Member Info for Alan-by-the-sea

Extremely sorry, not Alien Metals below, concentrating so much on two screens that left UFO on that I was on earlier! Thanks for the RNS, recommendation added. Doh!

Fascinating to watch the real-time, the first buyer's charge that pushed bid & offer over brought the expected sales orders and the algos or humans immediately knocked things back over a halfpenny.

The second one had a little of the same but only for a few seconds. Now running stably at 140.05p-140.15p as I write which I'm very happy with after 56 minutes. Personally I always set myself something slightly below eg 139p, 149p, 159p, 169p "or so" to avoid these distractions and similar buys at (say) 131p during a retrace! Still a firm holder on ITV though.

Yep spot on again Plebleens, exact detail below just released about 16:30:
PREMIER OIL PLC AHL Partners LLP 1.28% -0.10%
https://shorttracker.co.uk/daily/ (not covered via RNS)
https://www.fca.org.uk/publication/data/short-positions-daily-update.xls

Aviva as alternative excellent dividend payer or diversification for the many private investors in Lloyds Bank (LLOY), fair brief balanced summary IMO. I continue similarly with my medium holding and my last two top-ups at least now turned good for both dividends and paper gain.
https://www.fool.co.uk/investing/2019/11/11/3-ftse-100-stocks-that-pay-you-better-than-lloyds-bank-does/

https://tradingeconomics.com/commodity/lithium
In current volumes probably working the posting against myself as in spite of the bears, board fees & antics I mysteriously still quite fancy the bigger picture and anything close to current insiders' price which was around yesterday.

Very different opinions? Australia? I'd rather see the reading material or have Joe briefing me on it, please.

Enjoy your Saturday with no woes until 07:00 Monday, huge part-clear sky here on the clifftop :-)

Hi H-Hi, own answer a few postings down, I think I got the essence of Nige's opinion correct there and Dallo has added a line also that few could disagree with. The conclusions might surprise if you're used to a ramping/deramping bulletin board.

On the refinancing yes indeed on the great rate, others noticed that at the time, exactly the stuff you have to get right these days to make a good company excellent and downside-surprise-free, UK plc as currently managed throws enough at us. Did you notice that at the Settlement Date the proceeds needed in Sterling - probably little knowing what was being repaid - would presumably be translated @ £1 = around EUR1.123 and if a nominal repayment were made today outgoings would be less @ £1 = EUR1.159? Much better than the other way round.:-)

Please explain on the "I don't think so...." if you wish, it's beyond my relaxed Saturday brain. Perhaps you were thinking that unattractive debt to equity levels depress the share price to attractive levels for predators? As you imply, we're not in that debt category any more, and hopefully we'll never see £1.10 share price again. The conventional City view is that unattractive debt is a put-off, otherwise predators would be snapping up AA plc (AA.) and similar instead of shorting them.
https://www.tradingview.com/symbols/GBPEUR/

Indeed and welcome as you say, exact detail below just released about 16:30.:
PREMIER OIL PLC TT International 0.34% -0.32%
https://shorttracker.co.uk/daily/
https://www.fca.org.uk/publication/data/short-positions-daily-update.xls

Figures for yesterday just released at about 16:30, GLA from a medium-level BlueRock Diamonds (BRD) investor.
PETRA DIAMONDS Winton Capital Management Ltd 0.69% -0.10%
https://shorttracker.co.uk/daily/
https://www.fca.org.uk/publication/data/short-positions-daily-update.xls

Figures for yesterday just released at about 16:30
Company Fund % short Change
EASYJET PLC Citadel Europe LLP 1.25% -0.09%
https://shorttracker.co.uk/daily/
https://www.fca.org.uk/publication/data/short-positions-daily-update.xls

Today seems a good entry or top-up point up to 16:30 on another torpid day of price decline for reasons just quoted, for those of us with the present level of ITV factual knowledge. OK I would say that wouldn't I? But those diaries for next week will be prominent in the next few hours, and anyone new in whilst rueing not getting in at £1.05 or £1.12 (as we all do) is still getting a bargain, many of us here even after dividends paid on average more per share than today for a more vulnerable company.

