Marlowe Share Discussion Threads

[plasybryn] 26/9/2024 15:56

Marlowe AGM plus Annual Report & Financial Statements on Monday 30th Sept.

[dr biotech] 26/9/2024 13:28

Its a bit odd - OPT started well and fell whilst MRL started badly and rose. Seems the TIC side is valued higher. I think we are down a few pence today overall (using the bid prices). Don't think I'll hold either for that long though, both a bit dull, although that has some appeal of its own

[prokartace] 26/9/2024 09:45

OPTimistic lol wanted 190mil valuation. Trading at 134mil

[plasybryn] 26/9/2024 07:09

What is the Epic code?

[euclid5] 12/9/2024 15:30

The Optima Health executive management team will be subscribing for new ordinary shares in Optima Health following the Demerger and immediately prior to Admission at an Optima Health equity valuation of £225 million.

The Demerger will be implemented by way of a dividend in specie of ordinary shares in the capital of Optima Health ("Optima Health Ordinary Shares") to Marlowe shareholders (the "Demerger Dividend") such that each shareholder of Marlowe shall receive:



1 Optima Health Ordinary Share for every 1 existing Marlow ordinary share

[euclid5] 12/9/2024 15:22

Good rns today

[mikeh30] 30/7/2024 10:34

8708304 bought and cancelled. About £39m£36m to go £380m cap at the moment

[euclid5] 23/7/2024 19:40

Results out today

We expect remaining net cash proceeds of the Divestment and the Group's strong cash generation will be used either to return further capital to shareholders or, when appropriate, invest in bolt-on acquisitions

[mikeh30] 22/7/2024 18:55

7798035 purchases let's say at an average of 4.55 is approximately 35.5millionabout 40million quid to go.Results tomorrowWouldn't surprise me to see these go up for sale

[euclid5] 22/7/2024 18:52

Good to know this, so he hasn't sold any down

Lord Ashcroft PCMG PC remains beneficially interested in an unchanged 15,310,170 Ordinary Shares, now representing 17.17 per cent. of the Group's issued ordinary share capital.

[mikeh30] 21/7/2024 20:30

As of Sunday 21st 6,883,035 share purchased

[dr biotech] 16/7/2024 09:37

Personally I don’t think there is a great deal of use in tracking the buyback, but given how quiet this thread is it’s not exactly spamming and others may like it. It’s not the most exiting of shares, I’ve done quite a lot of pharma compliance and it’s not not riveting, but it is essential.

But I’ll hold for a bit. I guess it may be taken over in due course

[apolloanddiana] 16/7/2024 08:57

Apologies if this is annoying to people.
Buybacks including Monday 15th July:
5,265,035 shares costing £24,359,264.
That's about 32.5% of the allocated buyback budget. Hopefully I've got that right.

[apolloanddiana] 13/7/2024 06:23

Buybacks until Thursday 11 July:
3,449,035 shares costing £16,059,236. That's round about 21.4% of the allocated total buyback budget. More shares were purchased on Friday 12th July, as yet undeclared.

[euclid5] 06/7/2024 13:18

Only bought back £135,000 worth of shares so far

[mikeh30] 05/7/2024 13:46

Start of the £75m buyback too. £420m market cap. Should be 600p soon enough

[prokartace] 05/7/2024 13:45

It certainly will

[plasybryn] 05/7/2024 07:36

Dividend pay day i believe. Will some be reinvested pushing share price higher?

[zombiestocks] 28/5/2024 08:30

Boring, cash generative business that benefits from the Blob. I like it

[dr biotech] 22/5/2024 14:41

This has been quiet for ages. A steady business that will be cash rich. Some cash strapped will probably attempt an all share offer at some point. Compliance doesn't really get my blood flowing.

[the white house] 22/5/2024 14:33

Bought in @ 569 only because I do like a quiet board

[hedgehog 100] 12/5/2024 13:24

There was a useful new compliance article this week on the website of NWT (Newmark Security) subsidiary company Grosvenor Technology:-

"Compliance as a Catalyst: How Regulations Shape Our HCM Solutions

In today’s rapidly evolving digital landscape, compliance with data protection laws has become ever more vital."

[dr biotech] 02/4/2024 07:58

Had a positive research note from Cavendish this morning with a 775p 12month price target. Reckons once the deal completes the debt questions will be over and it should lead to a rerating.