Member Info for Dartron

Looks like it is being transferred from one to another, i.e. existing short buying from Qube. Im not touching this until shorts start to reduce, look at AT. for on going example of 5 shorts. Look at BYIT for example of company impressed with results on 4 shorts, now down to 1. Still not up much.

There were 3 interested parties; one being the former CEO. 2 proposals rejected which suggests there must be some confidence in the third. The third being the one reported by Sky news. My only issue is how the situation deteriorated yesterday. The dollar came back yesterday putting in a green candle for the day? I think there are plenty of people involved with this firm who could put funds in to provide a bridging loan - John Beckworth for example, owning 17%.

Fingers crossed.

Rotten timing for Staveley. I think it goes like that with stocks. Some no matter what you do, they just always bite you.

5 Shorts now, with Qube joining late last week.

NFG only has 2...

Bought in today. Sold some dollar earners for a flight to safety.

Trump has really upset global markets, on that basis, I dont see a bid coming here. I wrote the same thing on AMS which has got a bid - how can you value something when the goal posts keep moving. The price of AMS is now lower with a bid + Trump than it was before Trump.

Yougov needs the US economy to a certain extent, and a healthy global economy. This is why the whole sector is down - at 12 month lows, are you watching the peers like SFOR, M&C Saatchi (SAA), NFG...

I still think Next15 is the best one to own as the PE rating and dividend yield is way better than Yougov. It still faces the same challenges. If both stocks share price does not move for 12 moths, at least you get 6% of your capital back on NFG. I think you will find Tim Dyson holds more NFG shares than Shakespear has YOU. I think Yougov has too much debt to interest a bidder in all honesty, which is again why I like NFG. I hold both, im not here ramping but you two seem totally detached from the Macro and global events. If we look further a field, so many companies at all time lows. Why would a white knight come in for Yougov - which has a few question marks over its business model. If your trading this, I would move on. Otherwise you have to wait it out for at least 12 months IMO and diversify over a few names in the advertising / marketing sector.

4 posts, on a share you dont own or follow. Wanting to talk about share ownership on a share you dont follow, or understand and last looked at 2 years ago! Your points are right to an extent, but I question your motives for posting.

Doubledown, I agree with your posts, but why are you making your first post from a sleeper account registered in 2021? If you want to raise red flags, that is also one. What motivation to appear all of a sudden here and talk this down?

You never know, if one of the wealthier holders wants to salvage something here, perhaps a CLN or placing or something.

However their credibility will be shot now.

It also reads like if the dollar was to rally they might be ok. You just never know with Trump.

In general I had been reducing exposure to US, didnt figure on this one, but had reduced it down to a small holding. All part of the game, but this year so far is making sitting in cash look like the best idea. Im focussing on domestic stocks / bond proxies.

The fund itself reckons that the total return over 5 years is 12%, but the Nav has only grown 6%

https://cdn.janushenderson.com/webdocs/HFEI_JE00B1GXH751_WEB99_M_28022025_XX%28EN-GB%29.pdf

I dont think anyone can defend the past performance of the fund, I know it is rated among the worst performers. But in my view the dividend yield is allowing owning a stake here with the equity being returned fairly quickly, which I invest in to other trusts. I think this fund could well have a good run at some point, I like the stocks they hold, and if it did appreciate in NAV this would really boost my own gains here. I feel there is a lot more upside than down side. I think LTI is getting at, most funds are down over the period, but again HEFL is not down on a total return basis. It is just most funds have done better over the same time. If we took ade's argument to its logical conclusion, then we should go and buy Nvidea or some tech trust because it previously did so well. Where as in reality, it is now correcting to the down side.

Pleasure to help. I have followed for a bit longer a few other points:

There was a large NED purchase at around £2.00 last year, from memory it was about £100k. That gave me great confidence in the business at the time and clearly says insiders value the stock above £2.

https://www.lse.co.uk/rns/AMS/directorpdmr-shareholding-2tpl5z4m77mbdd3.html

GLG have now greatly reduced their short position.

I think the PUSU will get extended because how can anyone make a decision with Trump flip flopping.

Even if the deal doesn't happen, anything under £2 here is great value.

Did you know, AMS would be in the FTSE 250 on mcap if it moved to main market.

Have you looked at Convatec? I think they are similar but have more tariff exposure. They have made up the entire drop from the trump news. I fancy a few of those, and if this does go, ill move over to that. If not, its on the watch list.

Last year they did a buy back at around £2.20 per share. It was only small but I feel another £5M would greatly improve sentiment, in what should be a rock solid domestic facing investment.

Weak dollar is a head wind not only to earnings but also to valuation. Potential for interest rates to rise.

Not looking good here I'm afraid. The videos have an air of desperation to them. All eyes on the AGM 28th April.

50k buy backs, slow and steady.

One further thought, perhaps best for the company to keep some dry powder for a buy back at a later date. Shorts still increasing on Yougov, so may well do here. If they can buy back at £2.00 that would make more sense and be most effective.

From the Edison note, it infers they may sell a biz unit? Again that could reduce debt, and then allow a BB or special. I hope the BOD have some strategy to deal with, or at least capitalise on these shorts.

Thought this was a fair article. Working on the assumption that share price is normally half the broker target, I thought 60p is about right currently. I have a few here, and as I said on other boards its not worth getting excited about day to day price movements. As WB says, it is time in the market. Loads of these stocks will make huge moves when shorts are forced to close. Dont sell a bean when that happens.

It was 6, and now it is back to 6.

Worrying in general on many stocks that funds are not wanting (or more likely unable) to step in as buyers. I may take a few here if I get some funds available. I honestly think this is a lifetime opportunity to load up on the market. Spread the risk across as many stocks as possible - they wont all make it. The ones that do should more than compensate however. Could this get back to near £10 absolutely it could if you have the patience.

The difficulty is trying to allocate capital so that there is some growth and income, whilst holding a few of these which are detracting from gains.

Citidel have increased again, they must be the reason for the weakness, having increased 3 times in April.

As I said below, im surprised this is worthwhile at the current level, when most of the 'over valuation' has been eradicated. One for the long game here I think, not worth getting excited about price movements over the next few months. Next up we need the FY trading update in June. At that point some inkling of guidance going forward. I expect as flatliners says it will drift lower until then. I think the shorts are the only active traders here, if they stopped this would be iliquid.

Anyone with an average under £3 will make money here in the long term. How much more risk can shorts take? Several shorts are new here, Blackrock took the lions share of the profit, and they are gone now. With the S&P falling over, I am surprised this is where the focus is right now.

Did you hear Qube research has a $100M short on Trump Media. Love it!

https://finance.yahoo.com/news/trump-lashes-british-hedge-fund-170731309.html

Short attack or fund dumping.

The lack of news makes this one that I cant add to. The board should be putting out something, we cant wait until June to hear what happened in March. Lucy Dimes needs to come out from behind the sofa.

I think its the other way round, they take it down in the hope they might get 5000 shares. I really think the cost to do this is very small. It will likely go one for weeks while they try and accumulate. Not sure if they would even try and buy them all back given the Macro, but NFG does seem very cheap currently. I am also buying Luceco, which is another Saba capital short that I think is probably closing. Another decent company they have chosen to smash down. While their shorts have done well, Saba have been defeated in their investment trust takeover campaign, so they do not necessarily win every battle they undertake. I have to say, I thought it was a decent price at £2.60 on the morning of the results.