Home
Share Prices
AQSE Share Prices
Euronext
US Share Prices
Stock Tips
Share Chat
FX
News & RNS
Media
Trading Brokers
Finance Tools
Members

Latest Share Chat

LIO. Does anyone have any views ?...
HUD. Guildfar did you watch the i...
NCYT. Gizmo , why did you bring up...
CBG. There are examples of Close ...
CWR. Ijr1,That was Thursday stock...
GCM. Courtesy of digit:NATIONAL2 ...
EZJ. Your timing was bad. It was ...
UKOG. Shurrup Skwizz, we all know ...
QHE. Plenty of ggp owners have....
PRD. Porters - No they haven’t! I...

REMOVE ADS

Profiles
NewKOTB

Member Info for NewKOTB

Followed by 0 • Following 0

Followers

NewKOTB is not currently being followed by anyone

Following

NewKOTB is not currently following anyone

Posts (Last 30 Days)

100

Posts (All Time)

10,736

Last Post

18th Jun 2026

Member Since

12th Nov 2017

Share Chat Post Distribution (Last 30 Days)

Activity Log (Last 30 Days)

There is currently no activity to show.

Share Chat
General Chat
Watchlists
Portfolios
Private Messaging

NewKOTB

Posted in: OPHR.L

Posts: 10,736

RE: Next 3 days23 Jan 2019 09:32

IANAA,

I will use the RNS's as a guide .... should the holders keep adding whilst holding the sp down, then Medco RNS will arrive Monday imo.

Should the SP start to race away, by that I mean break 50p and hold above, then news will follow shortly.

All a guessing game, but as far as I'm concerned all is still on track atm.

I added yesterday on market pullback.

gla

NewKOTB

Posted in: OPHR.L

Posts: 10,736

Next 3 days23 Jan 2019 07:34

Next 3 days will be telling.

Keep an eye on RNS's, with Monday being the start of the fireworks imo

gla

NewKOTB

Posted in: GCM

Posts: 10,736

RE: Another 350 MW coal-fired Power Pla22 Jan 2019 18:32

"I mean what kind of a team could a company like Woolies have fielded."

Be careful, could be wolf in sheep clothing ...

NewKOTB

Posted in: GCM

Posts: 10,736

BJpenn22 Jan 2019 18:01

"2% of the mcap sold in 3 trades!"

Think you need to start at KS1 maths, or even Pre-School if you find that to difficult.

NewKOTB

Posted in: GCM

Posts: 10,736

RE: Late trades22 Jan 2019 17:43

Probably find that massive late trade will be reversed tomorrow, lol, fat finger excitement, or a deliberate 'mistake'.

I know which one I would point my money on and it's not FFE ...

22-Jan-19 14:52:09 25.00 500,000 Sell* 27.50 30.00 £125.000

NewKOTB

Posted in: GCM

Posts: 10,736

What a few Days !!!22 Jan 2019 16:30

More to come I imagine.

NewKOTB

Posted in: SDX

Posts: 10,736

RE: SP22 Jan 2019 16:22

Why not head for the gaps ABOVE ..... 65.25 or even 72.25 !!!!

NewKOTB

Posted in: OPHR.L

Posts: 10,736

RE: Holdings Notification 8.322 Jan 2019 09:33

Azvalor have added over +3.3m shares over 6 consecutive sessions

Aggressive buying indeed imo, question is, is it for them or a third party under an undisclosed "gentlemen's agreement" !!

