Concateno Share Discussion Threads

[tpaulbeaumont] 26/5/2011 04:56

Wasnt any real divergence with the large traders in EURUSD at the recent peak, as there was in Nov 09, Jun 10, Nov 10... although Jan 11 didnt have any either.

[investinggarden] 17/9/2009 11:05

Accidental Entrepreneur

Keith Tozzi may have stumbled across the idea for drugs and alcohol testing provider Concateno, but there's nothing fortuitous about the chairman's approach to growing a business for a big sale.

rest of the article...

[energyi] 18/8/2009 10:05

I havent seen this chart before, so I want to share it here
== == ==

I have been doing some work on how much money they had committed to Gold Longs in the past. The result is surprisingly range bound, as you can see in the following chart:



If gold is going to push through $1,000, then the Large Speculators will have to be willing to invest more than $25 Billion in their Gold Longs. Assuming just 10% gearing, supporting $25 Billion only needs $2.5 Billion margin. Surely the Big Funds can find more margin money, if/when they become really frightened about a falling dollar.

source: GEI's Gold Watch thread:

[energyi] 20/7/2009 02:12

GOLD - COT's

(Spec.Longs)
One indicator that I have found useful, is the $value of Gold holdings per Large Spec (holding Long.) In the past Gold prices have peaked when this indicator has nudged above $15 million, towards $16 million+. Last week's figure was $14.7 million, which is near the "peaking" level. But I do not think we are at the top yet. Why? More hedge funds may enter the market Long. Last week's number was 81. This compares with a peak figure in late September of 101, and last May/June of 97. The current situation, with a falling dollar, is likely to attract new funds to the gold market. Longs could exceed 100 funds again if the dollar bear market continues, I believe. But some caution is warranted if you are Long gold or gold shares.


Date... LONG - # NET LONG.pm Fix..S's Value.. per Spec
------------------------------------------------------
12/30?
12/23..86,100-97..28,995..$343.95: $1964 mn.-$20.25 mn
12/17..86,949-96..31,749..$339.00: $1871 mn.-$19.49 mn
12/10..73,216-97..21,857..$323.10: $1659 mn..$17.10 mn
12/03..48,545-81..15,584..$319.70: $1054 mn..$13.01 mn
11/26..52,488-83?.14,934..$317.50: $1192 mn..$14.36 mn
11/19..56,665-85..18,809..$319.70: $1150 mn..$13.53 mn
11/12..57,600-81..36,907..$321.75: $1187 mn..$14.65 mn
11/05..38,982-67..19,985..$318.50: $ 637 mn..$ 9.51 mn
10/29..33,696-63..15,331..$317.17: $ 486 mn..$ 7.71 mn
10/22..34,838-64.. 9,462..$312.55: $ 296 mn..$ 4.63 mn
10/15..40,830-71..15,914..$316.20: $ 503 mn..$ 7.08 mn
10/08..61,992-88..37,672..$319.00: $1202 mn..$13.65 mn
10/01..67,739-89..42,702..$321.75: $1374 mn..$15.43 mn
09/24..68,074-101.42,181..$326.30: $1376 mn..$13.62 mn
09/17..46,110-95?.25,186..$315.90: $ 796 mn..$ 8.38 mn
09/10..45,693-93..19,821..$319.10: $ 632 mn..$ 6.80 mn
09/03..29,706-74.. 6,115..$313.50: $ 192 mn..$ 2.59 mn
08/27..27,532-73.. 2,382..$310.50: $ +74 mn..$ 1.01 mn
08/20..28,280-69.. 4,708..$308.00: $ 145 mn..$ 2.10 mn
08/13..25,632-63....-476..$313.80: $ -15 mn..$-0.75 mn

[timtom2] 07/6/2009 17:20

Had an eye on COT but hesitated too long.

Mediwatch - when bigger - may be the next IMA target. www.mediwatch.com

They are rumoured to have approached Jan 08 and then walked due to price and the then financials at IMA. Price went to 14p. Now back towards 7p and since MDW have shown decent growth and a new test strip idea for multiple POCT in one sitting - Zeroflow. If they approach again I think it will have to be somewaht higher than double the price now - more like 3x - but MDW have a good chacne to get their on their own in any case.

I feel for the COT holders that have stuck with this - you've been sold down the river by the looks of it. Probably a good deal for the directors.

If you get lucky IMA stock will perform over the next 5 years but I wouldn't like the currency risk. The $ is best avoided compared to sterling imho.

Taking a small position in MDW with any trading profits from COT might be worth consideration.

Good luck.

[apatel21] 05/6/2009 15:16

Yes - it was a quick profit of 12% or so in a week for me. However, the longer term shareholders have been sold short IMO.

[mercury123] 05/6/2009 13:13

Price not so good as I'd hoped but still a good profit for me. Mustn't be greedy!

[apatel21] 05/6/2009 12:44

Frankly - im disgusted with the price and am out

[eburne1960] 05/6/2009 12:25

Recommended offer is out, cash plus US shares.......

[apatel21] 05/6/2009 10:13

Does anyone know what they paid for Cozart plc ?

[apatel21] 05/6/2009 10:13

Well given most will be off on their holidays my mid-July. The max possible wait is 6 weeks IMHO. 6 weeks isn't that long given some have waited about 40 weeks since 1st takeover talks announcement.

Nevertheless i share your frustration ; (

[mercury123] 04/6/2009 17:53

Don't like the look of such big sells but it hasn't decimated the share price so maybe we're OK. Wish they'd get on with their announcement.

[apatel21] 04/6/2009 16:10

Another large trade today - also GAM Int'l Mgmnt appear to be shorting these. This could just be a hedge though for stock they hold - who knows?

[mercury123] 03/6/2009 22:30

Sadly I'm not in that league! I limited myself to 5000 rather than one of the big numbers - must draw a line somewhere...

[apatel21] 03/6/2009 17:11

some big trades going through today. and you call that just a few more ; )

[mercury123] 03/6/2009 11:54

It's moving up - bought a few more today!

[apatel21] 02/6/2009 19:12

The other positive from the AGM statement is that the business is still going strong. This is not a distressed sale and hopefully therefore we should get appropriately compensated.

[mercury123] 02/6/2009 17:44

Nice to see someone else following these - thought I was all alone! I've been tempted to sell at 1.08 but resisted - as you say the take out price is likely to be 1.25 or above so am waiting

[apatel21] 02/6/2009 16:34

I have bought in today - these have to be some of the longest takeover talks ever. I took encouragement from their AGM statement where they said "The process is as at an advanced stage and we expect to be able to announce a conclusion in the short term."

Looks positive to me so it just depends on price. From what i can gather the price pre-talks was 125p and so we should expect at least that. We should really get a premium so up to 150p is possible.

I was in a similar position with Macro 4 and that bid came in at 135p in the end. Would be good if we got the same outcome here.

[mercury123] 27/5/2009 18:54

Massive selling at the end of today - tho I suppose someone was the buyer at 1.04 so perhaps not so bad

[mercury123] 20/5/2009 12:37

125 looking more likely at the moment - steady as she goes - we can wait!

[mw8156] 16/5/2009 11:46

could be 125 or 90p in three weeks depending on the results of the offer talks...?

[mercury123] 15/5/2009 17:37

I know - I think all the excitement has gone to the oil threads but this may be the one at the top of the board next week. Nice to know I'm not alone!