Member Info for onsolidground

You either want to make a market in a share or you don't.

Near 10% spreads say they don't.

Silly really if you make your living from the volume traded and the spread.

Hit the lower end of the range trade just as we spoke and off we go.

You wouldn't have Lavrov present if you were just talking about only Embassygate. Been in Turkey for several days now has Mr L. Last ones high profile and created a kerfuffle with Ukraine. These ones decidedly low key. Each makes their own mind up.

"A Russian delegation has arrived at the US consul general's residence in Istanbul this morning for talks about the operation of their respective embassies in Moscow and Washington.

The US State Department said the talks, which will be led by working level officials, will not include any discussions on Ukraine or political or security issues.

"To be clear, there are no political or security issues on the agenda. Ukraine is not  on the agenda," a spokesperson said.

"The constructiveness of these talks will become apparent very quickly; either issues will get resolved or they won't. We will know soon if Russia is really willing to engage in good faith."

Russia's foreign minister Sergei Lavrov said talks would focus on creating better conditions for Russian diplomats in the US and their American counterparts in Russia after a series of rows over staffing levels and embassy properties.

The outcome "will show how quickly and effectively we can move," Lavrov said.

The meeting follows a phone call between Vladimir Putin and Donald Trump earlier this month and a high-level diplomatic meeting in Saudi Arabia."

Even the security team must now be past the qualifying period to be eligible for options ...

Still waiting and watching.

Will let it settle before considering buying back the same number.

ProxLDM,

Totally agree with you that Lucy Gorman and here team should be the only beneficiaries, but I think we have all grown to expect that there will be plenty get free shares. Unfortunately the allocation every year has no correlation to the THG share price. It's down to KPI's like ESG and tree planting initiatives.

No doubt every one involved at Board level after the highly successful demerger of THG Ingenuity will be deserving, The Chairman for his guidance and oversight, The CEO for the idea, The CFO for organising the Fundraise, Sue Farr for her independent stewardship and JG for overseeing the smooth transition and as a golden goodbye...

John Lewis don't hit their annual profit targets then ALL the staff don't get their annual bonus. That's how it should be imvho.

Seems a logical fit

Back on the watchlist again.

This is being traded by the City.

Up, down, Up, down, Up, down and large sums are being made by those in the know.

You can almost make it a range trader and just sit back and let the algo's make you money.

"So depressingly another red day has ensued and the lows are getting lower and if this continues over the next 4 *sessions* FTSE 250 inclusion has to be in question."

Sorry for the typing error.

Kept quiet on here for the full of the market day and to let it find it's natural level after last nights indicative FTSE 250 inclusion. I actually thought it might go up what with trackers buying in anticipation and especially after the 500k trade.

Caught the Glanbia results also first thing and their numbers simply confirmed for me that there is simply too much competition out there in the Nutrition space, as well as inflationary price pressures of whey prices, staffing and transportation costs.

You know though, that the difference with Glanbia is that they actually have told everyone how they plan to navigate the headwinds and with not too much of an impact on their margin ultimately. @THG I think all we ever got was local Japanese production and an anticipated fall in whey prices would right things. No proactive company actions from memory and guess what, it didn't.

So depressingly another red day has ensued and the lows are getting lower and if this continues over the next 4 sections FTSE 250 inclusion has to be in question.

What actually turns this stinker of a worm?

Johnsilk you would be far better taking a look at the bilateral Free Trade Agreement that was signed between the UK and Ukraine by Boris Johnson and Mr Zelenski and which came into force in November 2020. It's 575 pages long and is effectively a rehash of the agreement we had with the EU, so is EU standard. It has all manner of sections including Mining and Minerals, Financial Services and Corporate Law etc ...

Here's just a few references for you.

