Member Info for Spikeyj

hi K3, happy new year to you and yours,
let’s hope a safe, prosperous & happy one.

i am doing fine, thanks, but very very busy with some
professional matters, so only dropping in occasionally.

“... absolutely top notch board”

so which companies has osa previously led which
made good returns for ordinary shareholders?

if you take a look at companies house to see the
list of companies where he was a director, & what
happened to them, it doesn’t make pretty reading.

still zero evidence from toff.

algorithmic & high frequency / automated trading by hedgies
etc is certainly very widespread, makes up a lot of the volume in
liquid FTSE shares, and moves shares prices, both up and down.

but toff makes a stronger claim, that there are groups of hedge funds who are
deliberately & illegally colluding together to co-ordinate covert manipulation of
the market price for GSK, i.e. market abuse. toff also appears to be complaining
that this has been a persistent drag on the GSK share price for a fair old while.

but toff has not supplied evidence for that speculation (- nor said whether
he’s reported his evidence / concerns to the FCA). ...no problem at all by me
if posters like toff want to spin speculative conspiracy theories, but better
imo that they don’t try to pass them as factual without providing evidence.

not hard to see why GSK sp has been struggling for a fair while.
e.g. there is considerable execution risk for the plan to split, even
if one approves of that strategic decision; there has been dollar
weakness for a while; the covid pandemic has reduced vaccine sales;
& GSK remains several steps behind AZN in building good pipeline of new
drugs, so still struggling to convince market re future growth prospects.

... i am not meaning to be negative about GSK, i think there are some decent
prospects it may be able to overcome these issues in time, but more meaning
that there is no need to resort to trumpian conspiracy theories about covert
manipulation of the s/price to explain why GSK sp has been in the doldrums.

oxford regius medic prof john bell told BBC yesterday that sarah gilbert &
her team in oxford were already looking at that, but gave no further details.

so what is your evidence, toff?

(& have you presented it to the FCA?)

Toff: “These rogue hedge funds aren’t doing anything illegal because nothing can be proven.”

i am not sure what you are alleging. are you claiming that there is
illegal activity, but it can’t be proven? - or are you saying that you
don’t approve of collusion between hedge funds, but it is legal?

... what is your evidence about this supposed deliberate manipulation of a
FTSE 100 share with deep liquidity by groups of hedgies colluding together?

- if you have evidence of market abuse, have you provided this to the FCA?

- if you don’t have evidence of market abuse, why keep posting about your
speculation on this board as though you are reporting something factual?

(... seems a bit Q-anon...)

[apols for inadvertent double post]

dan, and look at that 33% cut in
how petronor are valuing the gas.

& a 33% cut in how petronor is evaluating the gas,
from that pricing change in deferred consideration.

fatprofits used to
be slim pickens?

ride ‘em, cowboy.

(soz, meant by the bye, of course)

used to go out with a yoga instructor.
found that quite stretching at times.

seaking, just as a bye-the-bye, assume
that you know SMT own curevac shares?

[hat-tip, gl to you in 2021]

outperform relative to what?

lol, yeah, poor old peel were stuck for ages
but they eventually managed to escape.

& because the trading volumes usually so low,
not really worthwhile for anyone to offer tight
prices as they would make so little profit that way.

jatw, worth a punt for the break-up value (1.5 - 3 years?)

lol, could be worse, i remember
the good old days of british rail!

bubbling along nicely. the discount to NAV helps i guess.
tempted to take a small slice off soon — maybe at 180p?

ah, v sensible, just back in from tennis & dodging raindrops and see that
sunak has announced stamp duty changes are with *immediate* effect.

that’s very helpful, as otherwise ran risk that some sales already under
way would suffer from buyers trying to delay or pull out if he’d announced
e.g. stamp duty holiday from autumn. (sunak seems surprisingly competent,
so far, in a very tough scenario. i am not convinced javid would have done so
well; i think he’s a decent enough fellah, but not got same smarts as sunak.)