Member Info for vigneron53

My opinion:
Someone is offloading shares at the moment, but there are regular A trades buying up shares at around 62.
I don't know why they would be offloading in advance of stellar results, but they may have bought in at a much lower price and taking profits.
On top of this we have the macro economic uncertainty (Ukrain + +) so people are moving to cash.
I cannot see any reason to worry personally, as EKF seem sound and have a good fwd strategy.
One of the few shares I hold now, I have opted for cash now until the macro economic volatility subsides,

The buy/ sell on the trades are completely misleading today. Just bought and it showed as a sell. On here most trades shown as ?

Have MPs got to vote in about 2 years on the tunnel exit. That would be a concern.

Nice one Grumpy. These are the things analysts miss.

You are a long term holder 😂😂 Your knowledge of tunneling is very impressive. Anyhow carry on being worried if that floats your boat.

Stanley I stand corrected. I must remember less haste more speed

Are you deriving this figure from the major notified shareholders and diectors. Remember notification is only required if you pass 3%. Now Just under that figure is circa 130m shares. I can guarantee that there will be several Iis holding below 3% for instance all the FTSE tracker funds plus many overseas funds. I would be amazed if IIs are not in the majority

Scotsman, Could not agree more. Started reading myo post but lost interest. That is someone who either does not have a clue or is just spreading crap. PIs having enough shared to move price of Sirius. 😂

Little puzzled about your time expectations for a return. They are building a friging mine.and that takes time. If you were invested for some time you already missed an opportunity to bale out in the mid 40s. Call me a sceptic but post sounds less than credible

It is crummy article plus who ever else is acting in concert. Of course it's stricly against the rules and market regulators would say it does not happen. Truth is it does time & time again. For Sirius it is not a worry, it is a great long term investment.

Morning GS how are you keeping. I guess we are used to all this negative press stuff. You are right Rydet cup makes better viewing than BBs and share prices for today

There is no significance to that note only in that it is a standard statement required in the accounts. Of course Sirus require the funding, but as we know there is low risk of this not happening. You can be sure the FT knows this, but there are other games afoot here that do not require factual balanced reporting.

I agree with you about the previous incarnation but I am afraid I have a different opinion on the current publication. You are however right in that my view is influenced by my dislike for McCrum. Let's sxx shareholders don't have cause to share my dislike. Vig

Agreed, the profitability can has been kicked down the road. Companies like this are tied into the approval of their products. So Birch pollen is the next news milestone. I suspect financials and sentiment could turn around quickly if news is positive. That is the punt I have taken.

I agree that company PR are more than capable of handling this. Individual or groups of Pi's complaining will encourage McCrum. Let's face it FT Alphaville is not exactly a top notch publication that carries any weight. It is just a click bait vehicle. A bit like motley fool.

Desperate Dan.

The figures shown this morning do not reflect the funds drawdown from Wilmar. Chances of running out of money and consequences was a question on the call today. Does not appear to me to be a significant risk if only because senior debt arrangements look positive and timely. Seems like all avenues being explored by some to paint the negativity.

As I posted yesterday Crum has a history of mass production of negative articles on selected companies. I have my own oppinion on his motives which I will keep to myself for obvious reasons.

The call today was quite clear in that there would be announcement on senior debt arrangements in q4. Of course at this stage they Will know the remainder of debt to be raised to cover predominantly risk. With senior debt in the bag why would they rush to finalise the remainder. They need time to decide on and get the best deals. Equity I'd only one option.

Sounds that is more of a hope on your part than a logical prediction.