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trawl
Posted in: PRTC
Posts: 251
If bailie Gifford are reducing their stake further is it possible tang might do a deal to purchase it The fact that a large shareholder or holders voted against the two resolutions shows there is an appetite for change While there seems to be good progress with trials it is certainly not reflected in the share price
Puretech will probably be taken out before we reach that
Posted in: JSE
Skua 11 flowed at 4400 so the opex might even come in a bit better I'm just hoping they hedged a few more barrels In the high 60s
With sterling weak the cash is probably 80% of mkt cap They should be buying back shares The directors should be also buying Unless there's bid discussions going on
Novartis acquiring avidity More m&a
I note rtw has allocated a further 15mil dollars to share buybacks due to the takeover of a few of its investments recently In a recent statement they said its a bumper year due to m&a
I see another of rtw investment Co being taken over that's 4 this year I think There plenty of m&a going on
The co previously took hedges for 1.8 mil bar at 69 dlrs I wonder did they take some more as the extra production and a similar price up till a few days ago would have been a good opportunity
Citigroup passed 5% back in April
Citigroup still adding
Nearly every day at 16.35 there's a large trade Maybe Citigroup adding
I wonder are they setting up a separate entity to do a farm out of the large gas asset
Citigroup added about 1.3 mil shares Now 6.5 mil nice to see some confidence
They are going to bring some other co in to take it through phase 3 Hopefully we will hear the details soon
On a choke production of 4400 bpd is excellent result Very happy
As discussed earlier it's due to dilution as vedanta raised money and puretech didn't take part They haven't received any money
They've hedged about 4500 bbl per day at close to 70 dlrs excluding premium Depending on skua result they could be producing 24000 bbl per day
A lot of trades maybe invesco still unloading
Posted in: PRIM
We know alistor Clayton has a shareholding Probably about 4% of fresho How do we know Steve ball has
Scott240 where can the list of fresho shareholders be found
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