Member Info for ThetaDecay

Qube used heavy short and distort on Yougov the last year, was obvious what they were doing until they exited a few months back

We have our own dirty hedgefunds too. Qube Research being one.

https://www.morningstar.com/news/dow-jones/202504176241/trump-media-asks-sec-to-probe-alleged-suspicious-trading-activity

The reason junior devs are struggling to get jobs isnt due to AI, although that might be a small reason. Its mostly supply/demand. Back in the day they didn't teach Computer Science/ Software Development at GCSE/A Levels but now its a core subject across the country. The demand for Compsci courses at universities have gone up 10 fold in the last 5 years but the demand has been stagnant. On top of that you have massive supply increase via Indian workers who are happy to work Junior wages with Mid-level knowledge. There is a whole load of factors working against junior devs and I'm not saying bootcamps are being cancelled, im just saying the core reasoning to enter a bootcamp is dying, upskilling aside.

I think there is demand for it but I think ultimately the employability from it is gone which is what a lot of people used coding bootcamps for, to get into the industry from a starter perspective but the massive influx of CS graduates and skilled workers from India are making it not plausible to enter the industry from a bootcamp. Putting aside online competition, I think teaching stuff like AI/LLM's via bootcamp would have to be simplified quite a bit so I still don't get the benefit since its such an advanced topic and people who are going to truly enter AI development wouldn't be using a bootcamp, if you get what I mean. I do agree that Udemy is absolutely awful though :)

When you say AI skillset, you think they can teach advanced LLM knowledge via coding bootcamps? People use Coursera, I know because my company gave me a free coursera subscription for their MIT and Google AI courses. LLM knowledge and token/MCP design is extremely complex and any junior dev who is advanced enough to know such knowledge or get a job offer in such a role would not be using a coding bootcamp.

6 year full time dev here.

Low cost US mega retailer Ulta Beauty has announced its entrance into the UK beauty market via their latest acquisition:

https://www.proactiveinvestors.co.uk/companies/news/1074524/ulta-beauty-to-enter-uk-market-with-acquisition-of-space-nk-1074524.html

Ask any software developer and they will tell you that coding bootcamps are a thing of the past. Junior devs can't get software jobs, market is so competitive that only Compsci university grads above 2:1 are getting roles now. The age of doing a bootcamp and getting a job is over. Its now like any other skilled work that requires a degree

Not much, If a hostile or lowball bid is structured cleverly (e.g. JV restructuring, asset-level deal, offtake manipulation), it will be hard to stop once it has political backing. Best hope is with Assore since they are significant shareholders and know that part of Africa fairly well.

Fair point, and I’m not denying that public-facing moves are being made to show intent. But I’d caution against taking official promises at face value, especially in Ghana's political context.

Yes, the Minerals Minister has said they’re committed to “resolving delays,” but the key phrase is “expedited engagement with MIIF and Parliament”. That tells you ratification still isn't imminent. MIIF’s role here is deeply political, and as we’ve seen, Parliament can drag things out when interests are split or leverage is being sought elsewhere.

If Ghana wants long-term infrastructure investment from China (EV plants, roads, etc.), Ewoyaa is a bargaining chip. This isn't just about lithium mining; it's part of a larger geopolitical play.

Will NDC give Ewoyaa ratification, yes they have to to get the Lithium supply chain infrastructure they are trying hard to get dealt, just a very real chance of a Chinese deal that doesn’t favour retail. There is also a chance we get ratification by end of August and then we get buyout offers from the Chinese players listed below or even Assore

Agreed, fair enough

Appreciate the responses. Just to counter Ramon, CCP and NDC have come to an agreement about Illegal mining and your article quotes think tanks and former government members, no NDC members have publicly commented. https://english.news.cn/20250404/845d7d07cad54cd2b306ef048c2c287d/c.html

