Aberdeen Smaller Compani... Share Discussion Threads

[bunz3] 21/1/2021 15:27

that video now on ggp share board , a good example for other shares

[davebowler] 31/12/2020 09:57

NAV 29 Dec Aberdeen Smaller Cos Income Trust Excluding Plc with Debt at Fair Value Income 353.55p Aberdeen Smaller Cos Income Trust Including Plc with Debt at Fair Value Income 353.55p

[davebowler] 26/11/2020 09:40

hTTps://www.aberdeenstandard.com/docs?opendocument&utm_campaign=InvTrusts%20-%20Factsheet%20email%20-%20July%202020&utm_medium=email&utm_source=Eloqua&utm_content=CAAML000001595565&;utm_company=Aberdeen%20Standard%20Investments%20&cn=Factsheets&editionid=b18efba4-cac0-4287-8e18-c45caa9b8e13&elqTrackId=c10810d115cd497a90fa2a9612854d46&elq=946a7f8ee5cb4f06bd226c50e44510c8&elqaid=26830&elqat=1&;elqCampaignId=22642

[davebowler] 02/9/2020 08:18

Update call with Abby Glennie, Deputy Head of Smaller Companies, at 15.00 on 3rd September.

[davebowler] 25/8/2020 12:08

hTTps://www.aberdeensmallercompanies.co.uk/en/podcasts?

[kev0856153] 12/8/2020 20:28

I don't know what any of that means. Are you a holder?

[kev0856153] 12/8/2020 19:54

share price 259p Nav 323p Undervalued Under appreciated Under the radar

[gorse] 02/4/2020 11:35

Does anyone know if there's normally a 4% spread - 212/220 - in the Bid/Offer price?

[davebowler] 31/3/2020 15:56

NAV 30 Mar Aberdeen Smaller Cos Income Trust Incl.Inc. 260.08p with Debt at Fair Value

[spectoacc] 31/3/2020 10:25

Nearly did, at 196p offer this morning, but just can't pull the trigger when I know the market is going so much lower, when we're only at the beginning of Covid-19. Good luck holders.

[panshanger1] 30/3/2020 12:33

SCP worth looking at too in this area

[spectoacc] 30/3/2020 12:22

I looked last week - and promptly forgot what I concluded. I think the anomalous thing is every other damned trust, not being down at these discounts. As a mid-cap punt, on the worst being behind us or not far off the bottom, ASCI looks decent enough. Personally I think we're going a lot lower, over a protracted timescale, but that's not a particularly gutsy call when the world economy is shutting down, divis are being cut, rents aren't being paid, people aren't going to work.

[riverman77] 30/3/2020 12:17

Running through the investment trust discounts, this looks a clear anomaly. The discount had widened to over 25% which is much more than similar midcap funds, where discounts are only slightly wider (ignore the name of the trust - this mainly holds midcaps). Plus, ASCI is one of the better performing trusts and has a focus on high quality, defensive companies. Can't see any reason why this should have sold off more than everything else.

[essentialinvestor] 27/3/2020 13:45

The NAV discount here was regularly between approx 18-24%, it only very recently came in to single digits. To be fair the discount narrowed given the performance. Revenue reserves look around 6 Q's of dividend.

[essentialinvestor] 27/3/2020 13:26

Appreciate the view. Think what we may have seen is a bear market rally. But let's see.

[kev0856153] 27/3/2020 12:51

Well the Net asset value is up another 7p. Just announced. I dont think the nav is in question. You can check the holdings easy enough hxxps://online.hl.co.uk/my-accounts/security_details?sedol=0806372 Its a risky strategy to be out the markets just now. I'm not saying be gung ho but you may never see opportunities like this again.

[essentialinvestor] 27/3/2020 11:59

Kev, would agree with your longer term view. Just wonder if the NAV discount is flattering to deceive atm?. Another downdraft for markets may see their NAV fall quickly?.

[spectoacc] 27/3/2020 07:01

Always worth checking historical discounts.

[kev0856153] 26/3/2020 21:36

The discount to Net Asset Value is 27% which looks very high to me so I've bought in today at 189p. Good yield too and 60%-70% upside as markets recover. Just sit back, relax and watch a steady rise .

[davebowler] 17/1/2020 17:00

16 Jan NAV Aberdeen Smaller Cos Income Trust Including Inc 375.15p with Debt at Fair Value

[davebowler] 19/12/2019 10:03

NAV 17 Dec Aberdeen Smaller Cos Income Trust Including Inc 365.57p with Debt at Fair Value

[davebowler] 17/12/2019 08:50

13 Dec NAV Aberdeen Smaller Cos Income Trust Including 359.34p Ordinary Plc with Debt at Fair Value

[davebowler] 02/12/2019 13:17

Aberdeen Smaller Cos Income Trust Plc 28 Nov NAV with Debt at Fair Value Including Income 350.06p

[davebowler] 26/11/2019 12:00

hTTps://intouch.rdir.com/customtemplates/reports/ABDN/ABDN_IT_November19.pdf