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Mithras Inv.Tst Share Discussion Threads
Showing 226 to 249 of 250 messages
|So, hopefully, 20/25% tender at 221 within next few months.|
|Nav 221p - and rising.|
|MTH has flat-lined for the past 3months as we count down to the Finals to 31st Dec'16. Last year these were on 2nd March, with a tender announced a little later on 24th March.
2nd March is now just 4weeks away. I'm hoping that we will see yet another NAV uplift; and the next Tender announced at the same time.
I'll start the bidding with a 25% Tender @ 210p...but today's buyer of 4k @ 191p may be hoping for better!|
|RAM - $27 OK for AFPH; but could you explain the "2 down, 5 to go" comment as the link doesn't make that clear. Thnx...|
|Oaktree selling first post IPO block of AdvancePierre (at $27):
|Another two down, five to go from...
|AdvancePierre moves on to a new high of $28.70. May have been sold by now of course.|
|Sky, I do hope not. We are only just hitting the sweet spot in nav per share uplift. Fewer shares means greater returns, much greater, as the younger part of the port matures. Remember, Pomona, which is the obvious buyer of MTH, only bought its 50% stake in the underlying in july 15. It wasn't buying into a tail. imho
|By Dunedin Enterprise perhaps? ;-)|
|IMS out. Doesn't reveal much other than their holding in AdvancePierre has been reduced and the cash balance as at 30th Sept'16 now up to £4.1m.
It does occur to me that with Net Assets now below £30m; and possibly destined to reduce further to c£22m after the next Tender; might the Board now not be receptive to a takeover as a sure way of completing the task in hand.|
|RAM - great stuff.
Incidentally, after yr 200p f/c now c 5yrs ago, that 250p has to be a given in my book!
|Has also been talk earlier this year of sale of Cyanco, which third largest stake:
|PAI V has still got five or six cos and good potential for write ups:
|And fifth largest in port could also soon be a leaver:
That would leave Riverside III nearly dry:
|Hi Sky, yes hits the 200! Has to be plenty more growth in the nav though, with a fair wind, 250 doesn't look outrageous.
Fourth largest holding at 30 June has been sold, by CVC V, don't know if at premium:
|Last year the bald statemnent of ther 30th September NAV was issued on 22nd October; followed by a detailed IMS on 4th November.
So, expect an IMS within the next fortnight which will shed some light on that great NAV result.
I may be being over-optimistic hoping for a December Tender. Really depends upon when they cash in their Advance Pierre holding. A Tender announcement with the March Finals would be just as welcome!|
Yes indeed - once again Skyship's alerts have been invaluable to those looking to top up :-) But the effect is much the same in the end...|
|westcountryboy - sry - you are right - its not tracking nav upwards
|Just below the chart in the Header above...|
|I can see it on the HL RNS feed but is is still not coming up on investegate…..|
where are you seeing that announcement? It's not on Investegate and I can't see it on MTH's own website.
|WOW - today's NAV statement from MTH surpassed my very best expectations; and in doing so fulfilled a long held conviction that the NAV here would surpass 200p (thnx to Rambutan on the ADVFN "PE" thread).
The increased offer price of 175.5p (as I type) should still look pretty good value in December, when, as I expect, they announce their next Tender.
25 October 2016
MITHRAS INVESTMENT TRUST PLC (the "Company")
Net Asset Value
As at close of business on 30 September 2016, the unaudited Net Asset Value per Ordinary 2p share of the Company was 206.3 pence.|
|Not really - it's responding to buys from those of us alerted to top up by Skyship on the PE thread :-)|