Atlantis Share Discussion Threads

[doomed_economy] 09/3/2006 12:29

Some hefty buys today. Good news on the horizon?

[studshave] 02/3/2006 00:51

I get the feeling that this one should be due a bit of a re rating soon. Its been daudling along for far too long now, & needs to be remembered by the market again. Perhaps there'll be some sudden activity shortly before the results are announced?

[handybe] 26/1/2006 17:06

I think it's worth waiting. The Group has generated some quite good returns in the last 3 years, despite doing nothing with the cash. They do seem to be taking some positive action with their Far East seedcorn (should be rice!) investments. I would define the management as cautious wheeler/dealers; they got caught out in the dotcom boom when the shares went over 200p. Fortunately they still had the cash mountain, so the fall in the value of their investments wasn't catastrophic. Look at the latest balance sheet, where out of £36m of shareholders funds, £24m is in cash and £11m in investments. The problem for many investors is that the profit each year will depend on realisations and is bound to go up and down; management is concentrating on asset value per share. Make a note to go to the AGM in Hong Kong later in the year.

[studshave] 26/1/2006 08:32

I wondered why such a big discount. I bought some a week or so ago, but have to say the overall performance is somewhat underwhelming. I guess a 60% holding chairman with no ambition explains why.

[handybe] 24/1/2006 20:53

Yes, I'm a long-term holder. They have an entrepreneurial spirit in there but they're going to continue with an investment trust rating and discount to assets unless they put the enormous cash mountain to good use. It all depends whether the Chairman wants to sit on his 60% or thereabouts and have a good life or whether he's going to get off his backside and deliver some goodies for us outside shareholders. At worst, he could decide to buy out the wingeing minority at a small discount to nav - which is comfortably above the current share price. Patience is needed because we can't vote him out of office.

[studshave] 21/1/2006 12:00

Helllooooooo..................is there anybody out there?

[energyi] 09/1/2006 10:04

unaudited results for the 6 months ended 30 September 2005:

The unaudited consolidated financial results of the Group for the period under review show a profit before taxation of £2.42 million and Earnings Per Share (EPS) of 2.93 pence. The Group¡¦s cash position at 30 September was £23.62 million, equivalent to 36.38 pence per share, while Net Asset Value per share (calculated on the lower of cost or market value) has increased in the period by 5.99% to 53.1 pence per share.

HALF YEAR TRADING
During the period under review the Company generated modest, but positive, returns in all of its internally segregated funds.

Arlington Special Situations
The Special Situations fund made profitable realizations in its public and private equity portfolios and on a structured finance transaction.

Arlington Asian Focus
Against the background of the Asian market environment for the period under review, Arlington¡¦s defensive approach has delivered an increase of 5.6% in the NAV of the Arlington Asian Focus fund in the period from April 1 to 30

September 2005
Joint venture with EurekaHedge - Arlington Asia Seeding Programme
Significant progress has been made in the first few months of the Joint Venture with an emerging pipeline of potential seeding deals.

[guru11] 18/12/2005 01:00

The value of ARL is getting better and better,
sooner the market will realise this.
My man in Reading has is in ARL,
and he is a wise old guy, not without wealth.

[wiganer] 28/7/2005 13:28

back down to that tempting 41p level

think I'll hang fire for now

p.s. got my "away season ticket" thing for the latics today: Old Trafford, Anfield, Stamford Bridge here I come :)

[djalan] 23/7/2005 18:42

It is a bit of an up & down co
No divi too!

[wiganer] 23/7/2005 10:10

funny share though, unloved by the market- having missed chance to buy in at 38p I'm not gonna chase it, but if it dips back a bit more I'll probably have a few- 40-41p would be a nice price, Cant see it falling back below 40

[djalan] 21/7/2005 09:21

This ARL share looking good now

[wiganer] 21/7/2005 08:43

the baggies seem bitter about wigan for some reason- guess we'll know why that was at the end of the season!

[deadly] 21/7/2005 08:28

Wiganer why didn't you just call the thread Boring Wigan; never mind the results.

[alfred] 20/7/2005 19:26

Thses little northern teams are an embarrassment to the premier League. Still, the six points Wesr Brom can expect are some compensation.

[wiganer] 20/7/2005 15:26

that's what I did...

tempted to get the away season ticket thing too, next week

[wiganrfc] 20/7/2005 15:12

you can book your season ticket over the phone.....

[djalan] 20/7/2005 08:58

Got my season ticket Monday

Queued from 8-15 am til 6 pm
My feet are killing me!

My son and his mates went yesterday, only had a 40 minute wait, got the seats they wanted

jal

[wiganer] 18/7/2005 21:25

7000 latics season tickets sold in a day

the day we killed the thugby off!!

[deadly] 16/7/2005 09:29

Reason I ask is that last year results were in June, so are very overdue. No sign of them though.
Suspect price hike is due to imminent announcement and should be good news on the way.

[djalan] 15/7/2005 14:54

Mrs jal is of to St H for match t'neet
Taking plenty pies!

jal

[wiganrfc] 15/7/2005 10:51

Heading up tomorrow for the weekend - anyone want some Uncle Joe's? Think we should try to ignore WRLFC results for the time being and stick to ARL

[djalan] 15/7/2005 10:47

Chartwise ARL looking good, imho, dyor

Anyone bought yet?
jal

[deadly] 14/7/2005 08:17

The ARL results of course, or is this just a wigan thread?

[djalan] 13/7/2005 17:08

ARL looks promising

Perhaps we three Coccium-ites should have a joint holding

jal