Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
Hi Sharket mare. The traders are fully aware of the uncertainty and the effect it has on the SP. If it is not Actus it is others and the short will end as news and certainty comes in. Not long to wait is my bet. ATB Speedy
Speedy, why do you expect a lot bigger? Won't be anything >0.5% as this would have to be publicly disclosed. I think a more reasonable explanation for the share price being where it is, is uncertainty around our future and the possibility of further equity being issued should we attempt to buy Telfer, the other 70% or both.
Also to note, none of us were expecting an original update until may/june anyway. that, as we know has been pushed a bit and a new opportunity has since landed (telfer). dont really expect to hear anything from tomorrows update because anything next is probably very market sensitive and would not be timed to release on a pre-scheduled date.
Hi. Sharketmare. That 27mil was from 10th Jan , not a massive position but with such a low daily volume it can have an influence. Be interesting to see the present position, i suspect a lot bigger. What is more important is why and who for. If they were short for trading profit they would have entered the market in the teens not at 8p. Acting for Elliot and Biswas maybe?
The short from Actus has remained the same since 1/10/23.
Thanks for sharing. Reading this, the only short position is 27m shares from ActusRay, which out of 5bn shares in issue is a drop in the ocean?
So in a nutshell are shorts decreasing?????
Anyone
Thanks JSP - great contribution.
Why doesn't it say, Position 37, "Mibb Investments" ? Ha!
SAINT68 thank you very much, very interesting especially the bottom one global prime partners off loading for one of their clients, wonder who that could be
Good to see this JSP.
Thanks!
Hi Speedy, No worries and nice to see the data being analysed and views being shared. Legal and General have been hoovering up over the last month which is a big positive.
JSPtrader
Hi JSP. Many thanks for the time and effort you have put in for the benefit of others. The positioning of institutions is eye opening. Be good to see Actus drop off the list. ATB Speedy
Thanks for the screen shots. : ) Frankly, confirms what is known. End of.
Apparently Walkers have created a completely new flavour of crisp called 'Havieron', and they're going to make a packet!
Anyone remember Five Diggers reducing their holding ? - reduced by 46m in March. Number 100 on the list.
https://i.postimg.cc/C1PmTGXM/Excel3.png
The guys we bought Havieron from sold a lot. So we know why share price subdued.
They know its coming to the crunch
Interesting to see. Thank you.
P.s. quickly scanning thought walkers crisps had been taking a position 😉
Gl
Hi All,
This is my first time posting.
Last image shows the short positions!
Direct screenshot data from the terminal
https://i.postimg.cc/Y9pswqSR/4-1.png
https://i.postimg.cc/GpP5Nsb9/4-2.png
https://i.postimg.cc/28JMBDHj/4-3.png
https://i.postimg.cc/dtDg11jS/4-4.png
Excel downloaded data easier to view
https://i.postimg.cc/hvXMSJRL/Excel1.png
https://i.postimg.cc/hjPp5yC3/Excel2.png
https://i.postimg.cc/C1PmTGXM/Excel3.png
https://i.postimg.cc/cJcFTycn/Excel4.png
https://i.postimg.cc/8CGyhPLG/Excel5.png
https://i.postimg.cc/52L7YFYp/Excel6.png
https://i.postimg.cc/SNXt4PmB/Excel7.png
https://i.postimg.cc/bvf53RcK/Excel8.png
https://i.postimg.cc/NFFC5Jmr/Excel9.png
https://i.postimg.cc/D0NjsrPp/Excel10.png
https://i.postimg.cc/7PtQp4r1/Excel11.png
https://i.postimg.cc/pTq1VbhH/Excel12.png
https://i.postimg.cc/3xv6Xc6X/Excel13.png
I have been accumulating GGP shares for the last 14 months and will be here for the long term.
I will keep the board posted every month as and when the terminal is available.
All the best to holders.
JSPtrader