Either way, it shows intent !!!!

gla

NewKOTB

Posted in: OPHR.L

Posts: 10,736

RE: Holdings Notification 8.322 Jan 2019 09:28

Artemis 1.84%
Standard Life 7.11%
Dimensional Fund 1.84%
Norges Bank 2.37%
Legal & General 5.22%
Ruffer LLP 1.15%
River and Mercantile Asset 1.24%
Nomura International 2.644%(-2.644% ?)
Prudential Plc / M&G 9.28%
State Street Global 1.1169%
Carlson Capital 2.525%
Schroders plc 0.686%
FMR LLC / FIL Ltd 7.13%
The Vanguard Group 2.95%
BlackRock 3.44%
Barclays 1.25% (short 1.26%)
Petrus Advisers 2.61%
Azvalor 8.325%
Bybrook Capital 4.3%
Hotchkis & Wiley 13.7%
Carlson Capital 2.375%

Total declared = +84%

Recent large 8.3's over 250,000 shares

Bybrook Capital added a straight 3,500,000 shares at 44.2563 on 11th !! note ADDED
Prudential Plc / M&G added +800,000 shares at 43.87 on Friday !! note ADDED
Petrus Advisers added +880,000 shares at 44.71 and 45.00 on Friday !! note ADDED
Azvalor added +300,000 shares at 43.46 and 44.86 on Monday !! note ADDED
Azvalor added +1,100,000 shares at 44.84 on Tuesday !! note ADDED
Azvalor added +835,000 shares at 44.66 on Wednesday 16th !! note ADDED
Azvalor added +490,000 shares at 43.03 on Thursday 17th !! note ADDED
Azvalor added +260,000 shares at 44.87 on Friday 18th !! note ADDED
Prudential / M&G added +450,000 shares at 44.9 and 44.96 on 18th !! note ADDED
Azvalor added +266,000 shares at 45.72 on Monday 21st !! note ADDED

NewKOTB

Posted in: ZIOC

Posts: 10,736

Auction !!21 Jan 2019 15:44

n/m

NewKOTB

Posted in: OPHR.L

Posts: 10,736

RE: Holdings Notification 8.321 Jan 2019 12:16

Artemis 1.84%
Standard Life 7.11%
Dimensional Fund 1.84%
Norges Bank 2.37%
Legal & General 5.22%
Ruffer LLP 1.15%
River and Mercantile Asset 1.24%
Nomura International 2.644%(-2.644% ?)
Prudential Plc / M&G 9.28%
State Street Global 1.1169%
Carlson Capital 2.525%
Schroders plc 0.686%
FMR LLC / FIL Ltd 7.13%
The Vanguard Group 2.95%
BlackRock 3.44%
Barclays 1.25% (short 1.26%)
Petrus Advisers 2.61%
Azvalor 8.287%
Bybrook Capital 4.3%
Hotchkis & Wiley 13.7%
Carlson Capital 2.375%

Total declared = +84%

Recent large 8.3's over 250,000 shares

Bybrook Capital added a straight 3,500,000 shares at 44.2563 on 11th !! note ADDED
Prudential Plc / M&G added +800,000 shares at 43.87 on Friday !! note ADDED
Petrus Advisers added +880,000 shares at 44.71 and 45.00 on Friday !! note ADDED
Azvalor added +300,000 shares at 43.46 and 44.86 on Monday !! note ADDED
Azvalor added +1,100,000 shares at 44.84 on Tuesday !! note ADDED
Azvalor added +835,000 shares at 44.66 on Wednesday 16th !! note ADDED
Azvalor added +490,000 shares at 43.03 on Thursday 17th !! note ADDED
Azvalor added +260,000 shares at 44.87 on Friday 18th !! note ADDED
Prudential / M&G added +450,000 shares at 44.9 and 44.96 on 18th !! note ADDED

NewKOTB

Posted in: OPHR.L

Posts: 10,736

RE: Holdings Notification 8.321 Jan 2019 11:46

Artemis 1.84%
Standard Life 7.11%
Dimensional Fund 1.84%
Norges Bank 2.37%
Legal & General 5.22%
Ruffer LLP 1.15%
River and Mercantile Asset 1.24%
Nomura International 2.644%(-2.644% ?)
Prudential Plc / M&G 9.18%
State Street Global 1.1169%
Carlson Capital 2.525%
Schroders plc 0.686%
FMR LLC / FIL Ltd 7.13%
The Vanguard Group 2.95%
BlackRock 3.44%
Barclays 1.25% (short 1.26%)
Petrus Advisers 2.61%
Azvalor 8.287%
Bybrook Capital 4.3%
Hotchkis & Wiley 13.7%
Carlson Capital 2.375%

