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[markycrispy] 14/9/2017 08:10

Agreed sensor it's a good long term hold but am perhaps expecting a sharp move down to flush a few out - if not am happy to hold - suspect Sefton is giving me a hard time but learned along time ago to filter such fools - life is too short.

[senor_sensible] 14/9/2017 07:59

Ennismore Fund Management are shorting TCM and long on UPGS. if you check out their returns
hxxp://www.morningstar.co.uk/uk/funds/snapshot/snapshot.aspx?id=F00000MJW6

it appears they seem to make a few right calls.

I am not shorting TCM but have gone long here, IMO this is oversold and the news is that growth will slow due to cash/delivery terms is not that bad, this will sort itself out within a qtr or two. Strong Buy for me.

[senor_sensible] 14/9/2017 07:53

oversold IMO.

[voiceofreason] 14/9/2017 07:12

If someone can help me with this... am I reading this right? Links taken from the News above.

On 18 August 2017 Ennismore Fund Management sold their position to under 3%



on 13 September 2017 they increased to over 3%.



Good stock picking here?

[john09] 13/9/2017 16:56

These funds filling their boots with the drop I see . Bodes well. They'd have contacted the firm after the RNS and are satisfied enough to increase stakes.

My holding is now 16,000 from 5,804. If they take it back down again I'd like to get some more to increase to a total holding of 25,000 . Let's see.

John

[mister md] 13/9/2017 16:36

Ennismore also increasing - see RNS

[kirk 6] 13/9/2017 16:21

Wants to go up now will see this much higher tomorrow potentially

[sefton1] 13/9/2017 16:08

markcheesywotsits still clutching at cheese straws

[markycrispy] 13/9/2017 16:05

Yes not the reaction I was expecting either - hopefully will come good am not over deposed so can ride out one more flush down if they try it

[markycrispy] 13/9/2017 12:14

Gone a bit quiet will finback to work and pop in later to see if any momentum has built

[ieh fan] 13/9/2017 11:13

Nice big juicy buy there.

[rafieh] 13/9/2017 11:04

When I say "large trade", anything above 7000 shares is being reported late. Now that's not large really, is it?

[ieh fan] 13/9/2017 10:52

Big background trade going through by the looks of things.
Should pop when it's done.

[jm2009jm] 13/9/2017 09:54

"supposed" as in the sense of: .. thats the way the mkt has been set up,
..that larger trades are not displayed to pi's immediately.
still disadvantages the pi tho.
It was ever thus

[ieh fan] 13/9/2017 09:52

The AT's have slowed almost to a stop.
Has to be seen as good news for recovery. Albeit that it might be a slower road back as a result.

[mister md] 13/9/2017 09:51

come on directors, get your wallets out and buy some shares after all the millions you pocketed at floatation ...

[mr.oz] 13/9/2017 09:42

That's what's supposed to happen

[rafieh] 13/9/2017 09:17

MMs still reporting all the large trades with a delay of one hour.

[ieh fan] 13/9/2017 08:46

That's the second time the £1 ask has been swiftly rejected.
Good sign: especially with volume lower.

[markycrispy] 13/9/2017 08:40

Let's hope not but have plenty IEH FAN already

[ny boy] 13/9/2017 08:36

Nice bit of fund buying after the manipulative share price drop lol

Onwards & upwards, more savvy funding buying coming up.

[mister md] 13/9/2017 08:33

Well it dropped yesterday to let Schroders in... Won't be fooled by any dips today, think this will make a partial recovery