Member Info for Staylock

3i Group closed strongly at 2204p, up 5.86%, with buying notably exceeding selling and a large £18m closing auction purchase suggesting institutional demand is beginning to re-emerge after the recent panic selloff. The shares continue to trade at a substantial discount to NAV despite strong underlying profitability, low gearing, insider buying and the new £750m buyback, indicating the market may now be moving from emotional capitulation toward a more rational reassessment of 3i’s long-term value and Action-driven growth prospects.

Impax remains a profitable, cash-generative business, providing resilience through the current period of outflows, while underlying investment performance and early signs of stabilising flows point to a potential recovery over time. Whilst the long-term case for energy transition investing is strengthening in a more uncertain, energy-focused world.

Action is a tightly controlled, pan-European growth machine still in expansion mode, whereas B&M is a more mature, UK-exposed discounter where execution, margins, and capital allocation have already started to show strain

Established, Large-Scale successes IKEA (Sweden) Aldi (Germany) Lidl (Germany) Zara (Spain)

It’s a structured experiment The South-East entry is deliberate and intelligent.

For 3i, this I think this adds valuable upside without materially increasing downside

3i Infrastructure Sells 71% TCR…

On the face of it that is positive. However, markets often react differently:

Investors sometimes sell the parent when an asset is monetised, assuming future gains are already realised.

It can trigger portfolio rebalancing across funds that hold both 3i Infrastructure and 3i Group.

Traders may interpret it as “peak valuation” behaviour in private equity assets.

So paradoxically, good news can produce short-term selling.

Comment taken from another website https://quoteddata.com/2026/03/3i-infrastructure-sells-tcr-for-1bn/

Just under 2%

Ai has given this view on 3i – 4-to-8 Week Probability Model

Outcome: 3i rallies toward 3,550–3,750p

Triggers:

FTSE stabilises or rises modestly

No further Action downgrade from 3i

European macro improves slightly

Lower volatility (VIX remains

Stargate your analysis is technically very coherent

It uses correct principles from:

Support/resistance

Bollinger Bands

Candlestick theory

Wyckoff volume interpretation

Measured moves

However the bullish interpretation is not guaranteed

Volume at lows = possible institutional buying, is not certain.

The confirmation requirement — two closes above 3437 — is the key.

Until that happens, the pattern is unconfirmed.

Directors should generally issue a statement if the share price is down. Especially if the decline is significant or unexpected. It helps maintain transparency with investors, address concerns, and potentially mitigate further damage to the company's reputation by providing information about the situation and the company's plans to address the issue.

Silence during a share price decline can exacerbate investor anxieties and lead to further selling pressure; a statement demonstrates that management is aware of the situation and actively working on solutions.

By addressing the issue proactively, directors can prevent rumours

and speculation from further damaging the company's image.

Depending on the circumstances, there may be legal requirements for companies to disclose material information that could impact the share price.

Mandates been lost and are there others which we do not know about?. Dividends excessive in light of the decline. Dividends eventually dilute the share value as they are potentially being reinvested. The board needs to show that they are doing something and without that the outlook is bleak.

I can only repeat my long term view that there needs to be a complete overhaul at this company as the board have lost any credibility.

Posts talk about shorters. Bots etc. The shorters seek out weak companies. Like wild south African dogs. Chasing a weak antelope. Taking a nibble here and there till their prey is exhausted. Then going for the kill. They leave the strong ones. Impax is a weak company. If it showed some strength and direction it would rise above this behaviour. Paying a large dividend when the SP is on the floor. Benefits the directors who obtained shares through incentive schemes. They are only interested in getting their monies out. The money should be left in the company to rebuild the balance sheet. There needs to be a major change of board members and the direction the company is going in.

There needs to be changes at the top. SJP have been under the kosh over the past few years. They took action to stop the outflow of clients, Reviewed their investments. Impax were not performing. St James’s Place cancelled their contract with them and other under performing funds. SJP made decisive decisions and is showing signs of a comeback. That is what is needed at Impax. Unfortunately if the board don’t do it someone else will and we will be left to hang out to dry.

It appears the management has lost focus and direction. They are like an old family member living in a rundown old house. Then move into a care home. The house is sold. Renovated and then sold on for a profit. The original owner/shareholders receive a paltry sum whilst the developers make a killing

Impax’s ethos is to generate strong risk-adjusted investment returns for clients. By investing in the transition to a more sustainable economy.

Shareholders though are those people that do not need to know anything else. As Impax has the moral high ground

Could not have bought it for anything else!

Hello Zebbo Thank you for taking the time to reply. That is clearer. Consequently the large volume of sales are not been left on the shelf waiting for someone to buy. The MM has already got a buyer for the sellers shares. So ultimately you cannot get any indication for the SP from these transactions. Candlesticks representing buys/sells are also uninformative. Many thanks

As a novice investor can some 'intelligent being' explain why each day there has been more sales of Barclays shares than purchases and then the price keeps rising? Thanks

Possibly due to recent share sale by Ian Simm. Could just need the money for something else

Can anyone explain why a person would buy a small quantity of shares. Looking at this company I notice share trades of a 100 off or less. The costs associated I would think could be prohibitive?

Thanks