Member Info for joseywales

Well there's a triple for a punt .. Elvis for CEO, Melania for US Vice PResident and Mandelson as Chairman of an Ethics Committee.

Nice to see this gathering momentum ... hopefully will be touching on 30p over the next week or so!

Howdey! You said the same about IQE when I said 5 or 6p was worth a punt ... and take it on board that it is a punt. Their NAV is something like 12p and their last RNS said they were negotiating non binding offers ... not looking or hoping for. I think with the cash being sunk into AI they will fair ok. The flip side is, they will run out of cash by the end of the year!

Will take a look at PAY again. Not been in there for while. Always reminds me of Network international a little.

It should sell before that. Product is too hot and the fact Amazon and Google just announced more than expected capex spend linked to Ai means demand should hold/increase. They said they were negotiating non bindings, not looking for them. Should sort something in H1. I'd hoped to buy back in close to where i was last time but even 6p seems a pipe dream. Gave up waiting on that a while back.

Howdey! Funny I just read this having bought in to Trustpilot again this morning. Just 5K shares in case it goes down further. Can't make sense of it aside from being caught up in some kind of automated sell down. The thing in Italy might have risk to it but they did mention it already and feel they have given a robust enough response. It's not big enough to have this impact anyway.

PAY I am not in currently but just went back in at THG. That one owes me as I bailed at 42p with my last run on them having started at 46p.

100% out of FCH but looking to see if they drop back to 130.

Went back in to IQE in the high 7's. That ticker has already delivered well for me this year. Hopefully it will have another run if there's news on their 'review'.

EVOKE, holding off buying again. 25p seems to be the floor but I think the longer their 'review' drags on the more doubt will spread.

On SYNT I just keep doing little top ups ... that last broker rating at 59p will not have helped the prospects of seeing the 60s again anytime soon!

OCDO was fun on that last news. Waiting for close to the 200 mark again.

Just jumped in here again. Assume it's caught up in the reaction to increased capex spends in the big tech game and it's just caught up in the same automated sell downs. Makes no sense otherwise.

I am holding a decent chunk of these but also trading 50K or so between the 21 and 25p range. It's small margin but impossible to call when it finally breaks out. So could be 27p tomorrow or could be back to 22's and even test all time low again. Only thing you can consider is that there are 20m+ shares out on loan with a ticker that barely trades 2m total on an average day. Now most of those on loan are hedged in some way ... very much doubt shorts will sweat it at any point.

Always a good sign when that carrry on starts.

Bond prices have climbed from 40 to 64 since October and the increases coincide with the increasing shorts. 5% increase at the time ha lg and arriwstreet increased on 27th (notified.28th). The money they are committing to a bond at a price delivering nigh on 8% to them, outweighs what they could realistically lose on the short if they suddenly needed to close. As the business evolves successfully, the close to par they get for additional ‘win’.

However for now, on the ticker you just have to accept the algo movements and play a little.

It will come I'm sure. Just needs a good news day really. I've sold some for time being and using over on MCG whilst its volatile with the current news cycle.

For sure a multi-bagger over time. Got to avoid the noise for now as the shorts and MM will manage exits via their strategies. Would not be surprised to see the 24's again today just as likely as 28/29p. Point is in months you would expect at least double that 22p level.

Well that'll be job done then. So it's irrelevant to cash but the loss making accrual on the balance sheet should see a bit of reversal based on the 3yr reduction on the onerous contracts.

Still the waiting game for end market recovery then. Toss of a coin how the market takes it.

Strapped in….not sure for what though! Having a good run of it so far this month so hope this is not going to be a spoiler. Artemis certainly did us a favour…not sure I’d have bought that many if they had not dampened the SP so effectively.

Well it would certainly appear they are on the brink of a profitable German business. They just need to sort out the UK now. Think you simply have to pile in and give the SP a good few months from here. Certainly double within the year you'd think. That said who would ever have called it all the way down here!

Since the US business is barely above water if at all it does not make a blind bit of difference. In fact, if it's loss making, makes it less £GBP on conversion. Also any US denominated debt gets revalued. If they were actually pulling the USD out into GBP/EUR then a problem. That said it will all be hedged annually anyway if there are lots of movements. Pardon the pun but it's all wooden dollars really!

Like I said ... no idea. Could be at a client's behest who has an interest in maintaining a suppressed SP. They waited long enough for the RNS today ... let's see how many they cleared today. Could be at another 1m+. Would be great to see this in the 5/6p region again but not sure that can really happen after the rather positive RNS.

You have to think Cannacord must have dropped at least another 1m in the pot today. They'll run out of ammo by the end of Feb if not before.

I think GLG like others have figured the German scenario won't play out for some time, if at all. You have to remember they (and other funds) spend significant amounts on research data which includes paying industry experts and sometimes the company's current and past employees for information. The movement will happen before there's any RNS. Just like over on EVOKE this week ... clearly something coming out in the update next week about the 'strategic review' which the funds know and Joe Public doesn't. Expect the same sort of rise will happen here eventually.

For now it seems a great time to be building volume on this. Even if you have to wait until the end of the year, 40p plus seems very achievable.

It's just the MM/broker activity. They have to report daily the sales/purchases under the takevover code.

For whatever reasoning, Cannacord sold out exactly the same way with Music MAgpie and held the price down at 5p mark with a few blips inbetween ... it was drip fed with no bulk sells exactly like this. The sale was eventually 9p but for a company in serious problems and no real assets. Never understood why.

Same seems to be happening here ... however this is selling considerably below the net asset value (even factoring out intangibles). Been tempted to buy in the 7's but hoping to get bigger nibbles at lower.

GLG have been making a very good game of it across a few tickers ... all with similar kind of debt issues weighing on them. The play just needs some attention from the Reddit crowd that's all.