||EPS - Basic
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Broca Share Discussion Threads
Showing 26 to 47 of 50 messages
|No as it should just be a formality. Looking forward to the implementation of their investment program however.|
|Anybody attending tomorrow?|
|euclid5, don't overlook their other advisory fee paid work. Highly profitable in isolation. Look at the AA effect on Cenkos.
There is an intriguing jigsaw forming which recent developments elsewhere are making more pertinent. If that comes to fruition then all well and good.|
|Issue here is they will have 1.845b shares in issue - but the upside it will buy a stake in CTP or issue a sensible loan to them to expand further their business model
Plus large holders own 90% os BRC shares so only 184m in free float
agree smithie6 - UBC holders lost out after SC sold off Boom for nothing - should of bought into Boom on 1st day of re listing into RTO|
|Cash will be nearer £11m. No idea how long it will last but the relative share prices, post their maiden deals, tell what the wider market's view is. Put it this way, we've had our placing for now, so who's next? We will be advising and charging a fee to whoever it is. The bigger the better.|
|Loftus - good point about the dilution factor - yet so many AIM BoD's over dilute holders & thin out the NPV asset value so many times - yet only 184m free float shares in this after RTO on 90% majority holders of the total 1.845B shs
Issue is after they use up the £8.2m cash will they raise more & dilute again - personally think CTP maybe the better punt out of these 2 - even they are closely related
"What people fail to grasp, time and time again, is that dilution only becomes problematic if the underlying rationale behind it is flawed"|
|With an eventual controlling interest of 51% worth circa £17.5m it is abundantly clear that this is now the flagship mxc quoted vehicle. This single holding will be worth more than all their other quoted investments combined.
The dilution has been extreme (18.5x since mxc took over) but it follows the pattern at ACM 3x dilution, RCN 2.3x, and Redstone/Castleton 34x (unadjusted for the RCN demerger).
ACM and RCN have both appreciated whilst original Redstone holders are still underwater even after allowing for their RCN demerged shares.
What people fail to grasp, time and time again, is that dilution only becomes problematic if the underlying rationale behind it is flawed.|
|Aviva out. Quite painless and well executed.|
|IDS in May. Very satisfactory imo.|
|Good for CTP imo.|
|Bit muted considering.....|
|Hmmm, what do we have here? looks interesting :)|
|Slow start this morning, few sells over the last few days.
Back to sleep lol|
|solid little co this is. Looking good for the big rerate :)
Will be taking a few more shortly.|
|3 x 1 mill buys went through l2 and then cleared again. Big trades being sneaked through lol mm old games eh?|
|No trades as yet this morning. Is the Mm hiding anything?|
|Just the one trade so far. :) It always starts like this. Time young padwans.|
|Expecting to see a bit more interest in the coming weeks.|
|Quiet day all round today. Once the locals bring the animals we will see a different take here.
yes, I can hear an echo at the moment but not for long....:)|
|level 2 looking solid.|
|tick tock here imo
won't be long till direction is acquired and guidance provided. Solid for weeks now and looking good as expected.|
|Just the one trade today.
I like to track the rise of the dead and buried. Charting the phoenix like rises are a passion and past time.|