An interesting perspective..29 Nov 2024 06:44
Interesting perspective..22 Nov 2024 09:33
For those that might have missed it..
Interesting perspective.20 Nov 2024 22:08
An interesting perspective from a fellow investor…
Greetings *****, thanks for bringing this one to my attention, I don’t get the time look closeup on aim shares like i did in the good old days.
So you’ll have noticed the auto trades (aka algo trades) imo these are shorters as suggested by the pattern and you can see who they might be on the link I sent earlier…let me know if you struggle to get access. They will always track the SP ie when the SP drops due to pi’s selling the shorter AT trades will kick in to amplify the sells, and conversely when a pi buys a significant amount they will cover and you will see a flurry of buys. Some call it laddering using the momentum from the market to amplify to their advantage. The pattern here suggests they are loosing steam which could indicate a reversal. Now what could be an interesting setup is if Richard Griffiths starts to load up equal to his reduction after the last raise then the shorters are in trouble and you will see a very quick reversal..compound that with a decent RNS and it could get silly from these levels and 50+p could be reached in short order.
To answer your second question, there’s no way Griffiths will want this to fall into a territory where recovery could be in danger..he has more to loose than most and I expect he will either start buying back or make an offer for the whole lot, he is more underwater than most having been an investor in the Wandisco days..this is a LT play for him..I’ve been in other shares where he has taken a chunk, as previously discussed.
Lastly re the deals it’s evident, to me atleast, that they will likely miss the numbers, you cannot have failed to notice they have already stated this clearly many times..unless you live under a rock hence this eventuality appears to now be priced in..but I agree with Stu that this is largely irrelevant as any significant deal is all it will take for the buys to flood in and screw the shorts. This is all conjecture ofcourse but knowing how out of sync the SP is, SK’s credentials and RG’s buying power I would bet this is only going one way. Next few weeks will be interesting that’s for sure.
Good luck ***** and keep in touch