Share Name Share Symbol Market Type Share ISIN Share Description
EF Realisation LSE:EFR London Ordinary Share GG00BY7QK538 ORD NPV
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +3.50p +9.21% 41.50p 40.00p 43.00p 41.50p 41.50p 41.50p 22,209.00 08:00:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Unknown - - - - 21.78

EF Realisation Share Discussion Threads

Showing 176 to 197 of 200 messages
Chat Pages: 8  7  6  5  4  3  2  1
DateSubjectAuthorDiscuss
17/1/2017
09:37
Lonestar still debt-heavy but a lot more secure after recent capital-raise. I worry slightly that EFR reckon Lonestar worth at least double current price, that they're setting themselves up to not take less, and that they'll end up with fire sale when they bump against the 2 year lifespan of co. Or they could have another reconstruction! Selftrade not bad for me - WINS the MM to get them to speak to.
spectoacc
17/1/2017
09:21
Care to share the name of the broker as mine has been quite unsuccessful getting any (IG Index)? GBP/USD... I think some are shorting lonestar on NASDAQ
actofwill
17/1/2017
09:05
You buy about a month ago. ;) GBP/USD (& everything else!) only relevant if/when they realise value (ie flog Lonestar, mainly). Edit - the non-facetious answer - call broker. I got well inside by leaving an order. Has been weeks of small sellers flogging their allocations from the ECWO reconstruction, though they do seem to have dried up a bit now. (& before I sound too clever - think I paid higher than current offer for one lot, & failed to buy at the recent bottom).
spectoacc
17/1/2017
08:41
How do you get size in this investment?
actofwill
17/1/2017
08:40
GBP down is a good reason for EFR to go up
actofwill
17/1/2017
08:12
Nice tick-up on the bid but can't see any reason for it - Lonestar its usual poor self?
spectoacc
15/1/2017
18:38
Woodfuels uk holdco is showing as dissolved on the companies house website, so EFR only has 7 holdings to dispose.
flyfisher
14/1/2017
20:44
Menhaden are terribly illiquid (/sh*te), hope they can find a buyer for them. Water rights are interesting but I've not the first clue how to value them - hopefully EFR have more idea :) Edit - just to qualify my off-the-cuff comment on Menhaden (former shareholder), this is their Standardised Discreet Performance table (hasn't formatted) - since inception, NAV -10%, index +28.8%, leading to share price -33%: Percentage Growth 1 month YTD 1 Year Since Inception* NAV +2.2 +4.3 +4.3 -10.4 Share Price +1.3 -13.8 -13.8 -33.6 Index ^ +3.5 +28.2 +28.2 +28.8 http://www.menhaden.com/files/8514/8424/1779/MHN_Factsheet_December_2016.pdf
spectoacc
14/1/2017
10:20
What are the "water rights" mentioned in the monthly statement?
praipus
06/1/2017
14:52
Lonestar holding up, EFR finally showing signs of life, but all reliant on them disposing of Lonestar and as yet no sign of that. Didn't add at the lows, got more than enough already.
spectoacc
04/1/2017
10:39
Yep all valid possibilities. Weiss have publicly stated they do not currency hedge although if you can buy us$ at 40% off with crude oil and stirling currency kickers why not?
praipus
03/1/2017
16:31
Wonder if they're simultaneously short Lonestar? Just a thought - would be a great trade! (Unless, of course, EFR couldn't sell the Lonestar stake for love nor money. Or they sold it only at a massive discount).
spectoacc
03/1/2017
12:13
Weiss are US based. The CFD (in the RNS) for 1.74% of the company also impressed me:) And the discount still... 40%! ?
praipus
02/1/2017
10:18
Had a few shares that Weiss have taken a position in to me it's a positive.
wskill
02/1/2017
10:16
Happy New Year. Belated noticed that Weiss Asset Management now hold 19.22%! http://uk.advfn.com/stock-market/london/ef-realisation-EFR/share-news/EF-Realisation-Company-Limited-Holdings-in-Company/73506976 I'track Weiss (an active value investor and arbitrager) on the "Tracking the Arbitrageurs" BB. http://uk.advfn.com/cmn/fbb/thread.php3?id=24182742
praipus
22/12/2016
22:44
In fairness the main holding is Lonestar and its price is calculated as a 5 day volume weighted average price, so they would probably have used a figure of about 6.5 against the 7.7 it is now,i.e. up 20% on about 2/3 of the holdings.e
jimcar
22/12/2016
21:07
Me too but not in size. The good news is someone has taken all Artemis's stock! Edit: Doh looks like a technical things it's still owned by Artemis just a "spin-off" business. They've got more faith than I gave them credit for....
praipus
22/12/2016
20:54
Can't blame them - NAV sinking, Lonestar kept alive but only with dilutory share issue. I'm still in, & pretty big, but haven't added in a while.
spectoacc
22/12/2016
18:32
Artemis out.... http://uk.advfn.com/stock-market/london/ef-realisation-EFR/share-news/EF-Realisation-Company-Limited-Holdings-in-Company/73357474
praipus
21/12/2016
10:18
@flyfisher - they've always made a big deal about control, basically running Lonestar. Not sure where this leaves them - other than without control! Decidedly disappointing that whilst oil's dcb'd considerably, EFR's tanked. I take your point about widening the s/holder base but it reminds me of when directors sell and the reason given is "to increase liquidity in the shares", lol. :)
spectoacc
21/12/2016
09:52
Yes, it will dilute EFR to about 20%. However it widens the shareholder base considerably, which in turn, should make it easier for EFR to ultimately place its holding and achieve an exit.
flyfisher
21/12/2016
09:48
All a bit depressing - the massive debt isn't really reduced much, and anyway, then intend to "re-draw" it to increase production over time. Would all look very different with $90/barrel oil but that's not where we're at. Big increase in shares in issue, presumably heavily diluting EFR.
spectoacc
Chat Pages: 8  7  6  5  4  3  2  1
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