Stefan Bernstein explains how the EU/Greenland critical raw materials partnership benefits GreenRoc. Watch the full video here.
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Blackstone has a huge war chest of cash and is looking to invest in tech, ecommerce opportunities...
All this talk of bear markets....there is a huge amount of money still out there..as Ackermann throwing $1billion at Netflix shows
Great post commonsense...I am not sure they were bearish before though as technically the price target is unchanged but they do say - "We sympathise with the challenge in valuing Ingenuity. Indeed, it is what previously kept us on the sidelines." https://www.sharecast.com/news/broker-recommendations/rbc-ups-rating-on-thg-to-outperform--9088704.html
I get the impression perhaps they would have actually given a higher price target if the price wasn't so low currently, as they say their model values Ingenuity at £4.4 billion. Their £5 PT would value THG at £6.1 billion, meaning the rest of THG only valued at £1.7 billion which would seem quite low.
Great post commonsense
The bounce was due to JP not raising rates. Two months of buying risk and shorter to close IMHO before the 2022 games start.
Don’t want to get personal kallu so let’s keep this professional
I have 30 years decent city experience - city side not company side - feels like you are company side ?
1. RBC are as professional as they get. They will have rules and regs coming out their ears with every comms channel recorded; what the rbc guys know about and what they don’t know about. I have zero personal relationships at RBC, zero BUT have been up against them a few times and friends who have worked their all are now gone. They are small London relative but massive in America and obviously Canada. As a result there is zero chance as you suggested of them using analysts to achieve anything other than add value to their clients, no games as you suggest. Anything other they lose their jobs in a heart beat. On top of that I think they have previously had very impartial views on those in the sector and I thought some bearish views before on THG. Versus anyone on this board, probably, they have done 300% more work and analysis. With respect this point is irrefutable. Yes, they may have been duped by the company IF the whole thing is a con, but their view is their professional opinion. No stock specific hedge fund (as opposed to Macro fund) would short THG down at these levels. The risk is too great. Market neutral hedgies (buy ASOS short THG) might but I doubt it.
That is my only point.
We have four extremely good supportive points from last three days
1. Rbc 500p target post sensible analysis
2. Decent 24 hour bounce 119p to 129p
3. Decent bounce 129p to 136p
4. Overall market bounce.
All that in the absence of any sign of any company fight back - disposal / go private / buy back etc
If I were the company I would be using a very small part of their liquid resources for an agressive buy back BUT only say £100m max of their £700m liquid resources.
I bought more today
Even in a crap negative market, this stock is going up to 200p quickly and then the institutions will pile in when risk is off back to 300p
Just me view
I wouldn't normally predict "huge gains" but with this share and how beaten down it is and the news that it's believed blackrock are no longer selling, if there was a surprise positive update you could see it raise up to £3 within a week. It shouldn't be that surprising if it does...with an asset currently valued at £0 by the market which softbank value at £4.5 billion and RBC at $4.4 billion. Even when the share price was £2.35 you were getting ingenuity for free let alone at the current price.
Kallu for once you are right - we have just been through a horrific down period with mass stop losses, the hedgies will have no doubt not missed the opportunity to be one of the only buyers in town.
The one you were wrong on is the idea that RBC are somehow ramping to get their clients out. This kind of behaviour went out 15 years ago not even 10. No analyst and especially not bulge would play along with that game. RBC are good - I was hugely relieved that someone sensible (and they are) had done the work and concluded 500p of value. They could easily have said 300 or 400p but no, they believe 500p.
You have been right for laser few weeks so respect. I think for the wrong reasons however ! Said in jest. We cannot all be rah rah cheerleaders on this board and your comments have been appreciated !
The share STRUCTURE is all you need to know about the DIRTY CITY
They borrow stock well in excess of 1% of stock IMO
They is without a doubt in my mind many under 0.50% declarable sitting on SUBSTANTIAL Gains and havent closed out yet.
50% of stock held in close knit tight hands...
Make that of you will
Damage of SHORTERS:
MTRO
POG
et al
I believe the 5DMA is at 133.5p. the 10 20 50 and 200 are way higher.
only upwards now.