Member Info for AteNRG

Does everyone expect them to fail to cut?

Hopefully oil doesn’t keep falling, so when we do eventually become commercial...

This whole scenario hasn’t really played out long yet... the sharpe drop across the markets has been indiscriminate across all sectors and names.

The amount to be paid out for the dividend hasn’t changed just the % against the current SP. that can equally snap back fairly quickly which I believe the longer this drop goes, the sharper the recovery.

Oil companies similar to tobacco stocks are money making machines where debt is used as a matter of course and the high yields are a necessity to maintain the investment of the funds looking for said yields.

Like many times where fear is at its worse, could be an excellent entry point.

Why would the price fluctuate that wildly?

systematic internalisers- which is which is off exchange, hence the late notification

https://jwg-it.eu/defining-systematic-internaliser-under-mifid-ii

Isn’t it just the timing they are notified, rather the time is it’s executed?
I thought they were more likely dealt during the day and announced later..

Weak in that it didn’t categorically dismiss everything and has left some room for doubts for the market. Imo

I think the biggest concern for me is that Muddy waters has history of issuing more papers or attacks. And I just hope the company is up to dealing with the onslaught should it continue.

These are all my opinions and hopefully I am wrong. I would prefer the genuine shareholders to prevail rather than that Block dude... self admiration and arrogance are an understatement

If it tests the lows again, I’d be tempted to repeat the short term play though

Gl to all LTG

I took 3 batches yesterday and sold at 1854 having got greedy when it went over 1900..

Having watched from the sidelines for a
Long time and needling getting in last time it fell to 1800s I took a punt yesterday

Having researched muddy waters in more detail, my biggest concern is they seem relentless. Their robot emotionless leader, Carson block, seems someone who once his teeth are in will not let go easily

Combined with a weak rns from the firm I felt it’s too risky to hold any longer

Thanks jiddy and catsize

Been a while since I posted but I’ve been paying attention nonetheless.

With a fairly large loss on my average over 1p, I’ve kept the faith in the goal and objectives of the firm based on the understanding of the risk versus reward.

If that 47p ever happened, well wouldn’t that be something, but ideally we can’t get at least towards some of the more recent highs (last 2 years) of like 2.5 -3p

Out of interest I saw mention of a presentation coming up. Could someone kindly direct me to how I can signup to attend? Sadly, missed the last one due to ill health.

ATB

They announced early as they did in September... what’s their agenda doing that?

Anyway, how bad is this? How much a drop we looking at?

https://skift.com/2018/11/26/thomas-cook-china-launches-new-strategy-amid-huge-chinese-tourist-declines-in-thailand/

I agree with your thoughts Masai Mara

What changed your mind, as you’ve been much more downbeat in the past.

Wishing you, and all other holders the best of luck for Thursday!

I’ve read a lot of positive stories and things to come. Yes, things are not perfect, but with value at 1/3 or less of the price from 6 months ago, I suspect this has room to recover

The contents seems more positive than the headline

https://www.bmmagazine.co.uk/news/thomas-cook-profits-to-slump-after-difficult-summer/

^?

Savage

Where I see a slight difference is; dart gave a very positive upbeat message around same tiime we gave our more downbeat warning in September. So when they disclosed this week, the market undid the positive message provided.

For TCG I believe that the worst case has been priced in.... we are at 1/3 of the value of this years high, and so I can’t see how we haven’t got the negative year already being priced in.

So I expect and hope, that by being tranpseperant upfront, unless things are much much worse than we know (nothing to suggest this) then the market might react well to the removal of uncertainty and the mystery of the result disclosure itself

Obviously a whole load of other factors involved, brexit, CCY, market conditions, sector out of favour , etc etc

All I know, is no one knows the outcome next week, but it’s easy for the derampers to try and scare people... never sure why people bother... but just remember why you invested here.

Hey the chancers / joe

Hope trading is going well.

Did you stick with the Thomas cook shares?

How you feeling with the impeding announcement?

There so much noise with Brexit it’s hard to make sense of the charts.

I’m sitting with a loss at a average in the 50s... wondering whether to sell some if we get any sort of recovery in next few weeks

What you guys thinking?

Anyone really worried about the results?

Does anyone agree that the worst case has likely been priced in? And that’s the biggest reason of many factors that have caused the price to be where it is!?

The company was pretty transperant in the last update and even suggested of impact this winter.

On the other hand, a lot of positive things taking place around new hotels, upbeat 2019 bookings etc.

With Brexit taking a bad turn the markets and sterling have reacted accordingly. Yet we are still above the low of 39 from a month of so, ago.

What’s people’s predictions for the next 3-12 months?

Does anyone fear a huge plummet come results, or do you believe the uncertainty being removed, will help kickstart the recovery?

Anyone else believe?