OXS PART 2 After the cataclysm.
Sorry folks forgot this bit when I was writing !
Forgot to add an important point, a few folks will think “just
a short term rise, it will fall back when the PI’s sell on RNS !”.
Normally this might be true however if a large award is
made, it will certainly be a ground breaking, if not world record award from
Uncitral. It will be a major financial news story in many countries, appearing
in countless national newspapers, Bloomberg etc.
This exposure will almost certainly guarantee interest from
many bespoke funds, investors and arbitration specialist investors who wait for
a de-risk event before investing.
Us AIM PI’s will very quickly become very small fish in a
very big pond, make sure you maximise how much they have to pay to eat you up !
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ReplyDeleteSo lets assume for arguments sake that RAB, Sturgeon Capital and Darwin Capital all have the same information that you do. That they are not privy to better knowledge of the case ect but are basing their selling out of oxus purely on the same market information available to you and I.
ReplyDeleteGiven that they have a team of lawyers, market analyst and investment professionals within their companies who would have gone over every detail of oxus's case yet still came to the conclusion that they need to sell out of their entire holdings in oxus. IS THIS NOT REASON TO BE EXTREMELY WORRIED?
we saw what happened in 2007-8 when institutions like these sold out of banks like northern rock just before horrendous news of nationalization. Ironically i remember their being a large rise in the shares days before that news also, no doubt a pump and dump by the market makers in cahoots with the same institutions.
Every time we have seen a Large rise in the shareprice in oxus, RAB and Darwin have used it to ditch their holdings at the expense of the private investors.
The RNS issued after hours ( WHY? are they trying to hide it from us?) by RAB is very worrying, the case is expected to have the outcome within the next 2 months ( possibly a little later) and you have to question why are RAB and Darwin selling now if they could just hold for a few more months? It is a vote of zero confidence in the case IMO. I think richard shead should suspend the shares and make RAB share the same fate as everyone else if the decision goes against oxus in a couple of months time.
I remember the days when the banks where going down hill rapidly in their share prices, Indeed at the time I managed a banking liquidity system for one of the major banks and watched the SP's on an hourly basis. There was no such pre rally on the banks, It was pretty much a down hill ski slope !
DeleteRAB are bankrupt, most of the jobs will be gone by the end of the year and certainly no bonuses, the managers of the funds have been told to get out of the shares they are in as quickly as possible without affecting the share price negatively. They have been selling for years and months. Importantly the soon to be redundant Manager of this RAB fund has his own personal stash of Oxus shares which is hasn't sold !, wonder why.
Sturgeon were/are a predator, buy the CLN's cheap, sell make a profit and get out, as little risk as possible and play the margins. Why would some guy risk his job and career holding, if he didn't need to ?
Darwin, we have no real idea, whether Darwin have sold recently or not. But again they are a low risk, margin company, they might keep a few shares in case it does well, but why take the risk ? Remember they got all of their shares below the current market price.
Also remember the extra 40m shares that RAB have in their pockets if they want to make money on any result.
My risk type is far more than the normal funds, if I wanted to take the risk of the funds I would invest in one. I want more risk, more reward, but then If OXUS gets a dud result, I am not to bothered.
PUMP AND DUMP RAMPER ALERT. OXUS MAY LOSE THE CASE IF RUMOURS ARE TO BE BELIEVED.
ReplyDeleteThey may lose the case, they may win the case, depends which rumours you believe, personally I don't believe rumour and instead prefer the simple facts associated with success percentages of this type and make up of arbitration cases.
DeleteI try to always say, becareful, DYOR and be prepared to lose it all.
Anonymous, u seem to forget RAB have a £4m CLN with OXUS
ReplyDelete