Member Info for hey_arnold

Thanks berni, keep posting.

Are you planning on going long TLW at some point?

-5%

Why would I lie. Stock on loan has increased since the asset sale. Short tracker doesn't show this.

*think the rise is overdone

Very short term the most worrying thing to me would be that shorters have increased even after the good news of the asset sale, indicating that they thing the rise is overdone.

Eni Chief Executive Claudio Descalzi tells analyst call
ASSUMING LOCKDOWN EFFECT UNTIL END OF MAY AND THEN GRADUAL DEMAND RECOVERY TOWARDS NORMALITY BY START OF 2021
EXPECTS OVERALL UTILISATION RATE OF ITS REFINERIES THIS YEAR TO BE ABOUT 80%

Thanks nhawan thats interesting.

Or am I going crazy? Thought they were around 7%?

Incredibly shorts increased....

Fund % short change Date changed
Citadel Advisors LLC 0.78% -0.03% 22 Apr 2020
Key Group Holdings (Cayman), Ltd. 1.88% -0.10% 16 Apr 2020
Marshall Wace LLP 0.87% -0.12% 6 Apr 2020
ODEY ASSET MANAGEMENT LLP 0.76% -0.32% 12 Mar 2020
Qube Research & Technologies Limited 0.63% 0.0% 22 Apr 2020
Värde Partners Europe Limited 2.64% 0.14% 9 Apr 2020
Whitebox Advisors LLC 0.82% 0.21% 21 Apr 2020
Total 8.38%

I think people are taking profit from the 100% rise in a short period of time.

Tullow over stretched itself and is now having to pay the consequences unfortunately. Its a slow road to recovery. Hopefully oil continues to move up.

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Tullow would probably have gone bust if they didnt start selling assets. Unfortunately this is what happens when you are forced to sell

After any BIG rise you are going to get profit taking. Guess you just have to be patient.

Asset sale or go bust... what would you prefer......

Given PMO is up 10% i would say the reaction today was fairly muted.

I sold yesterday annoyingly. Congrats all that held.

Please stop with the leaked chat.... makes you look stupid.

I expect ASOS to be seeing similar sales recovery. The market is potentially pricing 25% sales reduction for Q2, given what was reported in their results. I now believe this to be incorrect and have bought back in at 2160p