European Opportunities Share Discussion Threads

[davebowler] 06/2/2024 10:53

£9.18 received via AJ Bell today.

[super_sub] 05/2/2024 20:51

I tendered my entire holding in my II ISA, and was very surprised and pleased today to see the proceeds paid in full without any scaling back. I assume there must have been a lot of other EOT shareholders with II, who ignored the tender offer completely. Either that or II stuffed up again!

[wessie] 11/1/2024 20:32

Not much comment on the 25% tender offer. As I understand it you will receive the NAV less 2%. The latest NAV is 942, less the 2% gives you 923. With current price at 870 it would appear worthwhile assuming it doesn't change to much as we approach decision day.
I hold these in my SIPP with A J Bell and they have advised I have make decision before 24/1.

[topvest] 30/9/2023 16:57

Maybe, but I suspect the continuation vote will easily be passed. I generally don't hold trusts yielding less than 1% unless its got something very special. This hasn't.

[edwardt] 29/9/2023 21:25

Odd time to depart ahead of the vote and even odder owning a growth fund and expecting higher dividends!

[topvest] 22/9/2023 14:58

I've lost my patience with this investment trust and sold out. It has few attractions: poor 5 year record, superstar manager who has not fared well on his own and very poor dividend. Better opportunities in this market.

[davebowler] 05/6/2023 09:23

Source: Numis Securities 1/6/23

‘Dear’ Darwall and Train
Alexander Darwall’s European Opportunities Trust (EOT) makes a surprise appearance in third place in our ‘expensiveR17; list with a 2.5 Z-score. Share buybacks and a comparatively stable performance in the past month as European stock markets have stepped back after a good run has narrowed the discount from 14% to below 11%. That’s still wider than the 8% average discount of its peer group and doesn’t signal a strong recovery for a former sector leader that is still getting over the Wirecard debacle from a few years ago. The shares remain bottom of the pile over three years with a total return of just 4.4%.

[davebowler] 18/12/2022 17:55

htTPs://citywire.com/investment-trust-insider/news/darwall-dartmoor-and-a-camping-dispute-how-did-we-get-here/a2405044?re=104188&refea=252901

[baby godzilla] 09/1/2010 02:17

Right War Status We Need All ROTHSCHILDS arrested and/or killed, we need A Bank of England controlled by the Appointees of The Populace!

Pretty Simple just hunt them down and every one of them, then we move on not complicated and big deal?

MIV and MI VI GET ON WITH IT!