Member Info for paradigm

Now the most shorted disclosed UK Listing at 13.7%, see:
https://shorttracker.co.uk/

Seems like the CEO reduced his holding at the right time, another long-time low reached yesterday. Any thoughts on what is going on here?

Not very well publicised, but looking at:
https://www.dividendmax.com/united-kingdom/london-stock-exchange/telecomms/talktalk-telecomms-group/dividends

The dates for the interim appear to be:

Ex-Div Date: 29 November 2018
Pay Date: 21 December 2018

Thanks luddite. Exemption from SD certainly makes short-term trading more attractive. I see a listing (dated 2014) of SD exempt UK listed companies at:
http://www.dividend.org.uk/uk-shares-without-stamp-duty/

In spite of all past price history being available it is always so difficult to extrapolate just a few days ahead, especially in these uncertain times! I am hesitating to invest in Shire again at the moment unless the price drops significantly - I do not want to be locked-in for the takeover.
Good luck in trading !

luddite:
Yes, that is what I also like to try to do! Can you please remind what qualifies Shire purchases to be exempt from 0.5% Stamp Duty? Thanks.

Rather relieved and quite happy to get out at 4750p this morning.

May be that volume bought is presently around 4 times volume sold, although I often see prices going the opposite way to what market forces might suggest!

Agreed. Do we need this - a third level of store alongside the existing large extra and the smaller express stores? Will custom be taken from the existing stores? Why not stock what people want to buy - quality at value for money prices? To beat the competition the way to go would seem to be to improve efficiency and buy more astutely. If Amazon have managed it...........

Looking at trades, we often see blocks of buys (or sells) of relatively small numbers of shares, often 'automatic' trades. Could this be larger blocks being split up for some reason, e.g. to avoid attracting attention?

I agree. The dividend is very attractive so long as capital can be kept reasonably intact! - there has been decline over the past 2 years, reaching the present lows, and there are undoubtedly good reasons for this but they are always difficult to determine. Next results are due on 12 September. I was tempted to purchase late yesterday to average down my BP but decided to hold off while the price still appears to be weakening. An interesting company with reliable earnings but perhaps rather small to be of takeover interest and scope for expansion must be limited within the IoM. Also, the telecoms sector in general is so competitive - look at the variation in share price of TalkTalk over the period.

Any views on the recent weakness?

Have not received this notification yet. The 'free' Essential SIM was a factor in my recent decision to renew contract. How does this stand with their pledge not to increase price during contract?

Thanks for this - great facility for dividend information!

I have also had buys reported as sells in the past - I know it depends on the automated system's best decision based on the prevailing prices - I have always thought the system could be improved in this regard as the important buy/sell fact must be known somewhere?

We are due to set sail for NY on the QM2 and had our $250 on-board spend confirmed only yesterday. We very much enjoyed the Canaries on our QE cruise last summer. Looked like a good time to top-up holding recently.

Thanks for this. There is also a Seeking Alpha feature indicating that Morgan Stanley warn on overcapacity in the sector and foresee a potential slowdown in the second half of the year related to hurricanes. This conflicts with other views which indicate that there is potential undercapacity and I had not realised that MS have expertise in long-range weather forecasting.

Any news on what is causing the drop today?

Redtom: Very grateful for your regular useful updates!

Regarding all the small trades, I have noticed that many large trades, e.g. some share buybacks, etc. appear to be executed via a large number of very small trades, presumably to conceal/anonymise the action? I see this with the CCL buybacks. There is probably a special deal on the charges. I too need an attractive bid for SHP!!!

Thanks luddite - you are absolutely correct on today's prices - the thought of possible arbitrage had occured to me!!!

Yes, my calculation on this would be: $196/3 = $65.3, then 65.3/1.37 = �47.70 vs. �38.78 in London? Is this correct?