Melchior Japan Investment Trust Share Discussion Threads

[praipus] 16/11/2010 15:27

Post 88 is wrong share price discount to NAV isnt 17% its 5.3%...sorry

MWJ (Weiss)


SIGG (Weiss)is at a 16% discount discont to NAV

[knowing] 16/11/2010 14:32

Good luck.

[praipus] 16/11/2010 14:31

Pleasure. I haved edited the post above adding Weiss next MWJ. Thanks for heads up on DNDS and IPI.

[knowing] 16/11/2010 14:19

Will take a look at those. Thanks

[praipus] 16/11/2010 14:18

MWJ (Weiss) is 17% discount 4% yeild and a long way from europe.

[praipus] 16/11/2010 14:03

Selftrade have paid up already, they can be slow too sometimes.

IPI might be ok for a gamble but no NAV puts me off. Also I have a few property plays SRE (Weiss), SAPO (Weiss), TRC (Weiss) all at discounts to NAV and FCPT for a monthly dividend.

DNDL/S looks good, discount to NAV and divi. My equivalent is ECWO 20% discount and 4% yeild + defensive underlying (though gearing is fruity).

[knowing] 16/11/2010 12:13

Not received yet but HL usually on the slower side. Will take a look. Did you notice IPI and DNDS both sprung to life?

[praipus] 16/11/2010 12:11

Have you had you money yet ? And have you looked at MWJ?

[praipus] 04/11/2010 11:36

Expected timetable

+----------------------------------------------------+----------------------------------------+
| Suspension of listing and trading of the Shares | 7.30 a.m. on 3 November 2010 |
+----------------------------------------------------+----------------------------------------+
| General Meeting | 10.00 a.m. on 3 November 2010 |
+----------------------------------------------------+----------------------------------------+
| Expected first cash distribution | week commencing 8 November 2010 |
+----------------------------------------------------+----------------------------------------+
| Expected cancellation of the listing of the Shares | 8.00 a.m. on 10 December 2010 |
+----------------------------------------------------+----------------------------------------+

[praipus] 03/11/2010 14:32

Sort of Call option's on property IPI and DNDS on the FTSE SMXX. Guess it depends then on how much of your portfolio you allocate to such exciting things and how defensive the rest of it is. Very interesting.

[knowing] 03/11/2010 12:58

Purely as a guess I reckon. Until we get something concrete nobody knows. DNDS is worth sticking on your screen too as it's a sub of DNDL excersizeable at £.175

[praipus] 03/11/2010 11:06

I'm not sure why IPI's bankers havent said sling your hook guys this £284m property portfolio is ours...bye.

Optionality of the share price aluring but worse odds than a coin flip or am I missing something? How do you weight the probabilities?

[knowing] 03/11/2010 10:57

Praipus no holding in IPI at present but very tempting. We need an uplift in the commercial property sector to ensure it's future but risk reward does look very appetising.

[praipus] 03/11/2010 10:52

On the MJT theme PEQ,CASA,POL,HPEQ,UKRO,TIC and REH. General discount ECWO,UTL and UEM.

IPI is in the favourites but not held. How do you see its future? or hedge a holding?

[knowing] 03/11/2010 08:43

Praipus the only other one which I am looking at is IPI

[praipus] 02/11/2010 14:37

NAV 45.86p (excluding current-financial year revenue items)

[praipus] 22/10/2010 16:15

Well done, wish I had noticed them a bit sooner. Are you in anything else with an impending wind up or liquidation?

[knowing] 22/10/2010 16:04

Tucked in my pension pot.

[praipus] 22/10/2010 15:53

Small increase in NAV.

[praipus] 20/10/2010 15:24

Anyone else holding to liquidation?

[knowing] 24/9/2010 15:27

Nice rise.

[hectorp] 07/3/2010 14:11

appears to underperform the Japan Index.. maybe avoid this one.

[knowing] 03/3/2010 23:19

As at close of business on 2 March 2010, the unaudited net asset value per
ordinary share of the Company, calculated in accordance with the AIC formula
(excluding current financial year revenue items), was 50.41p.

[knowing] 02/3/2010 00:06

As at close of business on 26 February 2010, the unaudited net asset value per
ordinary share of the Company, calculated in accordance with the AIC formula
(excluding current financial year revenue items), was 49.31p.

[knowing] 25/8/2009 19:22

RNS Number : 9780X
Melchior Japan Investment Trust PLC
25 August 2009

MELCHIOR JAPAN INVESTMENT TRUST PLC (the "Company")

As at close of business on 24 August 2009, the unaudited net asset value per
ordinary share