Member Info for RogueRiver

This 2-5% daily downward slide is less than encouraging.

Mine landed in my HL account late this aft. We saw the usual share launch fluctuations, but nothing that sets off alarm bells. I think the green hydrogen concept is very investable. Of course it's early days and there will doubtless be a few setbacks en route to full production, but I think this company has legs.

Holding PPC and ATOM, I'm 12% up on yesterday's PPC closing price, so I'm glad I did not sell out. Next year should be a good one for both companies .

No 'thinking' required. It is very clear in the demerger info that shareholders at close of business on Wednesday 29 December 2021 will receive 1 new Atome Energy plc share for every 169 President Energy plc shares held.

Bit of a coin toss whether to cash in on the 'elevated' sp or wait and see for the longer term. Given that I'm an investor, rather than a trader, I'm going to stick with the latter.

Clearly, a lot of UK holders have been selling, probably because they find it impossible or impractical to hold TSX stock in their trading accounts. Mine are fine in HL and that’s where they are staying. I don’t believe the current sp is reflective of the medium/long-term potential here. In any case, given the lack of any downward adjustment in the HOC sp, the Aclara shares are basically free money.

Probably random - and not unknown with this share. The driver shortage is easing and fuel prices are steady, so macro reasons seem unlikely. Nothing bad in the news about Clipper and no RNS, so company trouble seems unlikely. Indeed, with the latest Covid wave, Clipper should be seeing an increased demand for PPE distribution and an increase in e-fulfilment, driven by more home shopping.

Bonkers drop, but also an excellent buying opportunity.

ARA was trading at C$1.60 (95p) at close on Friday. Early selling was to be expected and it will probably take a couple of weeks for the sp to settle. I intend to hold for the long-term.

This Elliott news has made my weekend. Elliott is now one of the top 5 holders in TW. Elliott typically uses derivatives to build a position in a target company, which is why no one knew of its TW holding before now.

All I know is that, ever since Elliott declared their interest in GSK, my shares in that company have gained by almost 25%. It’s possible that the shares would have gained anyway, but I’m happy to give Elliott the benefit of any doubt.

(Alliance News 10 December 2021) - US private equity giant Elliott Advisors has written to the board of housebuilder Taylor Wimpey PLC, slamming poor decisions by outgoing Chief Executive Pete Redfern.

In the letter, the activist investor said: "Taylor Wimpey is a business with extraordinary potential, powered by talented employees dedicated to delivering high standards of product quality and customer satisfaction. Yet for all this promise, the company continues to fall short of achieving the opportunity inherent in the business.”

"In particular, a series of operational and strategic missteps has resulted in persistent share-price underperformance, leaving shareholders frustrated and lacking confidence in the company.”

Elliott went on to criticise the company's plans laid out in 2018 of focusing on large-scale sites, which it said led to sale-price erosion. It added that Taylor Wimpey was the worst-performing company in its sector during the Covid-19 pandemic, pointing out its decline was 39% compared to Barratt Developments PLC and Bellway PLC's decline of 28% to 29% and Persimmon PLC's of 14%.

https://www.morningstar.co.uk/uk/news/AN_1639164985522051500/elliott-advisors-condemns-outgoing-taylor-wimpey-boss-over-missteps.aspx

Steven49
Please change the record. We really don’t need to be told every time someone sells. We can all see the sp.

Bizarre movements on today’s (positive) update, but then, twas ever thus with this share. Standby for the delayed reaction (upwards).

At best, Redfern has been ‘ a safe pair of hands’ (aka uninspiring), at worst, his performance has been pretty woeful, for a Footsie HB in boom times. Clearly, the City don’t think much of TW under his management. His departure, plus interest from Elliott, are probably the best things to happen to this company in many years.

As I read it - to get the divi, you must hold shares by 6.30pm tomorrow AND must have bought them before 8:00am today. So, anyone buying today (and many have) will not be entitled to the divi. Odd arrangement, but that seems to be what the official document states.

Plenty of buying today, even without entitlement to the divi.

Yes and no.
Ex-rights was from 8:00am 7 December
Record time for entitlement to divi is 6:30pm 8 December

I’m very surprised the Sotrovimab news hasn’t sent the sp over £16. Perhaps we need to wait for the usual delayed reaction.

It’s still cheap, with or without the rights.

Oh, and Elliott typically uses derivatives to build stakes in target companies, so don’t expect to see what their stake in TW is, until they are happy to show their hand.