Member Info for Auson

Decidedleaverage,

I don't think that will happen based on spot prices. If you look at futures prices to Jan 2025 they are all up despite spot being down almost 4%. Harbour and Tullow shareprices also firmly up today.

Decidedleaverage,

Brent has lost $20 from the top not so long ago, I think we are doing well to cling to the 12p offer price !

Ad giant WPP's media investment division GroupM has grown more than 23% since Christian Juhl took the reins as global CEO in 2019, but it stumbled this year, having lost more than $1.6 billion in business to competitors in the US alone, according to the research firm COMvergence.

GroupM — which has 82 markets around the world, 44,000 people, and is responsible for placing $63 billion in media dollars annually — is in the midst of a multiyear plan to simplify its business to sharpen its competitive edge.

From next year, GroupM will allocate budgets and resources solely on a country-by-country basis as it shifts to a country-level profit and loss model, Juhl confirmed to Insider.

www businessinsider com/groupm-simplify-business-country-level-strategy-2023-11?r=US&IR=T

Marshall Wace short reduction 0.61 to 0.59%

I think they might be at around 62 break even.

It looks like Avanza have only sold around 3million shares, can anyone else confirm ?

Adamj2021,

Well they said they were aiming for $150m in the investment fund

Have you emailed this person ? Elly.Williamson @ powerscourt-group.com

Redwineday,

'The American billionaire Ken Griffin is in talks to help fund a transatlantic takeover bid for The Telegraph led by his fellow hedge fund manager Sir Paul Marshall...'

www telegraph co uk/business/2023/09/25/telegraph-sale-gb-news-owner-talks-ken-griffin/

NigeCo,

They took it down into the close last night it was 49.56p two minutes before market closing then over 1million shares traded after the close ( including the U/T) at 50.9p

I think we all know who 'they' are. I also think they sold into the bounce to 62p on Thursday and again Friday, after all they knew they had written a damning newspaper article to be digested by holders.

Do you guys think that Director buying RNS's happen in real time. I think its highly likely there will be Director buys or at least SMS will buy some.

Mattwales,

In house content and creative hasn't worked too well in the past though has it. Besides lots of companies have in house agencies but they still use external agencies for work. Surely AI and the changing landscape is more of a risk to the legacy holding companies than SFOR

BrokeNSMoke,

Google Meta etc have all cut back on advertising spend even though they have had earnings beats on advertising on their platforms.

Redheadeddrager,

They weren't and he is full off...

Snapper10,

I think you've got that the wrong way around, it was Carillion whopaid people £45k to stand around and too up tp 161 days to pay their sub contractors !

I can't help noticing that the stock out on loan here was 17.81% at end of Feb 23 share price circa 88p reducing down to 5.83% at end Oct 23 share price circa 65p.

Shorts also reducing on short tracker.

andy0107,

highly probable they sold 1.1m shares on that day. i did a few *** packet calcs on volume and short increases, i got 13.2m volume for november and 3.8m sold short.

i noticed on morningstar we had schroders selling up to end october still holding circa 37m shares. no position is now showing on morningstar for schroders. on morning star we have had azvalour increasing.

Contrarian123,

If it were that easy we would all be millionaires !

Decidedlyaverage,

Thats simple, its because we don't produce any oil and don't have the funds to start producing, all the while burning through cash yearly.

I remain long and won't sell until true value is acheived.

1pencil,

Agreed, I do know where you are coming from but I still think Marshall Wallace are negative the sector.

Its just the stock out on loan on euroclear. The only position I can find over 0.5% is

2023-10-30 Kintbury Capital LLP BT GROUP PLC GB0030913577 0.55 %

Here 8.51% at end Oct 23, thats a lot of stock short !