Member Info for Auson

PI_Winner,

Wouldn't the 200 day VWAP be a good place to start ?

Verney,

Wouldn't that be up to the individual clients. I take it you have found this on Mediamonks website re Phillips for example

'Longtime Amazon advertiser Philips Domestic Appliances [Versuni] needed to integrate creative optimization with media performance on a large scale. This kind of operation requires deep expertise in machine learning, artificial intelligence, creative production and optimization—a tall order, but no sweat for us. So Philips DA enlisted our help, resulting in the development of an automated tool that identifies key creative elements that drive performance at scale, backed by campaign performance data.'

Jcj07,

Yesterday we had a 25,000 and 125,000 buyer. It was not the buybacks

GoCPI,

You are right on the Macro, however..

Publicis Groupe shareprice has recently made 5 year highs it hit $93.20 yesterday, the 5 year range being $22.55 - $94.18 !

www google com/finance/quote/PUB:EPA?sa=X&ved=2ahUKEwiPzK74tZaEAxXIVEEAHZK3CIUQ3ecFegQIURAf&window=5Y

So yesterdays 125,000 and 25,000 buyer wasn't the share buybacks.

Ryanf,

Is Mike Ashley possibly lending out his ASOS shares to shorts ? He has done similar things with Odey before.

Shareprice holding well considering the dip in Brent. Looks like traders think the Brent dip is temporary.

Sabyam,

Ok if you say so, I think we are all still waiting for the pump ??

We are on the SETS order book and I doubt the FCA give a monkeys about SP manipulation, since the inception of High Frequency Trading and Algorythmic Trading manipulation is all perfectly legal.

Pokerchips / GoCPI,

At least we are no longer talking about how high interest rates will go ! Does the 40% to 60% imply the market doesn't believe JPow ? Do we all agree its highly likely the Fed will cut by May/June 24 ?

Pokerchips,

I wouldn't read into it too much its just noise. I know from my mates who work at Google selling ads they have been offering discounts to good customers. How do we know the lower ad revenue translates to lower ad numbers and not just better deals on Google advertising ?

Cheers midlandboy,

You clearly have no clue at all about it. Please continue to post your insights for our amusement !

Verney,

Interestingly Marshall Wace increased their short on WPP recently to 0.70%. I had hoped they might have moved on from us to them.

Verney,

The problems as I see it with WPP is they have been buying revenue ( and shares with debt ) net debt now £3.5 Billion, was £2.5 Billion at end 2022. So its revenue up, debt up and profit down. Conversely it looks like Publicis are absolutely smashing it with an all time high in the share price to boot.

Bacchusll,

How do we know they are not shorting on behalf of an acquirer ?

Verney,

Thanks for posting, can't help noticing AKQA was sold for 2.3 X net revenue, that would value SFOR at £2 Billion minus the net debt figure. I rather liked these quotes from Ajaz ' I now have a duty to Sir Martin' and 'When we're talking with Martin and his team, we're talking entrepreneur to entrepreneur. Because of that we see eye to eye. In other holding companies, they're very much managers. Some of the CEO's are ready to check out, whereas Martin is more driven than he's ever been. We find that motivating. '

Romaron / Stevo12

Doesn't it depend on the company having $600m in tax to pay ( hence the 91% tax allowance )

Stevo12, Do you have Bloomberg terminal perchance, if so any notable selling or change of holdings ?

Cheers

1pencil,

Spot on, people find my views odd when I tell them 4-5% interest rates are not sustainable for any length of time. Don't the Governments in the western world spend a about £1 to gain 30pence of extra GDP

404x,

Using the numbers up to the point where I was able to track total stock on loan and the activity afterwards, I would expect there to be something like 5% short. We only know Marshall Wace and Systematica are 0.49% each. It has been shown on shorttracker they go under then back over 0.5% reporting threshold, which indicated they have not reduced from 0.5 to zero when they show a tiny reduction to 0.49% ( just below reporting threshold. I am also thinking Rathbones might be selling out as they have reduced such a lot in 2023

Mswartz,

That news is massive, who'd a thunk it ! Things finally look like they might be falling into place.

1msn,

As it has not moved the price down for over an hour I would speculate it is two matched trades 100k buy paired with 100k sell X 2. Which would be completely neutral on demand/ supply. Any thoughts ?