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Eric, thanks very much for the helpful write-up. The story is certainly interesting, but I have some concerns, or at least lack of understanding. Until recently FFI focused pretty much exclusively on completion contracts. Then just before IPO, they embarked on a very substantial diversification, acquiring a number of businesses involved in the film industry, but have no clear strategic connection with the knowledge-base of…

Paul, just to add to your list of delistings and recent funny goings-on, Galasys (GLS) delisted following resignation of their Nomad (WH Ireland) last August, following a boardroom battle between the Chairman and CEO. Since then, there has been NO information; indeed the last trading related information was the preliminary results statement to 31st Dec 2015, released on 30th June 2016. That statement showed the…

One thing to be wary about, when considering small changes in LfL sales numbers, is that it's incomplete information. What matters from a business point of view is volumes. If they're increasing sales prices to compensate for falling volumes, it's not visible and may show as positive LfL, but can be a precursor to a much larger problem.

Best Of The Best (LON:BOTB) ... does the CEO personally deliver the special divi to the door? Would be a nice touch!

dangersimpson, you say "un-restricted cash minus debt equal to £55m". In what way do you think that is important? If it was +£200m or £0, would that actually be any different? Surely it's simply a function of the level of off balance sheet leases? They could shift more aircraft onto or off leases, and dramatically change your figure in the blink of an eye. I'm…


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