CLN related18 Mar 2026 09:02
If my suspicions are proved right this will fly when we get official confirmation over the next few days:
MrH_m
Posted in: EME
Posts: 3,677
RE: This could all be part of the CLN Restructure17 Mar 2026 14:13
Just to be clear, none of my posts are suggesting anyone should sell!
If the chunky sells are CLN related, that is not automatically a signal for existing holders to dump stock. In fact, the opposite argument can apply. The market often reacts badly to uncertainty and a hidden overhang, but once the source of selling is identified and quantified, that can be the first step towards drawing a line under it. In other words the market will respond well to clarity.
My point has only ever been that repeated chunky sells may have a financing related explanation, especially given the CLN has already been renegotiated before. If that is what is happening, then clarity by RNS and or TR-1 could actually help sentiment because the market can deal with a known overhang far better than an unknown one.
So this is not a “sell now” argument from me at all. It is an attempt to understand the source of the pressure and why confirmation, if it comes, may ultimately be taken more positively than people think.
GLA