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Hi, significant increases in Enquest shares for three funds this month.
Aberforth Smaller Companies Trust (+3 500 000 shares) now total 124 248 497
Undrly Zurich UK Small Companies Pen (+ 5 192 877 shares) now 18 458 321
Undrly Zurich Al Eq UK Smaller Cos sub (+741 690 shares) now 2 548 036
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Hi Pelle! I like your engagment and your contribution to the forum. Regarding your calculations, do you have acess to the equity reserch firms estimated 2020 and 2021 concensus figures? If not I can send them to you (souce factset , 5 firms included in the concensus figures). I love to here your comments on the market consensus figures ( sale, net
debt, EBIT etc). Plese send me a mail adress and I will sent you the information if you want to.
Undrly Scot Wid UK Pen increased with 1,710,563.00 shares to 3,009,415.89
No other major changes. I hope we can see a trend soon with the institutional owners increasing their holding as the failure risk is lowering with the reduced debt burden.
romaron, the update frequency is very important and of course the quality of the source. I checked the two Aberforth funds and 1 of Mars (the date stated in the FT ) they had together 125,5 million Enquest shares). Why FT has 151 million shares I do not know. My source comes directly from the fund manager/fund company.
romaron, you should not see the list I uploaded as a complete share holder list. This is only a list from Fund companies with open ended funds reporting their holdings. There are a lot of fund companies out there not reporting and probably with Enquest holdings.
Here is the list. https://1drv.ms/x/s!ArYe1LoyK-rKjRDFbhVRv9n_wkIi
I also have the historical holdings. No major changes the last 6 month exept for Aberforth Smaller Companies Trust. They increast with 8 million shares from last month.
Hi, I extracted a list with all the Mutal funds with Enquest holdings and including the number of shares. Are you guys interested to see the list? It is in an Excel sheet. Please guide me where I can upload it. //A
Hi, the member choose if they want to trade anonymous pre trade but not on individual trades. I think you can find more detailed information here:
https://business.nasdaq.com/Docs/INET-Nordic-Market-Model.pdf
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Hi Pelle! As you probably know, anonymous is not an individual player. Anonymous represents all stock exchange members who have chosen to trade anonymously on the Stockholm Stock Exchange. Therefore, it is difficult to draw any conclusions who are behind the sales transactions. Even when major sales flows are made to stock exchange members who are not a anonymous, it is difficult to know who is selling only by looking at the trade transactions. /A
I have followed this thread for a long time but have not previously written anything in the forum. I am from Sweden and have been working in the finance industry for more then 20 years. Thank you for all the interesting information in the chat. I own approximately 600,000 shares and I see a great potential in this investment, but you have to have patience. Are you in need of any consensus estimates for oil shares or other type of benchmark / piers data please let me know I can probably help you. //A