Boyobach
18 Jan 2018
Re: AQR Incorrect assumptions, veksi. I acquired this one at numerous prices in the range you mentioned.The question was a genuine one - we know that AQR etc are able to short - but are we certain of their timing? There's a presumption expressed here that they are 'hurting' - I'm not convinced about that because I think there's been sufficient volatility for them to have done extremely well and for them to continue to do so before they return the stock they have borrowed. Am I wrong in supposing that that is probably the case?
Jack_Walsh
18 Jan 2018
Re: AQR A little strong? I don't think that's what he was saying.
veksi
17 Jan 2018
Re: AQR "Excellent opportunity to drive the price down"...Well you clearly seem to prefer price to fall?There was an excellent opportunity to buy at 350-450p.I suppose you missed it?But current little falls would offer you the chance to buy in - but I get the feeling you aren't interested in buying .Well go short then and good luck with the gamble.
Boyobach
16 Jan 2018
Re: AQR Hi Jack - Please excuse my naivety on this but, regarding AQR or any others that have acquired shares or other instruments 'on loan' with the purpose of shorting : whilst we may know the number they have at their disposal, I'm not clear we know exactly when (or if) they use (sell) them. An instance being Blackrock recently - obviously acquired a few 'on loan' as the price was increasing but presumably waiting for a suitable opportunity to sell. On that basis, I'd imagine that the current rise could offer an excellent opportunity to drive the price back down. Is that fair or total nonsense?
Jack_Walsh
16 Jan 2018
Re: AQR Over £15m, I meant!What's £14,999,985 between friends!
Jack_Walsh
16 Jan 2018
AQR Good to see them getting nailed!They were shorting over 4% of the stock in Nov-17 when the SP was around £4.20.They are down to a little over 3% ATM, but it still means that they have lost over £15 in the past few months.Hopefully they, and others, will continue to unwind their shorts in 2018.
Jack_Walsh
16 Jan 2018
Re: Cheap In addition, Credit Suisse has been saying that it's a good time to buy into oilfield service companies.It's certainly been a pretty sharp uptick - which is very much welcome.More to come, I feel.
contrarianstyle
15 Jan 2018
Re: Cheap further increase today as I think Numis upgraded to £7 from £6
commercia
12 Jan 2018
Re: Cheap im taking the view this has more to run well hoping.. gambling there is more upside. still though over 7% of the stock being shorted
SpeederD
12 Jan 2018
Re: Cheap I don't think it is cheap.350p was cheap 375p was cheap 400p was cheapish.550p though is in the middle if you ask me. More a sell/profit take than a hold or buy right now IMHO given how volatile it is.Does anyone know the short positions on this?
veksi
12 Jan 2018
Cheap It's still cheap. I'm glad I loaded up below 450 and didn't listen to doomsters. After Sfo is cleared big if, this should fly. Anywhere between £7-£10 depending on the outcome.Brokers stuck in wrong targets. They'll be embarrassed to add 20% to current prices after missing the boat. If a stock is solid, buy low sell high.This doesn't apply to Carillion as it's not solid.
Boyobach
12 Jan 2018
Re: Sold I've taken the view it has started to get ahead of itself, taken some (most) profits.Blackrock RNS was interesting - I took a cue from that.
contrarianstyle
12 Jan 2018
Re: Sold surprised how little comments on here, given we finally broke higher through £5 and onwards so far...its tempting to take profits but this could be the start of the recovery back to £7...with crude at $70. Its still all about the news on what happens with the investigation really...then we tank or fly
terribletim
11 Jan 2018
Sold The boy done good
terribletim
26 Dec 2017
Re: Shorts closing Yes I’m doing okay here
