Supply@me Capital Share Discussion Threads

[hodhasharon] 16/9/2020 15:34

Only mugs are still holding here. Move to 0.2 inevitable.

[still waiting] 16/9/2020 15:31

that must mean global deals signed off then :-)

[stccpins] 16/9/2020 15:29

Jusy seen it 17 quid a share haha

[mikerocky] 16/9/2020 15:28

Think they may have mixed up their pounds and pence

[gasman10] 16/9/2020 15:26

https://pronewsreport.com/2020/09/16/top-pick-syme-a-port-amongst-stormy-markets-analysts-say/Shroders investment guy say 2 pounds 10p

[gasman10] 16/9/2020 15:24

https://pronewsreport.com/2020/09/16/top-pick-syme-a-port-amongst-stormy-markets-analysts-say/Shroders investment guy saying £2.10

[still waiting] 16/9/2020 15:24

AZ delays. still bullish.

[extrader] 16/9/2020 15:23

Hi bbmsionlypostafter,

.. ."The volume has exceeded this on many days so someone is off loading stock from outside of this 432.69m figure..."

Here are some possibilities :

No-one from the Concert Party (ie AZ's connected) is likely to be a seller, there were 3 x private bank type investors at the time of the RTO - see prospectus for details. Each with 1.63 billion shares, 4.98% (which is conveniently below the 5% disclosure level) and we've no idea how tied to AZ, if at all, they may be.
- Ceresio has already liquidated and transferred its 1.63 bn shares to an AZ vehicle , most of which on-pledged, to 3 x securities lenders, AIUI;
- Parrot Capital(Global Capital Holdings) is some kind of private Maltese bank with a principal, Catalfamo, with fingers in lots of pies incl. fintech;
- Equita SIM is another merchant bank/investment bank subsidiary that could be acting for private money.

So, for starters, those 2, if they were so minded , could feed 3.2billion shares onto the market, even at today's depressed price that'd be about £ 6.5 million each. Not as much, obv, as a few weeks ago, but still not 'chump change' , esp. as they're all Consideration Shares ie negligible cost to acquire.

I'd previously thought that the 3 x pledged securities lenders would be more likely to play games, but several posters, notably jimbob83, have argued persuasively that they can't.

HTH and ATB

[mickluv1] 16/9/2020 15:21

You were tipping this all over a few months back!

[still waiting] 16/9/2020 15:20

the world economy needs and active stock monetisation provider !!!

[still waiting] 16/9/2020 15:17

there was one at icon earlier, and it duly delivered..

cmon AZ put pen to paper !!!!

[different world] 16/9/2020 15:10

HodHasharon - masturbatory moron.

FILTERED.

[countdracula55] 16/9/2020 15:09

Thats the beauty of not being over exposed, if it does tank which I think is highly unlikely, I dont give a hoot.I believe in the company until I see reason not to be, and I'm not seeing it.What I do see is comments from people not invested but have open shorts on Syme.If I were you I'd bail now.Gla.

[still waiting] 16/9/2020 15:04

all buys now..

[countdracula55] 16/9/2020 15:04

I have no more funds available rite now but happy with my holding, massive upside will see me ok and its coming imo.Gla.

[still waiting] 16/9/2020 14:59

can't promise you mind..

I think AZ will have something special lined up for them...

[stccpins] 16/9/2020 14:57

Save some for me. Ow wait the trolls will do that when they sell all there shares at a loss ahaha

[pumpjack] 16/9/2020 14:57

Existing shares were 101.09m and 331.6m placed = 432.69m.

The volume has exceeded this on many days so someone is off loading stock from outside of this 432.69m figure.

Not counting today, daily Vols for the previous 6 trading days were 570m, 479m, 593m, 1146m, 1156m & 772m.

There's no way that level of volume is attributed to traders in or out multiple times a day on top of those who claim to be LTHs.


The share price ranged .0070 - .00815 on Fri 4th.
On Mon 7th it ranged .00685 - .0074 .
The next day the 8th AZ said 940m shares had on the 7th been transferred to an unnamed institution for .006872.

The share price has fallen after this over the next few days to .00465 but still the volume exceeds the 432.69m combined figure of existing and placing shares meaning their coming from the wider ownership at listing in the 32 billion figure held.

A clue to this is the RNS of the 10th which said "These agreements anticipate both broker to broker transfers and open market transactions as recent trading has proved" but for now un-named until contractual agreements are completed - so no way of knowing who's actually taking up shares or where they are going and what if these 'institutions' wish to still remain anonymous under any so called contractual agreements made.

One thing that has happened is that by valuing Syme at £224.5m by the directors themselves, by virtue of this and their massive holding by Avantagrde etc with those 32 billion odd shares, they were able to give Avantgarde a valuation of around £200m.

The placing for Syme was £2.24m or just £1.44m after expenses and conducted by Epsion which is a wholly owned subsiduary of Eight Capital which has a 40% interest in Finance Partners which holds a 17.66% holding in Avantgarde Group.

Avantgarde transferred 940m of its shares in SYME to an unnamed institution valued at £6.45m.

