1482 replies to this topic

[Bushmanbob]

https://www.iol.co.z...0a-301a0de4d325

Thanks for sharing this.  A very interesting perspective indeed.

[Tolly12]

https://www.iol.co.z...0a-301a0de4d325

 

 

[JR7800]

I’m not sure how to add an attachment. It’s on MoneyWeb - it’s a trading update plus a bit of positive outlook on their strategy going forward with remaining assets.

 

https://www.moneyweb...dium=Indicators

[David-89]

Which one?

I’m not sure how to add an attachment. It’s on MoneyWeb - it’s a trading update plus a bit of positive outlook on their strategy going forward with remaining assets.

[Tolly12]

Latest SENS out

 

Which one?

[David-89]

Latest SENS out

Edited by David-89, 20 September 2021 - 08:40 AM.

[JR7800]

Just summited my YES vote on everything. As if WE HAD A CHOICE....

 

Lets see how this turns out, we will know pretty soon.

[Tolly12]

Interesting to see finally Ascendis 2.0 figures next week, with the relevant debt, revenue and Ebitda estimations.
Then FY21 numbers and company webcast on September the 30th.
Last step October the 4th for the vote day.

Seems there will be intense days during next 2 weeks.

Just wait and see, I'm optimistic.

[Bushmanbob]

Update_to_shareholders_-_9_September_2021-1.pdf

See above loaded this evening guiding on sens timelines but also talks to cirvular not a guide to future prospects.
Guidnace for voting as well.
Aac management has heeded our concerns.

meeting again tomorrow but very positive on the transparemcy and engagements......

Thanks for comments IN - Are you still loading?

[Investment novice]

Update_to_shareholders_-_9_September_2021-1.pdf

See above loaded this evening guiding on sens timelines but also talks to cirvular not a guide to future prospects.
Guidnace for voting as well.
Aac management has heeded our concerns.

meeting again tomorrow but very positive on the transparemcy and engagements......

[Investment novice]

No idea...thing by 20th or 25th..


Also we need to engage asc on this debt facility of 20m...its a facility and no reason we should draw on it..at rediculous rates...

Hoping oir spectacular year would cover all pik and consultant fees and then some left for us....its the massive impairments that usually screw us and those writtem off in h1....looking forward to h2....

[LarryK]

Thanks IN.
Any commitment to a date on when we will get an update?

[Investment novice]

Sems update defiantely on the cards to give a better pic of the business. They accepted the circular too complex- and they have been asked to consider challenges with voting process and admim support for retail shareholders to ensure they get the vote through.
Lots of optimism on the way ahead....sitting on good assets and also if the need to sell there are many people knocking on the door.
With the right partner this company has significant headroom to trade atba fair multiple...perhaps first being delisted and then relisted....i think delisting is definately on the cards to unlock value..have to wait out the pain thpugh

[LarryK]

IN anything concrete from management?

[Investment novice]

I have increased my holding here 15% taking profits from elsewhere....still very hopeful here. But sad at the vultures....including management vultures wanting awards and bonusses for doing their job...
Its painful to see the price where it is...someone said it is akin to snh at 70c.....those were the days.....
I like this share as post recap there is only debt...no lawsuits...no other crap....uncertainty is off the table and the assets are certainly worth a lot more that the market cap....so setup for exiting jse...

[Investment novice]

Engagements with asc management have been fruitful. We advised they take notes from eoh playbook and speak positively about the share...trading update is due this month and hopefully we start to get a real sense of the value...the circular is based on historical numbers....sa assets are in demand....

[Billions]

Also sold a few of my asc at a loss and moved to snh... but still have the bulk of my holdings in ASC. Have held on for a long time so may as well wait till i see the trading statement in next few weeks... I must admit of the three high risk i bought, SHN AEG were the ones i sold in favour of ASC which in my novice trading mind was less risky.... live and learn.... and now hoping:)

[Billions]

Also sold a few of my asc at a loss and moved to snh...

Edited by Billions, 09 September 2021 - 04:19 AM.

[LarryK]

Agree with you.

I would like to hear what IN has to say after even pumping this share on the Snh page dragging people across.

My average price is low but I’m selling slowly licking my wounds as I moved funds over from Snh.

Anyway - live and learn.

So, looks like we should take what we can get and run.

This blame for this loss is squarely my own. Was allowed to be led by people who at the end of the day does not have any real say in things. Not sure any value was added to any shareholder.

As always, trade with what you know and not what you (or someone else) wish they knew.

[JR7800]

So, looks like we should take what we can get and run.

 

This blame for this loss is squarely my own. Was allowed to be led by people who at the end of the day does not have any real say in things. Not sure any value was added to any shareholder.

 

As always, trade with what you know and not what you (or someone else) wish they knew.