Member Info for Auson

Thanks for that ROS1,

I don't intend to follow you trade wise although from the sounds of it following your trades in the past would have worked out very nicely indeed !
Did you buy Barclays in 2008, do you think Barc and Lloy are looking cheap again now ?

ROS1,

Very interesting, could I ask you what were your best performing investments ?

Henderson Global Investors -0.15% 12 Sept 18

Our largest shorter by far with 2.59% sold short.

I don't think the results of his comments weren't completely thought out. They've been trying to cool house prices for the last 2 years. I mean who really will pay six figure stamp duty sums !

NSeaOG,

Just go through some of Matrix Observer or Chiltings posts its all there mate.

I don't believe that for one minute.

Squif,

Thats just how it all looks today so I think its odds on thats exactly whats happening.
If so we should see 45p here VERY soon.
Two things I don't understand. Why didn't the shorters cover some at 32-33p after rights issue announced, and why didn't you sell out some above 40p as you have quite a bearish view on Enquest ?

As we have had three 1 million trades go through so far today I think the shorters might be using Barclays downgrade to close.

Troajan,

A Rights Issue ( 3 for 7 shares ) on the 1st October

Another 1 million shares just gone through at 10.21

romaron,

Great post and an amazing story of Ineos there, might have to look out for that book.
But seriously what were you saying about Barclays ?
https://www.theguardian.com/business/2016/jul/04/libor-rigging-scandal-three-former-barclays-traders-found-guilty

https://www.thisismoney.co.uk/money/mortgageshome/article-3684914/Barclays-charged-90-year-old-widow-177-750-repay-22-250-shared-appreciation-mortgage.html

Enquest some large trades 1.1m shares each ? at 36.5 and 36.48

I think Squif has just had a top up.

09:14:55 36.5000 100,000 O 35.9500 36.1000
09:14:41 36.5000 1,000,000 O 35.9500 36.1000

TigerByTheTail,

If we go back to Sept 2012 it was $1777. I see no reason at all why it couldn't return to that range.

Your confusing a placing and a Rights Issue,

Can you find an example anywhere of a stock price adjusting to a Rights Issue price ?

Gold is on a flyer $1211.. but will it last..

Buy some CEY !

Because the RI is to increase production and the price was set when Brent was $50.
Now close to $80.

Is it time for those shorts to start covering ?

POG has a gap to fill at 1245 so expect to see that soon.

Siko,

Thanks for that its important people don't 'panic' sell based on false assumptions that the market may be giving !

This is now my largest holding.

Phenix Asset Management seem to think otherwise !
But what do they know ?

Troajan,

Took me forever to get a sell quote for Euz could buy them the whole time. Now out at .116
No trades at all on Zin aren't the results due ?