Supply@me Capital Share Discussion Threads

[tangerine_dream] 16/3/2021 19:13

hxxps://www.thearmchairtrader.com/supplyme-share-price-forecast-16032021/?amp&__twitter_impression=true

[extrader] 16/3/2021 19:02

Just hope the police body cameras were switched on, in that case.

[gasman10] 16/3/2021 18:37

Its not short term.....

[extrader] 16/3/2021 18:35

No. I've learnt over the years that while I'm reasonably good at getting longterm trends right, I'm not very good at short term.

My 'extrader' moniker is rueful acknowledgement of that realisation.

[hodhasharon] 16/3/2021 18:24

Do you ever get tempted to have a punt here Extrader?

[extrader] 16/3/2021 18:19

SYME isn't Greensill, but it IS in supply chain finance sector, so - however unfairly - might be tarred by some with the same brush.

That's the unfortunate reality.

Here's a good, balanced article that describes the issues facing Greensill's customers and funders, worth reading to understand some of the issues :

hxxps://www.gtreview.com/news/global/scf-market-hopes-to-avoid-contagion-risk-as-greensill-empire-collapses/

.."“The vast majority of funding is provided by banks and the market remains resilient ensuring deep and continuing liquidity.”

The forum adds that it believes the market “will remain fundamentally sound” and urges regulators and standards bodies to “take note of the consistent behaviour of the instruments and structures that follow GSCFF market practices”.

Tod Burwell, president and chief executive of the Bankers’ Association for Finance and Trade (Baft), tells GTR: “As with any disruption, I’m sure there will be closer inspection of the structure and nature of existing deals outstanding and new deals contemplated going forward, as is prudent..."

The use of/need for credit enhancement is seen as an issue :

.."After Credit Suisse froze funds that were providing more than US$10bn to Greensill, suggestions emerged that the company had been selling notes containing lower-quality but higher-yield debts as investment products, with the underlying risk covered by trade credit insurance.

“This is where the subprime mortgage crisis analogy comes in,” one source suggests. “By adding credit risk insurance, they were trying to give a better yield on a sub-investment grade product.”

Steven van der Hooft, founder and chief executive of SCF consultancy Capital Chains, says he does not expect financial institutions to withdraw funding in situations where they have a direct relationship with a corporate or its suppliers.

“But where you have an investor that doesn’t have a relationship with the corporate, and is investing in a fund run by – in this case – Greensill, they are quite detached from the physical trade,” he tells GTR.

“They’re just looking for yield. Those kinds of investors are more likely to pull their funding lines, afraid they might be investing in a similar scheme.”

This is the challenge of disintermediation.

HTH

[gasman10] 16/3/2021 18:07

What did I say Sharon 48 to 51 range

[gasman10] 16/3/2021 17:24

https://twitter.com/SupplyMECapital/status/1371872646246334464?s=19

[hodhasharon] 16/3/2021 17:22

Another red day: Hod 2 Peaky 0

[gasman10] 16/3/2021 17:10

https://simplywall.st/stocks/gb/software/lse-syme/supplyme-capital-shares

[bbmsionlypostafter] 16/3/2021 17:06

Time for an update. How's the search going?

Could someone please direct me to the page on SYME's website where all these institutional holders I keep hearing about are listed?



TIA

[tangerine_dream] 16/3/2021 16:36

Hey Gasman, you made Hoddy cry!!!

[gasman10] 16/3/2021 16:05

Separately, in relation to ADVFN, as we have not received details of the underlying posters the subject of my complaints, we will be applying for Norwich Pharmacal orders concerning the worst offenders. A list of these posters will be published on this website later this week, so that they can have the opportunity to self identify via the "Contact Us" section of the website should they so wish. If they do not choose to do so and the Norwich Pharmacal orders do not result in providing sufficient information to identify who the posters are, then we will have demonstrated that we have taken all reasonable steps to identify the offenders. We will then issue proceedings against these particular individuals using their aliases in order to obtain judgement. If the defendants still choose not to attend court or identify themselves, then we will seek judgement by default. Having obtained judgement by default, we will then use exceptional measures to identify who these people are in order to enforce judgement. I would therefore recommend that the people concerned provide as much information about their identity as possible during this next stage of the process.

[gasman10] 16/3/2021 16:00

Firstly, the Court found "no difficulty" in holding that the Claimants were likely to succeed at trial on the evidence before it. Although the intervention of the Court was "rare" in these circumstances, the power to make such an Order existed and could be utilised. Injunctive relief was, exceptionally, appropriate until further order/trial. The Court found that the publication was clearly libellous and capable of causing serious harm. In particular, the learned Judge noted that the publication was likely to "unfairly undermine public trust and confidence in the Claimants and their businesses". Even though the publication had been removed prior to the hearing, the Court found that there still remained a real possibility that the website may be re-uploaded after the application hearing. 

[hodhasharon] 16/3/2021 15:54

Timbbeerrrrrr

[gasman10] 16/3/2021 14:36

1 not credit rating lower than CCCWhat's Symes credit rating since you know it?2. The inventories details and all transactions are stored securely and it is monitored

[hodhasharon] 16/3/2021 14:35

Extrader? I thought I was TW, Bacon, Knowing, VT, and Different World?

I have one alias, this one.

[gasman10] 16/3/2021 14:34

So your Extrader what a surprise

[hodhasharon] 16/3/2021 14:31

Your very own Ramper in Chief doesn't understand it:

1)

“They do not take on companies with a bad credit history.”

“This in turn would give them a better credit rating.”

2)

“but the company keeps the stock in their warehouse and can still sell the stock. ”

“SIA monetise the assets by tracking their movement and always make sure assets are there for the funder as collateral.”

[gasman10] 16/3/2021 14:26

Hod is that all you can up with....? Loads of companies have large MCAPS. It's Fintech remember something you don't understand and hence rubbish it..

[hodhasharon] 16/3/2021 14:18

"gasman1016 Mar '21 - 13:42 - 24317 of 24327

Hod they pay 16k upfront for due diligence. If they are not accepted tough.

So 165 x16k Hod

Can you do maths???

gasman1016 Mar '21 - 13:44 - 24318 of 24327

2.6 million"

You do realise that a 2.6 million argument doesn't justify the current grotesquely overpriced Cap don't you!