Member Info for Raleigh

Yes. It is not easy to catch the absolute bottom but adding below newly-appointed Mr Hunnicutt's option price seems reasonable - as I have also done today.
I firmly expect the positive updates to continue.

I think CD and R already did.

It is marked as a change in voting rights, with N/A against the threshold change date. The position decreased from is the same as that they previously increased to. So on what has been printed (and what has not ) I would say they did not take up their entitlement.

based

It is an explanation. It is a percentage decrease of about 49%. Have you an alternative based on what has been printed, and bearing in mind their last prior holdings RNS was asked on shares in issue before that number just about doubled.

Today's JP Morgan RNS gives a %age of the total shares in issue, following admission of new shares under the capital raise.

Exactly. This is acting contrary-wise for now. That is my point. It will pass.

I think it is a question of selling down rather than profit taking. If it is profit taking, there is little point in going down much further, and pi's will not be looking at that. The increased holdings information from those taking up their entitlements, like today's, is still coming through. We shall have to wait for notification of any decreases on those. It is debatable, but I think I am right in saying movement here is contrary to the building market.

There has been a lot of support from MXCP and others. MXCP, for the very good reason they have 43% and outstanding loan notes, say that will continue. They have said they expect Íde to return " market levels of profitability" in time.It was a complete mess under previous management, and that is taking a long time to sort out. But they seem to have right-sized and stabilised the business, are streamlining and improving their offering, and are now looking outwards to growth with building a strong sales force, "supported by forthcoming developments in marketing and lead generation activities we plan to implement in 2020."
So at face value it is going in the right direction, and finger in the air and the paucity of trades I see no reason to think otherwise than that the current price is about the low, and provided their strategy continues to be sound, we can start to move up on any future positive news.

I suppose we must expect some churn, and on paper there is still at least one short position which may be dripping shares onto the market. Like others, I can see little point in that position. And in the longer term it is just as well to get rid of those inclined to take an early small profit.As we stand, we know there are buyers to 36p anyway, with every prospect of making progress from there. CD and R has invested millions here, and I am content to go with their in-depth assessment and that of the board, whose interests are aligned with ours at 30p.

Perhaps they are simply hedging another position. But it does seem an unusual time to open it. I had rather expected Ennismore to close out their old position too. And I suspect it may be a couple of days before the actuality of the taken position ( and indeed closing ) and publication, at least on the websites I am looking at. It is, I believe, a temporary issue, and we shall move on. It is natural to discuss, but perhaps relatively small beer. And these are very much relatively small positions when compared with some others.

Blackrock has now notified it has gone to 0.37% ( probably out now or going out ) and will no longer be tracked. American hedge fund Renaissance now notify an apparently new short position of 0.51%.
https://shorttracker.co.uk/company/GB0008025412/

And we do need something to create more and sustained buying pressure to see the remaining shorters off - I can only go by the declared larger positions on the websites, with Blackrock up to now increasing.
https://shorttracker.co.uk/company/GB0008025412/

That is true. But we already know how 'informed' sources see a base level, with them all buying at 30p - including IKO who in addition to a strategic perspective have a better idea than most shareholders of the industry going forward.

Holdings notifications should start coming through over next few days.

Blackrock up a little more

https://shorttracker.co.uk/company/GB0008025412/

In the overall scene of things as we are now, I do not see market prices being too much of a rub anyway. It is a positive albeit temporary move designed to help the market recover. As to the lesser ( in my view ) issue of prices, they will go where they go throughout the UK, and all agents/buyers/sellers will have to make their minds up according to their circumstances and unfolding local market conditions. All agents will have to do their best to make a market.

As against https://shorttracker.co.uk/company/GB00BCKFY513/, where not even the over 0.5% are mentioned.
Never sure of the reliability of these websites, but it is what it is.

Then put your money in there.

Actually, not a good day anyway for house builders.