Member Info for Auson

I noticed GLG Partners shorted Paragon Banking declaring 0.51% on 9th October ( share price 479p ) Increased to 0.64% 2nd November ( share price 454p) further increased to 0.72% 5th Jan ( share price 701p) Share price today 715p. Who knows what their strategy is but at first glance its doesn't look too clever. Lets hope for a similar performance here.

GLG Partners 'It is a diversified and multi-strategy fund manager that operates strategies including equity long-short funds, convertible arbitrage funds, emerging market funds and long-only mutual funds.[2] The firm is also a founding member of the Hedge Fund Standards Board and a signatory of the Principles for Responsible investment.'

Paulmetcalfe,

Interesting point but if the drills/ results are completed isn't the company obliged to release an RNS as it is market sensitive information ?

'Media.Monks’ announcement that it was readying a dedicated generative AI unit was one of our most-read agency stories of the last 12 months last. Coming just a few weeks into the generative AI boom, which kicked off in late 2022, the company was quick to trumpet itself as a champion of the tech and the first to publicly discuss bringing an AI-dedicated proposition to market.'

https://www.thedrum.com/news/2024/01/02/vml-merger-john-lewis-court-and-ai-boom-our-most-read-agency-stories-2023

Verney,

I think its likely Rathbones would want 'all out ' given the share price performance and they must be selling for a big percentage loss.

I don't have any specific links to recent work done, if I wanted to find some I would maybe look at some of the recent industry presentations and awards, or email the company and see if they want to help. Any specific reason why you want to see some recent work ?

SteveJones999,

Do you have targets for Gold and CEY ?

Verney,

Fintel data suggests that the market is very much buying in, but I guess that has been more than matched by sellers and the 1% short. Also isn't one of our newer shareholders also lending out its stock ?

Redwineday,

Marshall Wace already have been right, question is have they exited completely with a quick 20% on leverage ?

Systematica are purely a quant bet so not so bothered about that. Obviously both now under the reporting threshold so unless they increase we won't know, unless anyone has a Bloomberg terminal

HedgeHogarth,

Senior manager in what space may I ask ? I have heard good things from a mate who is in FMCG although they only use them for small-ish bits of work, I think they mostly use Omnicom and Publicis.

Cancel that Baron bought 1/3 of the sale value he made above 100p. From memory that was still quite sizeble.

1pencil,

Looks like Baron Investments was buying yesterday size 1/3 of his investment above 100p which I think was 1.5m shares total. Meaning he now should hold 2m shares.

Kerching,

But are we talking Penny or Pennies ? A number of Pennies being different to a number of Pence.

Is it not likely that those ( possibly Institutions ) who waited until last moment to exercise intend to keep the warrant shares, if they just wanted to flip for a quick profit I think they would have done so in drips over the time. By waiting until the last moment they would at least have had a) Interest or use of the cash b) more information and current market pricing.

BTFATH1,

They took them all in one go at 14p ?

Its a good strategy, keep the rest to see where it goes. Its heads you win tails you win also !

Romaron,

So have Cairn as was sold out pre EPL at a higher price and now bought back in post EPL at a lower price ?

Chiroma,

Accept in the last 2 months we have traded between 16.95 and 12p

PUBLICIS Group SA currently trading close to their 10 year high share price $22.89 today vs $23.51 in 2014

Papegoja,

I think he means in the case of a fully underwritten rights issue where the underwritters would be selling stock. It can't be the case here due to the two director buys !

1pencil,

Am I right in thinking Bloomberg relies on self declaration ?

I think we would be having a good day if Brent was playing ball like yesterday.

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.