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Some serious trades in last two sessions & highlights the whiff of incoming in my eyes .
Could well be the interims , or the deal map update or both or even suspension & offer for the full mashings , today , Monday , the recent market behaviour has all the hallmarks .
As noted yesterday & today , some absolute whopper kippers
Certainly ii money pouring in ,
ii increasing positions , serious money & looks like not only us who are confident .
In fact the ii are queuing up like a Whitby chippy on bank holiday for EUA stock
Today’s - half a million quid @ full ask in the last seconds of the session
23-Sep-21 16:29:41 24.00 1,000,000 Buy* 23.00 24.00 240.00k O
23-Sep-21 16:29:37 24.00 1,000,000 Buy* 23.00 24.00 240.00k O
& plenty of nipper kippers still sizeable trades -
23-Sep-21 16:12:56 23.95 270,000 Buy* 22.50 24.00 64.67k O
23-Sep-21 11:08:48 24.40 204,889 Buy* 23.50 24.50 49.99k O
23-Sep-21 11:08:22 24.40 204,889 Buy* 23.50 24.50 49.99k O
23-Sep-21 11:07:56 24.40 237,676 Buy* 23.50 24.50 57.99k O
Some of Yesterday’s kippers - big money
22-Sep-21 11:17:14 22.0606 1,996,154 Sell* 23.00 23.50 440.36k O
22-Sep-21 11:09:21 23.2749 137,878 Buy* 22.50 23.50 32.09k O
22-Sep-21 11:15:48 23.40 215,000 Buy* 22.50 23.50 50.31k O
22-Sep-21 16:19:22 24.00 500,000 Unknown* 23.50 24.50 120.00k O
Posted the % stock meat yesterday & last 4 weeks will be interesting to see who’s netting the stock .
& will we find out the undisclosed USA ii & are they over the threshold to report …
Rums all Round
Come on shipmates out of your hammocks !
The kippers are in the pan sizzling & look at the kippers landing on deck # follow the Money
Who’s for some Sailing in Blue waters today with turbulence?
Rums all Round
Good morning Tilly
Up bright and early for some hard rowing
Stretches done and in position……
We sail for blue …. Good luck all.
For reference vwap 23.82 to start
Ut
Rums all Round
JT,caw,lb Buyer,dealer, gecko ,& all loitering on deck
Those kippers yesterday were for a reason # follow the lolly
Rums all Round
Just to note we have a nibble on the long line …
Hoist the main sail !
Shenanigans & kippers expected & the disruptive naysaying bots will likely make a last ditch effort .
Rums all Round
Agree Tilly, weird trading the last 2 days - seemed also to have nose out of harbor on low volume.
GLA
Morn Captn n crew
MW 65D MA (Vol) now at 14.1M
Casks of rhum all round
JT and SL - somewhere near Blackpool
JT ,caw & all
They will be chasing more kippers in my eyes even on low vol with shenanigans to do so however the ultimately in the north direction .
Septic lil looks absolutely ravishing today in her new seaweed thong
Rums all Round
Pay day and few more golden tickets for me today. They can trash the price as far as I'm concerned :)))
Exactly the same pattern as yesterday ,.
Very thin volume scratching for trades at this favourable level & would expect further kippers to land later # orders being filled
Vol 650,000
Spread 7%
Vwap 23.77
2 million quid in large kippers in last two sessions between 23-24 - ii activity increasing positions
Preparation for deal map unfolding or interims next week .
My musings
Rums all Round
Looks like late report short opened just prior to the 2*1m trades being slapped on deck. To me it looks like someone trying to control the SP at this level to accumulate.
23-Sep-21 16:12:56 23.95 269,843 Buy* 22.50 24.50 64.63k O ?
23-Sep-21 16:12:56 23.95 -270,000 Buy* 22.50 24.50 -64.67k O
GLA
Morning shipmates , let's have some fomo and ready the rigging .
Rums all-round.
Caw, JT ,gold & all
Agreed , kippers smoking in the shed for pm delivery on deck .
Accumulation while trading its a classic ii pincer manoeuvre !
Rums all Round
Looks like WINS going the other way! pushing SP up ask at 25.5 on L2,
also Palladium back over $2000
Today’s chart is looking weirdly how it did a few months ago during the FSP when we were held in very tight ranges. Seems to be solidly between 23.8 and 24.2. Very odd. MMs trying to bore us into submission while filling orders in the background?
Tcx & all
Morning & exactly
Depth 7
08:48 WINS 100,000 23.5
07:59 CFEP 50,000 23
08:48 JBER 50,000 23
09:08 PEEL 50,000 23
07:50 SCAP 50,000 22.5
07:38 SING 50,000 22.5
07:54 MREX 50,000 21.5
7 Depth
25 50,000 CFEP 07:59
25 50,000 JBER 08:48
25 50,000 SING 07:38
25 50,000 PEEL 09:08
25.5 50,000 MREX 07:54
25.5 50,000 SCAP 07:50
25.5 100,000 WINS 08:48
& mr 100 k back buying
ep-21 09:08:49 24.24 100,000 Buy* 23.50 24.50 24.24k O
24-Sep-21 09:08:44 24.44 100,000 Buy* 23.50 24.50 24.44k O
24-Sep-21 09:08:35 24.24 75,000 Buy* 23.50 24.50 18.18k
24-Sep-21 09:07:28 24.25 50,000 Buy* 23.50 24.50 12.13k O
24-Sep-21 09:06:51 24.18 100,000 Buy* 23.50 24.50 24.18k O
Rums all Round
Caw, tcx, gold ,
Quadruple snap !
Daft minds think alike & all that
Rums all Round
Compass points north & a tug on the long line !
Sailing in Blue seas as predicated # follow the kippers displayed in the last two sessions .
Fetch the nautical nibbles & Grog
Must be slightly awkward for the MMs as each large order filled just reconfirms the outcome here and they can’t even sneak through smaller sets past the eagle eyes of CAW, Travis, LB, JT and Tilly etc. Imagine having a stack of orders to fill and knowing that if you drop the price that us pesky PI’s will snaffle them up. Raising the price doesn’t help because most are waiting for the end game and believe this isn’t that far away so maybe less traders about. Also knowing a set of RNSs are being typed up by Keith and even their “best” derampers have failed to get any traction on the BB and have been banished to the other board or mumbling to themselves on Twitter.
Over to you Captn
Off oot - back for noon (Ish)
Rhums to Northerly sailing
JT and SL - Amusments time
Judge , tcx ,& all
Looking good on level 2 ,
buyers outstripping the sellers
25 incoming in my eyes
Rums all Round
100k block buyer on deck. 2.5pc blue. Rums all round.
Tick up incoming
Buyers outstripping sellers 3-1
Volume 3 million
Vwap 23.99 nibbling north on buying
Pm looks interesting for potential Ramming Speed
Rums all Round
Theres the tick up
Looking strong on here for 27 & Ramming speed pm .
Fetch the finest Grog & nautical nibbles