Member Info for joseywales

I think this will come back and be a nice trading share. I think the backstop is you would expect it to double from here at least but it will be a real bumpy road with a lot of institutionals waiting for end of April results and update. Taking equity raise off the table for now gives a little confidence in things. Shorts will likely increase just like GLG did on MCG. In fact GLG will likely do the same here ... they are sniping at all debt.

When it come to IQE, reckon the shorts have bought a 27-29p target so anything below 20p seems like a good punt for a quick trade.

Got back in at 28p. Very clearly states no intention to issue new equity and sounds like the Malaysians are keen for this not to happen either. Hopefully won't make another big fat loss!

Yes have a few K NCC. The sale of escode alone is nigh on MCAP covered and next to no debt. Staggering value as if they make an agreement on the rest, then there could be something like 750-900m for distribution - about £2.50/share.

Topped up JD. as well. Should get back over 80p relatively quickly. 72p seems like value again with a buyback running.

Out of here for now ... see if there's a sub 200 opportunity in coming weeks.

So much for a slow start. Taken a little profit and stuck it in FCH again WT.

Instincts might well be right based on that read. Nothing wrong with that info and another 30m going to be bought back including the employee trust number.

Hopefully we will see a slow start.

Even on good reads, the trend of late seems to be to take a ticker lower for first hour or so. Should have time to buy back in if the news is indeed good. They catch the stop losses first then go!

Just look at buyback volumes. That's confidence that come Tuesday there is plenty 'in the bag' to sustain the SP flow.

Silly comments aside, it’s prudent to watch this keep dropping as shorts ride a sell off. At a level it becomes a good punt and just not sure we are there just yet…maybe 18p mark? I did buy a batch yesterday but there really is nothing to stop another 6% drop today. Will probably sell them in a minute.

Good to have you back Firepower. Run in zig zags and Nurse Ratchet won't catch you.

Reckon we're off to the races now. Just needs to hold over 170 and grab another 5-7% tomorrow. Knocking on £2 before Tuesday?

Best give it a bit more time then!

Howdey, can't believe you are at SYNT again. Felt like the best thing I've done this year was take the loss on entire holding at 30p. Firmly in the past now.

Yesterday MCG was my preferred flavour. Bought quite a few and see where that ends up in coming weeks. Also did buy a few more here. Hopefully the increase is sustained. Great buyback volume lends itself to some confidence results will be decent enough.

New one for me was Taylor Wimpy ... not been in that for a long time. Numbers pushed down on provisioning and decent buyback over coming few months. Hopefully will make it interesting.

In the wider scheme of things who knows where we are going with the lunatics running the asylum. I reckon it's all a big clever plan to scare off the aliens on the basis of how quickly we got so dumb. Fearing some contamination their ships have started leaving ... that's why the 'objective' is close to completion!

WT…had a lot of fun with IQE but party is over for time being. Shorts opened and might well see a decent size pullback there. Might be worth some quick trades.

TLW also paid off. Sold out, but based on weekend news and Goldmans note, might see if it’s worth a quick trade tomorrow.

Sold a lot out on Friday. Just did not want to hold too much over the weekend news cycle.

Actually have eye on a few us tech stocks now.

Think it might well be worth topping up on TRST. We will soon see tomorrow if this is possibly a sustained run all the way back to over 200 again.

No, certainly won't. Dipped in again and will dip in further tomorrow if it goes sub 20p. Would not be surprised to see 17p as easily as it could turn to 25p again!

It was touching the mid 150's for all of about 45 seconds this morning first thing. The the algo's got hold of this. 140 seems like good value. The buybacks just need to kick off again as they'd slowed to a halt. It's like the chosen broker is choosing to help out the hedge funds!

No Allessandro, they are not a hyperscaler. The companies who use their products are. e.g Amazon is a hyperscaler in cloud services.

It was my opinion that GLG were buying the bond and shorting the stock. Think that is likely flawed and wrong. They spend a lot of money with research companies calling on 'industry experts' to get a degree of competitive advantage. The are meeting everyone else's reductions with an increase in their position. Just seems strange.

Baron, I think the fact Marble Bar closed nearly everything says it all ... and then you have a quant short in the fray as well now. Been fun trading it, but too concerned about a meaningful drop from here, back to high teens. Of course news would change everything but you'd have thought binding offers would be on the table by now.

It was certainly sub 25 RSI. Just been adding lots of nibbles. 31/32p is crazy despite it's previous lows.

I think GLG will simply suck the life out of it until there's an update that shows some proper future. No doubt I'll be buying more of these at 24p having already said 26p seemed like a good punt!