Member Info for tennents

Mark-rs

Three months ago, the Straight was open and had been for a very long time.

A significant inconvenience, but not to worry, Trump will get (is already?) bored and will soon walk away with some illusory 'deal'.

More likely, they are betting on a fall after a parabolic increase.

They would be wrong on that as well.

One small reduction yesterday. 0.07% Capital Fund Management..

Another expensive day for our gang of six. Oh well never mind.

At this level, some of our shorters must be getting out. We shall find out more later today.

Digitalis

Searing the Helikon meat is now complete and we are ready to enjoy those rich and savoury flavours, and the browned, caramelised crust that enhances the taste and aroma. Yum Yum.

Qube starter. Voleon amuse bouche.

Enjoy, it’s been maturing for some time.

All the green power stickers went ballistic. Any thoughts on why?

Any further thoughts on the merits of being a shorter here tomorrow ?

Am I reading this correctly or not ? Squarepoint opened a short on Friday.

I ask because the graph of the total % short on Ceres has declined, but the total reduction for the other five is less than the Squarepoint increase.

Not that I care, as they all got themselves reamed again today.

The UK government bought 71,994,240 new ordinary shares at 55.56 p each.

At £1.34, they are already £56.1m in profit on their investment of taxpayers' money.

Not something you are going to see every day .

Digitalis. Over 3m in 35 mins. Skipping along ‘at pace’.

Excellent news !!

Using the same people who built the Doosan factory is a very smart way to accelerate Weichai's production.

Percy

We still have five shorters, but for all of them one of them their last move was to reduce. A sea of red.

I wonder what the Voleon machine learned this morning.

Digi

UK government would have known about this NATO project. Little wonder they were happy to take an equity stake.

For normal people that would be insider training but who gives a toss.

We should also offer a note of thanks to Putin and Trump whose geopolitical recklessness spurred this project into reality.

I wonder if anyone from Peel Hunt attended yesterday. Perhaps a little embarrassing to arrive in a room full of their professional peers.

Cheers Percy

Something to build from, especially given the improved performance from the new stack. I read that GEV have sold all its gas turbine generator production capacity through to 2028. Perhaps a Ceres license?

Guess we wait and see.

Percy

Much, much more interesting if GE Vernova were to take a Ceres license for North America.

An excellent presentation. Focused, direct, punchy and built on what our big name partners are doing.

Big companies have invested big money in making this happen right now, at scale.

No maybes here.

We are selling the best shovels available for the biggest surge in demand for power to fuel the fourth Industrial Revolution.

And all those investment managers there yesterday know it.

Voleon reduced 0.05% on Tuesday.

No other moves, so a VERY expensive day for our gang of five.

(No laughing at the back of the class)

Digitalis

I agree that they were betting on ITN collapsing. Also, they have great difficulty buying anything back during periods of low trading volume, which could trigger a short squeeze.

I, too,they have been running a detailed spreadsheet on Helikon and Qube. I don't bother with Voleon because they are a machine learning-based trade house, so will not be here for long.

I have Qube current average at 64.66p, which is from 57 separate Inc/Dec moves. Losses to date on their reductions of £800k. They are, of course, now well underwater. Curious as to why they did not close out when we were at our lows. They did close their parallel short on Ceres and walked off with £1.8m. Basically, Qube arrived too late and did not leave at the optimal time.

Helikon's motivations are something of a mystery. Current average £1.31. They have banked profits of £7.6m to date, and I expect they will reduce fairly quickly now to bank some more while they still can.

And there goes £4