Mouchel Share Discussion Threads

[wooster4] 03/4/2012 20:00

pikey - nobody on these boards has a time frame beyond about a week. If they do, its only because they've bought at the top, watched it go down and are suddenly in for the long haul - and hence call themselves long term investors. The vast majority simply want a quick buck and explains why most are so impatient.

[htrocka] 03/4/2012 19:43

'Significant Dilution' continually being high lighted and rammed down our throats, the shake continues, the price is crashing through the floor yet....... no one's made a move ......interesting.
...not even Schroders...who sold circa 2m at 11p ish...held their nerve...hmmmm. I expected a heavy 'Holdings In Company' sell off RNS today......not yet.





ps....they're half way through this project...I wonder how it's going?

[themoocha] 03/4/2012 15:16

Magpie - press article wrong - crikey next you will be telling me that the stock market is corrupt/bent/manipulated.

TM

[magpie99] 03/4/2012 13:39

The only bright spot I could see is Mouchel are a supplier to government ( and a fairly important part of our economy)

- and the govt have connections to banks, as we all know.

Now if Mr Rumbles, is a networker with certain officials, maybe he could put pressure on banks via the govt to treat Mouchel more favourably.

I know - pipe dreams - but thats all I can see to get Mouchel out of its hole that it dug itself.

And by the way - according to my source at Mouchel - they have not yet lost the contract that was recently referred to the press, that contract is an alliance style between 3 parties, and it is Amey Lafarge only that are being replaced according to my source. So the press is wrong!

[pikey01] 03/4/2012 12:11

nice patronising tone there whoppy. posted as if everyone else is short-termist.

[whoppy] 03/4/2012 10:38

I'am high risk investor and all money is paid for. It is only way to invest and not live every share movement. Movements of 50% are normal whether up or down and do not faze me. Longterm is the key.

[rayteuptetash] 03/4/2012 10:14

Whoppy, you seem to be the only one hearing these stories.....and you are clearly deluding yourself.

All press, fund managers, analysts, share holders, staff, management and even GR himself seem to think otherwise.

I can only assume you have over leveraged yourself and I feel for you if so.

BTW the only thing that will give this a short reprise from falling is a positive outcome on Sheffield PFI......which should be this week.

[whoppy] 03/4/2012 10:03

Nahh mate.. still here..I have heard of some offers for the company. Please don't short this. News can come at any time...fears of dilution are there to hold the share price .(the accumulating was pushing it up too much)..and take ppls eye off the ball by focusing on the bad. It also sucks in the negative people..but also the ones licking their lips who can't resist the chance that is going begging. Trust me the ones licking their lips are the ones with the most money. This company is worth a lot more. The question always banded around is will you be doing a dilutive equity raise. The answer has always been it's one option that is being looked at. Listen to that carefully. Yes it's something that can't be denied but it is a loaded question. The next question..and I am surprised no one has asked it is, What are the other options?...answers are not given because the question is not asked. What also is ignored is the banks fully support the company and it's strategy. You think that support comes in the form of recovering the debt by destroying shareholder value. They are the gatekeepers. Support can come in other ways and this doesn't just mean purely allowing the company to limp along hoping management get it right. They can protect the company through their support meaning anyone wanting to buy it on the cheap are going to be out of luck. Opportunities abound in what is a unique situation and a likely chance of surprising upsides. But carry on shorting if making a few pennies is your game.

[rayteuptetash] 03/4/2012 08:38

Pikey - 'with a lot more at stake than people realise' I can only assume you heavily invested in your pension and bought lots of share options.

I feel sorry for you if so. Thanks for the enlightenment and good luck.

My short will be reached and closed soon and I will move on. Not too much lost

Best of luck fella. I even think Whoppy flew the nest today too

[pikey01] 03/4/2012 07:58

However, if there was going to be a last ditch attempt to acquire this company on the cheap, then the opportunity is never gong to get better than now. What's your consensus on this.

-------------------------------------

I disagree that there will never be a better time to acquire if that's what someone wants to do.

When due diligence was done and a fair valuation/offer was made *based on the data made available to the people doing the due diligence* (this is a very important fact missed by some people who think if it was valued at £N*Million then it somehow still is now, whereas the accounting "mistakes" and errors [or hidden facts] were discovered during the audit and long after due diligence) that offer was rejected by the shareholders.

If I wanted to buy it now, I would wait until either dilution (and buy all those now-cheap shares) or D4E and buy it from the banks.

The banks only need to get their money back, so I could buy it for the cost of the debt (£104M). In fact I would probably negotiate and get it cheaper as they wouldn't be waiting for their money indefinitely!!

