Member Info for dadean

Hi i was wondering does any one know or can reccomend the best data source for seeing changes in instititutional or insider ownership. Im guessing some data service plots it or monitors it and maybe displays it in a graph or a table. Thanks! would find this easier than attempting trawl through various rns etc

this has been discussed quite alot on the investors chronicle. very quiet board!

Haha before closing my eyes last night after reading this board on my phone I did a rough calculation of the thousands of pounds coming to me after the talk of the rerate.. Thankfully I can wait a bit longer, hopefully not indefinitely or to the grave

Hey Ffc, I don't know much about bonds, but the junk bonds are not convertible. I was thinking as not convertible they would not lead someone to short them as a hedge. Apologies if not followed your point correctly. I'm looking forward to and expecting a positive rerating when these bonds are sold as many on here are. I've noted, with others, generally optimism is high on this board at the moment. Good to see and slightly surprising given we are at 16p but guess we are looking at the bigure picture

Cheers MrMath, good luck to you, yes will always be hard to gauge buy and sell. But I've seen a few times recently when I've thought this little rally is over (and no news to backup it being there in the 1st place) and if I'd taken the profit and then gone short, would have made some pounds, but never intended trade the share, was always in accumulation mode till now. Did similar with BP few years back when range bound, on a very small scale,

After 3 years in this share beginning to get a bit peeved by this share, after seeing multiple great profits followed by equally large retreats I'm left with no margin of safety on my holding and never savoured the gains I've seen. I'm going to keep my direct share holding which is considerable for me, but going to try trade the swings in the sp and the unexplained minor rises and declines, UNTILL the bonds are sorted that is, gla

True if we get a recession you'd certainly be right it would all get cheaper. Irn bru is still an incredibly defensive product, (drink) the Scots just love it, my nephew drinks it by the barrel and won't touch the supermarket own brands

Might drift bit lower over next few months but if no more profit warnings it's likely to not go too much lower

Hmm probably not

A company I follow and may buy into following this rerating,

Hey Chilting, indeed the results were none too breathtaking. 3.5T/ha is a typical yield with typical conventional fertilizer applications too . If the t3 trial indicated 1t extra yield of oilseed per ha that has an additional value of £290/ha , versus the extra 100kg cost of polysulphate £16 --- this would lead to an increased gross margin for the oilseed of £274/ha -- a huge increase.

Their article read a bit strange i thought with some of the wording in the table not tieing in with the results graph.

I have always thought oilseed rape could be the main use for poly4 in the uk but sadly the area of oilseed is decreasing anually. Damn hard to grow it now, with the neonicitinoid ban (think it is still running) cabbage stem beatles decimating teh crops in the south east and the usual pidgeon damage....

Polysulphate for £155 a tonne just saw an invoice for some, will need ask how they got on with it

Wonder who would be buying these shares and driving the price up? Pity when someone buys or sells they don't have to disclose their or the companies name. If that was known we would have an idea of who's building stakes selling down major stakes

Thank you Daisan, thanks for taking the tiem to reply and inform!

Thanks for your comments Myo, yes important that we consider the other micro nutrients that are in the blend. I was thinking of the sulphur present in poly 4 and that is certainly a nutient that has been depleted in the northern hemisphere. I see many farms adding sulphur to mixes here in the UK, another growth area or use for Poly 4, closer to home

I'll need to read up on application rates sometime but the rate you mentioned just seemed a bit high, quite considerably out of the current norm for farms. If it is as high as stated that will pose some application challenges and costs. That said increased revenue and profit margin is what counts

1.3t/ha would likely p**** a farmer off as would have to fill up the fert hopper 5 times more than usual

Ref application rates would expect them to be under 200kg/ha just based on some knowledge of npk fert application rates

For now at least!
May the rise be sustained,

Gosh that half pence rise made me decidedly wealthier,