Member Info for wokinpark

If it is about PUSU, the RNS said no later than 5pm on 3rd June

Keep going Mr Resident "i dont like your posts" Poster

Of course they are, why did i not think that !

keep going

And somehow all your posts this morning are of use ?

wow, you do think a lot of yourself. keep going, still fun.

Actuaries !

give it a rest mate, in fact, dont let it go, you are sort of entertaining in a way. you must have an awful lot of time on your hands to have that many posts. keep going, its now become humourous.

You are the most boring person who takes umbrage at everything you dont agree with. let it go, make your loads of money on real stuff not replying to everything that someone posts that you dont like to read or see.

My word you do know an awful lot. you must be right at least 15 times a day with cobblers like that.

sometimes see through it and work out what opinions are and dont shoot down everything that you dont agree with.

as i said it might be nonsense to you but to others it might be what is needed. its not rocket science.

You might think it is nonsense but there are ways of influencing SP's like telling the market you will reduce the Action stake over time and maybe (here's a thought) advising Action that going to the US might not be the goldmine that they think it is ! what do i know, a poor humble accountant with no SP to worry about.

Dont disagree with what you say apart from this 65% shareholding. Why ? i thought IT's were supposed to have measured stakes in investable companies not to do a 2/3rds majority stake. they are going to live or die on this investment when in practice they should have say the equivalent of 20 to 30 share stakes in a variety of companies to spread the risk. instead of divesting as the market cap of Action increased they further increased their holding.

SP has gone from £40+ to £20 in a few months and management seem to think that is "acceptable" - something has to give but i'm not sure what. i assume there are conversations being had by the II's in the wood panelled rooms that they need to re-position the SP to at least £30+ in the next few months or they are out on their ear !

Simple question - should 3i have a 65% stake in Action and should it not divest to a more "reasonable" position of say 15 to 25% shareholding and re-use the equity elsewhere ?

i'm mindful that the US expansion will be years in the making and may become Action's graveyard if it doesnt get it right ?

As bemused as you are, the only thing G***le reports is RBC Capital upgrade to 625 from 475 on cost cutting measures on headline

Is there any reason for this, i have looked but cant find anyhting for the drop ?

I assume this is normal for the T/O ?

One to digest ?

I havent got your break even costs but there is upside potential from the rest of the portfolio if the deferred consideration comes in for the Pharma co being bought out and they realise for cost+ on the remaining investments.

Ish, but only for 21% of your existing shares on basic entitlement. potential for more to be sold if others do not take up their entitlement.

I expected a return per share but a tender offer for all or some gives more options. decisions decisions !

A bit of a jump today! i wonder why

Just read RNS again re strategic partnership, the 15% on market purchases is subject to regulatory approval, they can increase to 19.99% and will keep for a minimum of 2 years when acquired