ACP Capital Share Discussion Threads

[wetdreams] 09/7/2013 22:58

Big rise soon get in now thank me later...gl all

[jeff h] 01/5/2010 16:15

So with the latest sales it means the company will be getting cash of approx
50m Euros from its own and ACPM sales = 20p a share in cash.

Don't know whether they will have settled the hedge agreement with IFR.

No doubt another distribution to come soon.

You could have bought in March for under 20p like I did pocket the 4.85p distribution to bring your purchase price down to 15p and still pick up 20p+ from future distributions.

Leasecomm the only meaningful asset left now.

[jeff h] 17/4/2010 12:57

Another 4.85p being returned then with it going xd this Wednesday.

NAV will still be about 23p after the distribution.

[jeff h] 16/3/2010 14:34

Bought again this am for under 20p.

Liked this bit about Leasecom from the results:-

"...the company made a dividend payment for 2009 of €7.0 million on 7 January 2010. Our share of that dividend is €3.14 million, which has already been received and will soon be distributed."

....so that's another approx £3m = 1.5p cash to come back and it will be distributed soon.

Also like the fact that nearly all the investments are in Euros so a nice hedge against the pound slumping.

The new Directors have done an excellent job in returning cash to shareholders since they were appointed...proved to be an excellent share to invest in as well.

[santangello] 08/12/2009 00:24

Christmas has come early!!!!

[santangello] 07/12/2009 23:57

erm.......not that many no-brainers around at the mo.....

....respect Mr. Midas.....

[jeff h] 07/12/2009 14:25

Even better than I expected 26.8p to be returned....and it will be received
on Dec 24.

Merry Xmas APL Directors!....they've done a great job since coming on board.

[jeff h] 06/12/2009 15:00

ACPM will get dosh from their 44m Euro asset sales on Monday so ACP will get their 54% share.

If they return it all then ACP will get about GBP 21m.

That's more than what the ACPM stake is in APL's books for...and they still have other assets to flog.

So expect to get an initial 20-25p cash return from APL to be announced this week.

[jeff h] 02/12/2009 16:21

Looks as though ACP have sold some of their stake in GCI Management.

It will add to the cash pile to be returned.

[santangello] 27/11/2009 11:08

Interesting trade at the mid..............

[santangello] 27/11/2009 09:12

........have you tried to get any today.....bloody impossible online!!!!

Great info as ever Jeff......

[jeff h] 27/11/2009 08:41

With the recent disposals and soon to be received cash from ACPM I expect an
announcement shortly declaring another cash distribution at around about the 20p level.

[jeff h] 26/11/2009 08:57

I've been buying this in the belief that 50p+ will be returned to shareholders.

After yesterdays announcement I reckon more like 60p.

Picked up another 20k for 39p this am....a bargain.

[catandcrow] 30/9/2008 22:14

So - is there are value here at this price?

[catandcrow] 30/9/2008 22:14

So - is there are value here at this price?

[jeff h] 23/5/2008 13:06

Sold out yesterday...be interesting to see the outcome of their court battle
with IFR which they have a big investment in.

[jeff h] 07/5/2008 20:05

Surprised there's not more interest here, £1.18 NAV at 31/12/07 with (presumably)a profitable 2008 and daily buy backs enhancing this figure.

[rambutan2] 29/1/2008 23:59

qvt are a hedge fund arb. they clearly see value in apl. but at the same time the sellers were keen to get out, presumably fearing worse to come. i wonder who will prove to be correct?

[sjgadvfn] 29/1/2008 09:10

who are QVT? Now hold a 28% stake in the company. Based on the list of shareholdings above, must be connected to Derek Vago. On that basis, who sold?! Jupiter or Artemis?

[sjgadvfn] 28/1/2008 17:15

huge late sell off! 36,000,000 sells at 63-67p between 3.30pm and the bell. Heading south big time!

[konkel] 21/1/2008 08:02

Looks pretty damn good to me!

[sjgadvfn] 21/1/2008 07:36

Trading update - what a load of woolly tosh.

[labatie] 02/11/2007 12:11

Today's statement from ACP is disingenuous rubbish. Why invest in 29% of a co if you have such major concerns about the strategy?