Logistics Development Share Discussion Threads

[lpavlou] 11/7/2024 10:47

TMG stake sold. Made a decent profit. Should cover some of the head office costs for this year

[lpavlou] 08/7/2024 19:57

Drip drip drip. PI's still selling. Could go sub 10p if this continues. Need Dbay to make a decision on APH.

[lpavlou] 19/6/2024 19:28

At the moment LDG own 71.1m shares of APH at an average price of 54p.Still sitting on a loss of £10m which has halved over the past month. There must be a bid in the offering and LDG will end up owning circa 20 / 25 percent of the entity. Why else would Dbay keep adding. The odds of flushing out another bidder are low in my opinion

[boystown] 19/6/2024 15:12

So APH up almost 17% - yet LDG unchanged???

[lpavlou] 12/6/2024 20:09

Only a matter of time before Dbay make a move for APH

[lpavlou] 10/6/2024 20:22

15m more APH traded. Dbay making a move

[lpavlou] 07/6/2024 20:00

Another 6m APH shares traded today, so odds are on Dbay adding another 1 percent to the holding

[lpavlou] 05/6/2024 16:18

That should trigger a RNS given the size of the trade

[+eysenck] 05/6/2024 15:25

20 million shares in one deal and price is up.

[kirmich] 04/6/2024 07:12

a dividend at SQLI and highest share price in 6 months, this is worth something. Aside from APH (and i guess they know what they are doing) everything else has value. If they sort out APH (results would be nice), this has room to recover

[lpavlou] 01/6/2024 10:23

Interesting times. Pleased they have increase their stake in APH but probably waiting for the results to get published before making a move on the company. This might explain why they stopped the buyback to save cash for this purchase and the gradual sale of TMG. There is only 30percent of APH owned by other major shareholders with the balance being retail investors. Time will tell, but it will mean LDG becomes more illiquid if Dbay take out APH

[+eysenck] 23/5/2024 16:27

Good news at APH with successful appeal of fine.

[lpavlou] 22/5/2024 20:54

Something going on here. We never had this volume before. Glad they starting buying more APH. I'm sure they will keep buying, but there is a risk if the results turn out not to be as the company asserts. Then that would have to take them out and put in a new management team.

[briggs1209] 22/5/2024 16:30

wait a minute, something must have gone wrong with my screen - it is showing the price going up.

[briggs1209] 21/5/2024 15:38

yeah, bit odd - bottom fishing

You would think the momentum traders would be chasing the hot stocks.

Still gradually selling chunks of the mission group.

I wonder how Finsbury Foods are doing?

[lpavlou] 21/5/2024 14:34

Where has all this volume suddenly come from?

[lpavlou] 17/5/2024 19:57

Looks like they offloaded a few more today

[lpavlou] 17/5/2024 15:21

Still selling 200k shares per day in TMG

[tyranosaurus] 17/5/2024 09:50

Sinking like the proverbial brick.

[briggs1209] 16/5/2024 14:32

Bidding up the price, selling down the stock.

[lpavlou] 16/5/2024 13:16

Dbay insisting the TMG offer undervalues the company but are still selling shares in the market