Damille Inv Ii Share Discussion Threads

[praipus] 07/8/2012 17:41

96p....cant win them all

[praipus] 07/8/2012 15:05

Barings dont thinks so, letting a few go

[praipus] 23/7/2012 23:41

Just got to wait for the next NAV statement in August I bet the NAV is over £1.

[praipus] 20/7/2012 19:37

Damille (post 472 on WAM thread) catching up with paper work DIL and DIL2 together holding over 5% at SEA

[praipus] 19/7/2012 16:34

Thanks Jaws6, Half-yearly report looks good to me and doesnt seem to include the LWT trade although it does mention directors being on both companies.

[jaws6] 19/7/2012 16:17

will try to put name for you later.it was leg3 buy them on that report .as you said before in RNS

RNS out here in DIL2

[praipus] 18/7/2012 11:51

Thanks jaws6, cant bring myself to register with yet another website so havent been able to access it, does it disclose any share holdings we dont already know about?

[jaws6] 18/7/2012 07:02

We look at four share trades by professional investors including Ruffer, Montanaro and activist shareholders Rhys Davies and Brett Miller.-- page 2

[praipus] 13/7/2012 12:15

3LEG up 25% since post above! No move in DIL2 share price .. lol

[praipus] 10/7/2012 13:59

Damille II fund collecting 5.98% of 3LEG Resources

[praipus] 06/7/2012 09:21

mrionionbahjee2 6 Jul'12 - 08:15 - 987 of 988

Hi Praipus. Tender offer announced at SEA this morning [Damille]:

Praipus 6 Jul'12 - 09:19 - 988 of 988 edit

Brilliant, thanks once again mrionionbahjee2.

Damille's quoted funds DIL and DIL2 hold 3% of SEA between them.

[praipus] 05/7/2012 11:07

Increasing PEQ holding to 8.75%

[praipus] 04/7/2012 18:07

Pleasure if only it was always so easy.

[jaws6] 04/7/2012 14:52

Thank you.

[praipus] 04/7/2012 14:48

Not now, I did having bought HPEQ when Weiss did and got out when Weiss did making 9% in 7 months which at the time seemed good to me. QVT another active investor I follow is still on the register and the discount circa 18% seemingly it remains a good value investment.

[jaws6] 04/7/2012 14:34

and some time your help with good info to trade .Tks.
Have you got HPEQ ?

[praipus] 04/7/2012 14:32

Thanks jaws6, luck ulimately seems to have more impact than analysis, research and charting !

[jaws6] 04/7/2012 14:20

Tks.g luck

[praipus] 04/7/2012 14:12

NAV 95p share price ?

[praipus] 04/7/2012 14:03

To track Damille and other activist value investors see "Tracking the Arbitrageurs"