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Mattwales,
In house content and creative hasn't worked too well in the past though has it. Besides lots of companies have in house agencies but they still use external agencies for work. Surely AI and the changing landscape is more of a risk to the legacy holding companies than SFOR
andy0107,
highly probable they sold 1.1m shares on that day. i did a few *** packet calcs on volume and short increases, i got 13.2m volume for november and 3.8m sold short.
i noticed on morningstar we had schroders selling up to end october still holding circa 37m shares. no position is now showing on morningstar for schroders. on morning star we have had azvalour increasing.
Decidedlyaverage,
Thats simple, its because we don't produce any oil and don't have the funds to start producing, all the while burning through cash yearly.
I remain long and won't sell until true value is acheived.
1pencil,
Thanks for the link but I wonder how did they acquire those shares, are they not all borrowed and not yet sold ? Correct me if I'm wrong but Marshall's 0.78% net short position showing on shorttracker is worth £61.69million today whilst their holding in August is only worth £404,125. My thoughts are this is all part of running the Algos, they need shares to sell to suppress the price action, and will be constantly buying and selling with the aim to keep relatively square at the end of the day.
1pencil,
I would be amazed if Marshall Wallace had any long position here. I think they have been short for some time Oct 2022 0.5% they have also been short WPP since Oct 2017 currently 0.78% short. Looks like they are just negative on the sector and they have been right. I expect the tiny increase and them becoming active after being dormant for over six months is them actively closing. Just my thoughts.
Allinittogether, 1pencil
If you look at short tracker it shows Marshall increased by 0.01% reported on 31 Oct likely happened on 30th Oct or before. Their last short record was 0.49% on 17 Mar 23, the share price closed that day at 160.5p and they had 0.5% on 1st March 23 when shareprice was 205p.
Now they might have previously reduced the reported 0.49% and increased more than the paltry 0.01% reported 31st Oct but looking at the low volumes and low amount of stock showing daily available to short I doubt it. Looking at shareprice action last few days I'm thinking, are they closing, its too soon to be shorting pre 9th Nov I feel. Stock on loan is also down considerably over the month of October at 2.86%
1pencil ..any thoughts on that ?
Ntl101,
Perhaps our CFO has a head for numbers ?
Mary Basterfield is the Group CFO at S4 Capital. Mary has over 15 years of experience in finance and has held various senior positions at companies such as JUST EAT, UKTV, Royal Free London NHS Foundation Trust, Dentsu Aegis Network UK & I, NCRI, Hounslow and Richmond Community Healthcare NHS Trust, UCLU, Expedia, Inc., and Warner Music Group.
Mary Basterfield completed their undergraduate degree at UCL before going on to complete their MBA at the Saïd Business School, University of Oxford.