thank you lapvlou and Galles for joining the dots on this holding - well worked out. Hopefully they will hang onto their stake rather than selling it at the earliest point they can. |
I was thinking the same, that perhaps now the Esken shares are now Cyrus', although the number of shares aren't quite matching, Cyrus' holding is off by around 1% based on Esken's 2022 report. If Cyrus do now hold the shares and aren't active sellers, then the main downward pressure on LDG should be lifted! It's been a long enough wait! |
Interesting move by Cyrus Capital, who together with Carlyle are seeking to take control of Southend Airport from Esken. Have they bought out Eskens LDG stake in part payment for their exchangeable bond? |
Seems APH are back on track. Dbay need to make a move soon if they want to buy them or the price will run away from them |
APH results seem to be well received. |
TMG stake sold. Made a decent profit. Should cover some of the head office costs for this year |
Drip drip drip. PI's still selling. Could go sub 10p if this continues. Need Dbay to make a decision on APH. |
At the moment LDG own 71.1m shares of APH at an average price of 54p.Still sitting on a loss of £10m which has halved over the past month. There must be a bid in the offering and LDG will end up owning circa 20 / 25 percent of the entity. Why else would Dbay keep adding. The odds of flushing out another bidder are low in my opinion |
So APH up almost 17% - yet LDG unchanged??? |
Only a matter of time before Dbay make a move for APH |
15m more APH traded. Dbay making a move |
Another 6m APH shares traded today, so odds are on Dbay adding another 1 percent to the holding |
That should trigger a RNS given the size of the trade |
20 million shares in one deal and price is up. |
a dividend at SQLI and highest share price in 6 months, this is worth something. Aside from APH (and i guess they know what they are doing) everything else has value. If they sort out APH (results would be nice), this has room to recover |
Interesting times. Pleased they have increase their stake in APH but probably waiting for the results to get published before making a move on the company. This might explain why they stopped the buyback to save cash for this purchase and the gradual sale of TMG. There is only 30percent of APH owned by other major shareholders with the balance being retail investors. Time will tell, but it will mean LDG becomes more illiquid if Dbay take out APH |
Good news at APH with successful appeal of fine. |
Something going on here. We never had this volume before. Glad they starting buying more APH. I'm sure they will keep buying, but there is a risk if the results turn out not to be as the company asserts. Then that would have to take them out and put in a new management team. |
wait a minute, something must have gone wrong with my screen - it is showing the price going up. |
yeah, bit odd - bottom fishing
You would think the momentum traders would be chasing the hot stocks.
Still gradually selling chunks of the mission group.
I wonder how Finsbury Foods are doing? |
Where has all this volume suddenly come from? |