Member Info for JAdams5000

Thanks for the welcome and have a good weekend.

Think we will see good things here ahead. Catch up again next week.

August I think?

In sunny Greece right now so not been looking at mm activity much (can’t do it via Bloomberg mobile, only terminal). Anyway, I’m long and strong!

Trades on a multiple of less than 9 next year with very strong cash generation! Have a good weekend SFOR holders

Hope this forum doesn’t mind a new buyer. Been accumulating here this week as I’m bullish on oil and see this as the most sensitive and leveraged to the price. If I’m wrong and oil drops back below $75 then I don’t see much activity. But i am seeing that as increasingly unlikely given rates peaking, structural deficits, supply cuts, Russian risks. Technically, Brent crude is also creeping up to the 200 day moving average. A break above (the first time since August) will see significant momentum as buyers and algos take pricing higher. In the case that oil goes back to $90

Or above then Enquest can comfortably trade in the mid $20s because it’s throwing off cash. Having such a huge tax relief makes all the diff into a rising oil price. Anyway, just a hello and I think it’s compelling from here providing the bullish move kicks in

Should be

Morning all, holding tight also!?

Market continues to accumulate

No TerryMC1.

Nice piece here from barclays wealth on S4:

“So far the agencies have amply demonstrated their capacity to adapt and have thrived on increased complexity. AI will clearly drive efficiencies, and we see a real possibility in the benefits being shared by advertisers and agencies. With S4 now valued below holding agencies (on P/E, EBITDA of FCF yield), any acceleration in growth thanks to AI should have a significant impact on the share price”

Keep glued to the rising financial estimates and enjoy the ride up!

Nice day and been a long time since we’ve seen a move above the 50 day moving average

Will keep an eye out for those Auson

Nice to see higher lows in the ftse100 and breaking above recent highs/resistance.

Book looking decent again, very pleased I topped up. Have a great day everyone

Morning, can’t see any short positions disclosed above 0.5%

So really interesting this but Franklin and Vanguard who had been the largest dumpers have now been acquiring masses of SFOR again. I would guess that they were heavily involved at the recent lows. I’m getting Dekabank, US Bank, FMR and FIL behind them.

Don’t use ortex myself. Let me know what you’re after and I’ll have a dig and see if I can find it on terminal. Problem is there’s so many functions, can be a mission finding your way around!

Just picking off the numbers from the broker feeds.

Important bit is when it’s evident there’s no massive volume through one house

Loads more names on book now including ubs, Citi, Mlco.

Point is though Not one has done any large volume. Peel is the most and they’re not even above 25,000.

I’ve bought some more just below 115… PE next year of around 7. Market has been atrocious last couple

Of days with little spared but this is a buy here

No signs of Kepler in first twenty minutes, the ones who bashed it down to 120ish yesterday.

Peel, hsbc, wins, vrte and gs ones active

We wait now for the buybacks rns

Less than £500k but enough to peg it back when you don’t exchange and just chase the bid. Looks like they are done now. Time to be accumulating not selling!

Normal activity and then Kepler Capital Markets bashed it down from 125p. Good to see predominately them and slowing now. Any demand should push it back up fairly quickly

S4 getting a mention in todays Times. A piece called ‘Artificial intelligence can give our small companies a very real boost’.