Aberdeen Asset Management Share Discussion Threads

[dil] 28/7/2005 22:27

Quieter the better ... when the loonies arrive its time to sell.

[pratbh] 28/7/2005 17:00

God this thread is quiet.

[pratbh] 28/7/2005 16:59

Held well in the end. At one point was down by almost 5p.

[pratbh] 28/7/2005 11:20

Any idea on the fall this morning? The volume is not very low either.

[dil] 27/7/2005 22:12

Should be promoted back to the FTSE250 in September.

[glaws] 26/7/2005 10:36

Lansdowne still accumulating - another 2 million shares since 21 July

[cat] 25/7/2005 19:29

one of the best charts around at the moment

[networker] 25/7/2005 17:01

Today's trades indicate that there is still significant buying in evidence. It will be interesting to see if Lansdowne are continuing to accumulate shares, or whether another institution has taken up the running.

[napoleon 14th] 23/7/2005 12:59

Action date is 31/8/2005, so tarde in ex-rights nil paid should be a day or two later.

[networker] 21/7/2005 17:51

The recent purchases by Lansdowne are encouraging for holders and give them a meaningful stake. If they have now stopped buying ( certainly no volume today ) the price may slip back a bit.

Can anyone confirm when the shares will traded in ex-rights nil paid form?

[napoleon 14th] 13/7/2005 17:09

I've had a message from now-named Squaredeal.

It says the action date is 31/8/2005. No mention of the record date.

Yes, I know about the XR dilution effect & price adjustment factor in SP, but have in the past sold the then current holding at a price way above the price of the new shares (Eg.: LIG, QA., SEG) to recover (part of) the holding at the reduced XR price.

Can be very profitable if you're lucky.

I think I might well hold & subscribe anyway.
Depends what else I can sell.

[networker] 11/7/2005 18:27

napoleon 14th
It's never quite as simple as you suggest.If you sell your existing shares now you won't be entitled to buy them back at 63p.
The shares are currently priced around 147p. They will in due course go 'ex-rights' and the price will be arithmetically adjusted. On the stated basis of 3 for 2 at 63p, the ex-rights price for the existing ordinary shares will be approx 96.6p, or 33.6p premium for the new nil paid. If you then choose to sell your rights entitlement nil paid you would get the premium.

[luby] 11/7/2005 00:49

I haven't been able to find any specific mention of the record date for the rights issue. Am I correct in assuming that it was 7th July?
I intend to hold my present shares and take up all the rights issue shares. I think that ADN has plenty of legs from here for a quite respectible % rise during the test of the year.

[napoleon 14th] 11/7/2005 00:07

Mandible - I think you're right, & am waiting to have my rights booked as reserving/exercising them means I can sell my holding & buy back 150% of what I have at 63p!!!

Like they say: "If it looks too good to be true, it usually is!"
Hope this is an exception.

[bruce8] 08/7/2005 10:37

Mandible - I find it hard to assess this deal too. Still happy today though!

[mandible] 08/7/2005 10:04

It's still a bit of a mystery to me why the deal is thought to be THAT good, given the prospective 66% increase in shares on issue. There will absolutely have to be a material increase in earnings from the start to keep the return on investment % up. Or am I missing some vital insight here?

M

[its the oxman] 08/7/2005 09:38

great deal - should make steady gains from here - very solid hold for me.

[bruce8] 07/7/2005 22:43

Managed to add yesterday at 125 but watched like a stunned rabbit this morning as the price rose and then lost the plot as the awful events of this morning unfolded in London.

Anyway, anyone know of a good article explaining the consequences of the deal announced today?

[shirishg] 07/7/2005 09:49

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[mart] 07/7/2005 08:28

Surprised there isn't more comment given its electric performance.

[bruce8] 23/6/2005 12:32

Added again today at 123. Chart looks strong now.

[shirishg] 18/6/2005 07:36

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