Member Info for Dartron

Thunder2040 - TRIN are already recommending this deal. I cant see this not going through. Most PI's will not vote. Go and look at C4X delisting, that could of so easily been stopped if PI's had voted.

Also, I do not see this as dilution, when they are getting TRIN below its fair value.

From the RNS:

Trinity Shareholders (including those Trinity Directors who hold Trinity Shares) representing 38.9 per cent. of Trinity's issued ordinary share capital (excluding Trinity Shares held in treasury) as at 30 April 2024 (being the latest practicable date prior to the date of this announcement) are supportive of the Acquisition

This is my largest AIM holding. I liked it for the dividends and the likelihood of a take out. Though I have been under water for most of my time holding it (not including dividends). Now back in profit, worth 6% of my entire pension.

Makes me laugh - what press speculation?

Its possible that there is some short stock on loan here. Dont make it easy for them.

I had trouble buying TXP so the drop was manufactured. Bought some TXP, and some TRIN.

Buying TRIN is the better deal, I paid 53p, which means that I got TXP shares for 35.33p

Assuming deal goes through, which I think it will.

TRIN is still around 54p.

Not a fan of TXP but this is an obvious trade and arbitrage opportunity. TP, 60p once the media big this up.

Some more large buys way above ask..

They cant take this much lower. Who ever is doing this, isnt doing it to sell a lot of stock. Some kind of manipulation.

Wonder if it is dragged down to make a low offer look good?

Wasnt expecting the buy backs. I adjusted for the dividend, and Im up 12% again. Wish I had bought a few more now.

No, I have had 2 dividends today in to II, but not DSM. Not concerned, give it until monday.

I thought that this might go lower as the response from the results has been quite muted, plus BNP selling a few last week. I cant see a reason for aggressive buying here. I would not rule out a new low here (or ITM). Purley trading this for price action due to the liquidity, no comment on Ceres business. No position currently.

Wonder if Rockwood, knew that there was going to be forced seller. e.g. one of the founders or something. So they sliced a bit to trade it lower? There has been a few buys as well, I took a few at 46 and been watching it carefully. Though admittedly its a failing trade now.

Alan Sellers, Executive Chairman, and Mark Bringloe, CFO, will provide a live presentation relating to the Final Results Presentation via Investor Meet Company on 01 May 2024, 09:30 BST.

If the earnings are going to be so good, why did they need the loan for 'working capital' ?

Pre loan RNS:

We intend to use the additional Amended Bank Loan facility borrowing capacity to finance our 2024 capital program as presented in our December 19, 2023 news release entitled "Touchstone Announces 2024 Capital Budget, Preliminary 2024 Guidance and an Operational Update".

Post loan RNS:

We intend to fully draw the new $10 million non-revolving term loan facility to finance our 2024 capital program as previously set out in our December 19, 2023 announcement and expect to use the additional revolving loan facility credit capacity for general working capital purposes on an as needed basis.

Q3 Update:

"The positive impact that initial output from our Cascadura field has had on both our production profile, and more importantly, our operating cash flows is clear. The results from the first few weeks of production at Cascadura demonstrate that we can look forward to materially enhanced operational and financial results.

All 3 of these statements appear to contradict each other?

As soon as the S&P started to roll over, I could not get out fast enough. Was happy with another small profit on the second time. I wouldn't expect sentiment to improve here until the S&P bounces / makes a base. 800 is tempting to buy back in, but I think its a falling knife now.

There is a huge gearing to the S&P in this list.

ASML Holding NV 8.20%

NVIDIA Corp 7.90%

Amazon.com Inc 5.27%

MercadoLibre Inc 5.00%

Moderna Inc 4.73%

PDD Holdings Inc ADR 3.80%

Tesla Inc 3.47%

Ferrari NV 3.16%

Wise PLC Class A 2.40%

Spotify Technology SA 2.36%

Some people talk about buying and selling and others do it.

I think POLR had a good announcement yesterday as well.

Plus recent director buy here.

Jefferies raises Primary Health Properties target to 120 (110) pence - 'buy'

Almost a 10% upgrade.

Jefferies cuts Target Healthcare REIT price target to 104 (108) pence - 'buy'

11-Apr-24 Berenberg Bank Buy - 420.00 Reiteration

https://www.proactiveinvestors.co.uk/companies/news/1045098/alpha-financial-share-price-offers-attractive-entry-point-analysts-1045098.html

Peel's target price is 395p, versus the last close at 312p, while Stifel's is a more bullish 440p.

At least that is 50% less stamp duty on a top up now. It may recover more, due to the offer on CAU.

that 2m was what was shaken out of pis yesterday. i hope it is w black buying and not fab. tb's voting power needs to decrease, they have taken the **** with this.