United Thread - 2023/24

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You keep telling yourself that
I have analysed more companies than I care to remember and Glazer inc. is a classic diver. The sons started with 100% and now have about 40% much of it possibly pledged to support the malls. See Trump inc.
Data is scarce but all the signs are there:
Shares sold off serriatim and not for the purposes they announced; (Can you remember why they said they were selling on NYSE?)
Profitability down;
Double use of tax havens.
Shareholders split.
Debt increasing.
Fixed assets in disrepair.
Company development zero.
Markets (malls) in retreat.
Prior to Ineos, no new exec blood.
That is telling me all I need to know. Are you going to invest?
 
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@mac .Laugh all you like but ask yourself who will the US shareholders support? The family sitting atop a pile of loss making shopping malls or a guy who‘s business acumen has made him the richest man in Britain?
Do you really think he’s not planned for this already and has worked on the US shareholders? He is not that stupid. Ineos record in football is not great, but that is a different matter altogether. On the business front he will run rings round the Glazres who are pretty stupid.
He represents a threat to us by picking up the rags. Take care.
The American.

Because American's can't imagine American's being wrong compared to Britain.
 
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