Venture Cap Play - Strathdon (STV)

(note that the chart above is techmarks chart until we get to july this year)

http://www.strathdon.com (site currently being updated)
http://www.uk-wire.com/cgi-bin/index?company=STV (this good cos it includes the invesco techmark history)
http://www.uk-wire.com/cgi-bin/index?search_type=1&words=strathdon (and this one comes up with any other mentions)
47.8 ords in issue and 5.9m 2009-11 wrrs (ex at 36p), making mkt cap
of approx £15m at 28p.
current nav of circa 34-35p.
mature unquoted techish port with average age of 4yrs.
hopes of generating fee inc from funds ala candover.
old techmark port (approx 30% of assets) still being managed by invesco,
within which the largest holding is a rothschild unquoted fund.
plenty of tax losses to use which inherited from techmark on the changeover
from and investment trust to an aim company.
management has plenty of incentive t perform, with an absolute rtn style
remit and performance fees kicking in from 8% gwth to 20% gwth.
very high quality shareholder list.
all in all an interesting story.