Member Info for chilting

The majority of these shares will be with long term holders, who have no more reason to sell than we do - so nothing to worry about.

Yes, ITX still has plenty of upside - especially as SP has been drifting in slow trade and to fill larger buys - very little stock in free float.

The smaller growth stocks could be a good bet at the moment as they tend to follow their own fortunes, rather than the market.

TRX is also a good bet and ENQ is certainly a hold.

Yes, a nasty red day spin - good entry point on EQT though, and will do its own thing regardless of index.

Likewise, I was down 95% on one investment - now up over 500% - that's over 5 years.

Who Keeps a share for 4 years???

Most serious investors, invest for the long term - at least 2 years, more likely 5-10+

The SP of any company at a given moment in time gives no real indication of long term prospects.

Of the two best growth prospects in the FTSE100 at the moment OCDO and AHT, one is at a year low and the other is at a year high, but they are both good investments.

Stress test is WTI holding $70.

Yes, I see what you mean mrc - it looks to me that Tullow could go the same way as Premier with a reverse takeover, with very little return for shareholders or worst.

Of the three, ENQ, TLW and PMO, that have long been compared, its rather ironical that Enquest look like coming out on top - I guess its simply down to good management.

It makes a refreshing change to get such a full and informative update giving such a clear picture of the current state of play.

Note that despite the ongoing challenges of Covid, EQT still expects to turn a profit in 2021.

This is a great little growth company with excellent potential, a fantastic investment.

Sorry wrong link.

https://shorteurope.com/history_company.php?selskapsnavn=TULLOW%20OIL%20PLC&land=united_kingdom

The short stats on Tullow are very interesting - clearly the shorts think that they are in a strong position even with Brent moving up - there must be an underlying weakness for that to happen.

https://shorteurope.com/history_company.php?selskapsnavn=TULLOW%20OIL%20PLC&land=united_kingdom

Here is all the detail re. the Black Rock short - actually series of shorts.
Looking at the dates, it does give insight into movements in the SP, especially since May.
Note - they don't always get it right.

https://shorteurope.com/history_company.php?selskapsnavn=Marks%20And%20Spencer%20Group%20Plc&land=united_kingdom

Its probably the water damage that will be the biggest problem - clearing that up before systems can get up and running again - so I guess there could be disruption for a few days yet.

I am still in and won't change strategy - its still top slice 50% when the SP gets to 34p, then just leave the profit to chance - I was in at 17p.

Anyway, as you both say, I could easily be wrong - its all speculation and great fun - best not to do it for a living though.

The simple fact is that regardless if it is a commodity or a share, value cannot continue to rise all the time.

There will ALWAYS be some reason why the price will fall back.

In this case Brent has had an excellent run, but it had to fall back at some stage when the momentum run out.

This in no way effects the longer term prediction that Brent will continue to rise, this year and next, but it won't go up in a straight line.

I am still seeing a very quick retest of the May low, $65, followed by a regrouping at around $70 before it moves up again in Q4, hopefully in time time for Enquest's number at the beginning of September.

it seems that there is a small price to pay - some orders have been cancelled according to Ocado.com

On the plus side, I guess that shows that even in the middle of July, Ocado Retail is running at close to full capacity.

Unfortunately nearly all the products that supermarkets sell are inflammable, some are highly inflammable, so even a small blaze can very quickly get out of control.

Obviously insurance companies around the world realise this and adjust premiums accordingly.

In this case, it looks like the procedures that Ocado put in place in the wake of the Andover fire have been successful and have limited the damage.

Small reduction by DE Shaw of 0.01% to 0.49% on Thursday 15th.

Now the short has fallen bellow 0.5% it will no longer be recorded on tracker sites unless it increases again.

Slight reduction by Blackrock of 0.03% on Thursday 15th to 1.59%

The fire was brought under control at around 2am this morning but firefighters will remain at the scene today - full update here.

https://www.london-fire.gov.uk/incidents/2021/july/warehouse-fire-erith/