Member Info for Auson

If you look at www shortics com the total percentage short for Tullow ( above 0.5% ) is only 3.88%
I think its the short tracker website you might have the issue with. Have you downloaded the Excel sheet from FCA ?

oilheadgame,

I think what is priced in right now is the shorters have been reducing their exposure in case of a shock to the upside. If its a shock to the downside their buying will stop.

Joek1,

The tripple trade is likely a paired trade meaning a buyer matched with a seller ( or market maker to market maker ) the reason it is shown 3 times is likely just a fat finger error. So it is both a buy and a sell. No need to sweat it.
The shorts have been reducing here for months but now with Brent nudging $80 and talk of $90 or $100 I suspect there is a bit more urgency to close.

FlyoverE,

Some LTHs need 150% rise to break even !
Others like Mrd for example were wiped out completely !

We are due a massive technical bounce regardless, could coincide nicely with Gold bouncing off rising trend line.
CFTC was still showing 187.6k ( down from 207.8k ) contracts net long on Gold whilst Silver net longs seem to have dropped from 26.7k to 15.6k

29-Sep-21 09:37:35 53.281 174,376 Buy* 50.74 50.86 92.91k O
29-Sep-21 09:37:35 50.80 3,512 Buy* 50.70 50.82 1,784 A
29-Sep-21 09:37:35 50.80 2,514 Buy* 50.70 50.82 1,277 A
29-Sep-21 09:37:35 50.80 5,000 Buy* 50.68 50.80 2,540 A
29-Sep-21 09:36:01 50.7038 1,000 Sell* 50.66 50.80 507.04 O

Hi Sotolo,

Are we not in a Bull market for PMs ? Your view does depend on what time frame you're looking at. I would concur that over the last 12 months the Gold market has been bearish. But over the last 5 years for example we had lows of approx $1041 and highs of $1391 ( pre June 2019 ) post September 2019 we had lows of $1444 and post May 20 we only saw lows of $1665.

Bananaman2,

No one will care when gold is back over $2000

ROCKETVI,

Exactly, If you look at the recent rise on PFC once the shorters change the sell algos to buy

Mando_

The difference I suspect is whilst the shorts have been closing on CEY they could be increasing here. There doesn't seem to be any selling according to Morning star. I will have some data in a few days regarding total stock on loan here
They did this to FRES a relentless down trend on the chart even when Silver was rising. With the low divi and new Mexican worker laws FRES was a good short target. POLY not so much.

It might take some more time but to me the chart is saying Brent will top the previous high of $87. It doesn't mater that we have hedges at a lower price its all about sentiment, and if we see Brent in the $90s the good sentiment and a re-rate will follow.

Paddyboy1,

Total stock on loan was only 2.34% at end of Aug was 1.99% end July and 2.17% end June. Centamin was 4.7% and Polymetal 3.05% for context.Fres has been as high as 7% but now down to 4.9% Petrofac was 11.97% at end Aug which is up from previous 2 months.

Mando_,

Do we really think that China, India etc can afford / will contend with $100 oil ? Even the US will act if it gets anywhere near there. If you remember fracing has dropped the Oil price to $30-$50 a barrel in the past. OPEC and Saudi can easily ramp up production. Then there is Iran and Venezuela. Remmeber Brent went down to Minus $40 a barrel at one point.

Supercooper,

The shorts here have been reducing, they will likely be the first ones out the door. Still circa 7% stock out on loan to be repaid.

Uncrossing trade at 10.15, looks like we went into auction there, strange, after hours trades could be interesting today.

Yuri.F,
Has net debt not reduced by something like 36p per share since H1/20 ?

LordNaz,

Euroclear.. you need to have a membership. I have posted the info on here before. The total stock on loan has been reducing from 12.2% end Feb 10.86 end March now 7.1% end Aug

Stock on loan here was still 7.1% at end August. Thats a hell of a lot of stock to buy back. I think we could well see a short squeeze happening. Don't let them get your shares too cheap.

Short tracker only shows net short positions above 0.5% so when World Quant dropped to 0.46% it shows as zero. Euro clear shows all stock on loan ( so not just net short ) it shows all stock lending and it has reduced over August by nearly half a percent to 4.04%

Stock on loan down to 4.04% end August from 4.51% and end July