Cobus Loots, CEO of Pan African Resources, on delivering sector-leading returns for shareholders. Watch the video here.
Good evening fellow PFC share holders,
So now that the news is finally out in the open... let's take a closer look into what has just happened...
When the share price was collapsing and a few of you flagged there was an issue relating to the extent of the fall you were on the right track... you just didn't look into the data. You see it was easy for our analysts to pick up that there was a seller. The numbers weren't stacking up, the shorts increases were not even close to the volumes being sold. It was then that we picked up suspicious activity in connection with 3 of the shorts...
Our concerns related to the correlation between the sellers trades and the shorts increases. Hence our investigation. So while everyone was blaming shorts for the fall Schroeders was busy selling as per todays RNS. What we are hoping is that the FCA can now prove this. We believe the rest of the shorts were increasing based on the volume of shares Schroeders was offloading.
So what now...
The shorts are in trouble... big trouble... they now have to exit, expect a last ditch attempt from them to try and create fear now that all is out in the open and they have no where to hide. Who's selling... no one I should imagine so the short squeeze has arrived!
What is next for PFC?
We have worked a few pricing models and we estimate fair value to be 230p +
Based on the order books current value and potential for growth this share is massively undervalued... lets not foget PFC operates in a sector which is crucial to the worlds climate goals... they are recruiting... the fed will be reducing rates shortly and debt will become a lot cheaper. The list go's on...
The buyers are lining up here people, this you can be sure of!
The future looks bright fellow PFC Shareholders and we believe the Golden Goose has arrived and PFCs name is already engraved in that golden egg...
Onwards and Upwards....
The Talisman
Don't you find it interesting...
Another Big News contract win today and no RNS when your share price is underperforming?
Shorts are increasing against an order book that keeps on growing?
Share volume up... share price down?
List go's on..
Mmmm... so the shorts will close a couple of days before the announcement of a take over. Just enough time to not look suspicious me thinks... So drive the price down using shorts, pick it up for pennies on the pound me thinks...
Good Afternoon fellow PFC Shareholders,
Just to confirm that we submitted a report to our Contact at the FCA first thing this morning.
We have just received confirmation that a full investigation into our findings is now in play.
For obvious legal reasons I cannot disclose the detail of our findings until such time as the investigation is complete.
Thank you to a few of the long term holders for voicing your concerns as we wouldn't have even considered looking into this had you not pointed it out!
Over and Out
The Talisman
If you review my previous posts you will notice that I have always made my intentions very clear & my posts today are no different...
I couldn't give 2 hoots what you believe... We have already seen the 1st glimpses of people trying to cover their tracks so i know my message has landed & I also know that they know we have them!
Good luck all.... Over & Out!
Unfortunately level playing fields no longer exist in today's crooked corporate world and having being exposed to it on many occasions through my career it becomes a lot easier to identify when foul play is at hand.
Fortunately it is the start of a new year and the FCA will be looking to set an example or so I am told... It's going to be very interesting to see how those involved will now try and cover their tracks but know this... we are watching!
Expect the SP to push back up to fair value sooner rather than later!
Completely agree for the average man on the street it will be a waste of time.
However... as I mentioned earlier one of our board members had significant dealings with the FCA during his tennure as CEO as the nature of his business demanded the strictest compliance and like all top CEOs in his sector the FCA was brought in on decisions before fines were issued. Needless to say he has a few strong relationships at the Top of the FCA food chain.
Why am I taking time out of my day to bring this to the attention of PI's?? Truthfully I am fully aware that PIs are not interested in our findings but make no mistake the short funds who are concerned will be... and they have teams monitoring these boards FYI
Fortunately one of our partners had regular dealings with the FCA during his tennure as CEO. The only reason we are waiting for Monday to submit our report is because that is when his contact at the FCA returns from annual leave...
As I said we will be looking for answers!
Good afternoon fellow PFC Shareholders,
I trust you are all feeling rejuvenated after an enjoyable Festive season!
WOW... what a positive couple of RNS's in favour of Petrofac leading up to the Christmas period. Clearly a business heading in the right direction... Surely the SP should reflect this??
