Member Info for kotichava

Form 8.3 changes since 25th Feb to NOW

Vanguard Group controls 5.16%---- 5.06%----4.56%----4.49%--4.41%--4.40%

Marathon Asset Management 4.06%---4.04%---4.02% -----4.00%--3.95%

Goldman Sachs 3.23%--2.81%

Blackrock 5.37%--6.5%-- 5.44%----5.19%----5.07%---4.98%--5.05%-5.06%-5.05%--5.06%-5.05

Legal and General 1.96%---2.62%- 2.54%--2.51%--2.39%--2.16%-2.17

State Street 1.418%----1.38693%--1.39071%

Societe. Gen 3.24%-- 3.55% & short (2.67)-- 3.5%&2.62%-- 3.44&2.56

Mondrian 0.94%

Ninety One UK 6.26%--5.00%--4.28%--2.51-

Schroders 5.247%---5.114%

FMR LLC FIL Limited 10.88%

Border to Coast Pensions Pert. 2.76%---1.84%---1.83%----1.70%---1.46%--1.26%----0.95

Abrd 3.8%--3.63%--- 2.32%

M Pasrtners/Ali John Mirshekari 3.21%-2.75%

DimensionalFund Adv 3.08%

Computershare Trustees (Jersey) Ltd as trustee of John Wood Group PLC Employee Share Trust---- 1.0144%---0.9971%

Barclays PLC.- ---- INTEREST(4.90%) SHORT(4.66%) & -------4.14%& 3.91%--- 4.09%&3.87%-- 4.05%&3.83%-- 3.88%&3.66%-- 3.95%&3.73%-- 4.03%&3.84%--3.89&3.69---3.8&3.62

Sparta Capital Management Ltd- Cash settled derivatives--3.94%

Shorts stayed the same at 4.96%

M Pasrtners/Ali John Mirshekari reduced their holdings from 3.21% to 2.75%.

Ninety One UK reduced their holdings from 6.26% to 2.51%. Ninety one UK caused sharp decrease in price for the past 3 days after the 35 offer.

No other reported significant changes in the past month.

Form 8.5s are interesting. Morgan stanley, J.P. Morgan SE and Goldman sachs are providing half of liquidity and hence keep the price stable at certain level. If we look at Form 8.5s, they are not making any money by those buys and sells.

Https://www.reuters.com/markets/deals/wood-group-extend-deadline-deal-talks-with-dubais-sidara-ft-reports-2025-03-23/

March 23 (Reuters) - British oilfield services and engineering firm Wood Group (WG.L), opens new tab has agreed to extend a deadline for talks with Dubai-based Sidara for a possible takeover offer after a failed attempt six months ago, the Financial Times reported on Sunday.

The extension would allow time for the results of an independent review of Wood’s projects division by Deloitte, the report said, citing people familiar with the matter.

Wood Group declined to comment on the report and Sidara did not immediately respond to a Reuters request for comment.

Under UK regulations, Sidara faces a Monday afternoon deadline to make a firm offer or walk away unless the two sides agree on an extension, FT added.

Last month, the two parties re-entered negotiations for a possible Sidara takeover of Wood after Sidara previously walked away from its plan to buy Wood last year, citing rising geopolitical risks and uncertainty in the financial market.

Wood Group has forecast negative cash flow for another year and saw its CFO step down last month following a tumultuous past few years of activist investor pressure to consider a sale, two unsuccessful takeover proposals and a review of its financials.

Shares of Wood Group have lost more than 40% of their value since the start of the year. Its market cap has fallen to little over 265 million pounds ($342.33 million).

If Ebitda is 30 mil for the 2024 year, that is clearly equivalent to or less than interest income which is more than 30mil. So core business is not profitable. Our share price reflects the current value. Q1 2025 data will be important to show the trajectory.

MKopportunist, Probably your email to investor relations worked. Suddenly selling stopped today and buying started. Even though you sold, your email might have helped the trend reversal. Hope We get some director buys notification tomorrow.

Company cant respond much on share price. Market is expecting FY accounts to be not good as 30% decrease in revenue of H1 results and again warning in 3rd quarter results.

Cabp results have always been leaky as most of lse companies. Our company share price trend always preceded the good/bad results. I expect January update to have another big warning and March results will not be good.

I expect share price recovery will start rom April on wards for the good 2025 H1 results.

EU licence was supposed to come to last year, but happed in March this year only. US licence will take time and It is not in company control.

£30000 buys caused 30% increase. No other reason.

Ann Cairns bought 400,000 shares at 72.855p for the price of £291,420. Well done.

But Kapur who joined in June for his official CEO role awarded 990,704 shares to himself or this role in dropping share holders value by half along with his friends.

Pick up slowly over few months. bad news one day, drop by >50% over couple of days. cycle repeat.

Warren Street Capital Partners reduced their shares from 2.04% (5,172,290) on October 21st to 1.90% (4,815,130) today. It looks like more of reshuffling of their portfolio than selling on info.

It looks like Canaccord is only buying and selling everyday. On few days 50-75% of the total liquidity for the day. Often they were been buying at same price as selling or lower some times. Do they want to keep the price at this range for off-book transfers? Probably we do see the same pattern till Nov 7th.

Yah. Price is controlled. By looking at the RNSs, most of the transactions are automatic transactions, Cash-settled derivative transactions, swaps and CFD.

Meanwhile, Ophorst Van Marwijk Kooy Vermogensbeheer N.V. increased their shares from 5,252,100 (2,07%) to 5,607,323 (2,20%) in 2 working days.

Blackrock owns 12.38% of stoneX, biggest shareholder.

Helios sold 40% of stake for £335 mil during ipo in July 2023. Now if they sell their remaining 45% for 145p, they get arround £165 mil. Instituitions who bought at 335p during ipo like blackrock, Eurocomm, Fidelity will get >50% cut in one year.

As Helios still owns 45%, their voice will be deciding factor in the board.

Cabp offer price depends on its major share holder Merlin Midco Ltd Corporation (45.1%) thinking. At ipo, they sold 40% of shares to raise £335 million at a price of 335p. Other major shareholders Blackrock, Goldman, Eurocomm & others bought at 335p. According to stockopedia, Instituions own 81%.

I dont think instituions dont accept offers less than 200p.

Cabp has cash of £140 mil. Revenue of £137 mil with 50% EBidta margin. This is very cheap offer. Looks like USA wants to grab everything on lse for the cheap. Cabp should not even consider the offer and reject immediately.

Vow. Yesterday Jumbo wanted to buy back at 40 and today at 80. Great. This is his 3 rd ramp-deramp cycle in one year.