Member Info for helloDave

We are moving to a non US centric world.

If you remove Microsoft, Google, Meta, Apple from the equation, what worth is the USA..... The USA is broken, the culture is stagnate, and the people are lacking social cohesiveness.

The MEA and Africa are were the next the action is for energy and infrastructure projects.

Https://sidaracollaborative.com/projects/doha-hamad-international-airport

You can see that Sidara are at the core of transforming MEA region. And will a massive population increasing living standards they will need Wood to fast track projects

I think the situation where the "west" has become stagnant has opened the door to the MEA focusing on themselves and attracting remigration back of their people's, which means Sidara will need the expertise and many power of Wood to achieve the new energy and infrastructure projects to facilitate the change.

Sidara spend £1.6b now to get the resource that is worth 100x that to the region. Just like SA buying Golf and the emergence of Dubai/Qatar, we are seeing a new paradigm, and having the skills to accomplish the transformation is imperative.

6 months is a long time in the current ramp up of infrastructure and energy projects for Sidara to walk away, and opens the door for another company to launch a takeover bid, really Sidara need to strike now with a winning blow

Considering the fallout if the Cosby folds it really is now in the interest of Britain that the company (ironically) is sold to Sidara

From what someone connected to the company was saying in the pub

Hurry up Sidara

The BoD really are a shower of sh;te, and I hope for the staff working at the company that Sidara win the takeover bid.

Trumps tariffs are making the MEA look more favourable as the world pivots away from the US, and this means Sidara need the Wood business asap to capitalise

Construction Manager

Abu Dhabi, United Arab Emirates

04/02/2025

Quantity Surveyor

Abu Dhabi, United Arab Emirates

04/02/2025

Director of Administrative Affairs Office

Cairo, Egypt (Hybrid)

04/02/2025

Site construction Superintendent

Basra, Iraq

04/02/2025

How have to remember the level of data and intel we (most private Investors) have access to is just part of what's happening, dark pools are where most trading happens and trade between institutions is also kept quiet.

Yahoo tracks data and trades outside of the direct LSE platform.

There was on yahoo, go have a look

A buy that big is a very good indicator, only someone in the know and with a very large bank account would be willing to buy that many shares, potentially this is the pre-news leak but we have been waiting for.

So the trade is showing at 11.56am!

4.3 million shares bought

However yahoo have access to additional US and other inter exchange data.

Yahoo is an interesting site for trade data, due to their sources and co tracts they seem to get a lot of US processing that gets reported late on LSE

The volume on yahoo is showing as:

4322864

And showing as a buy

Yahoo is good for seeing trades on back end systems that only show later on LSE. The volume, price and other indicators are pointing to it being a buy. So if someone is buying that volume it's to clear shorts or someone loading knowing good news coming.

The on balance jumped up then and the MACD also moved up, which would indicate it is a buy