Member Info for mafioso

Danny these have been mainly short term short postions borrowing funds to short on day 1 ( seen as UTs) close and then buying back and closing postion on day 2, 3 , 4 or 5 even. This is why they do not appear anywhere on any RNS and only minimal movement on shorttrakcer this week.

These are short term short blitzes that are big, but low enough to be under 0.5% threshold for disclosure. It is the only plausible explanation as to having big buys at market close and sp still going down.

The UTs have equally been very big this week and this represent s the borrowing transaction of the donor the shorter where agreed sell price (donor) and buy price (shorter) is the same

Does this make sense?

This company has been in existence since 1940s . It’s infrastrcuture is massive as mentioned by Danny. So in reality what is worst thing that can happen.

So if we consider that main sticking point here is with cash and debt situation. Given th delay to report on just these 2 financial it MW let’s assume these are an issue now with company over leveraged due to over agreesive massive expansion plans

2 things that will be recommended by Freeh to Shetty.

Either a restructure of primary debt if possible over a period of time that is manageable to payback and is within risk criteria of lender

If this is not possible, then a sell up of assets to pay off debts and downsizing of company. This is effectively what many of the UK banks had to do after the collapse in 2008. This will obviously meet all th governance and mitigate risk of th company, but it’s growth forecast will be significantly ramped back and this will change all the furture growth indicators.

Both of these outcomes, will safeguard the future of the company, preventing from going bust, but downsizing and slower growth will mean sp,will be stunted for a long period of time and unlikley to get any where close to 30 and £40 levels it saw in 2018 for at least a decade.

Especially if bank share prices since 2008 are anything to go by. I should know as iVe worked for one of than for more than 20 years

UT is basically a trade where the the buy price and sell price matches exactly. Everyone seems to have differetn opinions of what it represents eg an accumulation of buy and sell trades at same price, but this could also equally be one single large trade where a donor agrees to lend a whole bunch of stock out to trader to short.

So in the simple case of yesterday and today. You had an £11m UT which was money lent out its short at 900 and then today the stock was bought back at 700 making 20% profit. The stock will then be returned to donor

There is a £8m UT trade tonight @700 in preparation for another blitz on Monday.
Only news out by Monday AM will stop this sp going down in to low 6s and then 5s

Luv to find out the donor institution lending to these short term and castrate their nuts . The mofos

£11m but trade SNAP!!!!

There was a £11m UT yesterday. This no coincidence.

I am now 99% sure there is very short term shorting even on a 24 hr basis. Quick in and out blitz.

This is now becoming explainable. This is pure manipulation not panic selling.

The £14 m buy trade is likley to be a sum of previous UT trade this week. I am in no doubt all the big buys this week can be reconciled to toting up UT trades particularly if these opportunity shorts are in an out in only a day or 2.

I am Bit calmer with that knowledge and dunderstanding d have to believe the III report issued today and that this week is all market psychosis try to lure panic sells.

Come on Freeh - pull out the stop and release something Mon

He who blinks first and all that....

If you have that kind of cash my advice is diversify.

If you you have a gut feel this will do some sort of recovery and you want to exit in next few months with someUse a portion to average down in tranches as this stock could still go down on no news early next week

But this will be totally irresponsible for company for let this continue for another .
week.

I took 70% out a couple of weeks back and put in Hargreaves @ 18 and guess what they’ve only gone and done a £550m bookbuild yesterstday out of the blue.

It’s like I’m walking thru a minefield.

You would own a total 13526 shares at total cost of just under 109k

Q - breakevem would be c. £8.12 if you factor in charges

Divide all these by 10 and we may get a shot at being close....what a joke it’s been so far

Latest daily trade stats

More buys than sells. Someone explain f**king supply and demand here and show me an equation based on this that = -20% drop in price. F**k this ****. This is not science this f**king voodoo and black Magic !!!

Or Maybe I will wake up and it’s Dec 16 2019.....

# Trades 16,817
Vol. Sold 2,458,750
Sold Value £18m
Vol. Bought 2,671,846
Bought Value £19m

We’re fast approaching panic stations.

I full y expect Shetty, Freeh and everybody else involved to be working round the F***king clock over the weekend to get something constructive out to market before Monday opening.

Short disclosures updated today and no change to big shorts as @ Wed.

This for me is a not a good sign given the mawling all week

Something is imminent either tonight or over the weekend and is being prepared for by the sp. this drop is out of ordinary

Listen -let’s be real here.

If all was fine and dandy with this company than Freeh investigation would be relatively straight forward if everyone was co-operating with them and they worked efficiently. to release preliminary findings

This is the key here, the expectation was release of preliminary finding on cash and debt. Not a full report. Likelihood is now that is this delay is to do governance issues and things are having to be put right hence Shetty involvement in Operational matttes which FT article mid week confirmed and that for me is strong Is a strong indicator. This is also what shorters are feeding off

He is cleaning out the culprits to to the governance problems which are the Arab partners who have probably been too risk driven in their expansion plan for this company’s and is looking to put a new captain on the ship to steady things and rebuild.

Freeh will put out a detailed but a very protectionist style report and admit certain governance failures in a conservative and constructive way and will also immediately outline a rebuild plan to fix and this will designed to prevent any further counter. from MW or any one else.

There is no other to explain why else you continue to stay silent when IIs are seeing their investments obliterated.

Don’t know how recognised KGI are in investment world, but I’m sure they have analysts who have the ability to spot and recognise certain transaction behaviour including all these huge buy trades seen this week during market close and activity around MW tweet early this week.

But alas, unless they get a big consortium of IIs including Capital Group, HSBC , this wont get much traction on this .

What I find a worry , is that the 2 longest standing big shorts who took out short position back in late 2018 and early 2019 and presumably have tracked and know this company for a while, are still holding a good sizable position even at this low sp level where sp has dropped over 80% from its highs

So even they are still thinking there is still more meat on the bone to be ripped of f here

Suspension only happens if there is massive run on the stock, and it drops of order of 70% in one trading day. I’ve seen this happen on a couple of occasions

Capital Group will be donoring their immnese stake to short term shorts as what we ve probably seen this week. They are still making some big money back even if paper value has dropped .

If they get a buyout offer in the meantime from Sheety in the mid to high teens they then have options to do decide to do what they want.

I think £14 max. This will represent almost 100% of closing price today and I would take that in heartbeat now although I will be absorbing massive losses