|Global Fixed Income Realisation
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Global Fixed Income Share Discussion Threads
Showing 251 to 275 of 275 messages
|Pretty sure we're due an update here?|
|No worries. It's in my sipp. I am a very patient man...|
|As I pointed out on the ALF thread GFIR are not expecting any significant realisations for about 3 years so good luck. I think you may have a long wait. The reason I mentioned GFIR was because it has some of the same investments as ALF and so you have another perspective on how to value them.|
|I was sent this way by hugepants on the ALF board. Similar sort of investments, but ALF have been returning cash lately, and have a less aggressive write down on those similar assets, so there should be value here soon. Brazilian market is up 50% from the lows...|
Caught by the apparent discount...Tendered as many as I could but left with a few.
I'm amazed that the board haven't been put to task on this one, as the portfolio looked nothing like the mandate on which it was floated.
There have been no meaningful disposals over the last year or so, and you have to wonder if they will ever be able to sell the remaining holdings, let alone at their holding values. There is a little bit of cash, but that can disappear over the years.|
|Thanks. Have you been in for 2 years?|
|Good luck; you are going to need it!|
|I'm in. Spread isn't as bad as it looks. Can buy at 10.8...|
|Missed the NAV announcement last week, but the August Factsheet makes better reading!|
|Good to see someone has the courage to buy a few more:)
|Tilts, yes it would have been nice getting this level of information three years ago! Holding holding holding....|
|Nice to see a comprehensive review of the assets, and I feel mildly encouraged having read it.|
|Same here except Selftrade failed to act on my instructions and they're draging their feet on sorting it out.
I asked for a copy of my secure messages, which get deleted when they feel like not the 90 days they alledge, over two weeks ago and I have had nor response since.|
|Accepted all the Tenders, and now keeping fingers crossed for remaining holdings. Need 55p to break even. Suspect that it will turn into a loss situation, but nothing major.|
|lol well the browser anyway. Surprised your still here based on past comments.|
|Must be you!|
|Anyone else having trouble accessing the fact sheets or is it me?|
Agreed. I will steer a wide berth in future, as well.
|Having seen that, I exited the balance of my investment here. Lesson learnt: you have to look under hood of these apparent high discount, good return situations.|
|Looks like a minimum of two years before we see any further returns...and that might be optimistic!|
|Tender offer RNS out|
|What would you do with real estate assets in Ukraine?
Should they buy more while the media stir things up and Putin fiddles?
Who is buying them what can they see no one else can?
If you were a well positioned Russian or Ukrainian investors would you be buying now?|
|Rather odd one. Cash is stated at £6.835m, which is a good increase over the March figure, however, if you look at the liquidity projection in the IMS, it doesn't indicate that any cash was received!|
|IMS news out|
|Final March 31st NAV out: http://www.investegate.co.uk/global-fixed-incm-re--gfir-/rns/final-net-asset-value/201404281709406994F/
- Further NAV decline to 58.92p (probably largely due to $ weakness, though)
- Cash as at today's date £5.9m|