Member Info for mafioso

Plus we still don’t know what the £400m debts that were paid back by 2 Arab owners via bookbuild originally intended for. If they were to invest in the growth of the business and this funding has now disappeared and they need to replace with all their cash reserves this could have major impact on future outlook and forecasts for this company. Hence the desire by Shetty to buy them out to reset start from clean slate a rebuild and restructure process of this company.

This could be another rise of the Pheonix analogy, but will then require 3 years to recover of recovery for SP to get back into the mid 20s again if that is what come out from review. Share buyback I’m pretty sure will be canned as a result of review due to put it to better use elsewhere to get an expansive business model back on track. This types of buiness models and restructures are typically a 3 yr plan

Latest daily trade stats

Barely nothing between buy and sell volumes and yet is 11% down. These algo systems don’t make any sense on how this sp has dropped

# Trades 10,013
Vol. Sold 1,503,420
Sold Value £12m
Vol. Bought 1,501,390
Bought Value £12m

Helipad - here you go

https://www.ii.co.uk/analysis-commentary/nmc-health-should-you-consider-catching-falling-knife-ii510472

Incorrect - short disclosure positions are only showed for those with > 0.5% short postion. Anything below that isn’t tracked and is under the radar.
You have no way of judging how many there are of these and how long they have had these position for

If you look at MW report, the only shares pledged against loans were with the Arab partners. Shetty looks clear on this front,

This is probably why now he wants to buy them out as this is not viewed well by market as being actions taken by responsible and trusted owners.

The sp would need to plunge to at least £2 today before fCA consider whether to suspend It

That’s the big short disclosures. Right now there could be many more below 0.5% taking very short term postions of just 1 or 2 days to do quick blitzes on this stock.

This is what makes the sp so difficult to read and comprehend.

...the the Freeh report

That’s a great detailed article, which is both balanced and very measured to. Thanks for posting.

But the last cautionary paragraph still needs to be recognised here. This story with this sp and can flip either way depending on robustness and subsequent acceptance and challenge from analysts and sceptics

Nuri123a - I find it hard to understand why you would post such a bold and positive statement on defuncting MW report and then make an overt declaration that you hold no position.

Especially on an sp that has dropped nearly 75% from MW attack

Pointless comment if you feel sp is not value for money and worth entering

The big concern in the MW attack, is that he released a very detailed report raising red flags and concerns Somme primary financials and has had to do very little follow up for the sp to dive. He started the snowball, and it’s just got bigger and bigger gathering momentum ever since without any further shoves.

This now looks worse than Burford attack and that’s an AIM stock which should have been more volatile in theory

This sp is now close to free fall territory.

This now stands out like a sore thumb in FTSe 100 and market glare is firmly on the company now for rest of the month. It’s being treated like a virus in the FTSe.

They say silence is golden, but when your company has been exposed to this degree and in this unsympathetic manner and all the BoD do is put out muted and conservative releases that does not instill an air of confidence.

If anything now, company now look it is buying time before review results are releases , as all is not well behind the scenes and the review exercise is looking more to be a damage limitation and restructuring exercise, rather than a total exoneration of the company, back to business as usual, champagne results and sp bouncing back.

Everyone keeps saying that the company cannot say much during review,but it is not a conflict of interest or detrimental if company were to simply release an update statement saying that review is on track, going to plan and the findings will be released on x date and comprehensively answer all the primary allegations from MW report and exonerate the company of all accusations. . But this can only be done if this is indeed true

The fact that we are hearing stories now of Shetty looking to buy out his Arab partners would suggest that since he stepped down in 2017, he’s not liked what he’s seen in the way the company has being conducted business and has lost trust with his Arab partners

We are at a big crossroads here and it’s sink or swim time I feel

Blimey Aquaesulis- not another one....

I agree - ordinarily shorters won’t short for such a short time span, but when you tcwn swing a stock by as much as 10% -20% in one day, epsecially a FTSe one, which is also something unheard of , then you can see why this could be a strong possibility.

Ok - just looked back at my previous posts Monday where I commmentated in closed trades and I think I may have found a trend here to explain part do what going in here.

As I mentioned in my past post I found curious how symmetrical some of the buy trades are as they factors of £11m

On Monday I noted that there was a 11m UT trade as there was another exact £11m UT trade today. Total is £22m. Exact same as buy amount at cop. This can’t be just coincidence.

I don’t know what all the other UT trades were these last few days, but I now believe these big UT trades are single trade where bulk of shares are bought and sold at a pre agreed price and this is a shorter borrowing stock from a donor insitution and then deciding to sell as and when using combo of auto trades and ordinary trades

As the shorting here is being done in o a very short term basis if we track the UTs at close for a few days and tot them up and then reconcile to big buy trades at close, I reckon these will closely tie back. Especially if shorts are trading for just one or 2 days and then buying back These also won’t appear on short tracker as they still fall under 0.5 %.

This would then explain how these big market trades are not being dicslosed anywhere and support opinion that sp is being tactically shorted and not any other conspiracy theories of panic selling of owners or buyout.

This is at least how I’m going to convince my self of what is going with this sp madness, while I wait for Freeh results.
Need to hold nerve here and believe and not get caught in all the hype of sp fluctuations
Easier said then done though.....

These buy amounts look too symettrical and mirror verily closely the big buy amounts early this week. I think there were 11, 22, &44m chunks. This look all pre-arranged deals or short term borrowing.
Unless Shetty is putting in order to buyback regular chunks of stock from his Arab counterparts to try and get his ownership above 50% and look to influence a buyout of entire company with a consortium....

We if we believe the tweet by MW in response to share movement and big purchases on Monday they insinuate it’s one of the main owners....

Danny, the thing is , previous massive buys have been recorded and explained via RNS eg bookbuild.

The ones we’ve had this week must surely be significnat enough to meet regulatory requirement to announce an update to a change in a Holding in company, but yet nothing.

This is final trading stats

This look like they don’t include the market close deals . However, when you compare to the previous interim snapshot I took there has been a big swing over to buys in the avo

# Trades 17,987
Vol. Sold 2,704,979
Sold Value £24m
Vol. Bought 3,042,071
Bought Value £27m
PE Ratio 9.550
Earnings 94.242
Dividend 18.10
Yield

Squadra - I get what you say by, but Carson Blockmand MW have been doing this for years. If you look at he guys bio he has a legal and litigation specialist. He know what he can and can’t say, and where the grey lines here. He chooses his wording and timing of his comments very carefully, and his report and allegations on Nmc , whether you agree with or not is supported by plausible evidence.

It is very difficult to accuse him of lying or making false accusations, at best he can be corrected by NMC and Freeh with other pieces of evidence he currently does not have that paints a different picture and exonerates NMC. This is the best outcome we can expect and has the best chance of not getting a rebuttle back from MW.

The only other course of action that could be taken against MW is the pre-mediated collusion and manipulation of sp pre and post the report coming out. This is what Burford is looking at and trying to get info from LSE as to who took out big short postions just prior to MW attack on them.

Other than that Carson Block is like Teflon - nothing sticks to him