Member Info for Edwina

This is the exact same article from FT earlier. I concur that these short attacks are often the best trading opportunities to make serious wonga. I remember Plus500 well, and the FT alpha ville comments, also PFC recently rocketed 50% leaving shorters squeaming. MRW & OCDO were both heavily shorted a couple of years ago, Best advise normally is to buy the dip.

0.6% of the shares being traded can wipe 55% off the value of a company. Algo's going wild.

Volume today alone is 13million. Total shares in issue equates to somewhere near 125million. By my calculations we've seen well over 30% of the company traded in the last couple of weeks, any overhang does seem to be dissipating, could get interesting if the buyers continue to want to buy.

Love nothing more than knowing shorts are getting royally fcked in the brooner. Wonder how well there going to sleep over the weekend. And to cap it off, they have all been increasing at circa £1 recently. Well done all holders.

RYE BAY CAPITAL LLP 1.41% 17 Sep 2021
RYE BAY CAPITAL LLP 1.39% 15 Sep 2021

CapeView Capital LLP 1.40% 19 Aug 2021
CapeView Capital LLP 1.29% 27 Jul 2021

Is there a reason everyone sh*ts there pants and sells only after a 30% drop. Ive been trading 15 years and it never fails to amaze me how people sell lows. Och well, easy money trading peoples emotions.

Agreed, if you've ever dealt with the traders who act on behalf of the fund managers you'd understand why shares get moved around so much (big headed generally). They get fills at the worst possible prices. Sometimes you've just got to thank your lucky stars for getting such silly prices. The main thing holding this back is a large seller inside the spread, however, just like EPIC & DEC a few weeks ago, once lifted it will get walked back up again by the algo's. Quite easy to make money in these markets if you have the patience to hold through the shenanigans.

I think a 10% discount was to be expected if you are the seller. Market has this priced at over 20% discount, yet cash was £140m+ last update.

Solid price achieved, derisked substantially. Will take the 3p divi next week too. £1 today imo.

Buying £18 notes for £11.5.

I get the discount theory but DBay are no mugs. Should be closer to 14p imo. They have skin in the game to make it work. Would love to hear the bear case though.

They dont have to be a big seller redtom. even 1% of the company sold in the wrong way can have a large impact.

Other than the usual suspect MarketMakers selling at discounts (within the spread) on level 2. And standard level 2 shenanigans to lower the spread knowing market makers are following them down, no. Happened with NRR last summer where you could buy at mid price all day. So what incentive was there to buy if it was getting forced lower knowing the clown seller would follow you down. Just something you've got to deal with whilst investing.

typo : hedges 2020 ------> hedging 2022

Drop it to facilitate the sale of an institution who is selling 8% below a placing which raised £150m (20% of the company). See if any retail bite on the drop. With gas so high im sure there hedges 2020 production at higher rates. Dividend increase or pay down debt faster at these prices? Id say debt repayment.

US exporting more gas than ever actually.

postimg.cc/ppJm6WC9

Market probably has a wiff of a fund selling out for ESG reasons. Mr Market doing what it does best, drive them out as low as possible. These funds are pretty daft, they just take whatever price they can. So market lowering it down to ensure they exit at the worst price possible. You'd prefer to get them cheap right? Rebound will be swift once there gone. Filter list is expanding exponentially

Surely energy prices are picking up? According to my quotes from comparethemarket anyway. Anyone got some good reading re energy prices? TY

Sorry not had time to look properly, how much are GENL owed? GKP cleared state the arrears. Thanks in advance, GL

Happy to buy at the placing price today (in ISA), having been told ive been scaled back it looks like raising was oversubscribed. NAV should rise with all the positive news:

"We are delighted to announce our participation in the new Dynamic Containment Service developed by the National Grid, which could create a material uplift in the Company's revenue across the majority of our operational portfolio if the pricing trends continue."

GLA

18m traded in UK, just 1.8m in USA. UK driving the bus.

Would anyone be so kind to highlight other companies with similar constant revenue profiles with solid dividends? I understand UKW, GSF, GCP.

Can anyone recommend any other companies with minimum 5% dividends with little volatility, backed by solid assets that you like? The REIT sector has bounced fairly hard already. Im just looking to park cash in investments that are not moving much, yet paying solid dividends. Ive recently bought a couple hundred k of these on the recent drop and looking to diversify. Thanks a lot, and good luck!