Member Info for Auson

Its interesting that only now after JPM are out we seem free to trade up and down. Makes me think with the long CFD they could have been hedging a short or the bonds.

Still a lot of long speculation activity on the oil price. $40 is quite low for most producers so I guess OPEC should fall into line.
Slight reduction in the monthly loan stock number for Tullow from April will update when end Mays figures come out, could be lower still with CEO appointed and $500m coming our way soon.

Steadydanny,

Someone who knows the business and the numbers well apointed to a house builder Larkfleet Group who are keen to grow.
www housingtoday co uk/news/ex-kier-finance-director-appointed-to-larkfleet-role/5106236.article

zorro,

Who is they ? Looking at TUI and DART share prices over the last week it doesn't look like the travel industry is going under. Although it could be the mother of all dead cat bounces.
Still the buying continues on Kier group. When that stock of shares available is exhausted this will move up.

Weststowpods,

There seems to be constant buying but there is clearly a supply of shares available. Could be a large sell order being worked or an underwritten rights issue shares being forward sold. If the later it looks like the issue price is around 82p. Just my thoughts DYOR and all that.

It looks like JP could be using their 4.4% holding to keep this at this level. The question is why ?

Youngbutgood,

Tempting as it might be increasing to 40% of any porfolio is not good risk management or very wise. We don't know how the refinancing here is going to goand you would be exposing yourself massively to this.
Personally I am looking for a good Gold/ Silver trade on any pull back.

YOY25,

Its mostly Algos buying and selling so big trades are broken up into many small ones.

Seems to be a lot of buying going on, obviously there is a big seller also but could bode well for a nice recovery.
Why are there no shorts here ? I remember listening to a hedge fund manager saying at around £1ish no point being short here.

afrc,

Winning all those contracts and a very large order book has a value. At this market cap and even this Enterprise Value Kier is ripe for a takeover.

marked10,

Are you talking about the Uncrossing trade at 16.35 ?

Construction group Morgan Sindall said on Thursday that its order book was unchanged from the end of its last trading year despite Covid-19 related disruptions.
Morgan Sindall said its secured workload was ?7.6bn as of 31 March and added that its balance sheet was in "good shape" - with net cash of ?174m as of 5 May.

The FTSE 250-listed group also highlighted that roughly 80% of its construction sites were currently operational, while 75% of infrastructure projects and 70% of fit-out jobs were still ongoing.

Morgan Sindall said: "With this high-quality workload and with the balance sheet in good shape, the group is well-positioned to successfully navigate through these current uncertain times and emerge primed for future success in the medium and longer-term."

Uncle_Doug,

I fully agree with your points ,it is too early t ease the lock down, but I think the announcement will be a phased easing of the lock down probably starting next week. There is already a bit more traffic about and parks etc are busy. As I said builders merchs and other businesses seem to be opening up again this week. Its happening around the world lots of countries easing this week.

laidback,

I will save you some time. Brent likely to range in the $25-$35 range for the foreseeable.
If you are looking for a capitulation / bounce trade why not watch MTRO or AML ?

HS2 over 2/3rds of sites open. I also noticed some of the big builders merchants have opened up again this week and saw an estate agent doing some viewings over the weekend. naughty naughty.

gingerT,

Well done, there does seem to be a shorting like intraday pattern here after a strong opening with a late recovery.
Can't make a call on the Silver chart, but looks like Gold has failed to breach the $1750 mark convincingly a few times now so either due a pull back or could trade in range for a bit before the next assault on $1750. I think its more a matter of when than if $1750 will be breached.

More4Less,

You're not wrong, government spending is off the scale, interest rates close to zero means companies with high debt will benefit. UK debt to GBP officially circa 80% looks like that is set to rise. So its print print print and spend spend spend. M3 money supply in April 2019 was £2.87 Trillion in April 2020 M3 had risen to £3.09 Trillion, an increase of £202 Billion. In April 2000 it was less than £10 Trillion.

HannsG,

There are more nutters on the other board too so don't forget that one. Did you manage to get any here in the 5p range ? I think we might be in for a long wait here now.

zorro197916,

I said total stock on loan on euroclear at end April 20 was 11% which it is / was. I know what the shorts above 0.5% figure is from short tracker as does everyone. Cheers

sw1000,

Does anyone know what the military/ defence revenue percentage is at RR ?