On the other hand, why would I start accumulating now, raising the share price and making it more expensive for myself? The shareholders didn't want my money in 2010, and I may not be inclined to give it to them in 2012 – I'll just deal with the banks thanks. ;-)

Obviously I would keep an eye on what's happening and may make a move if something threatens that idea.

Just musing of course.

[pikey01] 03/4/2012 06:07

Rayteuptetash - 3 Apr'12 - 00:40 - 3722 of 3722

Pikey - the man that everyone loves to hate
-------------------

With a name like Pikey I'm used to that. ;-)

[rayteuptetash] 03/4/2012 00:40

Pikey - the man that everyone loves to hate but called it right all along

I spent a long time reading your past posts. On here and Lse....

Your prophesy prevailed. More pity us fools.....

I'd like to ask you a question. When the interims arrived, I closed my position and opened a short. Only way to claw back some losses. I was never over leveraged and Im only a few K down. Nothing to lose sleep over.

However, if there was going to be a last ditch attempt to acquire this company on the cheap, then the opportunity is never gong to get better than now. What's your consensus on this.

Your right of course, they did 'miss a trick'. Absolutely spectacularly. A total waste.

Ray

[dazzaa] 02/4/2012 23:20

Interesting but rubbish (last post)

[pikey01] 02/4/2012 20:10

Panmure are obviously morons based on that sample of one stock. The next time this stock sees 35p will be when it is bought by someone else currently worth considerably more :-) LOL.

So whoppy - didja ever see the film "Other People's Money"? You might like this extract from Danny DV's character:

"Amen. And amen. And amen. You have to forgive me. I'm not familiar with the local custom. Where I come from, you always say "Amen" after you hear a prayer. Because that's what you just heard - a prayer. Where I come from, that particular prayer is called "The Prayer for the Dead." You just heard The Prayer for the Dead, my fellow stockholders, and you didn't say, "Amen." This company is dead. I didn't kill it. Don't blame me. It was dead when I got here. It's too late for prayers. For even if the prayers were answered, and a miracle occurred, and the yen did this, and the dollar did that, and the infrastructure did the other thing, we would still be dead."

Good movie. A lesson there for everyone. ROFLMAO

[htrocka] 02/4/2012 19:08

take your pick...






ps...an interesting read...all thngs concidered.

[rayteuptetash] 02/4/2012 17:36

Whoppy,

Mate, you seem like a nice guy. It's had it son. The interims were the end of all hope for share holders. That's it. No happy ending for us. Good night Vienna.

If it's sold (inevitable eventually) sadly it will not be you who benefits. Protect whats left of your cash capital and move on. For the love of god.

[whoppy] 02/4/2012 16:52

£114m can take this out and be left with a debt free company..juicy at this price. Anyone know of any companies that might be interested. If there's more than one then they will have to bid for it. The debt is an annoyance.. but the company is a diamond. The cheaper the shares get the less likely d4e and the more likely someone will give in to the resistance of temptation and make a bid..the banks are thinking we don't wanna have to end up owning this we just want our money...heeelp someone buy it. By the way we want at least £150M. Cheap at twice the price.

I know of at least one company that can increase their mcap by £300M or 50% for a small outlay here by buying MCHL for £150M. Hope the new managers are willing to sell this time. The restructure looks like the green light. It's being served up on a plate. Get on the phone and do a deal, before the banks give in to what they don't really want to do...that is sit on options in this company for the next 3 years waiting for their frigging money. I don't think shareholders want to do that either.

[hugh g wrection] 02/4/2012 15:13

remember the old chinese saying...
slowly slowly catchie monkey!

Watch this bounce

dyor

HGW

[weelshgit] 02/4/2012 14:06

Goose looks cooked

[ninja 19] 02/4/2012 13:51

I have a buy order to close my short at 0.5p. Hope that helps

[rayteuptetash] 02/4/2012 13:35

Ht - its fairly evident that there has been some heavy unloading going on in the background. I would expect to see an RNS shortly re reduced holdings. Its heading to 5p so open a short and recoup some losses

[htrocka] 02/4/2012 13:33

waiting for shroders..etc, to dump more....where are they.The media don't seem to have worried them...but then again I doubt they read these posts..

[rayteuptetash] 02/4/2012 12:19

Jc must have bailed Pikey.
Anyone left is hanging around living in HOPE of a bid or warrants being issued. Neither of which is going to happen. Dilution now is almost worthless and will be done at like you say 8:1. Why wasn't it done months ago?

The interims were a disgrace....