Total declared = +84%

Recent large 8.3's

Bybrook Capital added a straight 3,500,000 shares at 44.2563 on 11th !! note ADDED
Prudential Plc / M&G added +800,000 shares at 43.87 on Friday !! note ADDED
Petrus Advisers added +880,000 shares at 44.71 and 45.00 on Friday !! note ADDED
Azvalor added +300,000 shares at 43.46 and 44.86 on Monday !! note ADDED
Azvalor added +1,100,000 shares at 44.84 on Tuesday !! note ADDED
Azvalor added +835,000 shares at 44.66 on Wednesday 16th !! note ADDED
Azvalor added +490,000 shares at 43.03 on Thursday 17th !! note ADDED
Azvalor added +260,000 shares at 44.87 on Friday 18th !! note ADDED

NewKOTB

Posted in: OPHR.L

Posts: 10,736

RE: Holdings Notification 8.321 Jan 2019 11:10

Artemis 1.84%
Standard Life 7.11%
Dimensional Fund 1.84%
Norges Bank 2.37%
Legal & General 5.22%
Ruffer LLP 1.15%
River and Mercantile Asset 1.24%
Nomura International 2.644%(-2.644% ?)
Prudential Plc / M&G 9.18%
State Street Global 1.1169%
Carlson Capital 2.525%
Schroders plc 0.686%
FMR LLC / FIL Ltd 7.10%
The Vanguard Group 2.95%
BlackRock 3.44%
Barclays 1.25% (short 1.26%)
Petrus Advisers 2.61%
Azvalor 8.287%
Bybrook Capital 4.3%
Hotchkis & Wiley 13.7%
Carlson Capital 2.375%

Total declared = +84%

Recent large 8.3's

Bybrook Capital added a straight 3,500,000 shares at 44.2563 on 11th !! note ADDED
Prudential Plc / M&G added +800,000 shares at 43.87 on Friday !! note ADDED
Petrus Advisers added +880,000 shares at 44.71 and 45.00 on Friday !! note ADDED
Azvalor added +300,000 shares at 43.46 and 44.86 on Monday !! note ADDED
Azvalor added +1,100,000 shares at 44.84 on Tuesday !! note ADDED
Azvalor added +835,000 shares at 44.66 on Wednesday 16th !! note ADDED
Azvalor added +490,000 shares at 43.03 on Thursday 17th !! note ADDED
Azvalor added +260,000 shares at 44.87 on Friday 18th !! note ADDED

NewKOTB

Posted in: OPHR.L

Posts: 10,736

RE: Bid / Ask - Low volume21 Jan 2019 11:07

Yep, they manage just 260k on Friday and looks like they are having an issue grabbing more today.

-----------------------

"They will need to move the bid up soon if Azvalor are still buying ..... fewer and fewer sellers on the market as the week has drawn on.

Azvalor will be lucky to get 250k shares today imo

Free float is getting smaller so any real buying pressure will be hard to counter."

NewKOTB

Posted in: MTR.L

Posts: 10,736

RE: .20 Jan 2019 14:57

Use google search "SANDFIRE MOD"

Top story listed ...

NewKOTB

Posted in: OPHR.L

Posts: 10,736

RE: 45p, single trade18 Jan 2019 20:06

That is the question Rookie .... imo it all hinges on whether our board are willing to split our assets.

I do think to make it a worth while bid, one that's got the backing of the board and major holders it would need to begin at 68p for purely our SE Asian portfolio, unfortunately I don't think Medco will begin at that, but may well be their final bid. So it's 50/50 imo if a deal will ever get agreed.

Our board would need to issue a plan alongside any part-sale that can also return value from what remains, Tanzania and Mexico plus any mileage we can get out of Fortuna.

The way forward would be a little messy should we go down the road of splitting off our SEA assets, both in terms of how cash / value is returned to shareholders and how the remaining portfolio is handled. Remember, we would loose all income and as this would not be a short process safeguards would need to be in place in terms of available cash.

