Member Info for Dartron

Https://www.lse.co.uk/rns/PHP/directorpdmr-shareholding-gogs35n5mzxowu5.html

Nice to see.

19-Sep-25 16:35:18 10.60 2,331,511 Buy* 10.35 10.45 25m UT

Feels like a sell given recent prices. Interesting.

19-Sep-25 15:14:20 20.00 1,805,547 Unknown* 19.80 20.20 361.11k O

1% of the company. That was probably worth over £1m once upon a time!

Allowed me to take a few more at 20p. Lets see what the AGM brings...

£4M UT at £3.90 - interesting.

The prospects are one thing here, but its only half the story. I will watch what the shorts and coronation do next. Im comfortable with my holding, though I have sold all the extra ones I bought in the drop. As an existing holder, im now slightly under water with my original 2024 buys around £4.30, but I like the free cash flow. Im not bothered about growth. Same reason im in GBG. If the market wants to knock it down again, I can buy back what I sold. Dont forget we must be at a cyclical low due to Labour Gov.

Harbour is a better buy than here mate.

Interesting post Inverse. I assume you are somehow involved with silicon chips, as I am. I have no exposure to the US directly at all. One day I do want to buy several companies I like, Analog devices, Texas Instruments, maybe NXP. (Iv probably given away my background!). Anyway im more passionate about investing than I am the day job, and I just cant bring myself to buy a US company at the current valuations and volatility. Obviously this opinion has been wrong for several years now. Your right about the problems on the LSE, I personally think the Hedge funds are a huge problem. They ensure that companies like AWE have such a low valuation, that the company cannot issue equity and hence cannot execute its growth strategy. I suspect we are seeing a similar thing here, perhaps without the short selling. Maybe just locking in profits. After the recent drop here I was tempted, but as you say the companies financial situation is putting me off. How do I know that the phone call didnt go round for a placing last week? I have decided to add here, only after there is more details on the companies financial position. After all, if they have to raise I should be able to buy much lower.

On the wider topic, UK plc is finished. Everything will ultimately be plundered. Just try and profit enough from the decline to be able to leave as well!

On the data centre topic, I have a heavy exposure to Segro, who will hopefully be the landlords of the data centres. I would play the energy thematic as well WRT data centres. But technology...your right. No one is interested.

'Sadly' PMSL.

avocet, since you read this board, I wanted to say away from Laura, that I have a theory. Laura is a market maker. If you think about it, all the buying posts are when they are trying to sell. A stock crashes, situation is totally hopeless, how can we get rid of the book? Start pumping it as a buy. If I had to guess based on AGFX, look to see if Singer are leading the selling next time. Generally Laura is a red flag, I should not be trading stocks Laura is associated with.

Perhaps she will turn up here at 150p LOL!! 🤖🤖🤖🤖🤖

Interesting just how much this was tipped on the way up to 3.85. Provided a lot of exit liquidity.

As I say, recruitment and jobs are on the floor, I see that as a head wind. Is health insurance discretionary? All non legal insurance for me is discretionary - I don't have any. I think its all b*ll*x. I don't think I would buy back here until unemployment and job vacancies are rising. Probably after Labour have been booted out!

I think 'they' want to fill the gap on the chart from 7th August. 204p. They could easily gap it down Monday morning on nothing at all, and it be 215 by lunch time.

I have bought a lot already, as you never know, could be a double bluff. Easy to sell a 7% yield to buy 9.5%. Im not stressing over the share price.

Come on avocet, will it down harder for me. I cant get that order filled.

The 11m was the sell, its at 17p. Thats (at least a part of) the sell order.

Tyrus have declared 28.47743%. They could easily take a wee snifter of 1M shares. This buy on that day? They would be silly not to buy another 1% IMO.

17-Sep-25 11:04:58 18.125 1,000,000 Unknown* 18.00 18.50 181.25k O

No idea why your name would get starred out.

nice trade unlike*****.

221 order set, c'mon

Look at shorts the same way you look at broker targets. Currently there is a huge consensus of lower prices.

Thursday, I thought it was the 6 monthly rumour of a TO. But after close, I notice about £3M of trades. The fact the price climbed in the afternoon after the spike might mean that GLG started to close. The fact that Friday SPI confirm talks, I expect there were enough leaks for GLG to know it was time to get out.

This stock should be £2.50 even without TO rumours. Paul Hill said on Vox minimum of £3 per share if an offer lands. Spires earnings set to increase in to 2027.

£2.50 is fair value currently even with no offer.

Always makes me laugh when the derampers start saying they might buy some. If I hate a stock, I wont buy it at any price. Conversely, if I like a stock, I will buy it and hold it down to any price. Im cleaning up at Spire health care today, had a large core position for over 1 year. Making some serious money right now (selling some out, holding rest for £3 TO). Fundamentals are a little different here (Spire was under NTAV) but GBG will attract the same interest at some point, possibly quicker than Spire after they move to MM. Its only short sellers profiting from IHT exiting currently. Very little to do with GBG fundamentals which put this over £3 per share. Same is true at AT. I set an order there, hoping for a big crash down to close to £3.

Got them back 🤖🤖🤖🤖🤖🤖 @ 224. Still room to get some if we see 222, but I think the book has turned.

I am not invested here. I don't own any retail as I think its just too perilous. But to stick in my 2 Paneth..

I know better than to go to pets at home. Anything I want, I get from Amazon (even the pet food), or B&M if its a sh*tty treat. Mind you my cats make thieir own entertainment by killing everything they can. Pets is a bit like Halfords, why would you need to go there? (unfortunately - I much preferred the world when you did need to got Halfords, but times change).

Iron, I made a few quid today on the 6 monthly Spire take over rumour. I have learnt now, buy and hold and sell the rumour. Its like clockwork.

Just follow that dude from Sky news on X, be ahead of the crowd, and sell around 8.15 AM. I also had a SB open here for the results, closed by 8.15AM for around 20 points.

On a more somber note, its a shame that no one seems interested in AMS. Out of all the companies that are moving to main market, this is probably the one that should. It would be in the Ftse 250. Mind you, Spire is F250, and that is woefully undervalued. I think its amusing that Chris Mills who holds about 5% thinks he can hustle the board in to selling itself. First thing he should do, is buy more shares.... Cheeky guy even has some in his North American IT, I mean WTF Brah.

I see no rumours here, your looking at old news? When it really happens there will be no warning. The BOD recommend an all cash offer for £2.80. from Shafter, Shafter & Chafer PE. "Thankyou Sir, for my crumbs".