Member Info for Dartron

Another aggressive pullback today, got double the amount back in low 330's. I would say either a short is closing or there is a buyer..

says to me that any decent size is going to cost round 345 currently.

11-Jun-25 13:53:03 345.00 342,656 Unknown* 330.50 332.00 1m O

The additional cost incurred to bring back capacity at some sites means that Ibstock now expects adjusted cash profit to be between £77mn and £82mn this year. At its midpoint, this would be in line with last year but represents a 14 per cent cut to previous guidance, RBC Capital Markets analyst Ben Pfannes-Varrow said in a note.

And the SP closed 15% down, so about fair. I took a few, as I like shorted stocks, especially when the bad news is out and temporary. only way is up.

What it does say is that other brick companies are worth a closer look, those that can execute well should do well.

Simon Thompson says buy (he was hold last time)

This high-yielding Reit is outperforming – and is worth buying

Big fan of Peter lynch - he is right. Hence why I keep my pension holding. The trading I am doing on leverage goes against another great quote from Warren buffet - Leverage, if your good you don't need it, and if your not you shouldn't be using it. LOL

Sold half at 342.3, bought them back in that big pullback y/day for 336.67 & sold them again today for 340.3. I think it will consolidate here before next leg up, and my decision to sell is based on being able to utilise the cash elsewhere. Frankly, this is one share that hasnt rerated as much as others (or certainly as quickly), and I can see why to be honest. I still hold all shares in my pension. Would buy back if we see a pullback, but better opo's around.

Glowacki that is the first time I have ever agreed with one of your posts!

The only counter I can see is the higher cost of being listed in the main market (governance, audit etc). For a big co like this I guess it doesnt matter.

I have Ashtead Technology, Franchise Brands, GBG all moving. Glad to get a stake without stamp duty!

Funny isnt it, they say UK inv trusts are under valued and trade ata a wide discount, yet here they are making the discount wide in the under lying assets. I follow them for shorts, I think they short a lot of co's that I like.

APTITUDE SOFTWARE GROUP PLC 0.96% 0.13% 21 Mar 2025

BLOOMSBURY PUBLISHING PLC 0.87% -0.04% 11 Apr 2025

DISCOVERIE GROUP PLC 0.64% 0.08% 24 Apr 2025

GB GROUP PLC 0.60% 0.05% 24 Apr 2025

LUCECO PLC 0.53% 0.0% 6 Feb 2025

NEXT FIFTEEN COMMUNICATIONS GROUP PLC 0.85% -0.08% 11 Apr 2025

PORVAIR PLC 0.53% 0.53% 19 Mar 2025

TRUSTPILOT GROUP PLC 0.68% 0.14% 31 Mar 2025

Volex 0.70% 0.04% 24 Apr 2025

Under 10x Ebitda now, with 91% cash conversion.

Unhooked - not found anything yet, but what I meant was, this is a Saba capital short and so was NFG. I think the lows on NFG were about 2.30, and you could have had 2 chances to sell for around £3.00 over the last 2 months. The price is up more today, I suspect that any LI post may have been removed, I did a scrape of the internet last night but didnt find anything. NFG did talk about consolidation in their report and selling a business unit makes total sense.

Hi Unhooked, same here. I have bought 3 times and taken on 3 spread bets. This is EXACTLY the same playbook as Next15 on results, now up at least 20% and they are bricking themselves today due to a linked in post, go check it out.

This is a decent company, that at a price of 2.50 is a bargain IMO.

No buy back finished. II buying perhaps?

I have been buying in small chunks as no one knows where the bottom is, and there is a chance that shorts know something we are over looking.

Seems strange that with a rally in small caps and shorts retreating on other stocks that they still sell this one lower.

Now 7 shorts (DE Shaw over 0.5%), short interest 4.99%

Perhaps they know something.

All I can say is that I bought Bytes technology in a similar situation and the company reported good results and is now up 33%. AT recently reported all was well so perhaps just a test of nerves. If AT execute to plan, this should be double in a couple of years.

Gwm, It really depends on your objectives. For me, this gives me a small % of my portfolio which is tracking mining commodities and providing 5% income which should at least keep up with inflation. I wouldn't initiate any more holdings directly in to mining companies, as I can make better returns in other sectors where I have more competence. Your comment "diversification is of no value if you research properly." is missing many points of portfolio construction. Maybe its fine if you have a few stocks, but I am running a sizable pf which consists of about 40% farmed out to various investment trusts to provide the diversity and exposure to other global regions, other stock exchanges, investments not on public markets and in some cases instruments which are not equities. I do use investment managers reports to find other ideas, but since we are talking diversification, I would go a step further and say commodities is not where you should place your money for outsized returns full stop, especially when defence companies are rallying 5% a day. As a final point, I would buy the exchange traded commodity for gold or silver when I want extra leverage, why bother with a miner who has ASIC costs to contend with. Gold is going up due to a shift in global monetary policy , its got little to do with the companies pulling it out of the ground.

Polymetal, became a day traders stock before it delisted. Before that it was a decent income stock, but again look at Centamin, you wake up one morning to an RNS that a wall has collapsed and lose half your money. Or TSG, where a couple of miners died, so they bought it out cheap. Not worth it IMO.

A few more for me today.

Run, use this site its more accurate https://shorttracker.co.uk/daily/

CERES POWER HOLDINGS PLC Citadel Advisors LLC 0.71% 0.11%

I wonder if todays activity was a bull manipulation to help sell more stock, off the back of ITM and this being a hot sector.

I sold in to the rise, have a feeling I will get them back in the 70's.

No material change to trading since the pre-close trading update

You could interpret that as negative, and I doubt there would have been a sacking if things had improved. Hence why I reduced. Though there seems to be a buyer out there.

GLG first went over 0.5% on 30th November 2023. That was the time the stock gapped up from 460 to 608. It has eventually come back to earth.

I think they were just lucky how the market evolved, and small caps sold off.

Pull back seems to be index related. I have a few short stocks and they have all pulled back, not sure if donny has got out the wrong side of bed ?

They should announce another buy back along with results. All the time there is a short position, its cheap stock.

Provided by Yuriko Starr, the wife of the Group CEO. The Loan is unsecured and ranks behind the Company's other existing debt in terms of capital repayments. The Loan carries an interest coupon of 10.85 percent pa over the term of 48 months.

Squeeze another £50k out of the company. Easy money. Probably need a placing to pay it back one day.