A number of you have voiced your concerns relating to what you believe to be suspicious activity regarding the MM over the past few months... Needless to say our analysts have been monitoring this very closely and we now strongly believe that foul play is at hand based on our findings as our numbers suggest that the share price is significantly lower than where it should be. For legal reasons I cannot disclose the detail of our findings but rest assured we will be looking for answers.
We intend submitting our case to the FCA on Monday 8th of January if any of you have any factual information that you would like to bring to our attention please do so...
My 2 pennies advice for those being influenced on this board...Focus on the fundamentals!
Onwards and Upwards,
The Talisman
It's been our pleasure @johnychainlocker and thank you to both you and @MaryBr190 for your wishes.
We will be back for one final goodbye in the next couple of weeks when our price target is achieved, just in time for Christmas!
ps- The one thing all of my Colleagues agree on is that if we were CEO's of companies in this field we would all be making a bid for this company! So with all the other positive possibilities on the table expect the unexpected... I just hope the offer is sufficient enough for the Long Term holders.
Over & Out!
Sorry just to clarify.... We are a group of retired london CEO's that have a small private investment fund that we use to invest in distressed companies which hopefully in some shape or form will better humanity. We aim to support them until such time as they land on safe ground.
So yes shorts... you could call us traders but we believe our risk warrants reward and end of the day everyone's a winner!
If our exit price takes longer to achieve then so be it we will stick around... but regardless we don't invest in companies we believe are going to go bust!
So shorts are we nervous that you have raised your positions? Why would we be... The SP is moving in the right direction all the news is out in the open and we believe you are trying to bully your way back into the spotlight.
But as we warned earlier people are educated now and they are not going to fall for your skullduggery!
Onwards & Upwards PFC share holders... onwards and upwards!!!
Good Morning fellow PFC shareholders (Shorts included)
So a 23p (+12%) finish yesterday.... Yes it was my analysts 1st wrong call... all things considered it was still another very impressive trading day, especially when you are reminded that we had a 20% bounce the day before & the FTSE 100 & S&P 500 finished in the Red... Something tells me we will be making it up today!
Moving along... this will be our final post on this board, NOT because we are closing our position but because we are comfortable that PFC will now achieve our Price Target regardless what is said on social media as the eyes are now educated enough to realise that PFC is no longer in the position it was when the shorts took hold of it and when the imminent RNS arrives, Well, you just need to connect the dots!
So why did we make the decision to target social media when all our other investments this year have been in silence? The answer is staring you in the face - PFC is the most shorted share in Europe and when you are the most shorted share in Europe all eyes are watching and we knew that with this level of exposure we could boost awareness & traffic to this share and all we then needed to ensure was that market was educated enough to make an informed decision based on some positive news thus releasing the opportunity!
You see... if there is one thing we have learned when it comes to investing in distressed businesses is that they very seldom do they fail... particularly in the UK as the mentality is to rescue rather than close... Yes there are cases as the shorts have reminded us... But the important thing to remember is that when a business has very healthy order book & operates in a sector with such huge importance to the long term strategic climate goal objectives not forgetting the thousands employed... The odds of this company going into liquidation are extremely low!
So what is our exit price? We expect to close somewhere in the region of 90p - 105p & we believe we will be exiting before this year is done.
Our Final Message to all...
Long Term Holders - make no mistake the only reason we will be exiting in the 100p range is because we believe the next stage of SP Growth will be slower and it will tie us in for the medium term.
New Buyers & Day Traders - Be careful... we believe the news is not far away and you want to avoid missing the major rise when the RNS is released.
Shorts - "know when to hold em know when to fold em...." your healthy paper gains are moments away from becoming losses.... You have had a good run but know this... your days are numbered!
The banter on this particular platform has been enjoyable and clearly there a lot of you that know your business & are reading this as we are.... We wish you all the best of luck and, we're confident that Santa will be dropping off your present off early this year!
Over & Out... Or should I say Onwards & Upwards!
TALIES
(As always DYOR)