Member Info for Takayama

All you guys need is for me to sell my holding and then you’ll see it shoot back up!

Buffett’s words “Buy when others sell, have courage when others have fear” resonate, but I still won’t buy more today! I’ve seen this before though, sp falls just before a sterling update! And then I regret not buying!

The only reason I’d want out is because of better opportunities elsewhere. But of course better opportunities come with more risk. For the level of risk IAG carries, this remains the best bet. I want to preserve my capital at this stage…. .

A lot of times there isn't buying when markets are unsettled because people with money to invest are looking to see where things ends up. Then they buy. I think it's very unlikely anything is brewing with IAG. Investors are just hoping for a bargain.

There’ll be a new holder id’d via a soon to come 8.3 I reckon… .

I’d bet there are a number of people that confident in the fringes. The lesson learnt is PIs lose their nerve and sell up, so there is always a good entry point to be had if you’re prepared to wait.

Hi Pete, any chatter on MMs trying to manipulate this market is nonsense. …and a bit annoying! Take a look at L2, and do some research into how MMs work. No need to create a market here. There’s plenty of activity. Deliberately withholding information could cost you your position as a MM.

There's no reason either party would want to announce anything so early before the deadline. Both will be playing a game of brinkmanship - trying to increase their hand to push the other side to reduce theirs. From Woods side, they'll be scrabbling around working on alternatives to a bid, alternatives that would give a better return to shareholders. The risk is that Sidara just pull away, something that's already happened in the past.

Today's RNS changes absolutely nothing on this perception of how activity will proceed. There are two scenarios: (a) If they weren't talking, we'd have heard already. (b) Given we know they're talking, then the RNS adds nothing to that. Just that they are still talking.

It's a case of being professional rather than signalling intention. You wouldn't have the choice of not declaring. Possibly what may have happened is someone asked the question about interests of relatives, however small, and Bruce remembered Christmas two years ago... . Look at what happened with Wood's CFO when he failed to be clear about his accountancy qualification. He'll forever be remembered for that. I'm guessing it was a genuine oversight by Bruce given he's likely so involved with the process, and the question someone asked prompted him to consider on the train back home and remember... . That's likely all it is.

If you look at the small print, it says "Emma Griffin, close relative of Neil Bruce, holds 3,602 of the aggregate figure above.". Bruce is a Sidara employee. This looks like a Christmas present or something similar that has come out in the wash and they simply overlooked at the earlier stages.

A decent buy back every day too - closer to 10% of daily volume. And this is all the way to May.

The only downside is the risk involved in holding. Or the risk in buying in on the back of initial positive sentiment. I would guess that 20 March would be an ideal day to buy in. Lots of people will have sold up before then so the SP will be a decent amount lower, perhaps late 20s?. PIs are nervous and won't hold for too long, especially with a SP drifting down, and/or shorters increasing their positions. It's a tough life making decisions! And I'm just guessing based on research and experience!

Like him or not, Starmer has pulled a blinder by roping in the King on his charm offensive with Trump (diplomacy is a dirty business and sometimes you have to be nice and disingenuous to court some really unpleasant people). I'd bet that there is a very high probability that we (the UK) will escape tariffs.

It's a bit one dimensional of him to not spend time on what should be his main job. I wonder if he thinks he is today's James Hunt. But the truth is, I think Hunt had a personality and was genuinely an exciting, fun guy and that translated to his performance on the racing circuit. If Ed is as exciting, as quick, as risk taking on the circuit as he is in the UK investment market, well, I would guess he would struggle to better his single fourth position on low level car racing. But of course, he sees it as an amazing success and well worth the amount of time and money he devotes to it. What a loser. He really should resign. He simply isn't cut out to run SEED.

I agree. No rush. CFO has just been appointed. There'll be lots of pushing from the Wood side and they'll use the time accordingly, in whatever they define as their self-interest

It would be hard to believe they’d just let the company, the expertise and the IP die…. . And in fact, there’s a decent number of people who feel the same.

It only went back to what it was last Friday. It's also a tenth of the size of IAG (roughly)

Okay, thanks guys. It's complicated isn't it. No one here has any insights. If there is a deal, there isn't any reason to announce anything too swiftly. They have until March 24th is it? I'm guessing no news this week. There'll be a drift down as PIs panic/lose interest. Still a pretty risky hold if the shorts' research has identified a hole somewhere. Not sure I have the time to wade through everything.... . GLA.

I believe she is buying a two bed flat in London and needs the money for a deposit and some furniture. Directors only have very limited windows of opportunity to cash in shares. They need to use them when they can.

Whoever picked up 450k shares this afternoon got themselves a bargain IMHO. Nice move. I'm invested elsewhere and sorely tempted. There are quite a few really good choices out there.... . Hard to decide where to put money ... .