Member Info for zebbo

Beware ....lots of people try to twist the RNS as negative. The only thing that has happen is we have additional 6 months to raise..END OF

Buy orders are in. Hope there are a few sucker sellers this AM

Sounds doable, if we get some positive news on trading etc. 10p short term feels right for me

DBAY are in at ~32p per share.
Have rescued ESL before, know exactly what needs to be done and how to do it
Just taken on a well thought of Fund Manager with a track record of turning funds around.
Wincanton remain ambitious and may come back to the table
Worst case, they take ESL private (you still retain your shares) and re float in future
I see more upside than downside risk at this point and will be topping up for sure if the SP drops. However I see not reason why it should drop other than we are on AIM..lol

On the basis, nothing has materially changed. Oh we have 6 more months for AC to set strategy in line with new investors

10-15p on positive esl update. DBAY know exactly what needs to be done and know its doable. Been here and have the Tshirt
Simple as that. Far to many "lockdown driven" conspiracy theories

Coming back to the baics and reason for investment - DBAY deal implies a valuation for the entire company @ £107M
Based on todays SP mcap ~£24M we / they have work to do, in order to;
1. Get back their investment
2. Make a profit on the investment
I would guess as a fallback they are looking for a potential buyer. These guys are in to make a profit. History - they have taken ES private and re floated before. They may decide to rinse repeat.
Net net there is more upside risk, SP is washed out at these levels IMO

MMgames WTF are you on about.

Margin stuff is not a true reflection. More than half of hauliers without major contactors will be going to the wall. Published fact. Step in Eddie , losts of opportunity awaits. Margin will be made. Bday would not be doing this for a laugh thay know exactly what the plan is, dont kid yourself. For me a geat opportunity to top up...FYB

I for one will be picking up stock on any drop. People being negative over nothing. We now have 6 months instead of 2 weeks. So why the SP drop. Loads of investors dont understand their investment. Shame on you

We will be blue cop

Thing here, is an overhall and good management can transform the business. Proven fact

Top up for me big time....fillyerboots

Great post Middle East hits the nail on the head. Opportunity knocks

Exactly we have 6 more months. Worries me that people where not sweating prior to the announcement. As potentially 3 weeks from de listing with SP at 8p. We should be at 10p Monday if you follow logic

MMGames - people have no idea, picking numbers out of thin air
I will place a number of buy orders at differing levels, but see the SP bouncing back. I will do a FACTUAL write up over the weekend re ESL

BDay have put to much cash in to see it fail. I now fully expect Wincanton to come back, massive synergies for them.
Buy order in for Monday

In fact we should have gone up as we now have an additional 6 months. Everything else remains the same.

Im filling me boots Monday..;-)

other than we have an additional 6 months. Nobody had chance to digest and some panicked and sold
Worst case is that they sell 49% of ESl and distribute to shareholders. As #ESL is booming Im sure our 49% is worth more that £24M....lol

Mergers and acquisitions have been the driving force behind Danaher’s sustained growth for decades--the company has acquired hundreds of businesses since 1984. In the past several years, we've made notable additions to the Danaher portfolio, including Cepheid, Integrated DNA Technologies, AVT, and Pall. More than 50% of Danaher's total revenue today has been acquired in the past seven years.

But it’s not just about quantity—it’s about quality and strategic value. We look for innovative science and technology companies whose businesses will benefit from the Danaher Business System (DBS).

Attractive Markets: We assess the market, including secular growth drivers and opportunities for consolidation.
Company Profile: We analyze the company’s market position and potential, including brand strength and margin expansion opportunities.
Value Creation: We consider potential in the context of DBS, our segments and our overall portfolio, including opportunities to extend global reach, advance technology and improve quality of life

BT is still way to slow, way to many people, expensive people at that etc etc. Is the CEO radical enough?.....I think not IMO