Member Info for Takayama

Walleye Capital increased their short on Monday. I really want to increase my long here, but we're up to 6.33% of the company shorted..... . No one has any insights I am guessing? It's risky to go long here for me, a mere PI rather than someone using someone else's money to invest or go short. No extra insights here... . Grateful for views.

Yep!

Arms99- I’m sure you’re not alone. I have to keep reminding myself where this is going to be in six months rather than worry where it’s going to be at the end of this week. Sometimes it’s best to close the laptop and go diving off Aruba for a month….

My expectations aren’t set so high. I’ll be happy just to hear that we are on the path to sustaining the business Without a cash call. However Aaron Chooses to deliver that message, I’ll be happy. Personally, I’m not expecting any significant update for another six months or so.

I refuse to believe that 7000 pounds worth of sells Justifies wiping out15% of the company’s value! MMs are trying to create a market. And why not?

It does look like the worst is over. All we need is for Trump to set out exactly what he's going to do to resist Russia's advancement. I also understand a trade deal with Canada and Mexico could be announced (according to US Commerce Secretary Lutnick) later today... . That will also help things settle. The fundamentals remain strong as ever here - the drop was purely related to the Trump effect. Let's see how quickly we see a conclusion on Trump's position on Ukraine.

Monty11 - It could be a possibility. Matador is right of course about Qitone... . It's weird that this has been going on for so long with no notable presence anywhere. But at the same time, there has to be a reason why Mellon is buying? Why even get involved in SEED? I've no idea. I agree with everyone else here, Pegasus, Fatman and so on. There's been a complete absence of activity here. It isn't an investment fund. You could call it an 'invested' fund. In the case of the latter, you don't need so many people on the payroll. It'd be a real gamble (for anyone considering to invest), but perhaps this is what they are considering - 12 months of no activity at all, followed by an announcement they'll be winding the company down, return of cash to shareholders, and advisors called for valuations every 12 months for considerations of whether to sell the legacy assets.... . Salary and other costs reduced to £50k a year, with £500k retained and a view of sell off regardless when that fund expires. That allows for around 7 years of growth in existing assets and would be the best result for shareholders with a return, whatever it is, in 7 years. I don't see any active role for SEED now. Any future it may have is years away. The CBD market is going to remain fringe for many years to come. CFG is a good idea but is going to require a seismic shift in the food market - maybe 20 years away before it is an earner. Low orbital satellite and associated tech (eg Ensillica or Eutelsat) are far better examples of punts for the near future, especially given how the market has opened since the shift of the USA.

Yep, fair point on date. Diplomacy is unfortunately a messy business, and sometimes we need to pander to the most unpleasant people to get what we want, what is Britain's interests. I'm sure Starmer and soon the King, both find it unpleasant, but recognise that Trump loves pomp and ceremony. Let's put the portion of taxes assigned to the Royal Family and Starmer's salary to good use, and get them to use their charm, accents, whatever else sh+t that Trump is impressed about, to get a win for Britain.

A little pullback is to be expected. It seems (according to reporting) be in reaction to the strain between Zelensky and Trump rather than anything fundamentally wrong with the airline or the sector. Zelensky is keen to make amends, and Starmer has played a diplomatic blinder (whether you like him or not, it's difficult to deny). There'll be a resolution and this negative sentiment will fade away. We'll return to the fundamentals. You can bet there are plenty on the sidelines waiting to see where the bottom is - and that's when they'll pile in. I'm guessing Trump is looking for a solution before the state visit on 3 June. The way things are going, switching every moment it seems, that you could step out and wait also. But of course the buyback will help stabilise the SP a little. GLA.

Should be around 4 million euros every trading day. I'm guessing it'll be around 3% of daily volume on average.

Someone got ripped off! Sold a small amount for 1.8p!

Cold spy - it would be lovely if they would close some shorts, but if you look at the trend of shorts, it is up, up, up. No reason to close at this point. "The market knows"..... . Nothing wrong with believing you are doing well though. Good luck buddy. I hope we all make maximum money!

There are quite a lot of them. And increasing. Euurrrghhh.. Profit taking today too.

IAG LT: The law of averages say that there'll occasionally be a day that you're right. Post a thousand times a week, you'll inevitably be right at least twice. ;-). Enjoy it while it lasts. The fundamentals here remain strong. Trump weirdness is of course a factor, and this may or may not all be part of a sophisticated chess match between Trump and NATO. It's either WW3 if Trump continues like this and so who cares if we can buy a larger TV -because we're all going to die anyway - or it'll be back to a normal path of resisting a murderous dictator, where everyone will want to go back on holiday. Oh - and there's the buyback starting with all the analyst upward rerates in the background too.

Garonne- war can be fought many different ways, using different strategies and different levels of intensity on the path to victory. It isn’t all just WW3 or Surrender as Trump appears to suggest. It isn’t a black and white card game as Trump suggests. Trump may be good at bullying a business competitor but foreign relations isn’t business. It’s completely different. Trump simply doesn’t have the skills. Six months ago, the world was safer than today. The minimum would be to get back to that point and then continue to move forward towards peace. Not surrender. Not WW3. Surrender will lead to WW3. That’s the problem.

How is Garonne going to pay for a better car than his next door neighbour if Russia doesn't invade Poland and Moldova next? It is ESSENTIAL that the world let's Putin have a free hand to invade where he wants to allow Garonne upgrade his TV.

More that the picture is unclear. In a way, the lack of buys is also an indicator - given that a fair price for Woods is at least double the current SP, how come the SP hasn't already doubled? Big money appears to be holding back for some reason.... . As a PI, I've only limited sight of the reasons to buy (seem pretty clear) and reasons not to buy (there's something I'm obviously missing) - but as they say, the market can't be/usually isn't wrong.

Bearded Dragon does have a point: https://www.shortdata.co.uk/company.php?isin=GB00B5N0P849

The CFO will have worked super hard to turn something around in a completely new company (for him) within only a few days!

I’d wager everyone liked the presentation, got the answers they were hoping for, and now have done the maths. £5 here we come. Next stop £6 in 3 months’ time.. .