Mbl Share Discussion Threads

[fmcalorum] 12/11/2010 16:18

Order Ref from Bee.com for Toy Story 3 at £8.99 - 0388888885 (2 mins ago)

They are out of stock of loads of stuff!!

[kimboy2] 12/11/2010 15:54

davidosh
Was your order a book because books are VAT free.

My order;

Dear David

Thank you for your order from Sainsbury's Entertainment

Here is a summary of your order:

Delivery Estimate – 22/11/2010
#0 "Her Greatest Hits"
Carole King; Music; £3.99


Sub Total: £3.99
Delivery Charge: £0
Order Total: £3.99
Voucher: £0
VAT: £0.59
FINAL TOTAL: £3.99
Nectar Points earned: 0

Your order number:
101238

[davidosh] 12/11/2010 14:41

kimboy2....there was no VAT on my Sainburys invoice and my Bee.com confirmation did not show a line for VAT

[kimboy2] 12/11/2010 14:22

Did anyone else who bought from Sainsbury's get charges VAT ?

[devymaster] 12/11/2010 12:46

Ordered from bee.com and order reference is 0055555552. Looking at previous refs not sure if we can decipher anything re order numbers from it. Will see how fast dispatch is since item is not released until 22nd Nov (Toy Story 3)

Devymaster

[scott84] 12/11/2010 11:37

Looking good this morning, bidding a nice premium online for size
and lots of buys.

If Morrisons renew i suppose the upside is 80p, if not i would say
downside 20-30p.

Agree although i'm confident it will be good news.

[davidosh] 12/11/2010 09:26

look like the pace is picking up then....

Day 5....101238
Day 7....101792 (am)(dvd)
Day 8....102353 (am)(book)

That is nearly 600 sales in one day if all using the same order system and much more if not ?

[kimboy2] 12/11/2010 07:52

Just bought a book no 102353

[davidosh] 12/11/2010 01:22

Kimboy2....That is very useful thanks. Order number this morning was 101792 so we have...

Day 5....101238
Day 7....101792 (am)

Keep them coming but for the record we are assuming DVDs, books, games etc all get sequential numbers. The 1 at the start may be dvds for example. Mine was a dvd anyway.

[kimboy2] 12/11/2010 00:33

Sainsburys order no 101238 on Tuesday.

[davidosh] 12/11/2010 00:06

I have been out for the day to an AGM in Redditch but just to advise that my order number for Bee.Com seems very easy to decipher. It was 20101111302 so that suggests to me that 302 is the key number and either the 302nd order since the start of the site or just today on the basis of 2010/11/11/302


Anyone else made an order yet or a Sainsbury online order number to share ?

[scott84] 11/11/2010 15:46

O/T Tanners.

Have a read of the DCD thread next time you are online :-))

Seems my old friend has gone long after spending a long time deramping it.

I reckon the same will happen here, Mubl is ticking too many boxes at
the moment :-))

[kimboy2] 11/11/2010 11:50

I believe they were in 'discussions' prior to the SR.

[jeffian] 11/11/2010 11:44

What they actually said was -
"The strategic review is at a very early stage and may result in an offer being made for the Group as one of the possible outcomes, although the Board wishes to stress that there can be no certainty that any offer will be made for the Group."

That doesn't mean anything really; it just means that all options are open and is far from explicit about whether any offer is in the offing or from whom. Most posts on the subject are people trying to put 2+2 together and not necessarily coming up with the right answer!

[fft] 11/11/2010 11:19

cb2000,

they explicitly mentioned a potential offer. only management or a close tie -up with management could make an offer given the allens holdings. management know what is going on a long time before we do, therefore they probably knew 6 months ago about the SBRY online tie-up. as soon as other people knew about it, it would be a lot more difficult to get the kind of price management would like. They had no time after 7th to make an offer that could be completed before the sbrt tie-up was cemented, so it just seems kind of weird timing.

the best time for management to make an offer for a company is when the price is on the slide, but they know that things will be better later. if the price is on the rise, less people are likely to accept it (unless the p/e is already at crazy levels).

[charliebrown2000] 11/11/2010 11:15

Edmund. You're preaching to the converted. But how strongly do you believe the management of MBL agrees with you?

[edmundshaw] 11/11/2010 11:11

Having shareholders can be useful as well as a pain imo, as long as the ego can take it.

They ask questions you might have forgotten to ask yourself, can sometimes provide useful expertise (often for free), and force you to maintain rigour in various aspects of business - especially if you are listed on an exchange that demands high standards.

[charliebrown2000] 11/11/2010 11:05

fft. Don't understand your first comment. It seems to me that bidders can table offers before or after, albeit that the value could be considerably different. As for offering 2.00 earlier in the year, why do it when the share price was on a slide, pushed along by news of trading uncertainties and a shortage of good news to offset it. Every day made it a cheaper acquisition.

[shanklin] 11/11/2010 11:01

Yes, operationally MUBL seem to be doing everything right at the moment.

[edmundshaw] 11/11/2010 10:58

113p to buy at the moment. Chips are dear in comparison...

[fft] 11/11/2010 10:57

Kimboy2,

The timing does seem odd, as it would have been impossible for anyone (incl management) to have tabled an offer before SBRY and bee went live.

I fail to see why TA/PC didnt table an MBO at say 2.00+ in april or may. would have had a reasonable chance of success, whereas now, any mbo at a low ball offer appears to have very little chance of success, and as more news comes out, the chances get slimmer and slimmer.

[charliebrown2000] 11/11/2010 10:54

Scott84. The management (make that manager) holds the biggest shareholding. Why own part of a good thing when you could own it all and not have to answer to shareholders?

[rbcrbc] 11/11/2010 10:36

They probably want to iron out the bugs in bee.com and the delivery chain before making too much song and dance about it all.

But it makes the thoughts of an MBO much more likely IMO, although if they wanted to do an MBO why not do it 6 months ago when all this was being planned it would be impossible to do an MBO now at a cheap price with all this potential comong out of the woodwork. My guess is bestbuy want us.

I am getting very tempted to fill my boots at anything below 200p.

[scott84] 11/11/2010 10:33

You could understand the silence if management had tiny stakes and wanted
to buy large %'s of stock but they hold most of it.

Rather than hope they can get a cheeky 150p MBO away would it not be better
to improve their PR and show investors how good a company Mubl is and see
their stock worth 300-500p a share instead and make their money instead
via large dividends.