Member Info for belgrano

If we look circa a sept 21, Tyndall investment management which buy stock for wealthy clients were buying and increasing position here. (see RNS), , now we have a reducing holdings RNS today.
Says to me some large institutional investors are echoing some of the scepticism rightly voiced on this forum. However they seem to have taken some of the advice dished out by some here..."if you are not happy sell".
Huge red flag straight to SA on this RNS if I'm not mistaken. Appreciate other views.
Best regards to everyone here.

Its also extremely encouraging to hear "Croda are playing things very close to their chest". Your comments are certainly worth some thought.
They clearly see a product requirement for secrecy, which says they have received positive responses, cant be sure of that of course but if they had " no interest", they wouldn't take this approach.
The way I see things we are at a juncture, where things might go rapidly one way or another in a short time frame. Just glad I'm holding a decent position.
Many thanks guys.. I'm sure other investors will also think likewise.

Hi Toyin,
Many thanks for your excellent reply, certainly looking forward to our next bit of company progress.
very best regards,
Bel.

must confess I was expecting some company news before now. Know some investors believed the "acquisition" was "in the bag." Which was the main reason for the rights issue.
Also meetings with Croda was expected this month as well.
Also at the same time we believed talks ongoing with a major international party, with potentially a whole pillar up for grabs.
Clearly work has been done, organising promos for our product...expect fund raised cash is funding it.
In my book that's actually not good at all....if a major player was really looking at taking the product to market why waste money on UK advertising, when we could use that companies resources. ???
I've made no secret of my sceptic views over the decision to leave the money on the table, and did believe we would get an update before now....
Surely cannot be much longer, unless nothing to announce, either from Croda, takeover, or international partner.
Might be time for an update El.
Best regards,
Bel.

think investors have got to realistic about timeframes here and certainly not panic. even if it comes off later next year it is in effect a legal way where we can all obtain share dividends from this stock. However we are seeing small investors panicking and selling themselves very short indeed. As has been pointed out, this is due to the current war, which most certainly might not be going by the end of next year.
We have plenty of time to review our options and share on this board the easiest way for uk shareholders to continue to get future poly dividends and get their kaz shares even if it does come about some time later next year. Those selling last couple of days make the stock a better buy for those with steady hands.

Hi Oleric and Clio,
Firstly great post Clio, and reassures me why i invest in this stock..It will aid many sufferers problems with this horrible complaint.
Also Oleric, I not saying any information was posted on a public board or will continue. Everyone knows the risks and penalties for such actions. Just because buying is not continuing over a day or two, changes nothing. positions have already been taken. Would also be careful not to spook the market, Ive done similar when wanting to take a decent stake with a low liquidity stock..get too greedy and it draws unwanted attention, and the price rises to quickly as others take notice. Far better to drip purchase and wait a day or two before more actions. Also getting funds in place can often take a bit of time as well.

for those that feel a little exposed why not buy a small amount of real gold. I was the investor at last years live board meeting who asked whether investors could receive physical gold in place of a dividend, Can envisage faces at the inland revenue and tax office returns....if say a kilo bar was sent to me instead of a quarterly divi...not that I'd complain in current markets.

Hence you can see my curiosity as to the reasons behind the buyers intentions ,on some previous posts Now I'm certainly not crying foul play by SA at all. However got to be realistic here, many a serious broker, market maker or investor enjoys a Thursday night lodge session, or after work refreshments in gentleman's clubs where such titbits may help fellow members, where confidences are often mutually shared. and riskd understood. I'd also be a liar if I said I'd never heard such things myself either.

Hi Clio,
I'm far from any expert, but trades dont have to be reported for up to three days after order completion.
We know that there a a lot of trapped bulls here so liquidity is tight on the sell side of the order book.

Just take this scenario for example...I work for a major well known face cream company and having examined this latest extract from some small start up called SBTX, we are going to put this product into a new main brand.

So I put a buy order in at best for say 1m shares, say a modest 200k investment ave 20p. Thats more than the free float so would strip the book, so the broker gently gets what he can , then gently rises the price hoping to tempt more sells (and fill my order), he might phone around larger known holders trying to release stock as well). However the order isn't filled yet so does not have to be announced, its an iceberg buy. Also can work the other way around as an iceberg sell, which actually happened about a 18 months ago, when opti offloaded much more at large discount.

However there turned out to be a serious warning there that we must be wary off with poly… and that’s unbelievable amounts of corruption at top levels.. not saying it will happen to same degree here as it did there, but be very wary. Also isis took local ground Mosul which killed shareprice, we have a large percentage of plant also at war risk.

