The BOE Stitch-Up: When Institutional Coordination Meets Regulatory Indifference, page-8

  1. 2,604 Posts.
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    @Cyberstar

    Solid write-up but heavy on inference.

    • Institutions do dominate securities lending – but that’s legal and standard, not proof of collusion.

    • CEO exits and analyst downgrades aren't uncommon – correlation ≠ conspiracy.

    • BOE’s ops beat guidance, strong cash, and inventory back the bull case.

    • Price drop was overdone, likely panic + leverage unwind.

    • ASIC rarely pursues market manipulation unless blatant.

    Valid concerns raised, but facts don’t confirm coordination – just aggressive trading in a weak policy environment.

 
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