The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
Easy to de-ramp and talk down a shell. As Marty says, big boys in at this level and they aren't fond of losing money.....
From experience with RTO gambles the best way to play this is to ride the hype sentiment wave and slice before news. That way you are free riding during suspension and have little to no capital at risk. That's what I have tried to do in the past. Always tricky gauging an RTO / shell etc but can certainly pay handsome rewards if the asset/deal is something worthwhile. What we don't want is a 6 month suspension
if you look at the majority of substantial rises in sp of late (10%etc) they have all come from points on the chart that have been dips following a previous spike and so the net gain for pi's is more or less zero. In essence, the manipulation of the sp has made it difficult to make a return short term. its been like a yo yo it would be nice for pi's to have a rise from here, sustained for longer than a day leading up to asset news. Following news we will more or less be locked in (IMO) but hopefully suspension wont be long and we will commence trading at a higher sp...... Getting risk/reward right here is imperative. Its still a punt albeit calculated. I wish everyone the best of luck, for me, its a relatively small punt.
be nice to have a tick up on rumour alone though....
news today or Monday? ive taken my position.... showing as a sell too
Am I right in assuming suspension if the RTO is confirmed?
The kind of rumours that build false sentiment and crash the SP if untrue........ Happy to sit and wait.
That is true Allan I emailed COPL regarding the delays with the rig and they wouldn't tell me the exact location.... I suspect this is down to security more than anything... pesky pirates
week on the horizon. Looks as though sentiment may finally be changing. Obviously keep your wits about you for any signs of a placing! Seen enough of this BoD to know they cannot be trusted. Good entry point here without a shadow of doubt. GLA 3p conservative short term target
all but gone here IMO Need some JV news or something tangible!! Come on BoD!
I was purely commenting on the few pages I scrolled through here (which showed a clear descent into arguments) with the opinions all set at "strong sell" that's all. As I said in my earlier post (which I think has been removed) my only concern for TPOP at this stage, based on relatively brief research is that their performance to date hasn't been great: account churn is low, account payment rates are below market average and I'm struggling to see how what they offer is different? I appreciate that the business is supposedly structured in a somewhat ethical manner but financial documentation suggests otherwise - so are TPOP just another service provider in a sea of big fish? I'm unsure, but I hope to learn more as I research. If the board can show strong customer retention and a clearly defined ethical business structure, along with favourable results then I can see this as an investment but just now I am too unsure and my portfolio is already full of hit and miss investments lol. I would be more than interested in hearing from those who have been here a while...... GLA
Shed some light over recent events? I've been watching a while and not much happening then suddenly a spike following by a drop, as noted below coinciding with the vote. This is being ramped to high heavens on Twitter yet sentiment here seems to be strong sell?
this was tipped to be at £4.00 by now?
Very well presently My only concern is the wider market is more or less controlled by 3 big organisations who have stated they are able to cope with demand.... if they need to up production they can: just have to wait and see how the market plays out over the next few months
tip for 2017.... for me personally.... don't get caught up in ramptastic shares and stick to what I know Oil and graphite for me in 2017, maybe lithium
would be nice for another bidder to show their hand rather soon as I am getting twitchy here.... that may be the large quants of coffee I have had, or the ket I had new year, cant really put my finger on it Anyhow: It would also be interesting to see (although I don't think this info will be at hand) how much sepura are making on their new contracts. For all we know they could be agreed at cost price or even a loss if it is enough to keep the wheels turning. That we will never know. This whole saga has become rather confusing and I don't like confusion when investing. From the top we have had the following vacillation: Plenty of talk of "70p on Monday" following the offer RNS.... and I do recall being called an idiot for suggesting the sp of 25p Monday...... the offer was 20p (sentiment was shuddered) We then had news of contract wins, expansion of service agreements etc (sentiment picked up) We have had the sp manipulated continuously (sentiment shuddered) Big buys followed by big sells (sentiment didn't know where to be) the recruitment of a turnaround specialist (sentiment picked up) Anyone willing to shed some sense of rationality on what the f*ck has been going on be my guest...... I cant
Does anyone know the split between II and PI holdings?
do we think that's that then?
probably a short closing based on whats been happening of late (tongue in cheek comment) If it is a buy, then something is definitely going on behind the scenes. Anyone any thoughts on what is actually happening? starting to think maybe I should sell and pop money into something else until this starts to do something: if the deal falls through I would expect the sp to drop initially.
Why vindaloo? More of a Korma guy myself.