By the way: DWS und Union Investment werden sich noch ärgern, ihren WDI-Aktienbestand am 28.04. reduziert zu haben (DWS von 5,92% auf 4,47% / Union Inv. von 3,04% auf 2,93%).
Und hier die heutigen tweets von Wolfgang Bergland und Ihor, die mir gefallen:
Wolfgang Bergland:
(1) more friendly KPMG audit to come in due course. EY will sign. excellent q1 will be reported on Thursday. PER 21 of 10x with LT growth of > 30% p.a. Short interest > 20% of share capital with rising borrowing fees. I wonder who will sell this stock?
(2)The thing is that many long only funds will buy due to increased confidence in the new setup. As soon as the stock turns north the trend following machines will join, leading to further increasing borrowing fees for the shorties. The coming two weeks will be wild
(3) One last point: many market participants incl long only hedge funds know that the shortsellers are boxed. They will try to push them over the cliff
Ihor (zu LV WDI):
(1)Seeing WDI GR stock loan fees hitting the 6% to 7% fee level on some new borrows today
(2) WDI GR short selling demand is increasing, stock lending inventory is getting tighter, forcing stock borrow rates up. Still seeing over 4 million shares left to borrow on the street.
(3) I have them down around -$105 million in mark-to-market losses for the day .... but still up +$620 million year-to-date.
Und hier die heutigen tweets von Wolfgang Bergland und Ihor, die mir gefallen:
Wolfgang Bergland:
(1) more friendly KPMG audit to come in due course. EY will sign. excellent q1 will be reported on Thursday. PER 21 of 10x with LT growth of > 30% p.a. Short interest > 20% of share capital with rising borrowing fees. I wonder who will sell this stock?
(2)The thing is that many long only funds will buy due to increased confidence in the new setup. As soon as the stock turns north the trend following machines will join, leading to further increasing borrowing fees for the shorties. The coming two weeks will be wild
(3) One last point: many market participants incl long only hedge funds know that the shortsellers are boxed. They will try to push them over the cliff
Ihor (zu LV WDI):
(1)Seeing WDI GR stock loan fees hitting the 6% to 7% fee level on some new borrows today
(2) WDI GR short selling demand is increasing, stock lending inventory is getting tighter, forcing stock borrow rates up. Still seeing over 4 million shares left to borrow on the street.
(3) I have them down around -$105 million in mark-to-market losses for the day .... but still up +$620 million year-to-date.