For instance. Look at what it says at (b) below

CHAPTER 12

FINANCIAL SERVICES

ARTICLE 354

Recognising that an effective set of rules and practices in the area of financial services is needed to establish a fully-functioning market economy and in order to foster trade exchanges among the Parties, the Parties shall cooperate in the area of financial services with a view to:

(a) supporting the process of adapting financial services regulation to the needs of an open market economy;

(b) ensuring effective and adequate protection of investors and other consumers of financial services;

(c) ensuring the stability and integrity of the global financial system;

(d) promoting cooperation between different actors of the financial system, including regulators and supervisors;

(e) ensuring independent and effective supervision

Or take a look at (a) on this section.

CHAPTER 13

COMPANY LAW, CORPORATE GOVERNANCE, ACCOUNTING AND AUDITING

ARTICLE 357

1. Recognising the importance of an effective set of rules and practices in the areas of company law and corporate governance, as well as in accounting and auditing, for creating a fully-functioning market economy and for fostering trade, the Parties shall cooperate in relation to:

(a) protecting shareholders, creditors and other stakeholders;

(b) using relevant international standards at national level, and developing appropriate domestic systems, in the field of accounting and auditing;

(c) further developing of corporate governance policy in line with international standards, in particular the OECD Principles on Corporate Governance.

Thereafter it might be worth a further in depth read and then making contact with the Company Secretary, relevant Government Minister or UK Ambassador to Ukraine and getting them to advance and represent the interests of UK Investors.

All imvho and Enjoy the read.

"In terms of strategic progress, Selkirk continues to explore opportunities to acquire a business in line with its investment policy and will update the market in due course."

Elliotts activism I find refreshing for shaking things up and causing a full strategy re-evaluation but given todays market cap of nearly £70 Billion seriously speaking they would need to find £85 Billion to £95Billion or higher to mount a full takeover approach. That is serious money so will probably be more rhetoric based off them.

Hopefully though Elliott onboard for more shares and crank up the volume and for maybe a US OIl Major to spy the opportunity and to come in with their own takeover offer.

I don't think they will have long to wait.

What is sought is a lasting piece and EU peacekeepers alone would not be sufficient and Zelenski wasn't signing the minerals deal until he got concessions and that firm guarantee so reading between the lines I think it's nailed on the US will be the backstop.

Zelenski signing and meetings Friday.

Don't be surprised if Donald J. then meets Vladimir Putin next week and things move fast.

Just my honest assessment of things.

Donald J Trump will be the man to deliver a peace deal imminently bow imvho

https://www.dailymail.co.uk/news/article-14436631/peace-deal-Washington-Kyiv-Zelensky-Trump.html

GL all.

"Brilliant news and Donald J Trump is now motivated to get on *and* get the deal sealed."

Just imvho. He heard what he wanted to hear off President Macron yesterday re European security guarantees. US probably as a backstop across the back. Already knew it would be acceptable to Putin, and the Security Guarantee and more favourable terms has appeased Zelenski sufficiently to sign.

Zelenski there Friday will I expect to for more than just any mineral deal signing.

Blink and you'll miss it.

On Reuters also.

Brilliant news and Donald J Trump is now motivated to get on a get the deal sealed.

https://www.reuters.com/world/zelenskiy-plans-travel-us-meet-trump-minerals-deal-sources-say-2025-02-25/

Then all swallowed up in a day and driven back down on just over 250k shares

It is a glimmer Kyk but as it says it's indicative and gets decided officially next Wednesday after markets close.

A closer look at the chart says the "indicative decision" was based on Fridays share price close of 36.98p. So you would wish it to maintain or surpass that to be in the running.

You would also think that those Institutions manipulating or shorting it down would have known of this potential announcement, yet it has still been being manipulated / shorted down under that level the last few days.

My fear is that if things continue as they are then this is going to go right down to the wire and might still miss out. It's on a knife edge.

It will be all down to the next 3 to 5 days closes and fingers crossed for no bad market days in between.

I think if ever there was a time for positive news it is now. That or several Directors buying in.

Well stone the crows. A glimmer of hope and just as I was despairing.