Member Info for bigsmoke

exactly, zccax77. my point earlier.
counteracting Times and City AM article?
protecting his short?
perhaps he could detail his criticism a lot more before peeps post that the company must respond.

not at all, jinny. not at, all. you seem to blow both ways,.

guys probably on holiday

why the sudden interest in other posters?

disagree. if it was fair comment, maybe. but the dude actively increased his short before results.
Dan stated "no equity raise". maybe CO forgot that with all his PR widow dressing.

?? good for him. weeping into his cornflakes is he? because Dan's 1-page wrongfooted his plan with his pre-result short and the primed and pumped lucy burton article?

the odeygraph is now reposting its story ...
ooooh, it must hurt.

??? why would they need to do that? see posts below. [there was no detail to odey's statements - which is telling]

Odey's hunch is clearly to protect his massive short position and reputation.

Looks like an attempt is afoot to flush out the background dealings

https://www.cityam.com/captain-tom-moore-to-be-honoured-with-city-of-london-award/

“... that’s a lot of shares to buy back” - yip, especially when others are still adding !!!

Emma Dunkley vs Lucy Burton.

He doesn’t explain (from the snippet of the article) how he breaks down the NPL across the business . Is it coming from mortgages??? With Metros low LTV ratio???? Hmmm . I think not.

Odey has Metro NPL at 200% of VMUK with a loan book 20% the size ???? Hmmmmmm

https://twitter.com/deepvaluehunte1/status/1258695180980498432?s=21

Whereas Bacal is stated as having upped “50%” (3%), Odeys conviction level not stated. It was in fact a much smaller amount , 0.25%. And since then, ENA have been closing.

Odey never mentioned any of this carp when he did his puff piece about how much money he made from pandemic and was looking to close shorts and go LONG.

Sounds like you admit you were wrong re needing VH permission.
Anyway, rights issue might be just another hackneyed scare tactic, particular given timing. See comment below of capital freed up from BOE remarks.

Anyone got the full Telegraph article?
Looks like Odey is all speculation . No mention of effect of relaxation of capital buffers...

Times vs Telegraph.
Longs vs shorts. PR : both upped.
A showdown approaches.