Member Info for Selpec

HE1 is in accumulation stage. Hidden buyers waiting below 0.49p. Next leg should be to 2.00p. Patience pays.

HE1 achieved bottom.

Most of healthcare equities grown up today. HVO should proliferate on redistribution of profit tomorrow.

Interesting how much Citadel pays for overnight of MCG short position? It should be much lower than 0.23% charged by prop firms like Pepperstone. Otherwise each week in short would cost 1.1%.

JamesOxford, you are inspiring

False start...

Today volume was 9M or just 1.5% from ordinary shares. Minus 3-4 millions from typical daily activity. Whoever it was, he gained maximum 1%. It does not cover position of shorters. Also hardly an aggressive accumulation. More likely liquidity issue or leakage. Or both. Tomorrow will be interesting.

Actually todays move is not so bad for shorters. If they anticipate continuation of the downtrend, tomorrow they will have chance to sell at higher price. Seems win-win scenario.

Squeeeeeeeeeeeeeeze

Leakage in big company is quite normal

There is pressure on Trump to complete ME conflict before SpaceX IPO on June 12. So two days only.

If there were no takeover at 10p shares half year ago, there should not be any offer now. AXL price is suppressed by termination of the contract next year. Once the agreement renewed, the price will skyrocket three-fold. Looking at price dynamics, I get the impression that Colombian authority has already made decision. If I am right, announcement should be this or latest next week.

Price behaves weirdly. Yesterday and today find a lot of consecutive buys which lowered the price. It looks like someone constantly updates ASK to perform the trade at lower price. If it was a shorter, I guess, they are interested to sell at higher price, not at lower. Is it market maker / liquidity provider getting rid of excessive stock?

HelloDave, what is fascinating with this 150K Uncrossing Trade?

Another hidden signal is that Mobico has absorbed a tripling of disclosed short interest in roughly two months without making new low. 5.5% is the highest short position in MCG history, but the price finds surprising resilience. This means institutions hold while shorts rise. Eventually there are Institutions willing to lend shares to hedge funds which are betting against Mobico. Moreover borrowing rate seems low. But why? Because Institutions are willing to absorb those sales at lower price.

Interesting month ahead. There is one hidden signal I view Mobico as a fragile turnaround rather than a insolvency candidate. The ownership behaviour suggests a significant portion of the remaining holders are already expecting a multi-year recovery rather than a quick trade. However, the company has not yet delivered enough evidence to attract a broader shareholder base. In any scenario, next RNS will trigger a violent price move.

5.5% shorts cannot be cleaned in one day. Even in one week. It's only what reported over 0.5%. Presumably shorters are in much deeper hole. When the move starts, they will drastically look for liquidity. What is missing, that a lot of investors still have average over 70p here.

I hope to see a squeeeeeeeze through 40 then 50 then 60 and with top around 150p. Of course there will be temptation to sell partly at 80-120, but patience. I am not going to sell until the peak passed. Is it good plan?

Mobico is 3.5B company priced at 130M. Eventually its so cheap because of debt obligations. News says that loss-making contracts terminated, and Mobico turned to generate profit first time since 2020 pandemic. 5% reduction in debt will re-rate price by 150-200%. Of course Citadel might have some inside information like fuel prices have implication on Q2. But insiders, which potentially fed the info to shorters, are increasing their position in Mobico. Which has more weight - Cosmen with +27% in shares or Citadel with 1.16% on short.

Waw shorters are desperate. Right now over 60 consecutive sells in 4 mins. Trying to cheat algo. But lumps are tiny already. The price have not moved at all.

Shorters are trying hard today. By 09:00am I counted 23 consecutive sales of similar lumps . Their efforts deserve more than just 0.2p moved price.