Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
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Artemis 1.84%
Standard Life 7.11%
Dimensional Fund 1.84%
State Street Global 1.1%
Norges Bank 2.37%
Legal & General 5.51%
Ruffer LLP 1.15%
River and Mercantile Asset 1.24%
Nomura International 2.613% (2.613% short?)
Prudential Plc / M&G 9.07%
State Street Global 1.12246%
Carlson Capital 2.525%
Schroders plc 1.324%
FMR LLC / FIL Ltd 7.10%
The Vanguard Group 2.95%
BlackRock 3.40%
Barclays 1.25% (short 1.26%)
Petrus Advisers 2.49%
Azvalor 7.819%
Bybrook Capital 3.81%
Hotchkis & Wiley 13.7%
Total declared = +80%
few more large ones left to declare ...
Nice to see our main holder increase their position since last declaration by another +2% to 13.7%
That's around 80% now New??
There is your Hotchkis and Wiley it's 13% now
Thinking if no offer materialises then the speculators will exit and after initial fall this will quickly reach 60p. Just need medco to make a decision on offer or no offer. End of Jan deadline was a mistake by board, two weeks would've been plenty. GLA
Worth a read to explain price action. Some principles may apply here.
https://www.businessinsider.com/the-richard-wyckoff-stock-trading-method-2013-2?op=1&r=US&IR=T#instead-heres-how-he-sets-it-up-first-hell-shake-out-the-little-guys-by-forcing-the-stock-lower-in-order-to-get-a-better-price-3
Yes looks like it is has been discussed last week by nkotb
well, with expectations of an offer this month at a much higher price and a sort of general positive trend (oilies are up), one would expect at least the SP to go with the average trend but it is not. Since it is not a "natural" reaction, one would think the SP is being manipulated.
Med
care to explain your post mate?
this is becoming ridiculous and fishy :(. Should be in the 50s normally.
Oil up again also.
Disappointment that OPHR are less than 20% up since the possible offer rns, utter madness.
Many oil companies have risen more than that over the past week without the type of RNS we received.
I can only hope as the bots are still very active someone is loading up for a decent offer to be made.
15th will certainly be a turning point in our SP and I hope, our fortunes too.
gla
aimo.
Any where between 45-65 would be a low offer. Its true value to my annoyance is 70-85. The loss of Fortuna was bigger than we all would like to admit! If that had been successful we wouldn't be talking about a takeover!
Remarkable that it held yesterday yet dropped today, regardless of the current price the outcome is binary, red or white (I'm holding because I'm a born again punter.
And by low ball you mean whereabouts Davstock? looks to me that the II are loading up in this range to get there average down then making a low ball digestable
The trouble with the position we are in now if a low offer comes in, we are in the hands of the institutional holders and if they hold at low average they will jump on it! so hopefully more than 50% hold at a decent level?
I managed 2 x 10k buys @ 42.6. Holding quite a lot now and happy to sit long term, but am anticipating that this offer will materialise soon. The discussions are ongoing and I'd be happy with 50p+ to make a decent profit. It is helpful that Peel reiterated a buy rating today. I find it strange that the SP is edging lower, maybe some nervous investors taking profit on lower buy ins. That said, it was difficult to buy shares today. Could be MM's playing games?
I had thought about that myself but we are still quite a lot higher than I think we'd be with the PoO as it is. That said the last 6 months or so we're just a downward drift even when the PoO was rocketing. I assumed that was the fortuna write off happening.
no idea volume is not large funny point is with the recovery in oil markets one could argue ophir would have recovered here on its own?
But who would be selling at 42-45 to accommodate that?
Well it feels like an endurance but only a week since they issued the RNS 're TO
still say there accumulating to satify the ii with 50 60p ish bid to get it through. imho
Academy
I'm with H/L and have just topped up @42.56 only 8000 though, IG S/B account kept saying only orders to sell could be executed.
to top up again here. can't get a trade which is odd
Where are:
Hotchkis & Wiley with their 11.55%,
Capital Research with their 10.32%
Majedie with their 4.6%
as of 06/18
Artemis 1.84%
Standard Life 7.11%
Dimensional Fund 1.84%
State Street Global 1.1%
Norges Bank 2.37%
Legal & General 5.51%
Ruffer LLP 1.15%
River and Mercantile Asset 1.24%
Nomura International 2.613% (2.613% short?)
Prudential Plc / M&G 9.07%
State Street Global 1.12246%
Carlson Capital 2.525%
Schroders plc 1.324%
FMR LLC / FIL Ltd 7.10%
The Vanguard Group 2.95%
BlackRock 3.40%
Barclays 1.25% (short 1.26%)
Petrus Advisers 2.49%
Azvalor 7.819%
Bybrook Capital 3.81%
Total declared = +66%
few more large ones to declare ...
Yes indeed..
Who knows!
--BB--