Member Info for Dartron

So Premier Miton, now increased from 14% to 15%, on 17th then the 15% to 16% on the 22nd.
More confirmation that this is a strong buy.
If you add in Liontrust & BNY, then that is 33% shares held between 3 II's.
(BNY are listed as Diverse Income Trust on the website.)

Interims should be around week 1 of September, with Notice of results 1 week prior. Looking forward to them.
Last research I could find, said EPS might be affected by component shortages for this 6 months, but I guess it is the forward looking side we are interested in.

I think the publicity they intend to do, sends out a bullish signal here, and im now more relaxed about the Q2 report.
That type of publicity will be to spread good news IMO. Topped up today.

It is also trending that they are going to do an investor meet the company (not sure of date).
https://twitter.com/InvestorMeetCo/status/1561998446986465281?s=20

Poor results, this ought to drop below 30p now IMO.
Why anyone would put money in here is beyond me. Even the good tech stocks are dropping heavy at the moment.
You would be better holding cash than holding BVC. This company should de-list, no reason for it to be on AIM.

Had a nose about, he has 25000 options due in 2025, but not many shares considering he has been on board since 2018.
Still it shows that SWG must be good value at this price, since he has waited for the opportune moment. Maybe we will see some other buys over the coming days?

Tony, Is the pipeline definitely going ahead, I read conflicting reports.
Is there no way of shipping the gas to Europe?

Let em get on with the job.
The job of running a public company, part of that is keeping shareholders informed.
The CFO should already have this info, it shouldn't even be much of a job to publish the RNS.

People seem to imagine that they need to stop some other activity and go in the stock room and start counting barrels of oil?

Senta, Hit the nail on the head :

"important to understand that neither The Takeover Panel nor Code are designed to decide on whether a fair price is being offered or if the deal makes sense for the businesses concerned. That is for the shareholders to decide for themselves."
You Just need over 50% agreement. So hypothetically if MBU like a deal and Adam and Co did, then its a done deal. This is exactly what happened in Thinksmart, that I wrote about below. Go and look and read the comments as it unfolded from January 2022. What was worth £1.30 now is now 36p back to shareholders, many bought above a £1, saw there investment half on the sale agreed RNS in January (myself included).

Majority ownership is not a good thing, and will also deter institutional investors. Most will not invest in outfits, where they have no voting power. If you consider all major changes to the company will be voted on (even re-election of jobs on the board), but in this case what ever MBU want to do will win, regardless of any vote. TSL is a good story from this year of shafting investors by majority voting. That aside, what happens when MBU want to sell down? Recall what happened last November when owner of Hochschild sold a huge chunk (20% from memory), the gap down (November 2021) is quite clear on the chart (its still effectively a placing, but of existing shares not new ones). I personally would avoid these set ups, unless they are long established family businesses and already stable and cash generative. Looking at the table linked below, Dunelm are a good company to invest in, and the family own 55% there. But as I say, what surprises could Dunelm spring on shareholders, and they are FTSE so tighter regulated. https://www.hl.co.uk/news/articles/archive/why-family-owned-companies-tend-to-outperform

PS, Im not the reason any of you lost money or are trapped here now. Last time i bought in to BEN, I did believe it would re-rate back to at least 80p, but subsequently we had an operation update that was mediocre with lower sales than ramped / promised, then the flooding (which he glossed over in the RNS, but obviously was damage incurred), then the placing, and the forward selling that goes with it. So yes, I traded my way out, in other words, I bought lower down, and sold higher up to break even. I would of sold, higher or lower, as I went on holiday the next day and wanted rid, so not to be worrying about it on holiday. Not trying to talk anyone out of investing here, but the posters asking about majority ownership need to hear why it isnt usually a good thing on AIM. Another red flag here I am afraid.

I think the buy price here matters not. 1.10 to 1.40 about the same, if this bags. Obvs, it is nice to buy the bottom, but whether you make profit isnt going to come down to the buy price here, its going to come down to SWG re-rating on news or II buying. I have bought a few times already and I will buy more if we see 1.10, but Id buy bigger on a rising share price, rather than the perceived bottom. Pinochio, is obviously bullish because he wants to buy. Why not talk about price targets for the current business, and what might increase those further? Otherwise, its just trading chat, which I am guilty of too, but its not that interesting for other people.

Extra 430k shares tonight, still buying? Obviously for this type of volume there is a seller too, but nice to see institutional interest.

Feeling fortunate to get a chance to buy here, thought id missed the boat to be honest, when i erred at £2.70.
I hope to build this position over next 12 months to be around 5% of my p/f.

As soon as I posted I realised he quoted in pounds, so its the same price. Sorry.

I think the options are excerisable at 0.22p. Previous poster has written incorrect price.
While im here, any options about this, mean it s a higher price than now.. (assuming I have no misquoted the price).

Hope my previous post answers your questions 19th. Investors and traders need to be flexible, and be willing ot adapt as situations occur. Stubbornness wont make money. Best of luck 19th. Im off now.

Really? I invested here twice at 80p and had to sell at a loss each time. Then I traded the drop, which is when I identified the short here. That helped me get out, as I bought the very bottom at 33p, sold at 38p for break even. I have studied shorting techniques of the bigger outfits, and often jump in to shorts and or call them out. But those are techniques not available to me or you. I have not attempted shorting yet, though if I did it would be via a spreadbet. I actually do better as a small cap investor than a trader. If anyone cares you can follow me on Twitter where I share ideas occasionally. https://twitter.com/DartronTrading

At the time I couldn't work out why they were shorting, but take it from me. There is always a reason, they would of known he was running out of cash, they would have had eyes on the ground. I expect they shorted and covered in the placing, or the forward selling that likely occurred prior to. Much easier to stick to companies that are generating cash, they are less of a headache than start ups.

I live and breath stocks and shares, im on line 12 hours a day, I monitor up to 100 shares. You never stop learning in life.
I think it is a red flag, and requires some risk assigned to be assigned to the investment. Most didnt know about here, no reason why I cant help what appear to be less experienced investors. Im off now, but will keep watching BEN. No plans to invest here, read in to that what you will!

There you go!
I think that is the Bank of New york. Now up from 5% to 6%. Interestingly they are not listed on the company website as a significant holder, not sure why.

This is setting up to be fantastic share IMO. Under the radar, no one interested, not many free shares, new BOD, plenty of funds, mature company, products in demand, selling to recession proof sectors. Cant wait!

I am not completely familiar with Atlantic coal, but I know AW is somewhat tarnished by it. I provided the link because Kenny, seemed to be raising a valid concern, which was along the lines of what happened. It needs to e part of your research if you are serious about investing here, but form your own opinion.
I am not invested in BEN (anymore) and have no plans to be. Couldn't care less where the price goes, up or down.
GLA.

Cheers Tony.

Do you think a bid could be possible before Serentiy? I cant a see another company wanting to take that kind of risk / gamble. Not my area of expertees though, so do you really think that could happen?