Tungsten Share Discussion Threads

[cabreado] 25/1/2016 22:10

Happy days!! Back in profit on my tung investment.

[bs76] 25/1/2016 11:38

On a different note. check Bob Liao linkedin profile (Canaccord Tung analyst). Seems like resigned/fired in Dec and on gardening leave till March 2016.

So no analyst covering Tung.

[bs76] 25/1/2016 10:14

And i agree on this

"After reading Paul for 16 years now originally on TMF, later ADVFN and Twitter and sharesoc; it's simply the baggage that comes associating, as Paul has done, with Shareprophets. That's really all it is"

[bs76] 25/1/2016 10:08

Thx for sharing manics - nice read ;)

"15. TW sends me a rude email, subject "Twit" - I'm absolutely fuming. Send him a terse reply. I won't be posting anything else on ShareProphets, there's absolutely no point - he just becomes fixated with a company, and won't listen to, or entertain any counter-arguments. Waste of time."

[andrewdbl] 24/1/2016 23:34

M
Increasingly wary of the share price echo chamber too.

[opodio] 24/1/2016 16:29

Eddy has been buying 100,000
9th February is Analysts Day gonna fly imho
dont come crying if they rise another 50% and youre not in

[opodio] 23/1/2016 20:42

9th February is Analysts Day gonna fly imho

[manics] 23/1/2016 06:41

"..the ones that have the best chance of success are those that have a captive network - Amazon Business, Basware, Coupa, Nipendo, Tungsten Networks, etc.

These networks have done the hard part – provided some payable integration or marketplace service and have captive audience for origination of transactional finance. Businesses that will win in this turf war are the one that can sign captive origination most effectively".

[bs76] 22/1/2016 16:27

And shorts report out and no update.

Still at 3.99%

[bs76] 22/1/2016 15:45

Quite low volume and only 1 "AT" trade.

Looks like short algo's are switched off

[pkarnezis] 22/1/2016 12:07

I did my bit this morning, bought £1000 #bigspender

[edwardt] 22/1/2016 11:39

I smell a good chance of another lurch higher. my only refrain is that morgan Stanley will simply top slice into too much strength. they are obviously more traders than investors in my mind. we desperately need a new institution to push this on - I guess even someone taking a 1% position would move this up sharply.

[manics] 22/1/2016 08:24

with:



and:

[bs76] 21/1/2016 13:51

Cool. Odey fund is buying at 60. Interesting !!!!

[chemistdude] 21/1/2016 13:48

Yes they've gone from 18.95% to 19.28%

[bs76] 21/1/2016 13:16

Did odey increased ?

[andrewdbl] 21/1/2016 12:18

I can completely see why a bank would want to get in this space, and equally why no (sane) customer would want a bank to do this as part of their bundled services.

Ex1
you are a SME with XYZ bank, uk only. They start to do the invoicing for you.
They turn down a loan.
Bank ABC says they would do it cheaper if you move to them.
There is now a pause of N months before you can change banks as it takes that long to re-arrange all the e-invoicing.

Ex2
you are a BigCO with XYZ bank, uk only. They start to do the invoicing for you.
You have an overseas subsidiary that sells to the same customers or is supplied by the same suppliers.
The money needs to go to or through XYZ, how will that work cleanly

On the other hand, Close Bros or Bibby Financial...

[webpax] 21/1/2016 08:52

Interesting read:



Banks starting to get interested in this space, could bode well for Tungsten with respect to a possible bid approach.

[manics] 20/1/2016 16:59

Thanks for those updates bs76.

[bs76] 20/1/2016 16:41

And in short list Tungsten goes to number 39.

[bs76] 20/1/2016 16:37

Shorts down from 4.58% to 4.48%

Hutchin Hill reduced 0.59=>0.49 on 19th

and Hutchin will disappear from the list as their position goes below 0.50 and will not update again

So, net short for fund over 0.50% goes down to 3.99% and only four funds left

GSA Capital Partners LLP 0.99
Numeric Investors LLC 1.1
Oxford Asset Management 0.89
JPMorgan Asset Management (UK) Ltd 1.01

[bs76] 20/1/2016 16:26

MS buys more on 15th

now on 7.53%