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PMO will only get 5% new company. shareholder's heart is freezing cold. no any hope.
TLW shareholders will wait the total deal news, new sale news, and capital market event, etc. any news can shoot up the share price.
I think this is the different between these two.
PMO report a loss and need a RI and D4E . TLW is the same fate, it will be a loss and need some D4E to survive . last 4 months, most of the dealers think PMO is better than TLW, you can see the share price. but now, these 2 packed together . in my opinion , TLW have more debt, without D4E, only sell one or 2 parts, it will not be enough. low price already show the debt holder control the company than share holder. also need new investers. the only way is big drop , after that, it start to rise again. we will see.
it is not a good sign that PMO and TLW seems packed together. PMO after earning date, dropped nearly 40%. TLW only dropped 10%. they are all wait TLW's turn. 9/9, if TLW also report a loss, even may also have a D4E . TLW will also have a big drop. then, these two together, turn the corner, start up, at the end of September, RI,or D4E. price may go higher.I will wait until after 9/9 to buy.
TLW is same as PMO, half year earning will be a loss. even they get 1B£ sell cash, (long time to sell)
but they have 3B£ debt. also low share price, mean , debt holder control the company than shareholder. lot of people here think TLW is better than PMO, but why PMO share price is always higher than TLW last 6 months. until yesterday, more PMO investers think they are better than TLW . now More TLW inverters think they are better than PMO. Time will tell. I think they are same fate.
nothing has changed ? PMO earning release showed half year loss, also need restruction. TLW has more debt , same as PMO, need restruction as well. that mean it need shareholder's cash to pop it up. thats' why the share price gradually drop.
I think it is TLW. PMO energy released, form 80M, 25% drop, now 20M , 11%, 5% drop then bounce. but TLW gradually drop 6% each day, and may be a bit catch up.
Look around the market , most of the covid strike shares bounced last 3 months, most of them halve or even down more than 70%. now PMO halved, I think TLW will gradually down sub 20P. people hold the share hope it bounce back to 30P, it is only hope, think again who will buy this moment to push up the share price? without big drop and big quantities share come out , direction will not change.
May be TLW a bit better than PMO, But look whole market, most of the covid strike shares, last 2 months, most of them down more than half and more, like cine, HMSO, etc. now PMO halves to the latest high 54p. it could down even more. Tlw should be less than 20p. from now to 9 Sep, either gradually down to below 20p, after 9 Sep, start goes up again. or hold the price now and down on 9/9. we will see.
volumes speak it self. you can calculate , last 2 months, how many shares traded. there are less and less share on the market. from 34p to 67p, it is no resistance. I doubt any one still can short these share. who knows may be GS, MS, ARCM even PMO board, they are in it together. only thing is wait for a big news to inflate the shares price to do the right issue. we will see.
very simple, they have dealers to deal with shares, use 20 accounts each hold less than 1 % share.
on paper, they don't need close now. but when time is right , theses accounts transfer or sell the share to the ARCM, then short will be closed eventually , then they will notify to people. this moment, they no need to do it. they still can put pressure on negation for the debt deal.
The ARCM is clever than most of us. don't you think that they have already bought back the share may be 20% when the price was at 10p, 20p. last 2 months, the volumes speak itself. I think , on paper , they already close the short. you can check online information, a article disclosed that ARCM short PMO, they have made £135 million pounds profit already.