Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
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@dan
enjoyed your video - well done
Re JD.
Rarely do I exit a stock completely, however the spike seemed too good not to exit and wait for reentry at above 132 & finally @135p +. Started adding sub 116 and 112 , in tranches, and hoping for a repeat recovery.
£m 1Y 3Y charts suggesting a series of higher lows following the sub 111 on 2nd with a breakout above 120p crucial to resume the uptrend.
FY results at the end of May should provide comfort as the growth story resumes.
LWHL - Think your 150p target will come into view once confirmed.
If exploring a US listing once the acquisition is completed then a whole new bull story begins !!!!!
The long and short of it,,,most know the basic principle of shorts/long.point being a company or companies get together, or some one knows say hibbetts being taken over before the announcement, can all help to distort the markets
FF2- thanks for the info as always good to have someone so knowledgeable posting.
My view is to hold until 170s but if we get some big spikes I may try dipping in and out. I have no doubt about this stock, it’s proved itself several times over now and so much better quality than a lot of other uk retailers too. I trust them on the recent aquisition, the bod know what they are doing.
Let’s hope the ratings and shorted don’t hold it down for too long
You are always going to have some shorting ...IMO.... part of life ...you cannot seriously think that the whole market will bet 100% as a share long, with no % hedged bet .... there is always going to be hedged short bets in case events turn turbulent ... there is always risk ...never a 0% risk level...
You need some shorting to help liquidity .... and shorting creates more longs anyway..buying those sold shares
Falconer
I suspect they could borrow Dollars against Hibbett existing cash flow etc and their own strong cash levels and £700m unused RCF
Tav
it is a civil and criminal offence, for insider dealing, will not stop it.unfortunate this happens.this was why I said jd to go below 110,time yet any way
Been adding back sales above 132p - like manna is JD.
I think the us company that are shorting us got wind of the acquisition and expecting an adverse market reaction [ because that is the norm for the acquirer] they opened their short. If I am right that is upsetting to say the least.
FF2 - I read your posts on here, which are informative, especially in relation to the short positions. I think we are all hoping that they will move on and allow the share price to recover and head upwards. Keep posting when you get the chance to keep us all updated with your level 2 access.
FF2 - I read your posts on here, which are informative, especially in relation to the short positions. I think we are all hoping that they will move on and allow the share price to recover and head upwards. Keep posting when you get the chance to keep us all updated with your level 2 access.
Last night's research which I'm still doing today, JD as not used any of its UK money from what I see.
It's as already negotiated hibbet debt and refinaced it's debts using its usa cash resources off 300mn usd.
It's used 1bn usd of existing bank extensions, I'm trying to find out if it's used usa bank funding or UK banking money lines either way, these lenders must be very happy to lend having extensive access to jd and hibbs books, at what interest rates and what's life of the loans ie 7 10 % ect.
Keep my snout in research pays well in end.
At present there's the normal 2 shorters on, 7 recent shorts opened
In total in my opinion oly I seeing as follows.
2.8% of 5.18bn shares are on loan as off 1.30pm today, approx 145 mn shares on loan to 9 shorts, all usa hedge funds,
Blackrock hedge funds are biggest culprits, inclusion with all the new usa funds listed in my below post.
Crafty swines, I bet they helping friends, also, a Blackrock fund as so far sold 12mn shares alone this week, hmmm nowt we can do, but imv it's all in plan for jds rejuvenation August update going to see 25% rise in financial reports.
Little easton
You still on run from old folks home pal, Re read the posts that was for end off week 4.30pm 19th April which was infact 116.95p old lad..
Did you read that I said there was big sells on book at 113.85p,if I recall millions, can't get my old account now, but it's history.
Charting easton is not a science as humans react to world affairs which can cause buy sell, panic war earthquake, emotions ect ect ect "yul brinner"
103 yeah could right I'm buying daily 103 happy days.
So in a nutshell little Easton what got you to that figure then, please explain, I've run my charting approach I cannot see 103p,yes we have differing charts I use tracking aswell via level 3.
