Benchmark Share Discussion Threads

[rambutan2] 25/10/2019 15:09

Noted that the transactions, in and out, were at 44p.

[edwardt] 25/10/2019 09:04

invesco out - they are not woodford. michael dell's private office in. i know who i back to have made the right call. compliance department or fundamenatal based analysis.

[napoleon 14th] 23/10/2019 18:10

Norwegians helping OUT Woodford, & helping themselves IN?
BMK Woodford dropped below 5% from 12.45% in July and the same day Kverva Finans AS went from nothing to 11.47%

[murdo mcsponge] 23/10/2019 13:26

I thought Woodford was out already.

[john09] 23/10/2019 12:44

That might be Woodford

[miss womble] 23/10/2019 12:40

What is going on here? 91 million, yes 91 million shares, sold this morning and there is no apparent change in the price. Can anybody give me an answer?

[edwardt] 21/10/2019 22:13

Insider buying with real money always carries weight in my mind too

[murdo mcsponge] 11/10/2019 12:57

Raeber, Exec Director bought 200,000 shares at 43.5p yesterday. His purchase joins George, Exec Chairman who purchased 1 million shares at 47p on 13th Sept, and Mghre, Non Exec Director, who bought 300,000 shares at between 44p and 47p on 12/13 Sept. These trades are significant IMHO and are an encouraging sign, again IMHO.

[edwardt] 27/9/2019 09:10

chairman shifting stock around too..

[murdo mcsponge] 18/9/2019 11:14

Me too. Good sign.

[edwardt] 18/9/2019 11:03

love the director buys...

[murdo mcsponge] 13/9/2019 10:30

Another 21 million sale / purchase. Interesting to see who is the seller and the buyer.

[murdo mcsponge] 12/9/2019 11:33

Napoleon 14th The transaction the other day was apparently a purchase by Kvera Finans A/S, of Norway. If I read the documents right, they previously held 11.47% and that has now increased to 558,387,016 shares constituting 14.15% of the Company. IMHO, this is a very good sign for ordinary shareholders. It's still a long term investment as far as I am personally concerned - 3 to 5 years.

[napoleon 14th] 11/9/2019 21:15

Silly me! Didn't check the date ( july 7th ) on that,
just took the cue from someone else...

So we need a different explanation to volume (according to Bigcharts)
on Aug 30th & more importantly this week's c.40 million shares?

[murdo mcsponge] 11/9/2019 18:32

Felix99 On or around 26th June, around 62 mi,,ion shares went through. Are you saying this is the same deal?

[felix99] 11/9/2019 18:04

that holding from Woodford to Kverva was announced 2 July Nap ? Nothing to do with today don't think ?

[murdo mcsponge] 11/9/2019 16:43

The price on the day ended up 50p. Those "in the know" obviously aren't too worried.

[murdo mcsponge] 11/9/2019 14:58

Correct that - nearly 70 million shares traded.

[murdo mcsponge] 11/9/2019 14:55

Wow! Now nearly 7 million shares trade.

[murdo mcsponge] 30/8/2019 20:08

Interesting! Nearly 10 million shares traded.

[ingroid] 30/8/2019 19:57

IngroidInteresting! Trade of 4.8 million shares early afternoon @ 42p

[murdo mcsponge] 30/8/2019 12:40

I think they're pretty much on the ball. What is noteworthy is that some decent sized Norwegian players have taken big positions in BMK. The Norwegians like to think they know a lot about aquaculture - and they do! - so I regard that as a positive sign. I have (for me)a hefty number of shares; I am modestly "underwater" at the moment, but I'm not in the least concerned as I have a 2 to 5 year payoff horizon, so I'm not worried. All IMHO, of course.

[multibagger] 30/8/2019 11:50

Thanks murdo mcsponge.

Technology may be good, but monetisation/commercialisation of the same is key from a business perspective - this is an area of major weakness for BMK in my view at this time. A number of brilliant technologies/ scientifically ground breaking, have not been commercially successful, as one would expect.

Adoption on new scientific trends takes a heck of a lot longer and many times the timeframes that one would expect from an stock market perspective.

[murdo mcsponge] 30/8/2019 10:48

Good point muktibagger. However, accepting your comments, I still think that BMK's lice system is very good.