Nth.Mid.Cons Share Discussion Threads

[dround87] 10/10/2018 12:49

Tell me about it!

[cc2014] 10/10/2018 12:32

I'm pretty sure if I look at the trades on some of the more popular PI portfolios that someone is selectively selling off stuff either due to a margin call or they are in too much pain or they are selling off some stuff to keep hold of something else which is going the wrong way.

There have been strange trades on TUNG, PTSG, NTBR, FA., plus any number of others at smaller volume. Shares have been sold at very low prices as if someone doesn't have any choice. The markets have been pretty terrible the last 3 weeks if you've been on the wrong side of things.

[dround87] 10/10/2018 11:54

I guess it's hitting that time now where you've either got to be prepared to ride it out or move on. Or get out and wait to see where it settles. Personally I'm convident in the company and the direction it's going. The fundamentals are excellent. I expect the next piece of positive news will obliterate losses in the past couple of weeks and set us back on track.

[cc2014] 10/10/2018 11:32

There we go - delayed sell coming in a hour later at 422.5. Why someone would want to sell at that price given they could have got 500 a few weeks ago is beyond me.

Assume they were trading on margin and are getting killed on TERN or some such stock

[dround87] 10/10/2018 11:22

No idea but yeah the price movements and trading volumes aren't in sync

[cc2014] 10/10/2018 10:52

The price action here is rally bizarre. I assume the MM's are taking stops

[dround87] 04/10/2018 20:26

A lot of stocks finished red today

[dround87] 04/10/2018 13:00

To buy a yacht in monoco? Anyway expecting a rise when a replacement is found.

[qs99] 04/10/2018 12:03

Twas only a guess. Small volumes as ever will move this hard one way or another. No update due until jan based on last year. Would be good to break that 3-4 months absence of news this year as part of improving their IR!

[cc2014] 04/10/2018 11:33

Why would he sell his shares? He doesn't need the money and he knows as well as the rest of the board how well the business is going.

It's just the vagueries of the stock market. Stocks go up, stocks go down, people switch from one company to another. It happens.

I'm not going to try and trade and in out. The spread is too wide to try that with any reasonable chance of success.

[qs99] 04/10/2018 11:19

Maybe they are working out Steve Brown's (NED) shares? Who knows. Very little volume (as ever).

[cc2014] 04/10/2018 11:16

Well, things don't go up in straight lines and a pullback is necessary from time to time to shake out the weak holders.

All a bit surprised given the government has indicated spending is likely to start rising soon (or at worst the speed of decrease of the overspend is going to slow)

[dround87] 04/10/2018 10:40

Pity to see the share price down this much off the back of a fantastic year. Great time to add though.

[cc2014] 03/10/2018 14:40

I found this article by accident. Well done NMD.

[dround87] 01/10/2018 16:42

The spread is gone. Same offer. Good news as well imho. New blood is a good thing.

[impvesta] 01/10/2018 16:35

Not sure what you are referring to there dround87. You had me checking for an RNS but today's is only the resignation of a NED:



Am I missing something?

[dround87] 01/10/2018 16:21

Finally! That should help liquidity.

[dround87] 27/9/2018 11:33

Yeah definitely. Just a pity about this spread at the moment.

[cc2014] 27/9/2018 09:51

Further to post #851, NMD have the framework win for South West Water



It's hard to work out the value but it looks exciting to me.

[qs99] 24/9/2018 16:08

ah OK, that sounds material!!

[cc2014] 24/9/2018 16:07

Well the Severn Trent framework is worth £2.3 billion over 5 years....

Yorkshire is over a billion but having just checked won't be awarded until next year.

Buyers paying the full 530 now on a 50pt spread!

[qs99] 24/9/2018 15:46

Ok fair point, but the shares have really motored in the last month, which makes me wonder about corporate rather than operational, but let's see..have a good evening....am still holding on for a tenner one day!

[cc2014] 24/9/2018 15:35

um.. such as the outcome of the Severn Trent and Yorkshire Amp7 tenders...

[qs99] 24/9/2018 15:09

such as what cc? I do wonder if this will get taken out at some point....DYOR