Member Info for Auson

Lse2000,

Great analysis, what tabloid did you read that in !

What sort of maniac would pour 8 years of work 25 mergers involving 8000 people and £60m of his own wealth just to 'take revenge.'

Ever thought that those who have benefited to the tune of millions in remuneration might have set him up ?

Hi Sotolo,

Speculative Silver longs back above 60,000

www investing com/economic-calendar/cftc-silver-speculative-positions-1621

Multiplier,

Marshall have been shorting above 1% since Feb when the price was below 200p. I think it is a hedge against a Silver long. But they might reduce a bit now.

Hi onedb,

Could there be a fully underwritten rights issue around 11.5p it seems stuck around that number.

'Iran may have just three weeks to avoid military conflict over its nuclear programme, experts warned last night. It follows a belligerent speech by Supreme Leader Ayatollah Ali Khamenei that rejected the latest US nuclear proposal outright.

Speaking on Wednesday, Khamenei said that Tehran would not seek America’s “green light” and would never abandon uranium enrichment, calling the US plan “100% against” the ideals of the 1979 Islamic Revolution. “Who are you to tell us whether we should have a nuclear program or not?” he demanded.'

Lse2000,

He did, he has and hes done it before ! and whats more looks like he might be on for making another 1p today on the 50% he bought back lower !

Lse2000,

He bought around 25p sold around 26p and collected a 1p divi on top, its not that hard to follow.

RealProTrader,

On the subject of intellectual capability, what is your view on Elliott's strategy being long BP whilst shorting Shell ?

Primetime51,

BP could ( will likely ) fall on sale of Castrol, due to loosing revenue streams of $1b EBITDA or 12% of revenue and only decreasing debt by 17%

I don't think they would sell it for under $10b or at least they shouldn't.

Yesima,

'We will always act in the best interests of shareholders, of which 20% are insiders'

(A clever no in my view, should have asked about US listing ! )

Wildtiger,

Where did you mention META AI only being applicable to small and medium size businesses ?

LDLD,

Sorrel said Meta AI tools are not new and were mentioned on 4th Quarter results call which he thought was on Youtube somewhere.

LDLD,

60-70% of Meta revenues come from small and medium businesses ( which SFOR and legacy agencies don't tend to serve )

Enterprise clients with big campaign ideas not applicable.

Wildtiger,

I think it was Yesimabeliever who's thoughts were correct

'Yesimabeliever

Posts: 1,163

Price: 25.75

No Opinion

RE: AI3 Jun 2025 09:09

Maybe I have this all wrong, but I still think brands will require niche expertise to interface with Meta etc. S4 looks well positioned. Larger, old world media looks to have the bigger problem to me JMO. I retain confidence this will work out very well from here, of course I could be wrong'

Lse2000,

The share price didn't start at 800p though did it. Can you remember what price this floated at ?

JEBR,

I reckon they can go for a new ISCID arbitration case, more money for the lawyers !

Good job its not Rockhopper's problem anymore

Primetime51,

I guess the usual every buy is a sell theory as in Market makers / SETS order book will match the buy with sells of equal number...preferably by close of business somehow.

Took a few more just over 45p

Yesimabeliever,

I believe you are correct, there is no way large companies are just going to plug in their entire ad campaign ( or parts of it ) to Meta. There is far too much at stake, large companies are already very cautious about deploying AI and are mostly testing it in a small way with their partner ad agencies, who they can hold accountable if it goes wrong. If you've ever followed a campaign behind the scenes its crazy the amount that goes into it, £350,000 for music rights, or £1m just to have a well known celeb on board.

If META really wanted to challenge the ad agencies they would buy one like SFOR to get a good head start.

How Media.Monks Builds Generative AI Experiences (Presented by Amazon Web Services)

https://www.nvidia.com/en-us/on-demand/session/gtc24-s63077/