Member Info for Stupmy

I didn't notice you before ohg, but I've noticed and filtered you now. Your posts are the 'snappy' type, the ones that actually don't say anything, but say it frequently.

Cool.

"Good luck anyway onedb and to anyone else who's genuinely doing their best to make money in the markets rather than jump down the throats of those who do try."

Didn't take long to flush another one out did it. I'm surprised at you ohg, not particularly noticed you being an a r se previously.

Why? ohg? It's a fraction of my holding. It's a top up.

That's a small buy. I've bought 100k shares today, more in fact. 20k shares is tentative in my view and I don't view it as a particular sign that others should be buying. You have to go your own way on these things.

Onedb, rightly or wrongly I've seen HBR as a focus for me and waited a long time to get a good entry (doesn't look so great today, but it could have been a lot worse), today I haven't changed my mind and I've been closing out some non-core positions to give myself some breathing space. My intention is to add to my HBR positions further.

As you say, it's a big market reaction. That will either prove to be reasonable or not over time. I'm getting stretched in my holdings but I'm not at my limits, but if that means I have to sit back and do nothing substantial for a couple of years, I can do that. If the divi is maintained, I can even take a good salary while I do it now.

Tough times in general, have to admit I've been stressed recently (WG!) and this doesn't help, but the logical part of my head thinks it'll be ok and that even if I have to do some ins and outs at a loss to trade my average entry down, I can do it. I think I have the time.

Good luck anyway onedb and to anyone else who's genuinely doing their best to make money in the markets rather than jump down the throats of those who do try.

On the bright side Tyson, it's given me something to take my mind off WG for a while!!

Jbeez, let's hope 184 looks like a great entry by this time next week. Certainly better than mine somewhere around 190!

Jeffrey, is there a single share you've invested in that you're happy with?

A heads up for anyone interested. Value Player1 registered 3 days ago (Feb 3rd 2025) and has been posting snappy short posts all over the place for a total of more than 10 companies since that.

NAV, it also hit a support around 188 (weekly chart so not precise) from Feb-May, wait for it, wait for it 2015!! Not many would have predicted that.

FWIW I bought on that support.

Sorry, just seeking clarity. You're suggesting the declaration of the 3600 shares in a Form 8 OPD (this morning) by a party related to one of the parties in the merger, implies the intention to bid, otherwise, there would have been no Form 8 OPD this morning. Also, the implication must be that there are no other shareholdings to declare?

Denzil, does that imply that Sidara either don't hold any shares, or don't intend to make a formal bid?

The 2nd scenario doesn't seem likely, it's hard to imagine they'd be back without intending to make a bid. Or is that just part of a process, do the due dilligence required, report on position held if they intend to bid and then either bid or don't bid? My head is still spinning on this one. Everytime I think I have a grasp of likely possibillities, something happens to make feel I'm losing that grasp.

Thanks Takayama, I handn't seen that. Makes it look like a rather trivial RNS, but I guess they're sticking to the letter of the law. Did seem weird that Sidara would by 3600 shares!!

New form 8 OPD. So this is an opening position disclosure by a party to an offer.

Sidara seem to have bought 3682 shares. Is that really the first shares they have bought and the only shares they own? And what can we infer from this? It'll feel like an A level test question, but I'm seriously out of my depth on this side of things so would welcome any sensible answers (not so much from you Coldspy).

I'm watching the SP and after a moment or two of indecision, it seems that the sellers took the lead, but it's not over yet. In short, the market is digesting this for the moment.

I'm not a disinterested party as I own a lot of these.

"Have you heard anymore snippets Isle since last week when you said the board all had to attend a meeting?"

Did the info on management attending a meeting come from that X source? Interesting.

What a shame I can't double header this one to include '140 BILLION DEBT REFINANCING DISCUSSIONS' as I also liked Denzils post!

Thanks Dartron, valuation isn't a reason to buy though, it's just a low barrier should a potential suitor believe that they did have a good reason to buy.

It did look a bit like it might be, thanks

Out of interest Prof Tom, was that AI generated or does it come from personal/professional expertise or if something different, could you describe that?

Thanks Prof Tom, you made it worth my time considering it and worth asking that question publicly. It did seem quite likely to me.

Aren't the markets fascinating places to do business.