Next level 62 |
Trying to break out range... |
Don't know but it was a Buy. The current real time spread is 48.5 - 49.0. |
Who bought 101k?...assuming a buy... |
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Hopefully moving down more freely now, maybe time to stop reading the order book, mistakes can happen |
I thought it was moving up more freely now
Seemingly red |
Is 60p still in play?... |
Been watching the trades over the last few days consistent sizeable buying.....It appears Peel Hunt had a line of stock which they have been feeding into the market that has now been swallowed up.
There was 200k available at 49p earlier but that has dissapeared.
expecting the share to now move freely upwards! |
Back down at 48p
Oops |
Looking likely forrest is the gump on the wrong side of this one.
Interesting times 😎 |
 Vietnam commentary
Craig Martin, Dynam Capital
Artificial Intelligence is an inescapable topic in 2025. It has fuelled bold claims about economic growth and stoked anxiety about tectonic shifts in the labour market.
However, it’s clear that countries that embrace it will be better off than those that don’t. In Vietnam, government and business have been both practical and aggressive in their pursuit of a more AI-enabled economy. It’s an approach that will likely pay dividends for Vietnam’s economy, and also for investors who back the right businesses.
Vietnam has been an economic standout over recent years, maintaining strong growth even as its neighbours struggled through covid. It consistently clears 6% annual GDP growth. But it needs to maintain this steady pace to achieve its goal of becoming a high income country by 2045, according to the World Bank.
The tech sector – and specifically AI – will be central to this push. A recent Access Partnership report commissioned by Google found that AI enabled tools could create nearly US$80 billion worth of economic benefits to businesses by 2030. That’s equivalent to about 12% of Vietnam’s GDP
Vietnam’s surprisingly mature tech businesses will lead the way. They are already global players, exporting AI-enabled tech services. FPT, which is the biggest holding in Vietnam Holding Limited (LSE: VNH), is a great example. Its IT service revenues from overseas already top USD$1 billion, much of it from Japan, where it is helping a range of organisations, including banks, transform their back-end with AI-enabled services. One of its leading competitors, CMC also operates in 30 countries, including Japan and Korea.
It’s not just tech giants who stand to gain. The great promise of AI is its ability to transform almost any industry, and Vietnam’s businesses are enthusiastically adopting new technologies. The Access Partnership report says 42% of the benefits of an AI transformation would go to Vietnam’s thriving manufacturing sector.
Services would also benefit. In fact, the financial services firm Finastra estimates that 44% of Vietnam’s financial institutions have already deployed AI in their operations. AI is being used for medicine and agribusiness. It is being used in Vietnam’s rapidly growing EV sector. Startups are also racing to adopt AI. In fact the Ministry of Science and Technology says the number of startups using AI quadrupled between 2021 and 2024.
Foreign investors are paying attention too. Chip giant NVIDIA is opening a research and development centre, a clear indication of confidence in AI in Vietnam. Vietnam has ambitions to find a foothold in the semiconductor market. It seems unlikely that it will challenge Korea or Taiwan in the short term, but there is certainly scope for some processes to find a home in Vietnam.
Vietnam has many factors working in its favour. The most obvious is its workforce. The country produces around 50,000 IT graduates a year, according to the Ministry of Education and Training. Many Vietnamese students and younger workers express an interest in pursuing a tech career. Firms like FPT and CMC have created their own AI universities aimed at constantly reskilling their employees.
To be fair, Vietnam faces a number of challenges too. Although it has high mobile penetration and fairly good internet infrastructure, there is definitely room for improvement. It will need more data centres to deal with the demands of AI apps, and its electricity network also needs upgrading. Vietnam is reportedly considering a US$1.5 billion deal with Elon Musk’s satellite internet service Starlink. This could potentially improve data reach in remote areas and create new connectivity options for Vietnam’s expanding domestic airline and maritime services.
It also faces regulatory risks. AI is moving so quickly that governments are not always sure how to deal with it, as evidenced by the vastly different approaches the US and Europe have taken thus far.
For the moment, however, it seems the government is serious about advancing its digital and industrial sectors. They recognize that Vietnam needs to elevate its position in the value chain and build a robust industrial base, led by their leading digital companies and industry champions.
Craig Martin is the Chairman of Dynam Capital, the fund manager for Vietnam Holding Limited. |
Thought this second leg was meant to be stronger
Looks very much like a lower low, bearish
Down again |
Timber
Elon musk could say it’s going to the moon, it still wouldn’t move
Too many sellers as ever
They need to stop before it goes higher |
Commented on in small company share watch |
No doubt something good and compelling... |
Bigdave any idea where abouts it was tipped to see what they said? |
The chart is on a second wave UP. It will be stronger than the first, this time reaching 60 p. |
Tipped over the weekend. |
Any news out there...early door buyers coming in... |
In February 2024, Norwegian alternative investment fund First Seagull acquired a 5.3% stake in Superdry, anticipating a potential takeover bid due to the retailer’s declining share price. However, Superdry’s financial struggles persisted, leading to a significant drop in its share value. In July 2024, the company delisted from the London Stock Exchange as part of its restructuring efforts. Consequently, First Seagull likely incurred substantial losses on its investment. |
Been buying quite a few over recent days after broker recommended me to build a position for a very good recovery play.
he confirmed background buying and finally the norwegian fund reveals its hand on a starter position of 5,2% or 5,289,163
First Seagull AS operates as an investment company, specifically classified under the industry code for "investment companies/funds open to the general public" (NACE 64.302). It is an independent, management-owned Alternative Investment Fund (AIF) focused on generating long-term returns for its professional investors. The company’s investment strategy centers on special situations and turnarounds of smaller publicly listed companies in Europe and the UK, relying on its own independent research to identify opportunities with low risk and potential for significant upside...Keep buying and follow the smart money!! |
That is clearly a stake building, having bought on the low. There will be more to come in that regard. |
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