Member Info for Auson

West London faces a de facto ban on new homes for over a decade because the electricity grid has run out of capacity.

Housebuilders have been told it could take until 2035 to get new developments in Hillingdon, Ealing and Hounslow hooked up to the electricity network because it lacks the capacity to serve them.

www msn com/en-gb/money/other/no-new-homes-in-west-london-as-electricity-grid-runs-out-of-capacity/

nothingforever,

If it were in the £2 to £3 range right now I might agree with you on the wider markets. Any US tech names down 90% from the highs ?

There was Stock on loan on euroclear up to 4.36% at end June 22 which was up every month from January so the shorts were in around 500p down to 300p, there was around 1% in at over 700p The paper profits they have here will be huge.. they won't want to see this back up to £2 and above and erode all that lovely profit they have made. I make that over 24 million shares they have to buy back to take profits and close.
Don't give them your shares cheap !

Shell had a 91% increase in EBITDA from Integrated Gas sales H1 21 $6,741 million H1 22 $12,844 million
Upstream EBITDA was less at 68% increase from $11,956 H1 21 to $20,144 H1 22

Net debt down to only $46.4 billion !

I still don't think the shorts are closing, but I do think they are controlling the price right now. No doubt they have the heads up on who and how much is being sold off by the institutions.

Robina,

No you are not right in thinking there are less than 1m shares short. There are quite a few more than that !

BaysilHope,

It could be matched by a SOL reversal, the latest figures will be out sometime next week, I will post an update as soon as I know.

Dudio,

Hence why they need to continue to pay well, which is what caused this final shareprice drop. I don't see the link between the shareprice/ company expansion and potential talent exodus ?

NewYorker1,

Yes it really could be, a combination of GIC/ EIG/ Private Equity selling, 9% stock on loan ( to front run and short that selling ) some expensive hedging and the Energy Profits Levy means we are somehow under 350p a share !

GoundHogDay1,

Noted, but that is exactly what Aruna stated wasn't happening in her mail to Rookie1
'As per the press release and as you note, this change in EIG’s notifiable interest reflects a distribution of its shareholding in Harbour to certain of its underlying investors, rather than a sale of shares.'

Rookie1,

Thanks for posting and please can you reply asking about distribution rather than selling and the Blair R Thomas sale of 1.59 Million shares ? Could you ask if by hedgefund selling she means short selling and finally, why did Linda see the need to transfer so many shares to her lucky husband ?

The rise in UK nat gas over the last two months I make that an extra £1billion in yearly revenue on the unhedged therms, and we have seen the shareprice drop from 500 to 348 today.

440,000 share just gone through at 421.39p whats that all about ?

Some great results from Publicis Group especially from tech data and digital.
'We have delivered a record first half. After a strong start to the year with plus 10.5% organic growth in Q1, we recorded plus 10.3% in Q2, well above expectations. This meant H1 net revenue grew at plus 10.4% organically. On a reported basis, our net revenue actually reached €5.9 billion, which is 19% higher than H1 2021 and actually 35% higher than pre-pandemic H1 2019.'

'Publicis Sapient grew 17.2% organically as the demand for digital business transformation continued to accelerate, in particular, in the financial service and retail sector. Epsilon grew 13.7% organically as its automotive division recovered faster than anticipated and return to positive growth in while its other division of tech, data and digital media grew double digit, fueled by strong demand for data-driven marketing and advertising solution'

Pearls,

Is a hiring brake the same as a hiring freeze ? I think not, if it was a hiring break that would also mean something different.
We also have no evidence the short position increased here since the trading update. It might well have done but we definitely can take that as a given, I would also be very surprised if any new shorts are opened at this value.

Allinittogether,

Thats very interesting, not sure how that would work in practice if someone was to buy up all of the remaining stock ( or get agreement to buy from existing holders )
I don't see a takeover approach as very likely at all here, I don't think the larger agencies see him as a threat and its not cheap enough for Private Equity to be interested.

Pearls,

Oh really where is this growing short position ?

Lovelosses,

Well it was quite a good bet on Martin Sorrell back in 2017 between 110 and 145 level wasn't it ? Assuming one was wise enough to bank a 600 + percent profit that is.

Barnyrubble,

Thats a very good point, but to all intents and purposes I don't think it matters what any 'retail' brokers think. They will have just looked over the numbers and growth rate done a few sums, stuck a wet finger in the air and worked out a price per share.
Targeted digital advertising is the future, and yes other agencies do it but the agencies Martin has bought are possibly the best, like Cambridge Analytica were during the Brexit and Trump campaigns.
I don't seem to remember any brokers what-so-ever stating $700, $800 or $1100 for Tesla when it was around $160. Consensus now $846 with the highest broker rating at $1580.
www marketbeat com/stocks/NASDAQ/TSLA/price-target/

Strike123,
From todays RNS
Place of the transaction XLON ( Thats london stock exchange )
Nature of the transaction

Disposal

Price(s) and volume(s)

Price(s) £3.491

Volume(s) 1,594,755