Member Info for Auson

Hope everyones not too disappointed by the lack of SP action so far today.
It was supposed to be 3p DERR or 30p S4 according to skier1 yesterday so thats something !

This is just the begining GLA

romaron,

Did you know CRST are currently paying a 9.4% divi. I know its not the same as a bond but just thought I would put that out there.

corroteater,

A demand shock is possible but it will be temporary, shale gas cannot make jet fuel or decent octane gasoline for that matter.
New technology .. there is none do you know how old tech batteries and electricity are ?
I suggest you do some more reading before basing your investment decisions on false premises.

skier1,

In that case your spreadbet is going to make you loads in the morning.. clever you !

Well he was at the Singapore Grandprix if thats what you mean.
I jest of course but what usually happens is a client ( and F1 Sponsor ) would have given him the full VIP invite.

This a marathon not a sprint so I'm not expecting to see a profit tomorrow ( hope to be proven wrong ) but over time this could be a very good investment indeed.

skier1,

So in that case you will already have a nice short spread bet running here I take it ?

No... I thought not.

Its in the annual report, but from memory I thought approx £830m of land.
Distribution I think is North Midlands downwards.

DERR could be one to watch tomorrow as it becomes S4 capital.

Can't work out whats happening with KOOVS large delayed trade from 9.22 £145k could be a sell into the spike up ?

Givingthelowdown,

Congratumalations.. thats amazing !!

ROS1,

Not the conventional approach you can say that again, you must have bigger balls than Mr D !
Still can't believe he sold out at a pound after all the pain he went though here ! If he sold today I think he would have made approx £350k !

INMHO its possible that Black Rock are accumulating and they are increasing holdings then feeding a few sells into the market to quell the rally so they can accumulate more. Time will tell but quite a big drop this morning after the Holdings RNS yesterday
14.24%
14.48% on 10 Sept
14.48%
15.48% on 12 Sept
15.48%
14.83% on 21 Sept

ROS1,

Do you hold stocks or all in PMO ?

The shorts still have this held well down with our biggest shorter Henderson ( who seem to love shorting housebuilders also 1.51% short BDEV ) increasing recently to 2.75%

The total stock out on loan here was 13.56% at the end Aug 18

I couldn't help noticing someone had a little trade on Enquest yesterday making £1290 in 44 mins !
Anyone care to own up ?

09:17 - 25/09 Sell 222546 39.43p £87,749.89
08:33 - 25/09 Buy 222546 38.85p £86,459.12

petwilkinson,

A very high percentage of people on building sites are from Eastern Europe, thats just how it is as not many people want to graft these days hence the skills shortage. ( Google Bricklayer shortage for more info )
I very much doubt anyone on Crests building sites is on minimum wage £10 hour minimum is normal for a labourer, and its hard to get people for that.
Fuel costs in construction would be mostly red Diesel so its 60p a liter no big deal. It will be inflationary to materials however although that has been happening for the last 2 or 3 years anyway and Crests profit has been increasing.

Troajan,

Most Oilies are on fire but TRIN, HDY, PANR, OPHR, HUR, not so much.
I think RKH should be well up in the 40s soon then double that on funding news.

petwilkinson,

My take is that it is mostly the labour costs that are increasing, there has also been a skills shortage over the last year or so. With Brexit and the low pound European workers have less incentive to come here and work.
The hedgefunds are betting big on a chaotic hard brexit and that means short the pound, banks and house builders.
I believe they will close on any shock event such as crashing out of the EU ( just like they did on the 24th June 16 )
This means Crest currently offers extreme value.

and yet a £330K Buy and a large UT above the bid ?

I see Brent broke $80 again today.

Picket,

Yes absolute whopper of a UT 20,29458 at 103.9 Hmmm the Market makers got some shares to shift one way or another