Qube, Voleon & Helikon9 Jun 2026 12:00
These shorter's clearly had no idea that GS was going to attack our SP otherwise they would not have bailed in such large amounts if they even had the slightest idea they would of held or even increased their position. Their rapid closure suggested they thought our SP was going much higher or the very least plateau. They started closing out after the GB Energy and Rheinmetall's RNS's, falling in a matter of weeks from circa 5% short to current 1.62% notifiable holdings.
So, the latest SP fall is imo purely driven by GS et al, even though company fundamentals are better than they have ever been in the history of ITM afaic.
aimo & dyor