hold illiquid shares in a private company or it is granted an extension by AIM to give it time to find an auditor which would be the preferred option for private shareholders and one that you think would be likely given DX is a profitable and cash generative company and is trading in line with expectations. Here's hoping!

or seen another way it's a sensible recognition that Alpha FX have done well pursuing a tech strategy and so it makes sense to follow suit. If you actually read the new COO's background profile it reads like a CTO in everything but name

I guess that's one of the reasons they've replaced Numis with Singers...Numis's forecasts were unrealistic....now they've got a chance to get ahead of the market..great news.