Let me tell you as I've posted, I pay £288+vat monthly, one of perks on lv 3 you can offer your shares at your prices you want if nobody takes no probs, but in a buying frenzy MMs take em to sell higher to retailers.
Be in touch again, don't get it personal by the way, sporting is way forward, now go back to old folks home get your meds bath n early night tucked up by those lovely nursing ladies. They miss you old boy. 😉
"Did JD just splash two-thirds of its cash reserve for the proposed acquisition? That's a huge investment, I hope they got their strategy right "
Indeed....but a company like JD are making mid-long term bets
USA - Football World Cup - 2026
USA - Los Angeles Olympics - 2028
"Little test for you, I've charted a new low, plus the below new short opened they always close at the same percent, cmon old boy what's the new low I've charted I give you till 6pm then I tell you, I've a very very good percentage getting it right."
FF, you wrote that to me on 18/04/24, and you said a low of 114.60, now you have level 3, I have level 0. You asked me how low will it go, my figure was 103, I think you need a new crystal ball old chap, never mind level 3
Sadly be posting as FALCONER-FLYER-2 now.
Well update for anyone interested, I get on to shorts later.
.............
Top 20 fund buyers since 27th april
Fidelity funds. 8.5 Mn
Columbia funds. 24. Mn
Vanguard. 16.1 Mn
Invesco funds. 14 Mn
Strategic funds. 2.4 Mn
Fil funds. 5 Mn
Fidelity insts. 12Mn
Allianz. . 8.2 Mn
Van eqty. 29 Mn
Prime llc. 13 Mn
Jackson holds. 21.5 Mn
..........
14 new usa fund managers have took a new position from Monday 28th april
74mn shares
..............
9 new usa institutions have took out positions since 29th April.
37.4 mn shares
............
27 new European fund managers bought since 27th April.
101.9mn
.............
If you notice a lot off usa funds have bought in since hibbet deal announced.
Don't be fooled there's a big change on way all the funds getting in and ready for something, there positioning for rerate in summer ahead, if your lth don't worry, big things on horizon.
I've been delving and we will see JDs in sponsorship around usa sports, adverts at sports event kit deals in
USA mls
USA nfl
USA basketball
You heard it here 1st yall.
Digest this great news above, I'm off to update the short situation,
For record I own from my previous 578k I now hold 600k,as before I'm skimming at my already posted price of £2.
Coffee then short update for yall
It appears we are being shorted heavily. This is going below 110p, who knows how low it goes from there.
So anyway since my last post been some falling out on here a lot of negative, some false guff by certain posters, now my 24 hour registration period is over I can now start posting under my new account.
It's genuinely me not a imposter.
I will post up regards my level 3 start report and current shorts on jd.
Morning all.
Damn lost my phone and cannot use all my previous account, I've had to reregister everything I do on my mobile phone.
You don't realise how much you do on your phone took me 5 days to go thru all my things from banking ect anyway enuf of that.
I will be using FALCONER FLYER
The markets now want to see some positives after the march 28th report etc, and now the spanner thrown in the works by buying hibbetts,they want proof of live, meaning better figures, and JD SPORTS WILL GIVE THAT TO THEM.
Not lot time with these boys in shorts ,but they got this one right!
however there record something to be desired
glg,,,,last month,april,,bought 30 shorts in 30 different companies so far 16 losing,7 winning and 7 negative not good plus behind percentage wise also
the other company Marshall wave lip, working out about even.so these short boys not good.
but this one right and got jd well nailed
I said last week jd sinking like the titanic, can see it being 1.08/9 today, and here is the thing looking at 1.05 and less there after.
that's the bad news ,any spare funds you may have ( buy ) that will be the good news
You're right PSK, I was obviously just thinking where the price should be!
Nothing to do at 108 other than buy.
TheSoundMan.
Back on my radar but I think you mean £1.10 lol
Think it may dip to £1.08 though
This is a strong buy now. If it goes sub 210 it becomes a screaming buy.
According to Bloomberg, 73% of every dollar shorted loses money.