Member Info for Cocobeans

Are telling the BOD, move over or we are going to crush you

Up to management now on their next move here.

Hideous price action

Relentless selling here

funds that cannot hold it if its not FTSE selling plus funds that just want out

over extension on a complete car crash drop but no bottom forming for now

cannot imagine the company sitting their on their thumbs but equally they just released a terrible update so not really sure they can say they know no reason for the fall

its clearly over extended but stops, leverage, shorters and sellers are just compounding this miserable trading

sad for genuine holders here

Half fridays record volume within 2 hours of trading today

clearly some funds need to exit still

shorters will know that, once the volume settles, the shorters will close and you will have a sustained rise

To be mitigated by disposals in 2025

Market however feels its been lied to and is crushing it.

Shorters in control, need someone to step in here

Maybe the company needs to get onto its broker and work out why the market isnt making a market.

this wont be helping the company recover if the market cannot buy or sell (no idea on sell side as dont own any) but buy side is NT

Has to find a level after such a drop, only concern are those over exposed on buy side and those shorting that just want it lower

this is sets traded so they have to find a level that sellers are outstripped by buyers before it rises, forced sellers on margin and small funds have to sell at any price given and then if SETS buyers are there, well you get this mess

reverse to that, if it finds a bottom and sellers are exhausted, well you could catch a ride

its a WILD one this one BUT all this noise on the BB wont make a difference to the price as this isnt people with £10k moving the price

£5m traded in 40 mins

CITY is in control of where this goes and the company needs to help switch on the buys ALGOS or an activist needs to see the opp

Love this, they can restructure the debt, form a new BOD and strip out costs

they will need to act fast aswell as they know at £180m mcap and the city lack of confidence that the board probably couldnt reject an offer at £1 at this rate, which is mental given Woods history but thats the opp and that gives any PE firm the ability to resructure this business and make 3-5times in relative short period 2-3 years

Madness

20% downside vs x times upside

issue is if the market gets too short it normally rips the face off teh retail investor first

market always over reacts to one side to the other

£200m mcap here, the market has priced in so much failure already.

however, needless to say if anyone is getting long, know why its £200m but that is the opportunity

Debt is manageable aslong as in 2026 they hit cashflow positive , so they will be engaged with lenders now providing all sorts of forecasts and they will likely extend the debt maturity

becomes a bit like the review, storm in the teacup ASLONG as WG. become cash flow posotive and thats the biggest question

if they do this has 4-10x potential, if they dont, well you will only find that out in a years time so your trade doesnt really matter

market is forward looking and will probably reflect the fact that the company are selling £200m of assets to cover this year and looking at the plans they are putting in place from a finance perspective

you have to see here that the company is likely to move back to O+G projects especially with Trump in charge and that is only good for WOOD as that is all the positive margin

Within 3 mins

That’s the one thing, the first 50% drops was due to this review as the last update wasn’t as made an update as this one BUT it included the review, which slammed it in Nov.

The issue in this update is the negative cash flow, now that’s mitigated by the disposals but the city have made their voices heard

Management bought £5m above 50p

They will need to buy aload more and make changes

Either or this is one to watch and if you have some steel buy. If not, just follow the action for the insight into how the larger funds work.

Shorters will find a level to exit, likely in 20’s then the recovery is all on the company

This will now all be down to the institutions on the shareholder list

If they bounce it goes lower, but I think it’s more likely management will under severe pressure here for change

I can imagine some have sold Friday but many will buy to then add even more pressure

I don’t think a takeover happens but I can see a hostile bid made by PE firms as this is perfectly set up for that.

All the debate on here won’t make a difference

Watching this one as these are situations where experience is given to all

Good luck if your long. Shorters have the upper hand

Next week I’d expect:

- management purchase

- investor TR1 for both buys and sells

- maybe a contract to try soften blow

Can’t get much worse here

Positive is the review has shown up some operational issues but nothing that’s going to kill the business

Wasn’t the same for NMC - old healthcare company that’s review killed it for fraud- silver lining

Company traded c £26m in volume plus whatever crosses at the end of the day

fair to say someone has sold very aggressively today

need a activist or a bid here to clear this out so the business can start from scratch

You have a ton of day traders being taken out whilst a fund is clearly being carted out too

so thats why its relentless

there is a bounce in this but from where, who knows and we will probably all miss the initial start of it

mcap sub £250m

Amount of shares traded too

this feels like leverage is being taken out here

god knows when buying algo's kick in but the drop since 12pm has been engineered down, awith absolutely no bounces

It might bounce here

Never been this low, its all a guessing game from here on in

good luck if your rolling the dice, last time it did 45-70p rebound over a couple of weeks

this time, the bottom is when the algo switch it on.

poker time

Traded without whats been matched

shorters in control but at what levels have they had enough