Impellam Share Discussion Threads

[last of the mohicans] 26/4/2024 09:35

Hi Pejaten :)

Yes I know :) but there is no way they are going to do that, it would be madness for them to re-pay it early & pay interest on the money they borrowed to do so on top!

I'm hoping they ask for the extension on the 17% notes for another year. I know its only on part of your holding but still its a great return.

You've even made me go & find them on the TISE but not found a quoted price yet for heat2027 :(

I just hope that re-payment goes into my ISA account !

-----------

I've just bought another 100,000 MIRI so that's me up to 800,000 now.

I forgot to say there also in some sort of collaboration with Microsoft! & the CEO posted a message that some sort of interview/webinar with Microsoft will be coming out soon! & that was 3 weeks ago now, but its not there's to release its Microsoft's. Microsoft & a £9M company !



Good Luck
LOTM

[pejaten] 26/4/2024 09:05

Thanks for heads up. I will take a look.When I look at the prospectus again, i note that if they redeem the 3 year loans early they have to pay interest for 3 years in full, which is quite amazing.

[last of the mohicans] 26/4/2024 09:00

Hi Pejaten,

I should have posted some links for you .......

I think these are a really good read for anyone new or just starting to look at Mirriad. Seriously worth taking the roughly 15 mins to read them.

22nd April 24





(this one is about Auto Brands highlighting both Lexus & Nissan) Having just viewed it, it would appear that there has been a lot more VPP (Virtual Product Placement) going on than we realised, from 28th March 2024

And the was from 11th March 2024.



This is earlier - AT&T amongst others although I think its probably from Q4 2023.

LOTM

[last of the mohicans] 26/4/2024 08:04

Hi Pejaten :)

I've just been away reading the documents again !

I was really worried that it was the 17% 3 year notes that would really have annoyed me.

So we get the bonus of cash back early & 8% on our money for 1 month :) that's cool :)

I could really do with the cash right now so an added bonus for me :)

I guess my 3,000 Impellam shares will get me about £2,100 all told.

If your interested in something very special that is going completely under the radar then have a look at Mirriad MIRI

I only came across it it 3 weeks ago & have been buying it up slowly. Its only capitalised at £9M & was worth over £63M when it floated years ago.

London South East (LSE) has a couple of posters who are just a feast of good info & have helped me understand the sheer reach of the business (I use the same name there).

There is going to be a few bits of news before the end of May, but honestly Pejaten, the opportunity they have is unbelievable. They have signed up 40% of the USA content providers for TV etc (that's 6 out of the top 9 & are negotiations with another of the top 3 (they have 1 of them onboard already) which would take them to over 55% of the market. They do virtual product placement ads in programs.

I'm petrified it gets taken over in the near term ! :(

Yes they may need 1 more lot of cash £5M max to see them through to profitability but this should be a £100M market cap company by 2026 at the latest & if everything falls into place as it is a lot sooner than that.

I'd strongly advise you to have a look & to do your own research.

I've bought 700,000 shares so far at an average of just over 2p & I'll be taking that up to at least a 1M in the next couple of days, which will be like 0.2% of the company :)


Keep in touch & thanks

LOTM

[pejaten] 26/4/2024 07:26

I have been informed that the B notes will be redeemed at £1.0834 for each £1 on May 2.I reread the prospectus and noted that they had the right to do this within 30 days of issuing the B notes. They have the right to do sometime similar on the A notes, but from memory deadline was end June.

[last of the mohicans] 26/4/2024 07:15

Hi Pejaten,

Hmm sounds like you've heard something I sure haven't ! :(

But that wouldn't be hard given I've still not got any of my Loan Note documents in my SmartInvestor account!

Any info would be appreciated.

I was only coming to say that was the 1st month gone & 1.25% earned on the main Loan note!

Thanks
LOTM

[pejaten] 25/4/2024 12:00

Wow, was not expecting early redemption of the short term notes

[last of the mohicans] 15/3/2024 07:04

Hi Pejaten

Well the Heather & Tapir shares are now in my ISA but with no value & no ability to trade them yet, but at least there their :) so that's a bonus.

I'm thinking of buying more IPEL ahead of the takeover closing, that 17% compound interest for 3 years is just so tempting.

Good Luck
LOTM

[pejaten] 05/3/2024 10:00

LOTM
see you on the other side!! Quite exciting to see what happens

[last of the mohicans] 28/2/2024 21:31

Hi Pejaten,

hmm no-one seemed bothered about buying in for the free money. Oh well

Just waiting to see what happens now when those free shares are delivered & whether they are allowed in my ISA or not!

Good Luck
LOTM

[pejaten] 17/2/2024 11:32

I agree with you. It will be very interesting to see how this develops

[last of the mohicans] 14/2/2024 00:22

Well today Wednesday 14th Feb is the last day to qualify for all of the remaining £10.06 of value from the offer.

Tomorrow the shares will go Ex-Dividend & you'll miss out on the special dividend of £0.562 per Impellam share that's in the form of shares in new investment vehicles - currently called Heather & Tapir.

At 1st this was the least attractive part of the whole offer to me, however I recent realised that this is in fact an opportunity not to be missed!

You are in fact getting the chance to put your money in at the ground floor level along with that of Lord Ashcroft, when & where else is an ordinary PI going to get such an opportunity you have to ask yourself ?

Each of the 2 shell company's is getting £12.5M in cash & Lord Ashcroft will own approximately 62.9% of each one. In other words around £8M in each vehicle will be his money. Even for someone as wealthy as him £8M x 2 is not to be sneezed at. So he really will be looking for good investments for that cash & we as small shareholders in the same vehicles get to come along for the ride.

GLA

LOTM

[applied1] 13/12/2023 09:04

Wish someone would do this to MTC,well done .

[brianblu] 13/12/2023 08:58

🙏🏻🙏🏻8591;🏻

[pejaten] 13/12/2023 07:26

£13 per share. Wow. Early Christmas present

[mikeh30] 12/12/2023 17:03

Well ex divi date is the 14th so you need to be holding by end of play tomorrow to get it. Co incidence?

[pejaten] 12/12/2023 16:49

Well one day extension so it must be imminent

[pejaten] 29/11/2023 18:15

Hopefully!!

[primarch1] 29/11/2023 16:54

Interesting to see they have only extended the offer deadline a few days this time could they have finally reached an agreement?

[primarch1] 15/11/2023 20:06

I would say it's more a sector issue most recruitment companies are underperforming take stem for example huge cash pile decent run company yet well off highs,I'm holding out for a bid on impellam plus the generous dividend makes up for the lack of share price movement over the last year.

[reallyrich] 15/11/2023 08:46

I can't see why this share/company is so unloved. makes money pays a divi has cash and market cap of 227million.

what am I missing?

[primarch1] 08/11/2023 16:21

Pretty impressive dividend one way to get cash off the books before a takeover I'm pretty sure mr Ashcroft will enjoy his cut

[firtashia] 05/7/2023 09:10

Possibility of a takeover, hence the share price movement today.

[staverton] 06/4/2023 16:28

divi received today

[firtashia] 06/4/2023 09:54

Yep got it Plasybryn (with II). Given that they've sold off a large part of their business I'm pleasantly surprised at how the share price has held up. For some reason I am suspicious of their commitment to pay the equivalent of an 8% dividend yield (based on the recent share price) in the next financial year, assuming they continue to trade well. That seems very generous indeed and almost too good to be true.