Member Info for Dartron

I think they are drawing it out, in the hope to have something good to say for outlook or post period.

Its just the way of the market. 2.68% short now, 3 players. I have funds arriving soon, hopefully can buy back my shares.
I bought some FRAN today, they have just made another great acquisition taking their reach far more global etc. The acquisition of Perex (Hydraulic hose repairs) was part funded by a placing at £1.80, I managed to buy at £1.68. Crazy.
Perhaps there is a little similarity as FRAN appears to be another amalgamator. Also taken debt up quite high.

Wow, JPM increased to 0.99% I am surprised about that. Thought they might be starting to close this out. Doesn't look like it wants to go lower IMO, or that it is worth the effort for JPM. I closed my trade for a small profit on the morning of the drop from 26p. I will keep watching.

TR1 tonight, could get lost in the weeds of the buy back RNS. Says Mangusta Limited up from 5.98 to 6.02. I suspect this is just due to the voting rights increasing due to the buy back.

Bit crazy that. He put RBGP to a hold after last TU (3 months back?), now says buy. But the time to buy was last month. I am surprised he has flip flopped so quickly and will bear that in mind on his other hold recommendations.

Thanks ****nal58 targets are helpful to me.

Good set of results (considering) over at rival RBGP.

Results up to Dec 22 (KGH declared up to Oct 22 so far). (My RBGP holding now up 33%).
Group revenue (including gains on litigation assets) up 25.6% to £54.1m (2021: £43.1m)
Adjusted EBITDA up 54.2% to £15.8m (2021: £10.3m)
Adjusted profit before tax up 66.3% to £10.9m (2021: £6.6m)

Outlook
Based on the current outlook, we expect to continue to pay up to 60 per cent of retained earnings in the 2023 financial year by way of dividend. -- No clue as to business performance.

Might see a FY TU here in May. Last year was May 19th.

Steve Shore, my kind of guy. Good to know his eyes are working.

Hi, Can you tell me why you think he has loaned some out, because I cant see that in the RNS. My thoughts are, that he has sold 1% and taken 0.5% as a CFD. I think he is distressed, having suffered a few big losses recently, WAN, NANO. It makes sense what he has done if he is still bullish here. Free up some cash but take a leveraged position requiring less funds instead. He did the same on Friday over at REDD, and also had to sell at XSG end of march.
He has provided a lot of liquidity here, and hopefully helped JPM close out their lowest priced borrow. I think RG wanted the cash somewhere else.

Just slow to update, might take the mid from the opening.

Maybe hit 15M mcap (Fair value), then steady uptick.

I think it will do a huge leap. The price isnt real currently, if you wanted £20k of this, you wouldnt get them for 3.3p.

You did well there Hobione, saved yourself about 0.4p. Back to the old, collect 0.171p but lose 0.5p.
Panama Pete some AIM shares have stamp duty, PAF and DWF are 2 I have traded that have stamp duty.

I have bought SREI (Schroders 6.04%) and am trying to buy CSH (Civitas 9%). Click this link, (you dont need to be on Twitter) this guy posted a list of the highest non equity returns (he is well respected on Twitter).
https://twitter.com/DonaldPond6/status/1640692092425977856?s=20
I worked my way down the list until I got to CSH. There is also a great article about CSH here I found:
https://quoteddata.com/research/civitas-social-housing-time-buy-qd/
Note, some things in the list are not all they seem. One had already done a placing etc. I like the Schroders SREI (Debt re-negotiated for 16 years at a low interest rate, plus not much offices in pf), listen to Schroders interview here: https://www.youtube.com/watch?v=3pygKsU_AJU&ab_channel=SharesMagazine.
The yield was a bit higher when I bought it. I am trying to buy CSH, but being a compulsive small cap addict, I bought I3E (10% P.A. paid monthly) and CAML (7% in a few days) as soon as funds cleared, LOL! Hopefully next week I can buy my planned CSH purchase. Sorry to hijack thread, hope it helps. Shares magazine Youtube channel has a lot of funds and REITS interviews.

Interesting you both think a placing could be an option. I will keep watching, and reading your both very informed contributions. Thanks.

"So assume that GRC deals further down track will be via a placing at some point"
Didnt fully understand that, but any whiff of a placing is ideal for shorters. They can buy in the placing and close out.
That happened at Kape for example with JPM in October '22. I wouldn't read too much in to Octopus buying, as you said they need to average down. As to why the shorters might target this, I have written on several BB's, such as Begbies, and Argentex, the yields are so low (and non existent for Marlowe), that these stocks are just selling off any way. You can earn more in a savings account this year. I understand as serious LT investors you wont feel like that, but I think that is the reality, and certainly explains lack of liquidity. I have been focussing on buying high yields such as REITs, LGEN, O&G stocks etc (with my monthly pension contributions). Here your only upside is a takeover, which makes this speculative. I am still trying to buy these type of stocks too for the next cycle, but 9% yield off a REIT is too tempting currently. I expect as rates increase this will also put downward pressure on the stock price here. I guess I echo the hedge funds sentiment, that to make money now, you have to be short these stocks (im not short, but sold out), then the art of making serious long term money is buying them back near to the bottom for the next run. I dont see that being likely in the next 6 months. (this type of trading is not an option for Octopus). I do think Marlowe has a higher than average chance of being taken private, but it is still very speculative. Its a very fine act of trying to position ones self for income and growth now, but to not miss out on the absolute bargains that are frankly all around us currently. Not trying to be overly negative, just my interpretation of small caps currently.

GLG joining the party? Overall short at 2.5% Wowzers! Hope I can get mine back under £5, that would be over a10% gain.

Regardless of the above, 100% of the options will vest if there is a change of control of the Company.

Just get that in there, just in case.

It could be the yield. I have a few shares where I could lower my average, but why buy a 2 - 3% yield, when you buy can 8 or 9. If I was invested here and had profit, I would sell and put the money in something better yielding, possibly a savings account. I think this explains why good companies are lagging. I hold a lot of BEG, but under water so stay put.

One company orders some more and you think this is going to make a material difference? One cement company! (hardly a tech company is it, maybe just route the company's phones?) OMG, they are taking this global. I mean, putting a router in Brazil, and one in the Philippines. Seriously, has any one looked at the Cemex global footprint? its not huge. Maybe they have some satellite offices, but seriously, how big is the Trinidad office? I mean, after costs how much profit will BatM make from this? You people seem pretty gullible to me.
https://en.wikipedia.org/wiki/Cemex#CEMEX_worldwide

As a result, our revenue from Edgility in the first quarter of 2023 almost equalled that generated for the whole of 2022
From the FY results: BATM also commenced executing, and received its first revenue, on two contracts for Edgility, which are expected to have an aggregate value of $2.7m over a five-year period. $2.7 / 5 = $540000 in first year. Not hard to beat that really is it? What s embarrassing is that you guys just lap this stuff up, and do no research or verification of the BatM hugely inflated claims. This has to drop, further just because you can earn 4% in a UK bank account. Cue Bluerill to explain why that doesn't matter...LMAO.

Perhaps they took advantage of the short. As I wrote in my post, perhaps the short then backed off. Which would explain the strong price / liquidity. My guess is that they wont want any more, and maybe the short(s) will start up now. I think Blackrock need it to drop to about £4.60 (24th March). Sorry to be bearish, but id like it to drop as I sold mine and need them back. ;)