Arrow Global Share Discussion Threads

[makinbuks] 25/7/2019 15:00

One of the hedgies has cracked and reduced his short. We've slipped below 9% and down to 6th in the most shorted table

[makinbuks] 17/7/2019 12:23

Still the second most shorted stock on the LSE

[makinbuks] 17/7/2019 12:20

One year ago, the share price was almost the same as it is today. Just under 6% were shorted, a figure which was to double to a peak of 12% in January this year. Today we are down to 9.7%. So wiseacre is right, that short squeeze is very much on

[makinbuks] 17/7/2019 12:15

That's brave! From 28th June when you posted you were short again it has moved 20% against you. Going short from here could be a good call as there has to be a pull back at some point. Whether you are right about your fundamental analysis I'm not sure.

I have a small stake and so am just enjoying this run. I'm about 10% up on top of a couple of years of dividends

[wiseacre] 17/7/2019 09:27

Have today added to my short position. There could be a further short squeeze but the model is broken and am convinced will win out in the end.

[makinbuks] 16/7/2019 16:04

Nice to finish with a flourish

[makinbuks] 15/7/2019 17:47

Disappointing that Elcapital and wiseacre don't comment when things have gone against them. Their views would be interesting

[makinbuks] 12/7/2019 14:09

Shorts are down but not significantly - 0.1%. Could be more to announce. I hope Wiseacre and Elcapital 2018 have stopped out

[gino80] 12/7/2019 08:49

It is a weird share. The business model is strongly underpression: recovery of npls is slowing down and the margins are falling.
The real challenge will be the integration of the companies recently acquired.
The B&S is a question mark: huge cash produced (adjusted) and huge debt to acquire illiquid asets.
All servicers are a big "short" now.

[shauney2] 10/7/2019 14:38

I'm guessing a few shorts being stopped out.Also the dividend payed this week.

[makinbuks] 02/7/2019 15:45

Well again, I wouldn't gloat we all get it wrong some of the time and to be fair wiseacre called it correctly last year all the way down from £4 and got a fair bit of stick for it at the time

[effortless cool] 02/7/2019 13:33

Loving your timing, wiseacre.

[makinbuks] 02/7/2019 13:29

Painful day again for the shorters. Why the rise?

[shauney2] 02/7/2019 13:12

That 6 month bowl still in play.

[wiseacre] 27/6/2019 11:07

I made good money shorting this company last year having the luck to close out at the bottom last December. The management has had to run ever faster to stand still but since their ability to raise more money in the bond market is now restricted the chickens will inevitably come home to roost. IMHO the financial statements of the company are misleading for unsophisticated investors. Have taken out a new short position.

[makinbuks] 19/6/2019 16:25

So you're content to hold "heavily underwater"? This movement in the absence of news flow is odd. Could it be recent Draghi comments about more QE in Euroland? Ultra low interest rates is a positive for ARW

[elcapital2018] 19/6/2019 13:51

They are updated every evening. shortracker.com

[shauney2] 19/6/2019 13:48

Not sure how up to date the disclosures are.

Take the recent 8.5p dividend on top of the rise any recent shorters are well down.

[elcapital2018] 19/6/2019 12:49

It hasnt gone, just heavily underwater

[makinbuks] 19/6/2019 12:48

Well I don't gloat, we've all got things wrong

[peterbill] 19/6/2019 12:34

I wonder what Elcapital2018 thinks now? His 100% record has gone ... lol

[makinbuks] 19/6/2019 12:33

Not sure what the catalyst for a near 10% increase today is but I'm back in profit now

[makinbuks] 19/6/2019 12:31

Shorts still over 10%, how up to date is that?

[shauney2] 19/6/2019 11:52

Seems to be squeezing higher.
Fifth Street Station have also increased to 4% from 3%

[shauney2] 17/6/2019 07:54

Could be a few closing looking at the late reported trades.