Sry but it, on Gkp, remember the cry “ black smoke”, that’s because the security were reporting direct to the forum, ( they burn off the crude to determine flow rate before rns). With a field that hit 6 oil bearing zones on top of each other being heavily in then was a joy. Recall barbarblacksheeep. An investor who was allowed to view the company siemics. He was a retired expert geophysicst, who knew it held loads of oil. Well not a bad risk as it was actually coming out of the ground not far from the oil site

I did buy GKP heavy at 9p, and also failed to get out on the top but did most certainly keep my shirt on. I was lucky as exited when I heard the oil to gas ratio was wrong on kit purchased. Kozel was inside last I heard. Was a 50 bagger at one time for me, and the guys on the forums banded to make a really informative team along with the local uk security guys.
Well back to here and great to see how buoyant gold is looking.
https://www.thisismoney.co.uk/money/investing/article-11649773/As-gold-price-closes-2-000-mystery-buyer.html

Hi AS,
SA might well run a tight ship, but always 2 parties to any dealings and a lot more serious investors follow and buy into stocks like Croda than our own. Normally such trades would be invisible in the average sessions. I doubt such opportunities would be lost on Croda investors who follow the stock as closely as we follow this one. So not putting any doubt on SA at all.
Yes this stock did rise from the 5th Oct and I know who bought a load at the start of it as well. That was at the start and not towards the end, as I regained a larger position here.
Actually not as much selling into this rise as I would have thought, but in my view we are still in oversold territory , which also smacks the the institutions also expecting better returns.
Just need the boss to light the touchpaper now..and it will fly.
Good luck to all investors here.

what has me scratching my head, is why the buyer (s), are purchasing now, when everyone had ample participation potential less than 30 days ago at 16p.
we knew then what the money being raised was for, so that its been achieved isn't new .
Possible new investor just heard about our stock and suddenly wants a decent position suddenly...but being honest , this share coupled with the price trend line, would not stand out deserving some fast decent purchases compared to some others on the market like my poly stock.
so in my humble view its something else....Does news leak on shares...most certainly and its hard to trace and can be from many sources.. hopefully we will find out what and why before long. Just stands out here because trade volumes are not high, and previous opportunities to purchase not over subscribed.

Certainly some intresting trades today, seeing the price rise despite some chunky sells that have already been shown. Also smacks of an iceberg buy order which is either not filled yet or not displayed.
I dont think this is just a purchase of a distribution company for this nor anyone just taking a punt. Good to see share price back into the 20's, regardless.
We've also wondered if it was a Croda deal, but might be a tie up with a pillar with an international company. That would most certainly do it for me, and I'll happily foot Stuart a cold one when I see him next.
Good luck to the true holders here.

Hi Toyin,
If we go with the timeslip due to finding the increased activity. It would also make sense to fully check for any negative signs as well. This could well be full unofficial field tests. When these companies state reputations on products nothing can be left to chance. So this would back up your theory of cause of product delay.

Stated we have lots of trapped investor bulls here which is true, however wouldn't mind betting that its some of the bigger institutions offloading a little now at 19p, for a very nice 20% uplift in less than 3 weeks.
This could actually cause an "overhang", around the current price, and is one of the big negatives of a subsidised rights issue. They are already on record as saying to Stuart how much they have made by selling this stock.
This is a bit of a negative post as my previous one was a bit bullish, and want balance.

Fully agree AS, and have said as much , but we clearly dont know the complete picture.
One where I'm sort of coming from, is where we had the study and nearly all those that tried it and it worked for them stayed.
So we have lots of stock..... distribute it to all locations using a possible new company for free...then 10,000 or so peeps then take part in the new "study", maybe with first couple of months free as well...If it works for them...result.
Saves wasting product and could get numbers up and word of mouth spreading the good news.
Thats why I said I hoped the rise was on Croda news.

Hi Oleric,
Momentum and Swing and trend investing is a sound strategy where many traders make money out of it. Clearly doesn't work all the time, but where you couple it with the right timing and expected news flow it can tip the odds in the traders favour. Good luck sir.

Its great to see the rise again today, 10% in my book is always very welcome as is any decent gain. Could most certainly be investors taking a punt, but could also be those that have heard something as well, and might not be from our company side either. Clearly the vast majority of investors like myself don't intend to sell anything at current levels.
Acquisition /Croda news or something else, I'd like to think Croda but suspect acquisition.
Good luck to all genuine holders here.