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GGP Big buyers and the seller

Posted: Wed Jun 28, 2023 8:44 am
by Hydrogen
Looks like my hunch was 100% correct about UBS being the size seller of GGP recently ( and the reason...)

I'd mentioned this a month or so ago when I'd spotted that UBS had sold 39m according to Bloomberg Terminal.. As of the end of March 2023.

Screenshot 2023-06-20 at 13.12.55.png

IMO -This is the reason: https://www.reuters.com/business/financ ... 023-06-19/

UBS are on the hunt for any liquidity and needed to raise funds now to cover circa $500m in Credit Suisse fines expected at the end of July. Ouch!

So far they have raised just $35m Plus they were just fined $1m yesterday for something else.

Anyhow some of you may have noticed we have a major buyer also...

Almost daily now since 6.4p was hit ( and TBF in the days prior to that also) we have multiple stealth 1m size buy trades in big 100000 round number trades...

Screenshot 2023-06-27 at 10.38.59.png

Usually mid morning sometimes two or three a day, in concert , with Maximum FUD on various chanels - its going to 5p etc.

I swear 1/2 the FUDDERS are actually just bent market maker proxies trying to create a market for their clients.

Of course - it would be no good if GGP holders just sat on their hands.. would it? Feck no we need to shake em to bits... smash em off the walls... you know.

I have no evidence for this but our 1-2m a day buyer is persistent and operating in a very similar way to the buying that took place before Ned Naylor Leyland Jupiter gold and silver fund announced a 75m holding ...

IMO - Once pulling the GGP trigger there was no way Ned was sitting at just 0.8% of his fund allocated to GGP - no, this was always going to be a 1-2% position maybe even 3%

He knows gold breaks out massively toward the end of the year and what a story.... to get into just before the buying associated with the ASX...