|Value Catalyst Fund
||ORD USD0.00001 (DI)
||EPS - Basic
||Market Cap (m)
|Equity Investment Instruments
Value Catalyst Fund Share Discussion Threads
Showing 26 to 49 of 50 messages
|I think I'm going for the realisation pool; what are others doing? May be an opportunity to buy some more here prior to the delisting at a very good price so will keep watching. It's all a bit of a sad end for this vehicle.|
|Thanks topvest. Excellent and QVT with 38%....|
Presumably, if you go for the realisation pool holders will get their funds returned fairly quickly. I'm surprised this didn't impact the discount today, hence the buy.
A couple of other thoughts:
1. I see they have started an Alliance Trust action group. Some fair points made, in their open letter, although I'm supportive of Alliance Trust generally so won't support them on this one.
2. Their property company in Poland was due to list in Warsaw this month, but I've not heard about this. Maybe some delay?|
|Not a holder here yet but can anyone tell me who the major shareholders are?
Laxey I assume still have 7% being they manage it and their EBT 1%.
post 1 of the following thread lists all the Laxey holdings I'm aware of
|Added a few following today's announcement.|
|Id suggest any sane shareholders will have voted for windup and take thier cash before the fees and terrible investment decisions lose anymore|
|Hmm maybe maybe not. They could wind-up now using the DBAY cash and demerge the two bigger holdings with no net debt. To me this makes a wind-up vote potentially more likely.|
|I would suggest the recent DBAY sale will mean continuation vote easily goes through..|
|Fairfax just traded 500- each side, 27 sell/28 buy..|
|I'm going to wait for the results of the continuation vote next week. Still watching though!|
|Not a holder here but can anyone tell me who the major shareholders are?
Laxey I assume still have 7% being they manage it and their EBT 1%.|
|Let us hope we see a rise here soon..|
|Wow NAV out...now a 40% discount...going up..|
|NAV out tomorrow should make for good reading.....discount looking too wide..|
|They have vaguely referenced a delisting though, so I'm still a bit wary.|
|Positive comment out today from Liberum....get in while you can..|
|Despite the DBAY rise the NAV is still miles away from the 16p per share level...|
The Directors of The Value Catalyst Fund Limited ("VCF") note the announcement issued this morning by DouglasBay Capital plc ("DBAY"), one of VCF's largest portfolio holdings, worth GBP25.6m as at the 18th November, 2010 - 42.6% of VCF's portfolio.|
|At the last results DBAY was 27% of VCF NAV.....stock currently up 47%.....!!!!!|
|Mats looking good here after the DouglasBay move.....|
|I may be tempted at 10p...waiting!|
|agreed topvest, there is a certain irony in their current discount given their investment philosophy. yet the more the shares fall, the more attractive it looks if you can live with having a delisted asset.|
|anyone still following this with the discontinuation vote coming up?|
|Buying into POL.|