Member Info for Temple_of_Doom

Didn't see your message so can't comment - "looks like", however, is sufficiently ambiguous to not be libel. It's really not good enough in my view that directors hurry through placings without making offers to existing shareholders - I see a lot of it in the current market. It undermines trust.

People wanted the directors to buy .... looks like they've given themselves as purchase at 20% discount with shareholder's money. Unbelievable really.

Davethehorse - Today:

"Deutsche Bank Research raises Liontrust Asset Management to 'hold' (sell) price target 600 pence"

Looks like someone was expecting the price to drop to below 600p.

Let's not forget that Deutche Bank employed Sajid Javid as a trader in 2007 and look what happened afterwards.

Waiting for the last half hour ... shorts need to keep the closing price going down each day to maintain control ... morning rise late sell off is the usual signature in my experience.

I topped up yesterday low 660s .... will wait until 4.20 today to see what happens ..... To me Deutche are like Goldman Sachs .... when they say sell ... it's time to buy and vice versa.

Deutche recommendations are not worth even a pinch of salt IMO - even if its the old Numis trying to justify its purchase price.

This time last year I had 50K shares at an average of 98p since 8% yield seemed pretty good to me at the time and I'd moved away from the oil sector .... as of today and bailing a load on the friday/moday spikes .. I have 100K shares at an average of 52p ... including dividends.

Nat Gas futures are collapsing so I'm expecting a re-trace.... not bothered either way but was over exposed here two weeks ago back to comfortable now.

GLA.

600p price tag after 50p dividend … seems the target.

There it was …. Dividend payday friday to boit.

GLA

“ Europe’s solar power surge hits prices, exposing storage needs”

Fat finger error or someone clearing pending interest rate reductions in August IMO - it's been a long wait for rates to drop - but I'm guessing that even the MPC are sick of the Tories and especially Sunak .....

.... a bloke in the right place, right time, with influential in-laws IMO again.

Now we know why PIs invest in the likes of Phoenix Group Holdings .... cuz it's fun when the "Professionals get squeezed".

Taken profits.

Thanks "Professionals" - Do come again.

Good to know directors are reading this thread.

I got 78.5p on the spike a few days ago for 10% of holding … I reckon it’s Barclay Boys shorting this with their 87p target …. Still waiting for a bear raid before buying back …

GLA

... double checked NESF fall in NAV over the year ... seems a tad higher than elsewhere in sector but NAV at 104p even given a trade up by the trust is a marked discount historically speaking.

The share looks way oversold to me along with GSF and others in the sector … Nat Gas prices are up in USA … the question is whether Bailey will give Sunak a boost and drop interest rates tomorrow … if he doesn’t Sunak is going to look out of touch in every which way possible making one wonder how he made his millions during the financial crisis outside of insider information.

11% yield is ridiculously high where a 10% capital gain with a few ups and downs along they way seems a no brainer … market however is selling into spikes so will see if I get the trading sum at a lower price than late yesterday will a sell off in morning. Not bothered either way … boots filled here.

GLA

Those bought with the sell off after the ex divi have been cleared on the spike ... reading the RNS with interest now.

As I said below .. this share spikes when she goes .... luvvit.

Alls == falls

Stocks related to "battery storage" have taken a hammering these past 6 months check out GRID GCF PMGR - much down to problems in UK with the balancing mechanism that curiously has switched onto gas as the default in UK.

Good deal of "poker play" with stocks - you can check at level II on NESF it has all the hallmarks of HFT trading that can do untold damage to share prices along with eviction from FTSE250 that took me by surprise but the hedgies would be on a win win if they can damage share going short forcing trackers to sell.

There are red flags here - pledges to buy back shares not taken on board along with the capital recycling program that is selling assets to a connected party in NESF - but its generating cash and the price is indeed low.

The question as always is whether the market is right or wrong to misprice at these levels. Bear in mind as well the share is "trippy" ... when it moves it moves with big gains and big alls as happened in November/December last year especially.

One places bets and takes a risk .... since early January highs took profits on SEIT yesterday that dropped from 64p at the time to 52p-ish ... GCP took profits on a 79p from 73p at January highs, while GCF and NESF are both down from around 90p to high 60s and low 70s .... so some hedge funding p*ssing around in the sector is my current view.

11% yield covered .. it's fine by me .... although weather has been crap in UK so earnings might be down a tad as a result.

AJB also held up the transfer for a month because I didn't have £50 cleared cash in the account that I didn't know I needed to have in the account ..... so I put a stinging report on one of the social media websites ..... I was moved quickly thereafter.

US Natural Gas is holding past lows, the UK balancing mechanism seems to be functioning slightly better, while I'm still of the view that interest rates will drop this June and Sunak knows this will be so hence the July election so expect to see rallies in the sector going forwards.

We will see.