RAB Capital Share Discussion Threads

[edmondj] 22/12/2009 18:00

One might also assume that several of the non-execs who put serious money into the shares at about 90p, knew what they were doing, since they were attending board meetings - but hey ho, sometimes one can be more objective on the outside.

[jonnym] 22/12/2009 16:39

If you read the last interim statement they acknowledge that they are exceptionally well capitalised and say 'we will be looking to release an element of excess capital to shareholders over time as conditions in global markets stabilise.......'Assuming that they have not completely lost the plot in the second half then I would have thought that anything less than a maintained dividend would be contrary to their intentions.I would also assume that the recent high profile non-exec recruit would have done his homework before risking his reputation.

[edmondj] 22/12/2009 12:34

They could easily survive the NR fiasco, the question is what dent to investing reputation when it was obviously a troubled situation - certainly high risk, at the very least - to get exposed to.

[montyhedge] 22/12/2009 12:14

You must be deluded if you think this div will be paid, lol.

[montyhedge] 22/12/2009 12:13

I'm amazed they survived the NR fiasco.

[fireplace22] 22/12/2009 12:09

Trading update due in a couple of weeks (8th Jan) should give some momentum to the share price (hopefully upwards).

[guru11] 22/12/2009 11:20

QALBABBASS - Good point. What are the chances it could be cut though, probably not too great.

[qalbabbass] 18/12/2009 12:06

Still slipping. With an increasing dividend yield these shares can not stay at these levels for long. However there are over four months before the dividend is paid, and I expect that when the div is announced in the results (Jan/Feb) the price will start to pick up.

[xavico] 09/12/2009 15:38

News out yesterday was that the valuer of Northern Rock has said no pay out to shareholders of which RAB held a sizeable chunk. Q. has the impact already registered on the RAB's sp?

[qalbabbass] 09/12/2009 13:07

They are building quite a big stake in Minerva. Lets see how this plays out.

Sstill no update. Not sure we will get one now.

[jonnym] 30/11/2009 12:18

Bid up to 19p with no sign of sellers so far today.

[jonnym] 27/11/2009 14:04

Seems that a determined seller has been around for sometime. Majority of the shares are closely held (about 65% by directors and two major holders) Looking forward to an update before long.I hold. Thanks for the posts Qalbabbass

[qalbabbass] 27/11/2009 12:17

Bid going down but the offer isnt moving. I would'nt mind picking some up at 18p. Will not stay long at these levels I think.

[qalbabbass] 23/11/2009 15:54

A nice tick up there.

[qalbabbass] 20/11/2009 15:56

A +58.5% return in the eight months to August 2009 for the RAB Global Mining and Resources Fund has sparked interest from Australian institutional investors. The Fund is managed from London by RAB Capital plc, a specialist 'house of boutiques' hedge fund manager listed in the London Alternative Investment Market. Hatfield Advisors, (HA) Sydney, is marketing the Fund, as well as RAB Capital's eleven other hedge...

[evaluate] 19/11/2009 11:53

I'm following it.

Just not much happening.

[qalbabbass] 19/11/2009 11:13

Not sure Paragon. It seems that only me and you are following this thread!

[qalbabbass] 18/11/2009 16:38

Do they need to release a business update according to the rules?

[paragon157] 18/11/2009 13:42

Is this stock run by MM's or Sets ?

[paragon157] 18/11/2009 13:40

Thanks .. I thought there must be something due soon

[qalbabbass] 18/11/2009 12:54

last year there was an update on 14-11-08

[paragon157] 18/11/2009 12:07

Are "RAB" due any Results or Trading Updates soon ? .. Thanks in advance

[qalbabbass] 17/11/2009 15:44

If they did not cut the dividend this year, where the performace has been the worst, would one expect them to cut it when the market has turned the corner?

[qalbabbass] 17/11/2009 13:05

Published on 26-10-09




"RAB's Pi Asia and Cross Europe have recovered all their lost ground"

RAB Special Situations

RAB Capital's $501m flagship fund made 8.6% this year. It lost 73% last year as markets it focused on evaporated and its investment fell in value. A year ago, manager Philip Richards cut its incentive and base fees so investors would stay invested until September 2011. Gains this year, made as markets recovered and Richards rebalanced Special Situations towards more liquid investments, still left it 70% off where it was before the crunch. RAB's Pi Asia and Cross Europe have recovered all their lost ground, investors said. RAB declined to comment.