The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
1pencil,
Any thoughts on the 14.78 million share difference with the RNS holdings dated 14 Dec and Bloomberg Q4 reported holdings. Have Capital group sold 14.78m shares or did they more likely accumulate that tranche for a third party ? The latest RNS states they don't hold for nominee or have voting rights over this amount, as Toyah Wilcox would say its a mystery.
1pencil,
Very interesting, I was thinking why not lend out shares for the fee as there is no dividend, and hey presto Capital Group are, I guess it means
1) They are likely accumulating
and
2) they are here for the long haul
Neilius,
I put it down to the huge trades on the 12th on AQSE either 20 or 40 million shares depending on how you read it. Now the Newspaper articles plus new presidents words might have triggered it or it was just a coincidence as they have only a week or so left to exercise warrants ?
PageofCups,
Its not goint to be about profit for the Israeli government, its about Energy Security and now they have made foes of all of the Arab oil producing plus Russia world they are going to need their own means of production. What do your Tarrot cards say about it ?
Indy0105,
I agree with you on both counts, however it is from the small horses mouth that guidance has been lowered so they can meet or exceed it. I'm not saying it will happen and I think they need a new CFO too while they are at it !
Anyone care to counter that comment to the Times article ?
All valid points he makes BUT and its a big BUT didn't Premier Oil spend in excess of £200 million on Sealion ? If they had just asked for this guys learned opinion they could have saved a packet and he could have taken a huge fee for saving them hundreds of millions !
Superritch,
Isn't most of that old news, were they talking about UKEF ( which I thin Lizz Truss ) batted away into the long grass. Also pre Navitas, why can't Israel offer bond guarantees to Navitas on grounds of Energy security. I think we have seen that Israel don't give an f about what the rest of the world thinks of their actions so COP 26 won't even be a thought for them.
Regarding The Telegraph I have come to the conclusion that a certain hedgefund has access to its coverage. Makes you think and I would say the timing of said article is interesting. There was just under 3% stock on loan here last time I looked.
SteveJones999,
I don't have any up to date figures but I do know historically HOC had a much higher level of shorts than CEY. So could have been short covering and now they have re loaded and shorted it back down due to POG re-trace ?
Pokerchips,
What were you saying about Marshall Wace not having a reason to reduce their short ?
S4 CAPITAL PLC Marshall Wace LLP 0.49% -0.10% 8 Dec 2023
S4 CAPITAL PLC Systematica Investments Limited 0.49% -0.01% 8 Dec 2023
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