Volution Share Discussion Threads

[tara7] 13/9/2009 17:27

Take a look back at what they have paid out for each new company over the last few years, [but exclude the 2 big ones they are going to keep.] The football ones cost over £5M ABG.£3M and a host of others lets say another £5M. Good chance with the growth they have seen, should get that amount back, plus rid themselves of a few high paid directors. Those lot would only mean selling 13% of the company but could pay off big bits of bank debt.

[tara7] 13/9/2009 17:14

This company is going to go up rather fast in my view. A few pointers, first the huge bank loan was handed out by the bank at the very time new loans were like gold dust. [Oct 08]WHY DID THE BANK LOAN THE CASH.?The int rate of the vast lump of the £16m loan is now just 3% PA. Soon FAN will sell off unwanted bits of the company to clear the 3.5m loan that costs 11% per year. This means that the service cost of the loans falls to a tiny £300,000 PA. With cost cutting done and a turnover of 70m plus PA i am looking at a 20 bagger from here over the next 18 months.

[tsmith2] 11/9/2009 17:04

dollar deterioration helpful?

[tara7] 04/9/2009 16:22

This is a good company, as you are about to see. good luck.

[egoi] 04/9/2009 16:14

'3-4 quid'? LOL; Don't you mean pence?

[tara7] 04/9/2009 15:48

Note the change date for accounts, to me thats when the deals to sell the bits off go through. Cash from the sales pays off debt, shares go up big time, then bid for the cash cow [ie the west end lump] of 3-4 quid a share.

[napoleon 14th] 04/9/2009 15:38

I wonder what eps forecasts are now;
PP's figures above are obviously from another era!

[napoleon 14th] 04/9/2009 15:37

I wonder what eps forecasts are now;
PP's figures above are obviously from another era!

[toback] 02/9/2009 12:50

This should push the price up for the footie - I think talk was of £5m - would like to see a lot more

[tsmith2] 02/9/2009 12:32

hopefully the use the cash flow to pay down the debt agressively and gearing kicks in!

[greengiant] 02/9/2009 12:19

Does look good, theatre relatively recession proof, football obviously is so all in all a good result. Would be a good time to sell the footie side and eliminate debt. Good to see repayment off Mezz debt, should reduce financing costs disproportionately.

gg

[lionheart79] 01/9/2009 21:07

a little disappointing last day Transfer activity but hopefully FAN took their fair share of the revenue on offer.

[vino] 29/8/2009 22:01

tara7

sorry I am confused by your entries

Your opening entry suggests target price of £2 but 3 of 4 suggests takeover bid, surely you are not suggesting bid of £2

Perhaps you could clarify your thoughts

many thanks

[curlly] 29/8/2009 21:50

I feel £2 a bit high but i sold ast on friday and will be getting more of these on tuesday and will hold for £1.
More upside to come

[death by donut] 28/8/2009 19:53

Nice finish again , looking good , even had a good week with DIA

DbD :0)

[tara7] 28/8/2009 14:53

With the debt down a bid MUST be on the cards.

[tara7] 28/8/2009 14:53

We will see huge re rating on the sale, of non core bits. The wealth part of the company will sell for a lot more than you might expect. Football bit has to be worth 5m-10m can be run by an office of 6.

[tsmith2] 28/8/2009 14:49

tara7

I'll be happy with £2!

AGree crazily undervalued!

[tara7] 28/8/2009 14:03

Todays price of 18p puts a value on FAN to go bust any day. However parts of the company are being sold to reduce debt, its core Market Broadway, and the West End are roaring. Look at the turnover, costs have been slashed, and two pounds is the target share price in 6 months time.

[toback] 18/8/2009 20:18

Just browsing thru the Scandinavian website of the football side and there are a load of updates dated August - now I do not understand the lingo and was wondering if they are likely to be transfer. Anyone help?

If I am right then a heck of a lot of activity. May help the sale price too.

[death by donut] 09/8/2009 11:51

Thanx for that Nap' , more to come in the future I hope.

DbD :0)

[death by donut] 07/8/2009 17:16

Well that was a good week i suppose.

DbD