Leeds Share Discussion Threads

[russman] 14/10/2019 09:55

Shall we try:-
Sign language
Smoke Signals

[playful] 26/9/2019 05:52

var är våra resultat

[russman] 23/9/2019 08:25

Very odd.
Anyone speak Swedish.

[russman] 13/9/2019 09:41

Still no results.

[russman] 08/9/2019 09:17

Still no results.

[callumross] 23/8/2019 10:17

Delayed results are never usually good news unfortunately, especially with the recent trading statements.

[russman] 23/8/2019 09:43

Accts are later than usual.
Maybe old vegetables need throwing out.

[playful] 23/8/2019 09:01

I recall Johan getting upset at one year’s AGM when constantly being referred to as one of those Swedes, but Jan didn’t seem troubled.

[tabhair] 20/6/2019 23:45

Looking at this thing for the first time in years, I can see why the share price is sliding. Inventory and debt have been ballooning and it looks like the bottom fell out in H2 as the company went from reporting that profits would exceed the 2018 number, to now being significantly below.

It's twenty years since the two Swede's first invested in this. They are probably down over 50% that time with no dividends in the meantime to speak of. Anyone in their right mind would surely wind this thing up at this stage.

[russman] 26/3/2019 11:10

Maybe it is about time the Swedes found a "translator".

[ansc] 25/3/2019 14:32

Happy that I headed for the 'Exit' a long time ago. Minorities, they don't exist according to this BoD.

[cg1953] 25/3/2019 13:58

Arthur knows the history.
As do I.
Swedes,in concert, should have been compelled to bid at 40 pence + 20 years ago
Amen.

[russman] 25/3/2019 09:09

Maybe it is time the Swedes tried a new capital management strategy for the benefit of minorities.

[coolen] 24/3/2019 20:55

Gyllie's track record over 30 years is that PIs have oft spotted value situations, only for Gyllie to acquire an effective controlling stake. End of story for the PI minority.

Annoy him here and he might launch a 30p take-it-or-leave-it Offer. Leave him in peace and he might turn this around with 30p+ possible, but don't expect a dividend.

I declare to be a holder and cheap buyer.

[russman] 24/3/2019 15:23

The share price will languish until BoD give minorities "something".

[russman] 12/3/2019 09:33

At least the loose ends of the JV have been cleared up.
You are right; not a highly valued business but a cash cow.
Might be valued by a competitor.
The warehouse property might be useful to someone.

[russman] 27/2/2019 14:25

The Swedes have lost the plot. Retire gracefully.
Just liquidate LDSG for the minorities.

[arthur_lame_stocks] 08/2/2019 01:13

Probably becuase the Swedes can't finally kill it off without admitting they went over the 30% threshold without making an offer as a concert party many years ago.

[russman] 07/2/2019 19:24

Just remind me why LDSG are still listed.

[callumross] 06/2/2019 23:30

Been through a similar process with ZMNO and now waiting for the proceeds of a voluntary liquidation at a small loss!

[arthur_lame_stocks] 06/2/2019 22:21

Personally I wouldn't bother with PTD either. I know the balance sheet looks good but although they seem to report a profit much of it seems to go into stock which goes up and up for a few years and then gets written off.

I'm not sure how racy you like them but you could take a look at RLM. It's a failed pharma that is trading at a pretty big discount to cash, although it's still burning it. They've now decided to throw in the towel and put the whole lot up for sale and are in talks at the moment. They hope to finish things by the end of this quarter.

They way I see it is if there is any value in the IP or business then there could be some decent upside and if there isn't there should still be enough cash left for me to get my money back. Maybe not the sort of thing you call value though.

[callumross] 06/2/2019 21:28

Realise these are a slow burner Arthur. Class myself as a value investor, hence hold BISI, BLEY, PTD etc. BISI has proved decent investment but not the other two! In fact BLEY being delisted and I am forced to either accept £1 per share or hold shares unlisted. Will probably reinvest BLEY proceeds here when received in March. Never learn!

[russman] 06/2/2019 17:47

Been cheap for years.
Probably be cheap next year.