Member Info for adzy2k11

Questor article has no new information. But from experience it is exactly the type of article you want as a buy signal.

Kabaa - it says in the most recent RNS:

“ Ordinary Shares have subsequently been sold by UAB as enforcement of security”

Enforcement of security is a margin call.

Again, this could be true, but the story we’ve been told is that the insiders sold because of margin calls given they were greedy and levered to the tilt... so it was forced liquidation rather than voluntary... capital group, one of the largest and most sophisticated money managers would/should have done their due diligence before taking those shares up... ofcourse they could just be lying to us and the real reason could be that they are just dying to get out because they just realised their fraud has been exposed by MW... both options can be true right now.

I do draw some comfort that Bellevue, clermont and Wellington (all dedicated health care specialists) have a sizeable stake in here.

I would just say aswell that related third party transactions are not that uncommon in emerging markets. Depends on the extent these have been inflated.

To be 100% accurate though, it was the banks “frantically” selling shetty/butti’s shares to meet margin calls (with or without his knowledge)

Anybody willing to paste here pls?

Let's wait for their Feb factsheet for an update on NMC.

https://www.bellevue.ch/index.php?eID=tx_securedownloads&p=1215&u=13&g=2%2C3&t=1582380879&hash=6dee9fb9727ed3eeb971aa9b40b78f4f5cc6ab7f&file=fileadmin/user_upload/files/Bellevue/Products/Factsheets/factsheet_2001_BB_Healthcare_Trust_plc_BB_Healthcare_Trust__LSE_-GBP_GB00BZCNLL95_global_en.pdf

Given that the "BB Healthcare Trust Ltd is a high conviction, unconstrained, long-only vehicle invested in global healthcare equities with a max of 35 stocks" (currently 31) this looks like a 2.5% position in their portfolio right now if my maths is right.

https://www.bellevue.ch/en/asset-management/healthcare/

i'm staying in this very risky long... for now atleast, until the price action as I read it tells me otherwise.

RNS is far from black and white. That said, it's still very binary.
And to be fair for most IIs this is a very small percent of their total portfolio so they can take the hit.

lol, i'm going to try draw a flow chart and try and simply this for everyone. will post when i'm done later.

but it looks like those two arab directors are dying to get out... that would explain where's been such strong resistance at 850-900p and why it's been so volatile... on the other hand IIs seem keen to snap it up...

I still don't understand how why they are lying and saying they don't know who, why and how the sales are happening.

Well the US-listing is at £8.77 equivalent so likely stable open.
Nobody knows the price the next day. It’s pointless trying to guess.

Might not go down after that finish bang on the highs of the day. Brilliant!

I hope they do come good, but spreading fake news and false hope with no back up is pointless.

And good for you on £200k salary. Spend some of it on a grammar course?

Oh god.
Says the guy who is “200k down on Metro and down on saga tullow hur as well”

And for what’s it worth I told everyone live on this board when I went long at 800p and doubled down at 775p yday afternoon. Not that anybody should care, but I said I would be transparent and I have been. This trade might not work and could still collapse from here.

Yes, I said fraud was a possibility, and it still damn well is!

I have no intentions to influence anyone, only to put out all the information I could find... there was only rampers on here and I helped provide a balanced view... I will continue to post both negative and positive things as price tanked... and sorry to say this but anyone who acts on others advice on this forum deserves to lose money.

Dyor, make your own trades. Don’t be stubborn in your view, take others into consideration and learn to adapt to price action.

Why is it “remarkable”? Is one not allowed to trade this?
The trigger point for me was seeing some of the rampers (like immo etc) get out and more importantly the fake KGI takeover news out the way + seeing some of the new II investors come onboard.
Let’s be clear though, this is still very binary and I’ll be moving my guaranteed stop up.

Needs to complete this sell order in the 850s then should break through.

Yeah I agree, I don’t see what’s wrong with him (as a board member) being part of the decision to select Freeh. As long as he didn’t interrupt in the investigation that’s the main thing. The source also says “Shetty had stepped down from the directorship only to ensure a fair probe.” what are we missing?