Following on from yesterdays post London closed within what I...

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hotpasty

94 Posts.

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20/03/24

11:39

Post #: 72974892
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Originally posted by hotpasty: ↑

So the price has in real terms been held for 20 months given ADT’s progress can’t understand why. Looking at London there has been 121 RNS from Oct 21 to today all being “Notification of holdings” stating ‘Swaps’ . 70% are issued by UBS and 30% by G.Sachs. This leads me to think there is a Long/Short player involved namely HELIKON as they have increased their holding from 22,485,626 in 21 to 54,507,524 shares today yet the share price does not reflect the purchase of 32 mill shares. There isn’t so many posters here possibly due to relative share stagnation hmmmm. Not sure if it is relevant but shorting regs in Europe are governed by ESMA similar to UK (FCA) eg where positions exceeding 0.2% of issued must be disclosed to regulators and 0.5% publicly disclosed. Here positions over $100,000 must be reported although I am not sure margins are not exceeded here.ASICS in common with the others probably don’t bother with such things.
This practice must be really frustrating for P.C. Or any other CEO trying to buil a company. If adt was a leaky bucket when a major shareholder calls it would be really worrying. Thankfully they of course have Long fund which will need to benefit at some stage.
Given this is in my opinion I am always happy to be corrected however the facts are the facts.

HP

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Following on from yesterdays post London closed within what I believe to be the controlled
range eg £1.80 to £1.92. Looking at a snapshot here adt is shorted in varying degrees each
day for example: 6/3 48.195% of the daily volume. 12/3 37% of the daily volume. 14/3 17.97%
or 127,653 shares. 15/3 41.6% or 251,920 shares. 18/3 29.2% or 35,618 shares. Interestingly
there appears to be a consistent difference of 10-12 cents between $ and £.
i agree patience is the name of the game as the progress is exceptionally good, the deposit
is good and anticipated revenues very high. However in my opinion this is not a level playing
field and I rail against it as it affects PI money.
Wouldn’t it be good if PC came out with a major announcement and burnt the parasite.
As always happy to be corrected however facts are facts.
GLTAH well almost all.

HP

ADT Price at posting: $3.74 Sentiment: Buy Disclosure: Held
3 Upvote

1 Great analysis

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