Marechale Capital Share Discussion Threads

[gilou9] 30/5/2022 15:37

When their cheap on lack of news is the right time to buy, before the news hits and the shares fly. Some folk seem unable to make that move.

[gilou9] 30/5/2022 15:07

Enough nibbles to turn the share price around at last.

[still waiting] 30/5/2022 14:48

Some nibbles.

[still waiting] 28/5/2022 08:42

Possibly, the silence from MAC for so long makes me think maybe we might see an rto here.

[tomboyb] 27/5/2022 11:34

For an RTO -

[tomboyb] 27/5/2022 11:34

Luke Johnson's Gail Bakery -

What do you think SW? -

[still waiting] 26/5/2022 21:19

Probably still 2 years down the line.

We need to look back 2 years to see what they were doing then.

Still think an rto is the way to go here to get the main shareholders their exit.

[kaos3] 26/5/2022 13:00

I see it from another angle. Their business is not concentrated (as are most of the posts here) on their present equity&warrants investments and managing them.

They do several investment banking jobs per year - and that is their core business/job imho. But also there are no new RNSs.

I expected them to increase "deal flow" from 3to 4 deals per year (or whatever) towards 10.... ie 1 per month or two.

Resulting in ever increasing equity stakes in dynamic and fast growing companies.

Why there is no "deal flow" is how I see it as an issue. Not about lithium etc. Those are safe in the bag and patience will solve it all on that front. Where is the work, growth in their core business??

[gilou9] 26/5/2022 12:26

I hope the BOD are busier than the the RNS output implies.

With so many irons in the fire I would have expected more.