Member Info for John33

Doesn't add up with the reported change above .5% disclosable

Achange of 1.55% would be 9m shares

Https://shorttracker.co.uk/company/GB0006215205/

Millennium Capital (DIFC) Limited closed 3m shares

GSA Capital Partners LLP added 600k

Yesterday UT WAS 19M !

Oh thanks.

Someone bought someone sold so will have to wait for the RNS.

What makes you think it was yesterday, it was reported today. The trade could have gone through earlier in the morning but doesn't have to be reported straight away.

Anyway regardless yes 2% of stock so more than likely will be rns holding perhaps reported tomorrow though they have two trading days to do so.

Increased last Friday

That would be 3% of the shares, maybe reducing/closing shorts

19,410,434 34.8p

FFS I thought someone would have chimed in by now.

GenghisInvestor there is a UT FOR FRI 22/08 it's this site that is very poor for trades info, misses loads out.

There must be numerous places you can get accurate info, here's one.

https://uk.advfn.com/p.php?pid=trades&btn=trades&symbol=&addToMonitorOption=https%3A%2F%2Fuk.advfn.com%2Fp.php%3Fpid%3Dihm_monlist%26sym%3DL%255EMCG%26mid%3D1%26mode%3Dadd&symbol=&dt_select=1755849600&symbol=L%5EMCG&the_datepicker=22%2F08%2F2025&symbol=L%5EMCG

Ranks #11 on the most heavily shorted stocks on the uk market now at 4.47%

https://uk.advfn.com/toplists/free/most_shorted

Looks like interest rates will not be cut at the next meeting or until April 2026 at the earliest.

Are the shorts going up because they anticipate a debt downgrade when the the hybrid is due?

MCG state the want investment grade bonds not sure how this is going to play out.

Https://shorttracker.co.uk/company/GB0006215205/

Highest reported notifiable above 0.5% going back as far as that website shows 2016

They have only bounced off the lows the last two weeks hardy soaring, today up 0.6%

'Normally the final calculation is different from the estimate from what you have so I'd personally allow for a range of £10-70m in the loss in the accounts around that £40m figure. Predicting these is near impossible, but gives a ball park idea of where it might sit. Hedges you would hope are slightly favorable as £273m sits below the original £275-290m range expected and they said it was hedged against currency movements.'

........................................................................................

NAV I believe is currently around 35p so if there is a further writedown c£40M are we to assume that's a further 25% off the NAV, based on the current mcap c.£212m or 8p?

Doesn't mean the SP will go there the mkt obviously wants to hear positives re. Germany which is drag on recovery.

'As noted in our FY 24 results announcement, the final School Bus balance sheet position at closing will result in a further impairment and the reclassification of the relevant foreign exchange and net investment hedge reserves. This will result in a non-underlying charge in the Group's HY 25 results'

I was wondering about that myself as the NASB sale impairment tanked the SP, I don't know but they state 'non-underlying charge'

I'm concerned is there any possibility of it affecting net asset value negatively.

I don't seem to know the difference between nought and nowt,....lets hope the sp is isn't heading there.

It's like a feeding frenzy going in for the kill.

No news until Group's HY 25 results which will be announced on Tuesday, 9 September.

Might just drift ever lower to retest lows who knows, it is worrying that they are increasing,.. pi's are always last to find out.

For the record I know nought.

Need German PTA resolution, to be honest Garat got my hopes at the results when he said they were having a meeting with them but nought thus far.

Complete new set of shorters . Wace, Qube, GLG all gone

GenghisInvestor, they most probably have not gone, just sitting below notifiable 0.5%.

BOE, interest rates expected to shave 0.25% tomorrow, might give a little momentum to the sp

For two days running now on my watchlist, if we are in an uptrend that's a decent pull back from 40p.

If we believe in a recovery the pull back should be a buying opp in an upward trend if not we're doooomed!