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Willhampson's Latest Comments

Not sure I follow the flashy point. Freshfields would advise on UK matters and Quinn would be for US matters (Muddy Waters being based there). MoFo have technical expertise on high frequency matters. High value and complex disputes are seldom handled by a single law firm these days. The original response was a legal response, written by a company that funds legal disputes and was…

A real marmite stock, Tremor International (LON:TRMR), but a Saudi fund has just disclosed a 6.4% stake in the company (from nothing). This will likely explain the rise earlier in the week. Interesting development and, I think, adds to the theory that the company will be bought out if it remains at the current valuation.

Hi Phil, I suspect its a reference to the suggestion that they were evaluating a move to the main market that they made in the full year results presentation. https://d1io3yog0oux5.cloudfront.net/_d9b0524f4bd1da6c70ce96b9e73ae302/dgoc/db/557/4296/pdf/DGOC+_IR+-+Earnings+Presentation+-+2018FY+Earnings+vFinal.pdf Its on page 30. The BRR Media interview discusses this in more detail. All the best, Will

Yes, I thought the results - all things considering - were good for XLMedia (LON:XLM). The Cenkos note today is very upbeat, noting that EBITDA is ahead of their expectations (albeit only 3% over). I can fully understand the skepticism of the company, but to me the valuation is just way off. It's a company with good free cash flow, a good cash balance and…

Also, just to add that the IG spreadbet platform does not let you buy a position in IG itself. That would explain why when you search for it, it doesn't come up. All the best, Will


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