While SYME may or may not be an outstanding investment, it's worth remembering the Avantgarde valuation in the process and the avenue it presented to even partially monetise some of its stock holding via SYME that it may not have had previously.

Does anyone know what value Avantgarde was prior to this in its own right, cash, debt or other before it decided to value Syme in house at £224.5m ? I would like to see who the buyers are sooner rather than later, rather than unnamed institutions as i think this is what spooked the share price after that 940m share RNS.

[bbmsionlypostafter] 16/9/2020 14:56

From the other thread.

Pumpjack
16 Sep '20 - 14:44 - 5621 of 5621
0 0 0

Existing shares were 101.09m and 331.6m placed = 432.69m.

The volume has exceeded this on many days so someone is off loading stock from outside of this 432.69m figure.

Not counting today, daily Vols for the previous 6 trading days were 570m, 479m, 593m, 1146m, 1156m & 772m.

There's no way that level of volume is attributed to traders in or out multiple times a day on top of those who claim to be LTHs.


The share price ranged .0070 - .00815 on Fri 4th.
On Mon 7th it ranged .00685 - .0074 .
The next day the 8th AZ said 940m shares had on the 7th been transferred to an unnamed institution for .006872.

The share price has fallen after this over the next few days to .00465 but still the volume exceeds the 432.69m combined figure of existing and placing shares meaning their coming from the wider ownership at listing in the 32 billion figure held.

A clue to this is the RNS of the 10th which said "These agreements anticipate both broker to broker transfers and open market transactions as recent trading has proved" but for now un-named until contractual agreements are completed - so no way of knowing who's actually taking up shares or where they are going and what if these 'institutions' wish to still remain anonymous under any so called contractual agreements made.

One thing that has happened is that by valuing Syme at £224.5m by the directors themselves, by virtue of this and their massive holding by Avantagrde etc with those 32 billion odd shares, they were able to give Avantgarde a valuation of around £200m.

The placing for Syme was £2.24m or just £1.44m after expenses and conducted by Epsion which is a wholly owned subsiduary of Eight Capital which has a 40% interest in Finance Partners which holds a 17.66% holding in Avantgarde Group.

Avantgarde transferred 940m of its shares in SYME to an unnamed institution valued at £6.45m.

While SYME may or may not be an outstanding investment, it's worth remembering the Avantgarde valuation in the process and the avenue it presented to even partially monetise some of its stock holding via SYME that it may not have had previously.

Does anyone know what value Avantgarde was prior to this in its own right, cash, debt or other before it decided to value Syme in house at £224.5m ? I would like to see who the buyers are sooner rather than later, rather than unnamed institutions as i think this is what spooked the share price after that 940m share RNS.

[still waiting] 16/9/2020 14:54

4th top up complete.

[pumpjack] 16/9/2020 14:44

Existing shares were 101.09m and 331.6m placed = 432.69m.

The volume has exceeded this on many days so someone is off loading stock from outside of this 432.69m figure.

Not counting today, daily Vols for the previous 6 trading days were 570m, 479m, 593m, 1146m, 1156m & 772m.

There's no way that level of volume is attributed to traders in or out multiple times a day on top of those who claim to be LTHs.


The share price ranged .0070 - .00815 on Fri 4th.
On Mon 7th it ranged .00685 - .0074 .
The next day the 8th AZ said 940m shares had on the 7th been transferred to an unnamed institution for .006872.

The share price has fallen after this over the next few days to .00465 but still the volume exceeds the 432.69m combined figure of existing and placing shares meaning their coming from the wider ownership at listing in the 32 billion figure held.

A clue to this is the RNS of the 10th which said "These agreements anticipate both broker to broker transfers and open market transactions as recent trading has proved" but for now un-named until contractual agreements are completed - so no way of knowing who's actually taking up shares or where they are going and what if these 'institutions' wish to still remain anonymous under any so called contractual agreements made.

One thing that has happened is that by valuing Syme at £224.5m by the directors themselves, by virtue of this and their massive holding by Avantagrde etc with those 32 billion odd shares, they were able to give Avantgarde a valuation of around £200m.

The placing for Syme was £2.24m or just £1.44m after expenses and conducted by Epsion which is a wholly owned subsiduary of Eight Capital which has a 40% interest in Finance Partners which holds a 17.66% holding in Avantgarde Group.

Avantgarde transferred 940m of its shares in SYME to an unnamed institution valued at £6.45m.

While SYME may or may not be an outstanding investment, it's worth remembering the Avantgarde valuation in the process and the avenue it presented to even partially monetise some of its stock holding via SYME that it may not have had previously.

Does anyone know what value Avantgarde was prior to this in its own right, cash, debt or other before it decided to value Syme in house at £224.5m ? I would like to see who the buyers are sooner rather than later, rather than unnamed institutions as i think this is what spooked the share price after that 940m share RNS.

[stccpins] 16/9/2020 14:44

Doesn't affect the long term outlook does it. If he says no rns till the end of the month. People will sell out and I'll buy more at a cheaper price simple. If your believe you believe and that's the end of that

[countdracula55] 16/9/2020 14:43

Tomorrow or Friday, even next week i don't care.