Avacta Share Discussion Threads

[tomboyb] 12/12/2018 15:46

Premium buy just gone through -

Tick up soon -

[dave4545] 12/12/2018 15:23

I've just stuck another £4000 in it at 29.95p know what is coming here (13355)

[bumpa33] 12/12/2018 15:19

explosions would be nice, might have to be a bit more patient though.

Form is pretty even now, slightly better bid - 25k's bid and offered in a number of places.

[hampton58] 12/12/2018 15:13

About to explode

[dave4545] 12/12/2018 15:12

Been N/T for a while now to buy

[tomboyb] 12/12/2018 15:09

added on the overhang -

Good luck -

[babbler] 12/12/2018 15:05

3 mil aviva still have.

[babbler] 12/12/2018 15:04

Not sure. They still have shares to sell. Time will tell....

[dave4545] 12/12/2018 15:02

No seller now so no tons of buys all allowed in just to stifle the price as soon as they make 5%.

This has 40-50p all over it, take 30-31p if you want but with no overhang this can keep rising

It went from 24 to 46p in a couple of hours earlier in the year

[babbler] 12/12/2018 14:45

Hence its a stale mate. Once all the holdings are done (both ways) it will move fast. Imo.

[dave4545] 12/12/2018 14:44

Certainly looks better than earlier

Buying and price increasing on every buy now.

Infact buys will show as buys now

Could have run as punters scramble to get back in

[bumpa33] 12/12/2018 13:04

well, there’s a couple TR1’s to start....

Aviva selling.

Lombard Odier buying.

[lantanatony] 12/12/2018 12:09

Boring i may be,but what is the point of a forum other than to ask questions and give opinions?

[hampton58] 12/12/2018 12:09

IndeedHe is still selling We should bid him

[bscuit] 12/12/2018 11:28

Jarvis - likely to be recent TPI placing holders primarily?

[bumpa33] 12/12/2018 11:22

you're welcome :)

[mortimer7] 12/12/2018 11:12

Thanks for that, interesting to compare.

[bumpa33] 12/12/2018 11:06

hmm, Bloomberg have got it slightly different - snapshot taken today and should be the most up to date source...

IP Group 14.65%
Baillie Gifford 8.54%
Pendal Group 7.88% (JO Hambro?)
Carlton Holdings 7.28%
Aviva 5.86%
FIL Ltd 5.23%
Ruffer LLP 4.70%
Unicorn Investment Fund 3.46%
Jarvis 3%
Strathclyde Pension Trust 2.99%
Mole Valley Asset Mgt 2.66%

They've got Lombard Odier down at 1.64%

[mortimer7] 12/12/2018 11:00

According to FinnCap's note on Monday 10th,these were the key shareholder %'s.
Take your pick as to which are the sellers:

IP GroupIP 18.2%
Baillie Gifford 8.5%
JO Hambro 7.9%
Carlton Holdings Int. 7.3%
Fidelity 5.9%
Aviva 5.6%
Ruffer 4.7%
Lombard Odier Asset Mgt 4.6%
Unicor Asset Mgt 3.5%

Should be some TR-1 RNS's soon.
Also taking it as a positive that the selling this morning hasn't had a detrimental effect on the SP, so far.

[bumpa33] 12/12/2018 10:49

i'll take that earlier statement back...

6 biggest holders here are IP Group, Baillie Gifford, Pendal, Carlton Holdings, Aviva and FIL with almost 50% between them.

Some of the smaller holders include Jarvis, Hargreaves Lansdown etc who i wouldn't expect to be sticky hands...

[bumpa33] 12/12/2018 10:35

we should see some TR-1’s coming through either way. Last one was back in August.

clearly some agreed transferrals at 28 going on, KBC having done the bulk of that business this morning.

[danatkins] 12/12/2018 10:29

My theory of the sellers is that the selling is being done by Lombard odier who have had a new fund manager within the last year who has been selling down most of their holdings over last 12 months but have not/did not sell much avct. The reason for not selling all position maybe down to illiquidity of this stock and now they can off load as liquidity is back. Just IMO. Change of manager change of investment strategy

[bumpa33] 12/12/2018 10:24

iantanatony - i said yesterday there’s been a hefty overhang from the placing. I’d be more interested in who’s picking the stock up, rather than where it’s come from as its bloody obvious where it’s come from. Unfortunately the company doesn’t have a particularly great roster of brokers.

[1i1i1i] 12/12/2018 10:19

Seriously you are a bore, you show little intellect of any workings of the stock market and do not take in any knowledge people give you. You just repeat the same questions over and over again. You are either thick or a wind up merchant , thankfully you are now filtered.

[bumpa33] 12/12/2018 10:19

you don’t get “proper” institutional interest in £20m mkt cap companies.

or perhaps that’s changing.