Montevideo
03 Mar 2017
The world's best mines Some general reading an insight into the global players in the metals market[link]
heinro
02 Mar 2017
Re: Very bizarre 2 day drop Hi OnedbIt certainly does and thanks very much for taking the time to respondAll the Best
onedb1
02 Mar 2017
Re: Very bizarre 2 day drop Hi HSo if you are looking at Short Positions over 0.5% then the FCA website has a daily xls , or you can use the shortracker website . If you are instead looking at the more accurate Euroclear data , the daily positions require a subscription , whereas the monthly data is free if you register with them or log on as guest . Euroclear provides data for Stock on Loan which is a proxy . Remember not all shorts are necessarily implying a bearish view but can have the following hedging reasons ; Market Neutral strategy , Delta Hedging and quite a few more, arbitrage related The directional shorter ie the strategy most PIs associate with shorting is therefore only 1 example of shorting , the rest is truly just for hedging . Hope that helps plus the added bonus of some shorting overview 
ookyfly
01 Mar 2017
Re: Very bizarre 2 day drop Still falling.....
heinro
25 Feb 2017
Re: Very bizarre 2 day drop Hey Onedb - would you mind letting me know how to check short positions on a stock such as this one - no problem is a hassle
onedb1
24 Feb 2017
Re: Very bizarre 2 day drop Ook You are right the average true range over the past 14 days is actually 8,5p So FXPO does enjoy quite a decent level of volatility . 8.5/160 in percentage terms Am long PMO as I messed up and should have banked some profits in the mid 90sI don't like that bb much must say . Some disgraceful un referenced posts there this pm. But I do feel that over time the stock will recover from what looks like a very sold situation Never heard of Redcentric will read over the weekend .
ookyfly
24 Feb 2017
Re: Very bizarre 2 day drop Thanks, onedb. My other really handsome gainer today is Redcentric - more than 4% up, again for no obvious reason.Quite a big intraday swing on fxpo, heading back up from day's lows. Someone (you?) told me recently that an 8 point swing was not unusual for Ferrexpo.I've decided not to sell PMO. No reason to panic. I haven't greatly enjoyed yesterday afternoon and today. But we've all been on a good roll and we've got to take the rough with the smooth.
onedb1
24 Feb 2017
Re: Very bizarre 2 day drop Hi Ook Am long SDX too, at 35p True that its one of the few today doing well for me , the other being IGG . I equally have had quite a swing in my positions in the last 3 days . FXPO specific I can't see a good reason here for the drop neither could Blackrock given their last RNS holding . Unless another ETF has been playing around with its allocations and rebalancing I get told by a few fund managers that some of the swings are becoming more and more common only for the simple reason that ETFs are used more and more , so when a fund rebalances we see swings for no technical or fundamental reason . Like in this case . But as they hold loads a basic rebalance has the power to move things quite a bit We'll see if we get a RNS holding in the next few weeks. But other than that I can't think of a good reason and remain long with target 230 . All my charts for many stocks will be updated this weekend . The primary trend here is up and won't dare go against it
5 Iron
24 Feb 2017
Re: Very bizarre 2 day drop Got some at 1.55 and it seems everything bottomed and going back up now or just a brief respite before the next wave down? Also got a few KAZ. Why did they give me this chance? Have I been sucked in to be spat out? But like you say, whats not to like! Earnings data on March 8th- should be good with production flying, prices high and costs down!
ookyfly
24 Feb 2017
Re: Very bizarre 2 day drop Fxpo is not the only extractive industries company to drop. Look at bhpb, rio tinto, glencore.All my oilies except sdx are down.My Blackrock world mining IT is well down.Just a ghastly couple of days. I'm down overall about £30K.
onedb1
24 Feb 2017
Very bizarre 2 day drop Checked iron prices , nothing wrong , in fact way high Nothing seems to be behind this , just bb reverse pump and dump in my opinion Next support zone at 153 then 150 , that area is support . Shouldn't be this low but marching towards 230p so I take it as an opportunity to add as there is nothing to suggest that there is a valid reason for the drop . Someone wanted in cheap yet there is NO big shorter with positions above 0,5% , again facts that are easy to check . So bulletin board ( not this one ) games in my view .
onedb1
22 Feb 2017
Re: Ore at $92 !! They are probably getting $50m a month in EBITDA since Jan . Plus the cash balance reported last , they have surely now sorted 2017 debt issues, hence their call on not having to issue any more bonds. Peddle to the metal now for 2018 obligations and so far it's looking good . Though not that good for a divi yet , am sure capex will be their view on how to spend money and create more value . But then I could be wrong . Remains a strong buy and stay on trend for me .
5 Iron
21 Feb 2017
Ore at $92 !! Miners reporting starting with bhp billiton looks very encouraging for us! Dividends probable?
onedb1
20 Feb 2017
Iron Ore at $92 !! It just gets better and in reality we don't even need iron ore so high to be valued a lot higher . Trend is your friend here. All dips are buy opportunities and I have been saying so for ages . 230p my next target , my first of 165-170 ( forecasted as far back as when this was at 100p) is done . More to come here . Another 60p to reach wave 3 of what I understand as being correctly or incorrectly the EW super (III) wave , So far its been correct all the way since 70p
onedb1
17 Feb 2017
FXPO great week and Iron Ore booming ! There is no relenting here. Sorry for any bears, but with iron ore passing $85 that converts to insane cash creation for Ferrexpo. Can't wait to get results but above all guidance in March , should be moving towards 200 and there after 230 IMO . Trend is your friend and we are certainly on trend . I would release some profits only if next week we touched the 190s . Only to buy back on any dip . We have seen the stepped ladder now for a while , quick rise , then consolidation , followed by quick rise. IMO till around 230 there is no reason why this pattern won't continueI have been saying this since 70p every step of the way , scroll down and check . Like Kaz Minerals the trend has been super and no signs of stopping TA wise or fundamentals wise . Good luck For a short I will wait when fundamentals are stretched as well as TA. till then LONG LONG LONG !
