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What difference does it make for you to know that? Do you want a breakdown of everyone's portfolio so you can short the lot?😅

They've bought property. Leasing it back to previous owners. It was in the FT this week. No big mystery. Sometimes investors change tack. Don't think any of us can pull a move like that but we might make a good return here.

Maybe a buy? Google Finance has us at 30.5p now and 31.5 a few minutes ago. Think we will close blue today.

According to the FT Helikon set up in April 2020. Looks like they started shorting ITM in April 2022 or thereabouts. Price was over £4.00. Overvalued then. Really undervalued now. Recent short reductions on Dec 15th and January 11th were at 58p and 53p. Maybe they will get out now?

They're over 1% down since 18th December 2023. Sold 0.6% then and another 0.5% on 11th January 2024. Wonder if they close the other 3% between now and next Wednesday? The longer they leave it the more expensive it will be for them if the market turns on results. Decision time for Helikon.

Thought they'd include all their income from all of the company's earnings. Any idea when they will share the rest?

Thx for sharing the tender Wig1. Whatever this government are doing we should be in no doubt that the next government, extremely likely a Labour government, will be spending tens of billions on greening the economy. Not just direct commissioning but creating incentives to support business investment in transitioning towards net zero. This is at the year low. As has been pointed out, it's cash is about the same as it's market cap. The macro environment is about to shift markedly in favour of companies like this with powerful cutting edge green technologies.

My guess is before the end of the month for the RNS setting out their funding agreement. It's extremely likely to happen. I think they will tell us as soon as they have it. That'll move the market cap substantially and the same again once results come in, which should be excellent.

Shorts are off their rockers- they've made their money here, they should close now or they're in big trouble. I've noticed the FT reporting a few hedge funds have done really badly last year. They keep betting against winners. We may be flirting with a recession. Not a depression.

That's us moving then. I am guessing another week or 10 days before they RNS an agreement for a sensible and reasonable finance package. A few more days of steady rises for the market to appreciate the direction of travel. Any dips and I reckon more of us existing shareholders will be confident enough to get some more in. I'm nice and blue now. GLA

Someone on the PFC board said there's a problem with HL today DSFlatt. Good luck. Sounds like a big decision!

Yeah, bottom- ish. 23.5 seems the lowest. Be lucky to buy much if it gets that low. This is a good price. I'm in at 25p. More interested in where it's going. Think it'll rocket well before results next month. Shorts will bail unless they're nuts.

In the Finsmes coverage which DSFlatt shared last night, Staclica's plans for the $17.2 are set out. The last sentence is:

'Alongside these key developments, Stalicla will further strengthen the package supporting its second precision ASD asset, STP2'. If you check Stalicla's site EVG's licensed partnership is referenced as STP2. So looks like something is happening. Bit nebulous at the moment. We were supposed to be starting the phase 2 trial for autism after data analysis on the phase 1b which was completed last August..

I think we need another RNS to clarify. Not sure that the one they have put out is any more helpful than the coverage of Stalicla's fundraise.

They've just taken 4.4%. Woodland Capital are a private investment firm specialising in small firms which they believe are undervalued. Quite a big investment for them. Not one of the massive hedge funds.

Ah well. Taking it's time. Just bought £5ks worth at 11.91. Not bad. Looks like we may have a few days to load up and get your average down if you bought high.

The licences are coming this month according to the last RNS. No reason to doubt that.

Mms offering mates rates here. Big bounce tomorrow you'd think?

MMAG is a great business proposition for a host of companies. Schroder have 12.4%. They emphasise value investments in their UK portfolio. Which means undervalued stocks which are likely to realise their fair value in the near to mid term. Now that Music Magpie are up for sale I'd say very near term. They'll get snapped up for about 45p is my guess, based on the BT play. MMAG said 42p was undervalued so a serious bidder may need to go a bit higher. Don't think they can be too choosy if they want to sell. But they aren't desperate. The company is doing fine and the trend for buying and renting high quality second hand goods is rising fast amongst gen Z. The rest of us will follow in their wake. The cost of living crisis isn't going away and it's more sustainable and greener to rent a decent phone than keep buying brand new. Looking at the volume today someone could be talking about throwing their hat in the ring now. Always people who seem to get market intelligence before the inevitable leak. GLA.

Phew! Got there in the end. Looking forward to the next few weeks. The JR will be the icing on the cake maybe a couple of weeks after UKEF funding is confirmed? Well done us! 👏

Check out Ciz mate.

ABC, Of course you're shorting you dafty. Obvs we all know that. Just in case you are under any illusion mate- now you know, we all know, you're shorting. Sigh.

Have you read the article you shared ABC? It's saying that businesses are increasingly buying second hand tech and there's huge demand from Gen Z to be more environmentally conscious and that everyone is used to buying second hand due to the growth of eBay etc.

Have you gone long?

Must be a few shorts betting vs PFC until today- all over them until today- who've been badly burnt. Helicon actually increased their short there! Ouch! Hedge funds seem to be taking more and more silly risks.