LNU 0.00% 0.2¢ linius technologies limited

The Flywheel and the Whale, page-582

  1. 1,445 Posts.
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    Not sure but experienced it from a position only marginally north of here.

    Had completely written that sizeable investment off in my mind but ended up making bank.

    For Linius, it will require a capital reset - IMG coming in as the major shareholder and lighting a fire.

    The pipeline - which seems overly reliant on IMG - "suddenly" unblocks; this will please Bergen so the shorting stops & the uptrend begins.

    The sports business probably gets moved to England, JB stays on in an executive capacity plus a rights issue to appease burned loyal shareholders.

    Why would multiple IMG divisions sign with Linius to facilate Linius to make all the moolah from IMG clients when IMG can take the major slice of the pie?

    If the tech has global value in the sports market, which I believe it does, IMG will want in as the middleman.

    And it's currently on sale with shockingly so little fight from the Board to protect its shareholders from Bergen's mighty sword.

    Why weren't Bergen bought out at the floor price?

    What could have cost less than 200 million shares will probably end up costing well over a billion more SOI.

    Wouldn't that have been in the best interests of shareholders?

    The Board owes a result to its shareholders to justify this decision.

    This is all imho, guesswork & have no intel from the company to support this theory.

    Gltah
    Last edited by sapporo: 22/02/23
 
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