The reason for this afternoon and not Monday is that whilst I prefer facts to hunches, one thing I have noticed is that some professionals are working their money hard and buying into suitable prospects immediately prior to earnings and reports and winding down again (or part-profit taking) often with capital gain in the days after, I've had this with my other hidden gem BGEO over the past week. If your humans and algos are good, one way of minimising risk and paying lots of stamp duty I guess! Hence unless things are totally bleak domestically on Monday (who knows these days?) I reckon ITV may well outperform its peers just because of Tuesday's RNS - from past history due at 07:00.

Apologies for now sounding like a deramper, but echoing a point Nige made earlier, I think the prime time for unsolicited M&A bid has come and gone, when share price weakness and GBP weakness coincided. That's not to say that such things are ever so logical as they often appear out of the blue when least expected, as many shorters elsewhere find to their cost in their dangerous risk/reward game. A South Bank update may cheer, but I don't think there will be any news of our wonderful SDN on Tuesday. Happy to be proved wrong but I think that in spite of Liberum enthusiasm, management will keep this low key until vital renewals are complete in the medium term.

Very happy with results this morning, market is so far and in the £13.80s as I write though LSE is of course delayed by 15 minutes. As stated here before, factors in play that UK retail banks could only dream of :-)

If the markets want to zoom in on some negative factor (eg depreciation of GEL against USD) then a few of us here who are private investors will keep this as a hidden gem and its true value, and top up as funds come available. If the positive factors cause an overdue rerating (who knows with BGEO?) then we have some capital gain to go with our dividends as reward for our patience.

Since many ITV shareholders including myself hold RDSB, BP., GLEN etc I don't want to overemphasise when several here inc yours truly are down £4-figure on paper as GBP rises on a poor global day. But it's nice to have an upside surprise after being pounded regularly the other way in the summer.

The short figures aren't released via RNS but via the FCA at around 16:30, shorts for yesterday just seen make happy reading though hated Marshall Wace LLP's vulture fund is still @ 0.70%, which must represent £2m underwater by now as it risks its easier cash gains.

But the newcomer from 15 October seems a lot more adaptable and has reduced on KGF and ITV to turn its attention to EZJ:
ITV PLC Citadel Europe LLP 0.50% -0.10%
This is "sitting on the fence" for whatever reason, at the minimum for public disclosure. The purchase is calculated here as a nominal 4.03 million shares. Citadel's earlier action on ITV there terminated the rally on the 15th at 135.35p so its net effect over the month is to smooth the chart, something long investors sometimes do as well.
https://shorttracker.co.uk/daily/
https://www.fca.org.uk/publication/data/short-positions-daily-update.xls

Slightly complex as usual but still extremely welcome and probably explains some of our puzzles here on recent trades.

T Rowe Price (USA-based but with shareholding via UK subsidiary) has increased its physical holding (like ours) by 0.55% to 15.01%, but decreased its holding its shares on loan from 2.64% to 2.49%, these are in the category "financial instruments" which also covers derivatives and contracts for differences (CFDs).

Faruggia pleased to assist, we're all always learning, I have been for 38 years.

Defensives day on FTSE with things like GSK, ULVR and NG. that I don't hold any more (not much upside?) keeping the senior index in the green, so this research note that I agree with was very welcome. Amusingly I did retire early - but like many workaholics enjoy writing and a bit of entrepreneurism & gig economy still - but the first part of the attention grabbing headline is debatable here :-)
https://www.fool.co.uk/investing/2019/10/30/want-to-get-rich-and-retire-early-i-suggest-taking-a-look-at-the-itv-share-price/

No doubt like others writing elsewhere on LSE, I leave this share to get in with its business and pay me reliable dividends, the capital gains have been a bonus.

