Member Info for Gotrader

Yes I missed that bit. Could of sold them to a family member. So very likely for tax reasons.

Can't blame him really. He was one of the directors buying in at 40-42p. He would of over doubled his money here. He bought nearly 370k of shares. Maybe Ahha made a good call here.

Is a full merger on the cards? Porta is still hungry for cash and issuing shares. Porta has a value of 11.65m based on the share price. With debts of 7-8m. Revenue circa 40m est. They still don't own all of Aus, HK, Singapore or Redleaf. Those Asian businesses made 1.5m profit in H1. SEC has revenue of 20m euros. They made 400k profit in Euros in H1. So maybe 800-1m Euro profit on year? Like Porta they too own varying percentages of other companies. SEC are currently looking to raise 4m Euros more here. Not sure when they plan to call this cash in or what it is for. A 50/50 merger would not give good value to Porta. At present Porta is valued less than Sec but has a revenue twice that of SEC. Albeit SEC is making money. So Porta would look to get at least 3-4p+ a share? What is the true value given sellers that still appear to be dumping shares here. SEC is 75% owned by one shareholder. Then you have the Morton issue. Would he really want his 7.5m debt tied up in a larger company? I suspect he would rather get out of Porta than into a new company. I really doubt he will want to trim his loan costs again to make any deal work. Or lose money on shares based on a low SP. Ideally if Porta enters a merger it should be with a company that can pay off the debt and buy back more of the Asian businesses. Porta needs cash more than it does a merger. Albeit a merger would help slash admin costs. Porta paid out 565k in H1 to non controlling interests. This could be well over 1M for full year. That a million not going to the bottom line here for shareholders. I am not convinced SEC has the funds to solve Porta's issues. Unless it's owner has money to inject?How would they make a merger work and fair for Porta? Would funds be willing to accept shares for equity to pay off debt to make this happen? At 2-3p I would be annoyed. Porta could really use a cash injection of 10-12m to pay off debt and buy out Aus Business.Trouble is the SP makes this prohibitive in terms of value as the firm is deemed to be worth only 11-12m,

Been a strong day. 35k sold today. 450k bought. 29% move is a big move. I did think at 2p something might happen. I just couldn't figure out why the share would go that low. They are gradually turning this around and the main shareholders are not selling here. Results on 26th or 27th? I think Thursday. Expect a loss but look at the debt figure see if the cash element has moved here. I doubt this is staff buying. You never know!

Now up 21% today. 3-4p could be very possible here with director buys. 27% spread is crazy!

I think the tree has been shaken and the daily drip feed buys will continue here. Share had to move in a bigger way with so many buys.

I think the scramble was from one seller. With the 1.24m trade the final act of the seller. Now those buying in background are buying back stock cautiously. They have shaken the tree and are gradually buying back shares under 3p before the results. Hawk Investment Holdings Limited , Hales hargeaves have been consistently been buying in the background here. Some of these trades could be PI. In last few days 1.15m shares have been bought. I think this will continue tomorrow till we reach the results where I expect the directors to pile in if there is good news. More paper losses but the background story is also important. How is working with SEC going? Sec did a tu stating 14% growth and many new clients.

Seriously good job here if you cleared 100k. 95p is probably the peak for now unless they can put out some good news. The dividend is always nice to have. This share could be safer than others out there. Lloyds is doing a big share buyback scheme at present. IPO has also bounced from it's �1 floor. Albeit I still worry when shareholders will actually see any money back.

Main reason for SP movement is probably just shorters and perhaps1-2 institutions reducing. Marshall Wace short is up again for the 4th April. 0.07%. World Quant have reduced. Which is bizarre as they just increased at a higher price. Looking at single trades here is meaningless. The share is trading 3-8m shares a day. Constant looking at Apple and other shares may give no true reflection to the rise and falls in this share as it is being highly manipulated by the shorters. Many of these few thousand buy and sell trades each minute are likely automated by funds. Really doubt PI would be that involved here on a daily basis. If the share was truly worth �.1.80 or �1.90 I am sure funds would be buying heavily.

