SRT 7.50% 18.5¢ strata investment holdings plc

Thoughts about MW

  1. 1,913 Posts.
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    The new MW

    Looking at various pieces of evidence I see MW changing his emphasis for 2016:

    • up to now MW has been all about Cicero and putting deals together - in this role he has been about providing services to various shells to clean up / find a new aqua / set up the deal structure / and then move on

    • now that he has effectively created SRT we see a different play - first he is a massive shareholder / second he is creating a house of deals under this one entity / third he seems to be buying stakes in new aquas not necessarily the whole thing / so SRT will end up with stakes in numerous companies

    • so now MW has a whole other business to run - SRT - a business that is all about long term holdings in newly listed companies

    • so he can play short term in Cicero - and long term in SRT

    Just my musings
 
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