RAB Capital Share Discussion Threads

[qalbabbass] 16/6/2010 16:38

But how low will this fall? There should be a good announcement from FOGL in a few weeks time.

[wikroberts] 15/6/2010 12:33

Their divi is now over 7%...just got some for the income and inevitable future bounce.

[roman2325] 11/6/2010 13:18

Crookie - i used to have a spreadsheet of this info (5 years ago) when they published - now I'm sure their more cagey. Its your info as a shareholder - give IR a call

[fireplace22] 11/6/2010 13:13

Crookie hope you'll post the info here if you do get it. Sure it would prove of interest to many of us less proactive than yourself. TIA.

[crookie3634] 11/6/2010 13:08

Thanks Roman just after a list of companies held in the Master fund hopefully they will help.Cheers

[roman2325] 11/6/2010 13:00

Just ask for their list of holdings (email or phone number will be on the website)

I'm a former holder and MM of this stock - you are entitled to this info

[crookie3634] 11/6/2010 12:48

Do you think they will be able to answer are they willing to let shareholders know this kind of info?Thanks for your help I will send an e-mail.

[roman2325] 11/6/2010 12:24

Crookie - contact RAB direct

[crookie3634] 11/6/2010 12:18

Does anyone know what miners RAB have sold off in their funds?is their a link to what companies they have disposed shares in?

[peterbill] 07/6/2010 13:31

Where would you find info regarding RAB's holdings ?

[qalbabbass] 25/5/2010 14:36

What the hell is going on here?

[kmacgre] 17/5/2010 14:02

Now holding 5.2%
I trust they have a better picture of Raymarine than many others.

[qalbabbass] 06/5/2010 15:39

FOGL moving with RKH

[fireplace22] 04/5/2010 09:15

Anyone expecting anything significant from todays AGM or have we had everything in the TS?

[empirestate] 30/4/2010 07:48

about time we had some positive news here, hopefully see the share price on the mend

[jonnym] 29/4/2010 17:18

xavico............I think The Owl is spot on and I would like to think that the delay is not ominous.The company is quite closely held and unless a major shareholder wants to offload there is a relatively small free float which could magnify the price action (either way)in the event of news or the re-activation of the buy-back program.I have accumulated here so my views are somewhat biased.

[xavico] 29/4/2010 16:08

The Owl,

thanks for your take. I have to say I have always liked RAB and hoped it would one day compete on even terms with MAN who seem to have taken a different strategy from the early days. It seems Northern Rock and others caused (FSA included) a blow to the company. I like it because it does pay dividends and nice ones at that.

[the_owl] 29/4/2010 14:34

Xavico - maybe, but not normally their style, nor in their interests to do so, nor do they need to do so. The risk is 17p downside.

Last trading update told it as it is...difficult market to call, rebuilding has started,...reduced divi etc. i.e. mix of the good (funds up, cash), the bad (need to auction, difficult market to foresee going forwards,reduced capital), the challenges etc. Bigger funds elsewhere e.g. Gartmore seems to have done well, Blackstone not I think, not sure where Man are these days. Sunday Times said '...meanwhile the hedgies are coining it...'..you takes your choices, and hold your view with these - maybe right, maybe not. What's different with RAB for me is Natural Resources bias, and the impacts on these as economies slowly emerge from recession.

Its AIM - there are always bigger risks than elsewhere plus communication to shareholders is less than on main markets. We just have to wait see, reduce, or build/drip-feed positions accordingly. Its quiet because we don't have a picture much beyond Q3 last year (when results were compiled for end of year), nor a forward forecast for 2010-2011. Hopefully AGM will provide some clarity during this quiet period for the shares... just my ramblings... Owl

ps anyone think they'll make a mint from Polo?!!

[xavico] 29/4/2010 13:25

JM

Do you think RAB are trying to hide bad news??

[jonnym] 29/4/2010 11:26

Looks like the trading update is being kept for the AGM next Tuesday?

[the_owl] 28/4/2010 14:17

Always a risk with AIM shares :-) ... lol

Think probably not with RAB tho. Dramatic fund improvements + performance fees + management fees should improve their asset base.

Noticed RAB seem to be on a bit of a buying spree if one reads RNS's last few days - a good sign IMO. Morse is interesting with links to ATM suppliers, innovative phone payment systems etc.

Added a few today - more next month if AGM proves reasonably positive in painting a clear rebuild route back to strength.

[the_owl] 28/4/2010 10:39

gurp - Digital Look can be useful for the RAB funds.

fig1 - what do you mean? RAB is behaving itself isn't it? Calm & silent shares are good shares (IMO). Sp is below NAV, RAB has cash. and there's a divi. All one needs to know for medium-long term low key AIM shares.

[fig1] 28/4/2010 08:56

what on earth is going on here?

[gurp] 27/4/2010 22:56

does ne1 have a link to RAB fund holdings, just can't find one?
tia