Market's view on Anexo Group Plc

Published on April 2024

  • Anexo is set to present at Mello2024 next month, where they will be available for discussions.
  • A webinar with Anexo’s Head of Investor Relations, Nick Dashwood Brown, is scheduled to provide an overview of the company and updates on its performance and future plans.
  • Recent regulatory news service announcements seem to have had little impact on market sentiment.
  • Observations indicate that Anexo’s stock price continues to rise, with no significant sell-off noted.
  • Valentina Slater has reportedly completed raising funds through share sales to invest in property, with no further sales planned for the foreseeable future.
  • Stock watchers speculate on direct share sales to private buyers due to the lack of market overhang.
  • Anexo’s shares are being sold at low prices, with skepticism about the motives behind these sales.
  • Zeus Capital highlights Anexo’s low valuation and potential financial improvements, including a significant debt reduction if successful in litigation with Mercedes-Benz.
  • There is potential for a buyout by DBay, a significant shareholder, especially given their recent activities with other investments.
  • The significant sales of shares by a person with substantial control (PDMR) at low prices raise concerns about their knowledge of factors not apparent to the market.
  • A property investment needing capital is cited as a reason for a notable director selling shares.
  • Discussions include the possibility that financial distress or strategic exits could be reasons behind recent large-scale share disposals by directors.
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