Another 1% of the company for one of our American buyers 👏 |
Relentless this buying. Free float must be absolutely tiny. |
Cant be much free float left at this rate. Morgan Stanley - nice bit of news on a Friday |
There we go - woooosh |
Honestly bitcoin is less volatile than this |
Unfortunately pests will show up that missed the trebling of the share price in the last 4 weeks |
A reverse cup and handle forming, sell out |
TR1 is overdue |
You dont need to tell me that ive been holding since 41p 😝 |
just got to hold through the MM games |
Another fake mark down to grab more shares. Who fell for that drop and cashed up - LOL |
Yep except the 2 new Institutional investors are USA based
Keep up Markie
Philosophy Capital Management LLC Wilmington Delaware 🇺🇸
Morgan Stanley Investment Management 🇺🇸
——
Secondly - forget all this BS about US markets and them opening at 2.30 blah blah. US buyers will not even see a £100m mkt cap business in the UK, let alone invest in it, especially on AIM. Mkt cap thresholds for investment in the US are far far higher - they start around $500m. Very few US institutions will be interested in this situation, it is TOO SMALL. I know this, as I have personally marketed UK stocks in the US, and it is incredibly hard to do at this level. We only found one buyer for a £100m mkt cap business, a small hedge fund in Chicago.2 |
1.63 next target |
 Two important things - MBO very unlikely as the debt burden is too high - thats the whole point of this story. PE / MBO backers will always want to re-gear their equity position and it will be almost impossible to add more debt into the structure. So, forget that for a bit until the debt has dropped. I know this, as I've modelled MBOs before, and been part of a successful take private management team off AIM. The openig debt figure in the model is incredibly important.
Secondly - forget all this BS about US markets and them opening at 2.30 blah blah. US buyers will not even see a £100m mkt cap business in the UK, let alone invest in it, especially on AIM. Mkt cap thresholds for investment in the US are far far higher - they start around $500m. Very few US institutions will be interested in this situation, it is TOO SMALL. I know this, as I have personally marketed UK stocks in the US, and it is incredibly hard to do at this level. We only found one buyer for a £100m mkt cap business, a small hedge fund in Chicago. |
Bought more this morning - not inconceivable to see a DFA swap at 2 quid and for this to then move back towards 8 quid. Just got to blank out the MM moves as this indicates they have NO stock |
Resistance at 130 and then 160 IMO |
haha indeed, I have taken a little off the table as bagged and more, but still in with size. Really useful posts above about % held, so yes, with PIs having piled in recently, the free float must be relatively small DYOR
A decent update IMO, not sure a bid would come in either, but it is not out of the question if they can refi in the background in size at a decent rate.
DYOR, all to play for as we head towards that £2 mark again. |
Bought in at 90p
Sold at 105p
Now in again at 121p
Classic FOMO |
Certainly heading back towards 1.30MM really not got much stockDirectors and management alone hold 52% . Free float tiny |
Loves its morning spike lol |
But whoever called the MMS short of stock and spotted that long auction at close yesterday called this morning well |
Dropping to such a low price certainly made a few people take a look. Could be just a lot of people rerating based on value. Never know could be something more going on under the hood! |
I dont think it’s a bid at all or an MBO. I just think it went down to 40p with some big sales and shorting and now it’s all cleared and rerated so to speak and it’s a mega recovery play and highly geared . Also AIM stocks are on the up generally fore a recovery in 2025 |
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