Member Info for Dartron

No the NED sold after the price crashed, and not that much really.

Give it a few years John, and you wont be surprised when BEG fails to perform.

Ooh, they want em bad!

Cards in Tesco are really expensive compared to Card factory. Plus they have less to choose from. As someone who dislikes buying cards, I go to card factory because I know I can get what I need and be gone in 5 minutes.

Well lets hope that they are done selling. But I think this sums up the UK market currently, investors leaving on mass.

I really think a lot of these decent AIM companies need to launch strategic reviews and get themselves of London ASAP, before the next round of selling. The Labour government are so anti investing, I don't see sentiment returning. Abrdn may have been a special case, a forced seller if you will but we are still talking about net outflows in general. Perhaps the third broker may help a little, but the priority should be to exit from LSE for Yougov IMO. I could name many other companies on AIM who are not getting the valuations they deserve, it doesn't make them short term bargains, but longer term value will out.

If you are out, well done to you. Why on earth still invest in the LSE though.

stumpy, my feed then had interviews from rory steward and dominic cummins. they were pretty blunt in saying no one gave 2 ****s.

I think the single share theory put forward by Stach, is the trading equivalent to the flat earth theory.

See that...WorldQuant LLC have appeared on the short disclosure.

I would assume they were already short for some time, and just gone over the reporting threshold. We may see further weakness.

That makes sense. Good ol rule 26. Cheers.

I watched this interview with Kwasi Kwarteng. He gives a very similar synopsis, and then his rational for his budget to try and break the doom loop.

https://www.youtube.com/watch?v=kvFAym9gIP8&ab_channel=RobMoore

Hey Corry, my understanding is the same regarding the S trades. I am watching level 2, I presume you are too.

There was also some T trades in the week, which are transfers - in this case I think a return of the borrowed stock. It all gives a false impression of volume, some platforms handle this better than others. The trade data on this site is nothing more than a gimmick and of little use.

Regards reporting threshold, Blackrock only need to report when go under 5% which they have already on 28th May. Not sure how Yougov will know to update their holder list in this case any thoughts?

https://www.lse.co.uk/rns/YOU/holdings-in-company-z7u2mc7hmy1t5rq.html

Was not aware, thanks. After digging, I see that they have set aside provisions, received insurance money, and already started to book a credit from the reduction in money held for a pay out - all in final results Feb 24.

You could also note the NHS has already paid out, perhaps setting a precedent. Agree this will be a headwind, but it does already seem to be known and accounted for. Maybe it conversely encourages a TO while sentiment is on the floor, Spire are on the hook for less than £20M of their own money (from what I can see) verses an operating profit yearly of £100M and a £1B company valuation, kind of lost in the rounding. Not wishing to trivialise the events in any way which are deeply disturbing. Thanks for mentioning this.

I felt the price was exceptionally weak recently, and also in the low of a channel. This stock is always being recommended by the industry, so I thought it was worth having a few.

I thought this being shorted. Afforded me a good entry over a couple of buys.

New broker target out today Jeffries, 278p

I read that, it would be savvy to do this as it will force more sellers now, thus raising more tax. I thin George Osborne did an immediate effect. (I have read so much about this, it is all blur).

I am expecting turbulence the day of the budget, and if CGT is raised (and applied in April) then it could supress prices further. If IHT is removed, then it could also get messy. So from that point of view, I would rather not have to hold YOU over the budget not knowing the results.

I did also read that we may see some buying from people who have sold shares, been out for 30 days to pay CGT at current rates and now want back in. If CGT increase is immediate, it wont really have an impact. IHT is a nightmare, and it could also be used to flush out CGT gains for the government. I think IHT is the least likely to be changed, and since each case is assessed by HMRC on an individual basis, they could just start to taper it off and remove it for new investments.

Pokerchips, dont forget world war 3 as well.

I would read the large trades (either way) as positive and a signal that things may calm down now.

The UT was only 66k of shares, shows you all that it takes to move it at the moment. Doubt that would have been possible with a more competent chancellor and political outfit.

If you like your REITs, SREI is a cracker. There is a short on it currently (unjustified IMO) but you could get a cheap entry.

No stamp duty on it either, hence I tend to add to that one and not this one.

These small players will get consolidated one day.

385 looks to have been the target. Matches the covid lows and the meets the 200 monthly average. Hopefully there is some buying in to results now. I would expect a few of smaller shorts to cover now. Not sure what Blackrocks game was, not sure they will need to cover.

390 is gone. Get aboard!!

i should also say the forward earnings figure quoted in september was when the share price was £4.80. so at £3.84 i now make that 9.6 times fwd earnings - if of co**** they deliver. however with the price decrease since then, i think that offers a decent margin of safety here.

if you read about either company, these would both be fantastic buys if you took a 3 year view on the market, though i prefer you personally. probably because im not french lol.