In fact, NDC have been trying to strike infrastructure and mining deal with CCP since they got in power last year and recently are making significant progress:

https://www.newsghana.com.gh/ghana-eyes-chinese-ev-plant-leveraging-lithium-resources/

https://chinaglobalsouth.com/2024/12/16/ghanas-newly-elected-president-wants-to-quickly-resume-chinese-backed-infrastructure-development/

https://www.modernghana.com/news/1394330/accpa-welcomes-chinese-ambassador-for-strategic.html

I still hold my ALL shares and hoping for a Chinese buyout with or without ratification, but the Chinese players can be ruthless and there is a chance of a take-under, still there is a chance of a solid deal with Assore too

Knowbodyyouknow, are you a intra-day trader who trades based on hourly candles? Because on all longer timeframes 4h+, the technicals are very bullish. I don't know what "signals" you are using but none of my technicals hit a sell signal . We literally just broke out of a 1 year descending channel and the RSI on mostly all timeframes except DT frames have reset but stayed above 50. LTS is around 29.8p if you are willing to take the risk

Manx, regional chiefs have no real power here. Power lies in NDC and they are dealing with China. If CCP want Ewoyaa, CCP will get Ewoyaa, simple as that. Time is on Ghanian side and they can wait until spud market cups in 3 years. I've also dealt with this part of the world before and whilst sometimes things can go at a very fast pace when the government wants it so but the reverse can and does also happen. I've posted here over 6 months ago talking about China and Ghana/NDC dealings and got called a crazy conspiracy theorist because of it, now its confirmed to be true with discussions ongoing between Chinese delegation/Zijin Mining/Tianqi and Ewoyaa for sure has been bought up. Just be aware what you are getting into here

Yes a re-rate to £5-7 is in the making. Everplay successfully pivoted to publishing, Astragon turned out to be a great acquisition and I am quite positive they will give Everplay a beat on revenue and earnings come FY results. This acquisition today is a very small one in comparison and I struggle to see the immediate benefits but glad to see the market finally taking notice of the quality of Everplay's publishing collection and games studios under ownership. Simulator games are increasingly popular, and streamer/party friendly games like Golf With Friends 2 will also be a welcome boost when it releases.

I remember back in 2023 when Team17 hit 150p and I was screaming on this board about how good a buy it was, turned out to be correct. Lots of bad gaming companies to avoid like Ubisoft, EA and in my opinion Frontier Developments but Everplay and to a lesser extent Devolver Digital are both very solid indie gaming companies that are not going anywhere.

I am very comfy in my Everplay holdings

According to my technicals and my tea leaves, we left the year long descending channel + trendline a few weeks ago. 100p incoming

https://imgur.com/a/MgPfxmZ

Its not even Mike Ashley who has been buying up THG and drawing the connection to Matt Moulding, its all Michael Murray. But its nice to think MA is behind the Frasers recent stake building but not his idea

THG has close to 1000 people working for its Beauty division, when you say out of 73 posts 53 are being laid off what exactly does that mean? We already know that THG are focusing on margins and profits for Beauty and have exited out of quite a few non-core markets in Asia within the last 10 months. There is no news of this on the Manchester or THG subreddits where usually people post about mass layoffs (Happened both times in March this year and August last year.

Have you got any proof of your statement about "73 posts"? Also comparing a company like John Wood Group to THG is laughable

Imagine a hedgefund going after Stanley because of his mental ramblings. I've never heard of something so absurd yet so pathetic.

Thanks for the info!

Has anybody here heard of Watergate AI. I was talking to my colleague about Ondo and he mentioned a company called Watergate AI, i've never heard of it before today but from what i've researched they are partnering with housebuilders and construction companies and is seemingly getting some traction recently.

Is this concerning for Ondo or do they not directly compete with each other? It seems like they are shortlisted for 2025 Water Industry awards and is getting interest with US fundraising rounds. Watergate also seems to be based in London so is also a UK competitor.

Any thoughts from people here?

https://watergate.ai/business/

https://watergate.ai/blog/watergate-shortlisted-for-two-prestigious-water-industry-awards/