Member Info for debeege

Burn you ****s

GLG Partners LP 1.00% + 0.01% 6 May 2022
Marshall Wace LLP 0.51% + 0.03% 23 May 2022
Systematica Investments Limited 0.80% + 0.10% 17 May 2022

Only thing new today as far as i know is this:

"Given the continually evolving external considerations, the Board anticipates FY 2022 adjusted EBITDA to be broadly in line with FY 2021"

So margin of 7.4%,

Previously guided at 7.4 - 7.7%.

No doubt lots of that small miss is already priced in. Seems solid, id certainly be holding and not reading the newspapers as they clearly have vested interests, i.e. hedge funds passing some envelopes to write bad news stories whilst making cheap bids in the background to pick it up cheap. Usual scum

Current uncrossing auction scheduled to be over 11 million shares.

Kong. Can you learn to read before writing? It's not a blanket swift ban. Even if it was there is other ways to transfer money. Its just costs more and takes longer. They are banning certain banks from swift, presumably the ones most closely linked to putin? Listen to the results webcast, the EVR board said the current sanctions were not of material nature. Anyhow welcome to my bin.

Re SWIFT ban.

UPDATE: The German government says that the ban only affects the Russian banks that were **already sanctioned** a few days ago! (which are big important banks, but obviously already under sanctions) https://t.co/10S2JD7Wsc

EVR didn't seem to concerned or have much to do with the bank that had been sanctioned.

Putin under huge pressure, he either stop now and is humiliated, or digs himself in to a bunker. Surprised there is not millions in Moscow calling for his head, Putin fcked up going for Kiev, Donbas fair enough, but not Kiev.

Assuming 2022 revenue is guidance holds at 2021 levels as guided (£268m), with margins the same as 2020 levels 44% (as guided), this reduces the bottom line by approx £10m, to circa £30m.

Strip out net cash of £30m, and net assets of £16m you get an Enterprise Value of £250m. These one off IPO and share based costs won't carry to 2022 hence your looking at a company trading at a pe around 10.8 and 8.3 if you strip out the assets.

Good cash pile to acquire growth, operating disruptively in a growing market, this to me is a solid hold. And if they continue to pay dividends at approx half profit after tax your looking at a 4% yield. Happy to sit this turbulence out after buying substantially in the market today and will continue to add on weakness.

Am i correct in assuming, this is the same short fund who shorted Network International at circa £2, now £3.5. And PRISM at circa £10, now under offer from private equity at £12? Please enlighten me.

Just bought a big chunk on that drop. 6% yield now. Im not bothered about what the price does, as its for steady dividends thank you.

ConcernedHolder,

Where are you getting the following figures from:

"....to Civitas entities with rents set by the directors that backs out prices at ~3x their residential value."

Are you suggesting the residential prices are 3 times less than the prices they paid?

in order to force the Market Makers to give you a quote, try going over the "NMS" (normal market size). In this case its 75k shares

May have been noted, however, after choosing not to short PFC at £1.35 all last month, they decided to increase there short by another 350,000 shares at £1 the day before yesterday.

Do a little research on how bad these guys are at trading. Large short positions in NETW, HMSO, MCRO have all doubled recently whilst they are holding large short positions. Pretty amateur outfit it seems.

Share price dives 22.8% to close at £4 per share on this announcement:

https://www.investegate.co.uk/petrofac-limited--pfc-/rns/board-update/201902070952353724P/

Share price two months later erases all losses to close at £5.2.

Today, practically the same announcement is made, share price is down 22.8% (ironic?).

Two months later will the share price be £1.7 again?

Buy to the sound of the sirens etc.

SFO should be looking at the BOTS and constant spoof orders on the level 2 order book rather than some shoddy underhand deals in Saudi.

"The last quarter (Q4) of 2020 was especially pleasing, with gross revenues of A$19.2m, operating profits of A$9.4m and net income of A$7.4m. This performance was largely due to the Hellyer plant throughtput rates increasing to 180 tph when permissible, noticeably reducing unit operating costs into an overall stronger commodity price environment."

.

Nothing but buys the last hour and they keep trying to drop it, the volume is immense!

Trying to open this low, but good luck getting a quote to buy under £1.2 imo.

Yep, London traded 25million shares in the final 3 hours of trade. In the final hour of Pinksheets, there was 400k traded which dropped it from $1.55 to $1.41. If your a market maker, and want to pick some cheap shares up the next morning, you try and manipulate it down on low volume to make it look weak.

Bitcoin edging closer to 40k again, wonder if market makers will actually give you a quote to buy any if it opens down tomorrow? Doubt it.

Guys, its barely even worth looking at US price as they trade 5 times less than the UK market. Bitcoin trading up at $39k is where it was at UK close. Should open strongly in the UK as it closed at day highs.

88m Volume on LSE today, so far only 12m in USA. LSE clearly driving the bus.

I like how confident they are that the provisions they have provided today will not increase too much as they have already estimated future liabilities within there figures. Happy to hold at these levels looking for another run to 15p after the knee jerk market reaction.