Member Info for Dartron

406 pointless Ceres posts. I wish he was actually un plugged from the internet - same for his idiot friend.

They took in that short on Wednesday, when price hit £3.02 because they wanted to de risk, in case Trump caused an equity rally. Because he has crashed the global economy, they have just unloaded again as there is no need to cover. It is also disappointing that no directors bought, which serves as a pretty good bear tip here for the time being. I agree we could keep going down, but its more a reaction to the general market. Listening to some commentators, they are still bullish US and UK equities, so I think we just need to get this panic over with. I am mentally noting that these are going nowhere for another 3 months. Next 15 got absolutely hammered as well today. In these situations it is best not to add to positions IMO. Both companies need a buoyant economy as their earnings are from marketing budgets. If the likes of FTSE stalwarts paying decent dividends are down 5% today - im not reading much YouGov specific in to this.

Because they are taking more risk, their analyses tends to be much more thorough. So I they are willing to risk x million on a short, I take notice.

Market conditions are awful, FTSE down 1.5%, S&P down 4%, Dax down 2.7%. Shorts know this game, after the rise yesterday and the over all weakness, they would not be buying much today. I think the buying yesterday was a hedge against uncertainty of a market rally, if Trump had got out of bed on the other side. If the US does go in to recession, then Yougov is not going to grow its earnings as much, so possibly a good short still. Next 15 is being hammered today, I always compare the 2 as sector peers. Personally, I think we will see a rally in indexes and then shares like Yougov, but it might be a few weeks off for now. Hedge funds are going to capitalise on the volatility and tariff uncertainty for at least a week. I reduced my SB account as much as possible. Tin hats on.

Thanks, that was one I was not aware of. It appears :Kestrel Partners LLP 29.04%

And the RNS you linked states : £34.3 million, can be returned to Shareholders.... by way of a tender offer.

Not sure Kestrel would tender any shares? If they dont, it would tip them over 30%.

I see as well as IQGeo (which they got an exit from as far as I can tell) They also got an exit from Gresham Technologies last year. [originally on this board it had been said that Kestrel took IQGeo private, but I think they got an exit].

Ideally we want Kestrel to come in to some cash elsewhere so we can then see if they do or dont spend it here!!

The AGM resolutions are published now - and nothing out of the ordinary. All directors including Max Royde are standing to be re-elected. Kestrel own a few stakes in other companies, so to really be able to second guess Kestrel, you would have to follow all the other companies. I suppose the next thing will be to see what % of votes are cast for re election of BOD.

Tangible net asset value per share increased by 8.2p to 63.8p - almost 100% upside on todays close.

I put those shares up for sale this morning, 5 points up. They just sold. Consider that interest on my loan to the shorts.

Bought another largish lump, as it seems there is a buyer today (most probably a short closing). I think we will be over £3 today, so glad to have some in the 2's (this is pension). Took some in Spread bet on results day.

Perhaps it is a short closing, otherwise seems an unusual reaction to these results. I sold in to the rise. Down to a modest holding now. Could buy some back if we see the high 30's now.

Glowacki is a bear, he turns up on all the drops, just think 'inverse Laura'

There is an analyst presentation this morning, so that could influence various participants.

Re the short, I have Bytes IT, which had good results, (gapped up 20% on the day) and has 3 x shorts. Price is drifting up now, but down today because it is a red day. I have been adding to this position because shorts are reducing. Plus you could say there may be a squeeze there, as a fund got up to 12% whilst the stock was sold short. If there is going to be parallels here, then we need to see some buying intention and shorts reducing. Clearly it is not going to gap up. I am pleased the price has not cratered, but I think its too early to say the direction is up. I have a feeling the media will rate it as a hold.

Surprised price is not higher, the offer would be well over £2.60 IMO.

Spring budget, US tec shares dropped over 1%, whole market went flat this afternoon. Though Tig was down early IMO.

Gavin Jones Chief Executive Officer 50,000

The CEO does not have considerable skin in the game, his entire holding is £11K

Nobody bought big yesterday which is disappointing considering everything they have promised and the current state of the share price. Honestly, its a token gesture at best, which is worrying.

Tiny director purchases! New CEO put in £11k. I expect most of you have more than that invested (or did have).

I wonder if those 'offers' were just a way to let a few insiders out at 115p. There is no way the state of affairs would not be instantly visible on day 1 of due diligence.

Amazed it did 20% today. It probably was over sold, and would have been a good trade, but as an investment I am standing clear. Market is full of bargains, EKF is not one of those.

Also not impressed to put someone back in who over saw such disasters, SB you did not mention the squandering of the Covid bonanza, I think that was on his watch as well.

Investors chronical points out that the price is currently below NAV (including intangibles - NAV = £1.03).

I bought a few this morning, as the 2 Pauls said, its worth buying any decent company that drops excessively when its still profitable.

Agree in principle, though not 100% sure the loan is actual money? is it just on paper right now?

When you invest in AIM, you have to work with what you get, and if these guys are incentivised to get the share price upwards of 65p, then that is a 50% gain from todays price (more or less). Yes these Ltips are often pointless, when you look at a bombed out stock where the board has lost their ltips, they are not exactly out of pocket, unlike investors. And they can just be re-issued at lower prices so I dont take much notice really, though its useful to know the time lines and motivations they might have for massaging figures etc. Perhaps watch and see how many votes it gets at the AGM.

Is this the only stock your sore on Jamie?