Registered:
21/11/08
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Asagi's Latest Comments

So the share count could increase to 160 million, for a market cap of £32 million ($40 million) at 20p. 600 says that its adjusted net income from continuing operations this year was $4 million, leaving us with an adjusted P/E multiple of 10x. but if the warrants are exercised, 600 (LON:SIXH) will use the monies to repay the debt, saving 8% of $9.5m per…

Assuming this debt is converted into equity (a big if), then there will be a significant dilution but also a largely debt free group in this circumstance, the dilution of EPS would be little over 10% as 600 (LON:SIXH) would save £680k in debt payments. The shares today trade at 6.3 times 2020 forecasts. Asagi (long £SIXH)

I am also kicking myself that I didn't short back in March when I realised all of this!I tried around this time also but there was no borrow available with my provider i.e. I could not short Funding Circle Holdings (LON:FCH).Regards,Asagi (no position)

Ted Baker (LON:TED) is the story of the day for me today. Profit warning: http://otp.investis.com/clients/uk/ted_baker/rns/regulatory-story.aspx?cid=898&newsid=1285293 shares were trading at a low for the year and today are down another 25%. Can the company thrive again without the Founder ex-CEO? Historic P/E 8.2 says 'probably not' which seems a bit too readily dismissive of its chances. Asagi (no position)

So no, I don't think noting that he doesn't seem to recognise his duty of care to other shareholders is unfair criticism I think that is about fair. If anything, my response was aimed at many of his other critics who don't seem to recognise the points I raised before getting stuck in. It would be a bit unfair to claim that he was 'asleep…


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