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So whose buy order got filled this morning and which of our early morning traders in for their 5% sold at a loss to fill it.

The same trader shares are being churned time and time again with the spread to drop the price and some must have sustained loss after loss after loss.

If you believe its all a Fugazi market (and the declines all started just after the start of the Israel / Gaza conflict) then you buy in stages and build an average, and you sit on them.

Ten you wait for the update. Yes frustrating sometimes though it is but it's clear that company are not going to be rushed into making any early statements by imvho induced falls.

Now the further volume and the load up.

Fast easy cash for somebody with deep pockets.

Well we're into December so I'll wait.

The CEO in the interview that was popped up here yesterday seemed confident and unperturbed with the share pirce and they have also just dished out large TenneT contract in the last few days.

Worth finding both.

Brutal indeed but the price you see is the price you pay.

There is no publicly available reason for the fall and its clear PFC are not going to be cajoled into issuing anything, so you either believe all the innuendo and trader / shorter banter or you wait for the update.

Half decent update and PFC has a fair rebound to come.

So that's just over 6.2% into the hands of THG Exec's with Angus Monroe adding just over 3%.

There will be purpose.

For the falls then good luck to you.

That's a definitive and non Brad AI reason.

Can't be too long before we start to see share buy backs appearing or seperation news.

There's always a purpose

So that's another over 3% into sticky hands and this time with another THG Executive taking a stake. Must again have been building this stake over the last month and just popped over 3%.

Somethings brewing over there. Like I said yesterday Kelso have provided some real in depth rationale for investing in companies and supporting mantra at various stages thereafter and that put the THG Acquisitions Dept to shame (Adore Beauty for instance). Acquire them and give them much larger pots to play with or acquire them and stop any AGM Director challenges (Companies Act lever).

So yet another that approves of Kelso's philosophy on share buy backs.

Another near 10% fall and mostly spread related, with the volume not matching the fall. About £600k volume to get it to 19p and many will be buys. Took a few more but then I'm averaging it to build a holding.

Garydav2

Posted in: PFC

Posts: 2,504

Price: 26.34

No Opinion

RE: Today29 Nov 2023 09:37

My last post. But yes I made a quick 5% . GLA

Probably more to do with following the FTSE 250 after an early opportunity to knock the share back a bit off MM buying into Kelso. Plus side was that about 1 mill shares popped up in the 76p's that probably wouldn't have done so otherwise. Quite a few algo'd and in quick succession. Probably buying but dyor.

AS1 we don't sell boots and don't operate shops in expensive shopping centres across the country either so we stick with what we know and act as we see fit.

From just two days ago, and it takes us back to the start of November, and we also know there won't be any repeat of last years Postal strikes that severely decimated online shopping. Severely being underlined in red 3 times.

https://retailtimes.co.uk/uk-shoppers-spend-3-45-billion-online-over-cyber-weekend-adobe-reveals/

And from just the week prior - the knockout bid by Mars for Hotel Chocolat representing a 275% bonus to it's recent low of 100p.

https://www.euronews.com/business/2023/11/17/knock-out-bid-uk-chocolatier-hotel-chocolats-shares-jump-170-after-mars-takeover

This time I'm actually looking forward to a THG next update and in between times with such a low share price, who knows what might happen.

I mean he's only just gone and bought himself into a new circle of High Net Worth friends with so many and varied business skill sets. Would probably be better adding them hook, line and sinker to THG and merging them with the present Acquisitions Department.

Over 6% down at one point today.

Excellent Black Friday to Cyber Monday sales and back as far as the start of November. Festive season in full swing.

Mount to horses, sound the bugle. Charge !!

Mikey will be topping up again.

https://retailtimes.co.uk/uk-shoppers-spend-3-45-billion-online-over-cyber-weekend-adobe-reveals/

Indeed its a good watch. Confident and extremely positive

Thanks for posting

Replace it instead with Jupiter Investment Management who were short prior.

I think you get the point though that anything can happen and especially when share prices are so low and with no real definitive reason behind the falls.

Actually cancel that one - they profited handsomely. Not short but long

Here's another example for you if you think that short positions work on inside information.

Again - Not always the case.

Hotel Chocolat this time

Ninety-One declared a SHORT on HOTC on 13/11. 1.2%

https://uk.marketscreener.com/quote/stock/HOTEL-CHOCOLAT-GROUP-PLC-27506720/news/Ninety-One-UK-Ltd-Form-8-3-Hotel-Chocolat-Group-Plc-45371856/

4 days later - Ouch !! A knockout bid by Mars

https://www.euronews.com/business/2023/11/17/knock-out-bid-uk-chocolatier-hotel-chocolats-shares-jump-170-after-mars-takeover

How much did that one sting them for!!

The moral of the story.

Best not to be too greedy and they clearly didn't have the inside track.

But feel free to load up and your margin also.

Surprised it's dipping given the time of year. Should easily be one of the Xmas winners and it's easy to pop along on a weekend and dyor.

Have done my bit also recently with a several cards and it's the low and affordable prices + quality for that which is the usp and which brings in the custom.

Make that 77 Million traded now. Never seen the like of it. Where all this volume coming from.

Might it be from the bidders side? Any full deal could probably be completely underwritten and paid for at the present share price.

Simply astonishing.

They said that about Morrisons tuan6. Just before it was bid for.

You can just about make out what's being said in the first article and it wasn't the first time Morrisons pulled a surprise out the bag.

So no they don't work on inside information. Some might but it's illegal and you get banged up for it. More than likely one just following after the other for fast cash. Blind leading the blind if on December 20th things are satisfactory.

I think at 21p (and having only recently been at 85p) I'll take my chances. You're welcome though to load up on your short position. We're into December tomorrow and hopefully I get another top up or two

https://www.bloomberg.com/news/articles/2021-06-23/private-equity-faces-off-hedge-fund-shorts-in-bid-for-u-k-plc#xj4y7vzkg

https://portfolio-adviser.com/blackrock-and-major-hedge-funders-burned-by-morrisons-led-supermarket-sweep/