Global Fixed Income Share Discussion Threads

[boystown] 18/3/2018 22:31

Why the gaping discount to NTAV here?

[robizm] 07/11/2017 22:45

Yes a big selloff

[zcaprd7] 03/11/2017 18:55

Hmm, what's going on here? Might be tempted to get back in?

[zcaprd7] 31/10/2017 12:14

Looks like it! I bailed a while back (a bit too early) but 70% profit was not to be sniffed at...

[robizm] 30/10/2017 18:10

Only me left

[robizm] 30/10/2017 18:09

Approx 44% which was a bit of a surprise

[robizm] 30/10/2017 17:52

Bit surprised ss had almost half my holding tendered

[robizm] 22/10/2017 17:27

It is intetesting that 12% did not tender. I wonder if someone is privy to some realising investments in the near future

[zcaprd7] 18/10/2017 08:46

Could have got some extra above the allocation, not much...

[robizm] 05/10/2017 18:18

Not worth the risk. A large holder bought 10% recently so they may not tender. They say the largest holding may be a sold by next June and that could be over 20p a share.

[zcaprd7] 05/10/2017 14:49

I guess everyone will taken up the offer?Not much point buying a load and offering them all up?

[robizm] 26/9/2017 11:26

Tender offer at 38p per share

[langland] 25/9/2017 18:42

Presumably they see some upside from the 23p they paid. Augurs well for the rest of us.

[robizm] 25/9/2017 18:16

New holder of 7.34%. Wonder who sold out

[robizm] 24/9/2017 14:24

Very high share voloume on friday and mudt now have over £4 million in cash. Have they done a share buyback of 2 million shares

[langland] 18/9/2017 08:10

The sale of 27% of the portfolio at 82% of the valuation doesn't look too bad to me. I should imagine we will get a 8-10p capital distribution.

[zcaprd7] 29/8/2017 13:49

Only 4.3% for alf

[zcaprd7] 29/8/2017 12:22

Should have held... Any other funds own 3d propco?

[zcaprd7] 06/6/2017 12:41

I'm out for a 70% gain...

[zcaprd7] 03/6/2017 15:35

Will have a look. This lot need to buy back another 2m shares or so (3.5m at 14p was the original plan), so I think I'll hold for now...

[tiltonboy] 02/6/2017 22:24

I've re-cycled some of the cash into DCI which is another disaster-type situation standing on a large discount, and where they are trying to sell assets of dubious quality (in places)to pay back shareholders.

That is definitely not a recommendation!

[zcaprd7] 02/6/2017 17:41

Aha. A million shares purchased

[tiltonboy] 02/6/2017 12:28

The company buying back my sale would seem a certainty!

[zcaprd7] 02/6/2017 11:56

Think we have the highest volume for a year today. Share buyback, or something else?