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Hi, use this link, access as a guest.
https://my.euroclear.com/apps/en/monthly-stock-loan-data.html#month=eq:12&year=eq:2019&limit=0&search=1
Hi Sankeys,
Where do you get your loan data from, I use https://www.shorttracker.co.uk/ but it’s only for declarable shorts, 3%. Also not sure how reliable the LSE link here is. I know we can’t tell what CFD positions there are but was hoping for a page that shows all stock on loan if you have one.
Trek
I think a RNS with new gas deal/s or JV for Niger would be both significant and can possibly land anytime. I’m still not sure that the entity controlling the SP is a seller, I think we need to look at the stock on loan figure for December when it’s published in January.
HI miti, I think some of your views are spot on. I sold out here from memory around 27p. And piled back in from 12 to around 23p so I now have more than 3 x my original stake and am in profit at 19.5p so I agree with your alternative view to hold and hug (funds permitting). What I don't subscribe to is your 17p entry, of course we'll not know unless the price is hit but I view the drop from 20 to 12 as Seven, tick, and the market has drawn a line at 19 as an intaday for the CPR. I don't agree with no news in short term but I do think the sp will be agnostic to news. Imo the driver here above the value point is trading and one trade can tip this, if our seller moves on we'll be off and like you say profit should be taken. Question is when. Now I have averaged down I will sell and buy back half at various price points but I am doing nothing until 28p. I guess that's what makes a market with its perfect imperfections!
GLA, long and short.
Trek
Agadem ,
You seem a nice fellow but lets be honest, you have been ramping bullishly on savp for as long as I can remember and so far been totally wrong.
To answer your point about great rns's...yes we've had these bullish rns's..seven completion and now a new cpr and guess what? the share price has fallen...get real. That's how I substantiate my opinion. There's no mind bobbling rns due in the next few months, so I expect the sellers to gain the upper hand. Perhaps, you should think to yourself why savp is trading at 21p and not way above 35p which you and so many had now doubt expected with all this 'great news'. Anyhow, I know, you have invested a lot in this share so I'd be delighted to be proved wrong and for 17p never to reached again. Good Luck with that.
Olderandwiser,
Grow up mate.Am not naive ever to think I can talk up my book. I'm more interested in improving my entries and exits and looking at the bigger picture to take advantage the next time similar situations occur.Sadly, on AIM , similar situations occur all to often and not enough investors want to delve deeply enough into what may be happening. To just think savp is a great company is naive and to accept 50% swings in the share price while holding throughout and not trading these swings is frankly absurd.
Ever heard of talking one's book before, Agadem? Take no notice, bar an OPEC POO collapse. Oh, I forgot, Savp is increasingly a gas transmission business.
Cadell ,
In answer most of those institutions paid 35p for their shares so I'd suggest its been a pretty poor investment for them to date. Approx 40% lower.
Institutions tend to look at the long term picture and as I said, SAVP's future does appear bright but there is execution risk here esp. while there cash levels are so low and Seven sellers dampen the share price imo. Lets face it, The big deal was meant to be the SEVEN completion and the share price has fallen despite all the bullish talk from investors, AK and analysts. I fully expect to pick up a holding closer to 17p as the news flow dries up in the coming months.
I liked you caution re investing. How do you view a company with 75% of the shares are held by half a dozen II's?