Not sure what to make of their decision to reduce here by 1% and start loaning out stock. Can't see Huntsworth on the shorting list yet. Seem to be a lot of small automated buys here today.

Nexchange has 2x 180k trades circa 1.8p/1.82p. Could be reverse trades. The 100k/50k and 159k trades also look reverse trades. Unclear how many shares the seller has. Hopefully directors will buy in after the results. See what happens.

Marshall Wace actually increased their short on 28/03/2018 when the new short position from Criterion appeared. I don't think the shorters are done by a long way here. I think Criterion are increasing their holding here. One report I read suggested this company needed to grow at least 40% a year to match this kind of share price. Make no mistake investing here has big risks as the shorters are pretty much determining the SP here. The results also had little impact on the share price here as the Sp is gradually reducing as the shorters increase their positions again.

CRITERION CAPITAL MANAGEMENT, LLC 0.55% new short position. Saw this coming with a lot of shorting still ongoing. Marshall Wave reduces -0.07%

Actual holding 14.03% Their holdings are up by 0.03%. What they have done is loan out 0.23% of shares to someone.

I am still about. Been distratced by other shares. I see no reason to sell HNT at present. They seem to be doing really well. Always be a need for PR firms and HNT seems to of cornered the health market. https://www.holmesreport.com/latest/article/2017-huntsworth-comms-revenue-down-amid-overall-company-growth Main downside to results was communication revenue down. Grayling took an 11% hit. However rest of business seemed to do really well. Citigate Deswon about held it's own. Who knows what 2018 will bring for them. Share price is holding firm here. https://www.holmesreport.com/latest/article/grayling-hires-kat-mcgettigan-to-reinvigorate-uk-consumer-practice Hire news. As for Oil. I followed Xcite for a white. Never bought any. Lots of promise about one day actually drilling their reserves they had rights to. They burned through all their cash in the end and the debtors took 100% of the company. Demand for oil should fall long term as cars go more eco friendly. Rockhopper seems to be making a loss and a lot of forum chatter about SP falling. Not a great signs? Least they have 63m in bank. When will they make some money? Not looked too deeply into this but I am done with loss making firms that show little sign of profit. Wasn't aware of the 14/4 rule. Who knows what works in the markets these days with retail shops in shut down in the UK. Currently following IQE, CNKS and IPO. Albeit I have my doubts about IPO. CNKS look interesting but revenue is erratic. PTCM seems to be in a downfall due to stakeholders bailing. Not doing well on that one.

A 1.274m sell trade appeared for 27th. Almost same time as 637k trade. I wonder if they were reverse trades. That or someone sold 1.9M shares. I think reverse trades.

MW were down 0.24% on 22nd. However Worldquant are increasing their short. up 0.12% on 23rd march. I suspect it is their shorting that is increasing the price here. I do think MW will soon be below 2%. Some of their shorts were taken well above the 140p level. Markets around world seem to be struggling at present. FTSE below 7000. If same happens in US I could see some tech stocks correcting. IQE included maybe?

Don't forget these firms are paid to give forecasts. Not an independent forecast. Short wise Worldquant up to 0.82%. Marshall Wace down to 2.69%. Cleared a 1/3rd of their short position. 10m shares sold on Friday. Mix of shorters and others selling out.

Marshall Wace cleared 0.17% on the day of the results. Down to 2.75%. I suspect they have reduced more in last 2 days. If the shorts are clearing it means someone else is selling. Or others are shorting that we can't see. Everyone was suggesting share would soar as shorts closed? Any thoughts?

Marshall Wace and Coltrane both reduced on 19th. I think they will have reduced further in last 2 days too. Does still seem to be people selling or shorting in background. Lot of the trades here could be shorters. Especially the 250k buys. So looking at big trades here means nothing. Wasn't sure on the results. Lots of restated figures and some write downs too. 11m going into further research. See what happens here. Once the shorters have cleared things will recover. Still many betting against IQE here.