Member Info for x54v

Hindy86 - yes, currently holding both and keen to see how it plays out.

VM clearly sees value and plenty of upside from £2 at SAA. Sure it’s above the current price, but she’ll be buying at that level because she sees it going significantly higher from there and presumably can’t easily get hold of a 9.8% stake at a lower price.

Clearly there is now speculation as to the possibility of a bid from ADVT. It’s understandable that they’re interested given the momentum at SAA with trading ahead statements in both the Nov and Dec updates. Chartwise it`s looking positive as well with the price hitting a new yearly high on massive volume after a long consolidation.

Short term volatility to be expected here, but with the company firing on all cylinders and Vin Murria prepared to buy a 10% stake above the market price, things are certainly looking rosy.

“AdvancedAdvt – which is run by entrepreneur Vin Murria – said buying 12m shares was ‘a good investment opportunity’.

It will fuel speculation that Murria, 60, is looking to buy M&C Saatchi as it recovers from an accounting scandal in 2019.”

“Murria is now overseeing a 22.3 per cent stake in the group worth £51million.”

https://www.dailymail.co.uk/money/markets/article-10372969/Tech-mogul-Vin-Murria-snaps-9-8-stake-M-C-Saatchi-24m.html

https://www.telegraph.co.uk/business/2022/01/05/vin-murria-sparks-mc-saatchi-bid-speculation-10pc-stake/

ADVT has snapped up 9.82% of SAA at 200p.

Vin Murria knows her onions.

https://investegate.co.uk/advancedadvt-limited--advt-/rns/acquisition-of-shareholding-in-m-c-saatchi-plc/202201050947285080X/

The most recent results statement certainly sounded promising with regards a potential deal:

“as we head towards 2022, we have a robust and growing pipeline of what we believe are businesses that closely match our target characteristics.”

Interesting to note that the CRUX UK Special Situations Fund has recently been buying at the current level. The fund manager Richard Penny has done well with his fund ranked 4th out of 239 over 12 months. He bought into KIST at IPO at 100p (now 412p) and reckons that ADVT presents a similar opportunity to invest in proven management with a track record of success and skin in the game.

Vin Murria has invested £17.5 million of her own cash at 100p, so she is heavily aligned with shareholders and will be working hard to get the right deal. The downside is limited since the company is awash with cash (97p) at the last results. The potential upside on the other hand is significant with VM having previously driven two 10-baggers in the quoted software space.

The cash generation is stunning at these levels.

Dutch TTF up 15% today.

Amazing strength.

Malcy - “my riposte to that is that AA does not have a reputation for overpaying in making many acquisitions in the past and I’m not expecting that to change now. Whatever the gas price if the deal economics are right I would expect it to be good for shareholders”

“EUROPEAN ENERGY CRISIS: Dutch TTF nat gas benchmark jumped to a settlement all-time high of almost €147 per MWh. Perhaps even worse for consumers is the fact January 2023 contract jumped >€90 per MWh today. The market is saying that next winter will be a repetion of this winter”

https://twitter.com/javierblas/status/1472986014985633795?s=21

https://www.dailymail.co.uk/money/markets/article-10318093/Audioboom-upgrades-forecasts-tunes-global-audience.html

Calcs on Twitter certainly highlight the massive daily profits at the current price:

https://twitter.com/sierra117_jon/status/1471517165152964616?s=21

https://audioboom.com/posts/7998143-traders-cafe-with-zak-mir-john-taylor-chairman-quetzel-capital-and-david-carr-ceo-tap-global

Now at 123

https://www.tradingview.com/x/VnEnHFFj

Looking forward to the next acquisition. Could certainly be a catalyst for a significant move higher.

"To find something that is significantly below North Sea averages, there are things out there. And we've looked at a couple of things, and we still continue to look. I think we're involved in about three negotiations right now on other assets." - 11:00

https://www.youtube.com/watch?v=vNfZg4m6HBM

“Following the discounted cash flow method, we obtain a valuation of 607p. Using the EBITDA multiple, the valuation would be 882p.”

https://moram.eu/kistos/

Director loading up with 50,000 shares here:

https://investegate.co.uk/golden-prospect-prec--gpm-/rns/director-pdmr-shareholding/202111171038276841S/

"Chariot continues to deliver on its promises and this is a really key announcement for Anchois where drilling is upcoming in December. I expect them to flesh out the strategy with regards to Anchois and transitional power in its presentation to investors tonight to which I have been invited."

https://www.malcysblog.com/2021/10/oil-price-dec-chariot-predator-hunting-and-finally/

Added 10,000 at 120.

"This is a very important time to hear from Chariot and I’m very much looking forward to attending the evening. There have been many changes and exciting developments at Chariot lately and the shaken up board has been very busy, the story is compelling in my view."

https://www.malcysblog.com/2021/10/dec-chariot-uog/

“The 2 reasons bitcoin could surge by 170% to $168,000 by year-end as crypto-linked ETFs roll out”

https://www.marketwatch.com/story/the-2-reasons-bitcoin-could-surge-by-170-to-168-000-by-year-end-as-crypto-linked-etfs-roll-out-11634584395?siteid=bigcharts&dist=bigcharts