The one major plus is we have +84%, at least of institutional holders, they know how this game could playout and atm are happy to hold, and in several cases add significantly. That gives me great confidence.

The deal, when it arrives and not if, imo would need to be good otherwise we walk imo

As a footnote our remaining portfolio is estimated achievable returns at between $120m - $770m (13p-85p) as it stands atm.

'D' day is only 6 trading days away for Medco to play their hand or walk away for 6 months. By then I would hope we are trading at more than 68p so makes Medco task near impossible to re-ignite any approach. This is Medco's best shot, and I don't think they will waste it, but who knows.

gla

NewKOTB

Posted in: OPHR.L

Posts: 10,736

45p, single trade18 Jan 2019 18:23

Think we can safely say we will have and RNS on Monday .... CODE 1 ... ALERT .... ALERT ... ALERT (lol)

Date Time Trade Prc Volume Buy/Sell Bid Ask Value
18-Jan-19 17:34:03 44.90 1 Sell* 45.10 45.40 0.45 O

NewKOTB

Posted in: OPHR.L

Posts: 10,736

Bid / Ask - Low volume18 Jan 2019 13:49

They will need to move the bid up soon if Azvalor are still buying ..... fewer and fewer sellers on the market as the week has drawn on.

Azvalor will be lucky to get 250k shares today imo

Free float is getting smaller so any real buying pressure will be hard to counter.

NewKOTB

Posted in: OPHR.L

Posts: 10,736

RE: Holdings Notification 8.318 Jan 2019 11:28

Azvalor have added £1.2m in shares since Monday.

Aggressive buying indeed imo, question is, is it for them or a third party under an undisclosed "gentlemen's agreement" !!

NewKOTB

Posted in: OPHR.L

Posts: 10,736

RE: Holdings Notification 8.318 Jan 2019 11:01

Artemis 1.84%
Standard Life 7.11%
Dimensional Fund 1.84%
Norges Bank 2.37%
Legal & General 5.22%
Ruffer LLP 1.15%
River and Mercantile Asset 1.24%
Nomura International 2.644%(-2.644% ?)
Prudential Plc / M&G 9.18%
State Street Global 1.1169%
Carlson Capital 2.525%
Schroders plc 0.686%
FMR LLC / FIL Ltd 7.10%
The Vanguard Group 2.95%
BlackRock 3.44%
Barclays 1.25% (short 1.26%)
Petrus Advisers 2.61%
Azvalor 8.25%
Bybrook Capital 4.3%
Hotchkis & Wiley 13.7%
Carlson Capital 2.375%

Total declared = +84%

Recent large 8.3's

Bybrook Capital added a straight 3,500,000 shares at 44.2563 on 11th !! note ADDED
Prudential Plc / M&G added +800,000 shares at 43.87 on Friday !! note ADDED
Petrus Advisers added +880,000 shares at 44.71 and 45.00 on Friday !! note ADDED
Azvalor added +300,000 shares at 43.46 and 44.86 on Monday !! note ADDED
Azvalor added +1,100,000 shares at 44.84 on Tuesday !! note ADDED
Azvalor added +835,000 shares at 44.66 on Wednesday 16th !! note ADDED
Azvalor added +490,000 shares at 43.03 on Thursday 17th !! note ADDED

Strange action by L&G over the past sessions, although they still hold +36m shares !

Legal & General reduced -500,000 shares at 45.1262 from 5.5% to 5.43%
Legal & General reduced -900,000 shares at 45.12 from 5.43% to 5.3%.
Legal & General reduced -600,000 shares at 45.04 from 5.3% to 5.22%
Now net adding once again, still at 5.22%

458 459 460 461462463 464 465 466

Latest Share Chat

Member Info for NewKOTB

Followers

Following

Posts (Last 30 Days)

Posts (All Time)

Last Post

Member Since

Share Chat Post Distribution (Last 30 Days)

Activity Log (Last 30 Days)

Please enter at least 2 characters

No results found

Search results

Recently viewed

Trending