Member Info for Xenor

Someone is dumping hard this afternoon. Unlike previous I'm not going to automatically assume Killik as someone was dumping hard on Friday and Monday as well and we didn't get a TR-1. Could be a bored trader or fearful PI. Shorters are working their magic here and without buying pressure they may well get their 15p exits.

Growth stocks on AIM have been hammered this past year. I believe that we are still in a bear market but at some point growth stocks will be popular again and that's where the large gains will come.

I am led to believe that we will be profitable in 2023 based on the guidance given in August and the deferred 2022 revenue on top of those figures. That should generate a lot of interest in the company from next year.

In the short term we have been played by traders. We have all been led to believe that all the selling is Killik but given that their last TR-1 was a week ago there is something else going on here. Twitter and Telegram are almost dead lately and a lot of people who were talking a lot about this share are now quiet. In my view there was a mass dumping by traders on the last bit of news, that they had been planning for months. They then shorted it and are praying for 15p to close out and re-enter. Some are still convinced a placing is coming because you can't have good news on AIM without losing all your paper profits to a placing right? I disagree on that but whatever helps their short.

To move forward JW will need to start doing PR, get the finance deal closed and start winning more contracts. It will happen but patience is required.

https://www.linkedin.com/posts/harlandwolffplc_we-recently-welcomed-the-butterfly-a-tanker-activity-7029055230918979584-E9Y0

Paint job.

Let's get to 20p and hold it for more than a day before we start dreaming of £s.

It's not the first time JW has said he is confident of a positive outcome from the JR decision. The team must have a good case.

On the plus, the 15p shorter crew won't be getting their way either. No amount of crying on Twitter is dropping it below 17p for any decent length of time nevermind 15p.

We've had loads of ships in lately. Do you have any idea how much income a small job like that might bring in?

That's the problem dsaf. Most of us are already in now and can't add further. New investors will come along but the company will have to do the PR that convinces them that this is a solid investment. Missing events like the Cenkos Growth & Innovation Forum that they were due to attend doesn't help.

More contracts. We are still waiting to hear what these other large contracts are that were mentioned in November.

"We are delighted to be entering into this new facility and partnership with Astra. The enhanced financing will be incredibly useful to meet our capital expenditure and working capital obligations towards some key and large contracts that we have been negotiating over the last 18 months, due to come to fruition in the next couple of quarters"

News could come at any time so people are taking a risk being out waiting for "seller" to stop.

Volume getting too low for Killik to offload large amounts so probably not worth their time to continue right now.

It does concern me what will happen when Labour win the next election and likely give contracts to their favourites.

I don't mind that they're out, Lombardvhave been selling out of loads of stocks and it explains some of the selling we have had. But they need to provide TR-1s.

Where is the TR-1 for Lombard Odier? I remember someone saying on Twitter weeks ago that Lombard were out and hadn't given a TR-1 and maybe there was some truth in it. Is this going to be another Appledore where we get a ridiculously late TR-1?

Si_Derman, I'm pretty sure Appledore are out completely.

ForrestGump, I don't think any of these are taking profits at this level as most of 5hem bought in before the share price dropped below 17p in 2022.

I think the gas producers have shot themselves in the foot. Gas wholesale prices are currently lower than they were in the summer and even a year ago, and it's now the middle of winter.

People have realised this winter that they can get by with the heating turned down by wrapping up more and this habit won't go away quickly once the gas supply improves. My thermostat is currently 15.7C and I don't feel cold. In previous years I'd have the heating on if it fell below 19C.

So I'm not expecting an energy crisis next winter. People will be even more prepared. **** the greedy gas suppliers. Sooner we stop relying on gas the better.

Our IM facility should be created as hydrogen storage to plan for the future.

Lack of company news? Have you been asleep for the past three months?

Stokey, 10am yesterday was when some large round number sells started appearing that I put down to Killik. They're starting to appear again but in smaller number given the lower volume today.

Yeah I think volume is going to dry up.

People won't buy because Killik keep offloading.
Killik can't offload unless people buy.

So it's likely that they will stop offloading until people assume that they have finished and volume picks up again. I expect one more TR-1 for Friday and Monday trading and that will probably be it for now.

It's odd because they don't seem to care what price they sell as. They sold 1.2% at 6-7p in early November. Just seems like they want out.

I treat them as one entity these days because people have been saying it is multiple entities since 13% and now they're at 5%. You'd not see a mass sell off like that at HL for example because under a normal broker with lots of clients people tend to buy as well as sell so it mostly averages out. This is just endless selling.

It's likely that a lot of traders sold on news then shorted it last week as the selling can't all be explained by Killik's TR-1 on Thursday.