Clearly the value of the business is being appreciated by third parties with the cash offer at 35% premium. Lets hope other suitors will step in and bring the offer closer to £1 per share(current cash offer from Sureserve is for 87.5p). I hope the podcast has helped some of you review Kinovo’s business in … Continue reading Kinovo, potential takeover offer →
Hilton Foods podcast added
A long term core holding of mine which is back to doing what it does best: operational excellence and automation. Who doesn’t need that? Worth a listen
New podcasts live
Investment case summaries for Kinovo, Billington and Touchstar have been added in addition to Cordel, Transense and Begbies.
Podcasts
Podcasts are now active. These are organised by different topics. Most of them are summaries of the companies I invest in. These would be slowly growing over the coming weeks so please keep tuned in.
You are on your own until this website gets going
Markets are tough I know. Good luck in the meantime