Member Info for Dartron

Thanks, but just watch the NAV here, it is still under the share price. On the other hand NESF and BSIF seem to be breaking out. Im not selling any solar. There is normally a month report put on the website which should detail the fall out of the Trump dump, could be a few weeks before we see this.

I feel more bullish here than I do about Yougov.

IC have a short piece (perhaps more after digesting the presentation), but they got rid of 10% of the workforce, so a buy back might be a little un tasteful! If they tackle the debt, that would be good. They do also mention shareholder returns, I cant see a special dividend but it read a little like that. Maybe they also think the shorts will close, in which case they would be buying against them.

Just short sellers. All it has taken is 60000 shares to knock it down 10%. Could well be one final stop loss hunt.

I have added, the dividend yield of 5% is above the PE now, which is a good sign for value. Already begun the year and currently on track, dividend declared. One to sit on until shorts have gone, should be above £3 easily. Berenberg, although cutting the target, still say £6.60

Cant see much down side under £2.50

NFG results were good IMO. I think there is reasonable read across to Yougov. Their outlook and trading so far is as expected. They mention the weak dollar being a head wind. Its still not moved, bargain at current price - arguable better than You.

Be interesting to read the investment managers report as to how he has navigated this unprecedented time. I feel this way on several global funds I have, lets see if the professionals have managed to beat the market - and by that ill take a smaller decline than the headlines. He is quite nimble here, so he may have put on a few option calls etc.

Its just a pump for the American OCT market. They need to do more than just these interviews.

GGG you have a few shares, why not vote in the AGM against re election of CEO. Send a message.

Citadel have increased again as per latest FCA. Your fighting the tide here..

6 shorts now. Why do they hate this so much? I hold no position here, but it is puzzling why they think there is still down side.

Interesting to have your perspective.

At £2 this is still crazy cheap. I consider my average of £2.20 to be crazy cheap.

My point was that Trump is not precise, he may use the word pharmaceutical but it could still apply to AMS liquid wound care. With the level of selling, here today, some one was confident.

As aside, I would have thought the take over will drag, as how could Montague be able to value this in the ever moving goal posts we have.

If he makes an announcement later today this might do 15%

I rest my case!! S&P up 8% as i write.

Judging by the share price, I would say those better informed, think there will be tariffs.

TRUMP - large tariffs on pharmaceuticals.

invested in a pension i can take a 10 year outlook. i am not selling at peak fear. my entire pension is down 15% from the highs this year, but that doesn't mean i will sell. as things become clearer, i may sell if i want to deploy the funds elsewhere, but im trying not to look at the market today. fwiw i feel as bearish about tig. these are both companies that will struggle in a slow down, as will next 15, which i have a position in. however, you have to try to be intelligent about things, i dont know if you are aware, but on monday at 3pm there was a large spike up in many stocks (you can see it well on lgen). that could have also been why you went up from that point, iom short also covered at that moment. you know why? there was a rumour started in the us that tariffs were to be postponed. all this was covered on bloomberg and cnn at the time. it shows you though that shorts are pushing their luck here, and run for cover as soon as any positives are put out by the media. i am saying that if trump stays the course - or rather - while he is staying the course, these stocks are going to struggle. but of co****, any thing can happen. if he makes an announcement later today this might do 15%. on that basis, it seems stupid to react and start selling things today - equally it would be stupid to be a buyer. all i have done today is sell one ceres power cfd at near b/e and start buying gold. other wise, wait it out. the stats about the damage done to global economies are staggering - trump has done more financial damage than covid.

It sounds like you have no idea what is going in the us. Watch a bit of Bloomberg or CNN they are about to have a hard recession.

£300M + 150M of debt. Trading at 9 times according to IC. That sounded reasonable before 'Orange Monday'. With global uncertainty so high, Yougov could struggle, and it has that large debt burden. I still hold, but there is no point getting excited about price movements currently. I suppose realistically, shorts could knock another 75M off this, however I think there are easier trades out there, both long and short.

Https://www.bbc.co.uk/news/articles/c934qzd094wo

The Asian markets dropped 7% to 10%, if your so good at predicting I hope you made a fortune.

Poker, this isnt a play on gold so much as a play on commodities in general. As the name suggest it is a global fund.

In a nut shell, if we enter a global recession then demand for copper will reduce, possibly other metals and coal that the fund has. I do think that it is an attractive entry price here, and am tempted to top up. With several of these funds that I hold, I am curious if the experts have managed to out trade the market over the last few days. I would recommend that investors have additional exposure to gold alongside this fund.

I think this has been hit particularly hard. NAV last reported at 498p, although some commodities will be affected by a global slow down, they should also be lifted by rampant inflation? Is this now a good price?

I think some shorts bought in before Trump spoke in case there was an equity rally. Perhaps Qube just decided the target was hit. As we get lower, the R/R really tails off if your short. One RNS and this could do 100% easy.