I'm delighted with the continued strength, well done to management after past uncertainty. The shorters clearly think so as well but with opposite sentiment probably; after hoping for disasters and inflicting the medicine from 12 July 2018 the last is gone wef 27 September 2019 covering less than my entire long ownership time.
https://shorttracker.co.uk/company/GB00B1H0DZ51/

Faruggia, trade customers with algorithms or algos (A on the LSE screen but also AT and ALGO elsewhere) are on more beneficial broker rates than we receive as individuals (O) for our trades. This is because their purchases and sales passed to the market daily can be huge by our standards, sometimes consistency in gaining the average price for the day is as important as any individual price achieved. It's also the reason why when we make (for us) a large IQE purchase at a quiet time you may also see a smaller "shadow" purchase by an unknown computer a few seconds later. Hope this helps, thanks for your continued postings.

Up 4.30% from 3.68%, nothing more need be said.

Cheers Joe, with 3/7 AIM & Smallcap sour I needed the 5/6 FTSE-350 cheer and your humour for a smile. At least you didn't think of me as Michael Gove's little-known twin :-) Strangely there is a weird close birthday to Dominic Cumming but I'd had two and a half years of work by the time he was born, we were sent down the coal mines at the age of 8.......

Fj, it's not your mate back, I'm far tighter so bad company :-( Roundhay is great when the music's not on, not been recently though. Staithes, Rosedale and Redcar origins long ago but sea in youth was officially "Miles of curving golden sands" with a lighthouse, sea and lots of lights over different bay still outside but in theory warmer.

That's OK, unKwn, I felt exactly the same, thanks to GMT arrival I was up all excited just after 7. Record bonus news exactly on time and top-end sales price for our beauty, BRD @ 36 or so in the chart for all shares within 30 minutes and then you can't believe the screen. If you were down here with the sea pounding ten feet up the sea wall, we could commiserate over a bevvy, my BRD max albeit not today was £1.34......

But tomorrow is another day, prompt on 8 and it's no film noir:-) The retrace could just be a couple of medium holders profit-taking also, or copycat-ing assuming others know more (six is my guess including NEX exchange). I chose to take the opposite view. Look elsewhere on AIM, even via name click on my other deliberation today, and there are indeed stormclouds to worry about. As wisely written 70 years ago, In the short term the stock market behaves like a voting machine, but In the long term it acts like a weighing machine. Enjoy you evening if you can!

With immense respect, unKwn, as you and I have been at one for months, no. It's not that simple, and my balanced coverage here - and yours - helps keeps all supposed surprises out in the open, as "known unknowns" if I can put it that way. No conspiracy theory, I think Friday and today just represent people buying prior to results and selling afterwards knowing next routine results are in 2020! Repeated ad nauseam it sounds to me like a recipe of passing own resources to market makers, but everyone to their own. Investing at least on the clifftoop is like interesting employment - 90% hard graft and waiting and 10% fascinating excitement!

The warrants could probably be bought out from SVS administrators at £100k to £200k if so wished at this level as easy option, the time value is balanced by the fact that if exercised the recipient of the end shares could only be a professional willing to share in BRD fortunately, far too big for a normal trader.

In spite of a degree of naivety with hindsight, thanks to SVS senior staff back on the sales floor selling at what turned out to be substantial commission rates (their own spreads), many SVS clients to receive that treatment are relatively affluent in spite of a few dogs from 2019 and many are not novice investors, one writer in "The Oldie" had something like £112k with them. The enthusiasts almost certainly got frustrated at seeing spikes elsewhere and not being able to do anything of course. Many will recognise the potential of BRD and several are members here already, and may wish to increase their holdings at this level.

I am with SVS and have done just that! I'm now at 0.535% of the company obviously with most now elsewhere; talk the talk and walk the walk & all that.

Fundamentals remain fine and hugely improved here, compare the start of 2019 when that shambles of former management with worse-defined resource and poor track record managed (adjusted) farily constant £1.40. As MrJinx said earlier in the month on BlueRock Diamonds, "one thing's for sure, there's no positivity priced in at the moment so it should be clear road ahead."