Active Capital Share Discussion Threads

[baker man] 04/9/2003 06:38

Yup NAV ticking up but share price remains static, there were a good few movers yesterday in there portfolio, 3 up 20% ish - I am guessing but another week & could see NAV over £1

[banovallum] 31/8/2003 16:41

NAV now 94p. And KTS looks likely to be a frontrunner next week-I still hold.
Unfortunately I sold TRT on a price stumble a few weeks ago since when it has doubled.:>(
However I am getting the benefit of them being in the AIT Portfolio.:>))
Spread narrowed and still at a discount of over 20%.

[baker man] 28/8/2003 15:23

Good performance today - should add a few points to NAV tomorrow

[baker man] 22/8/2003 23:06

Looks like they are putting together a new web site, bits misssing at the mo

[baker man] 21/8/2003 07:03

Up again today - nothing in the way of resistance until 90p

[baker man] 20/8/2003 07:29

No worries - I think its just me & you tho :-)

Volume hit an all time high yesterday & pushed it thru resistance at 70.5

[banovallum] 19/8/2003 17:02

Thanks for that Baker Man.


.NAV is now 92.77 with nice rise today to 72 mid.
I hold KTS too.

[baker man] 19/8/2003 08:05

Managed to get an up to date list (as of Aug 14th) of their combined holdings.


Stock No of shares

UK 5% 070604 17,060,000.00
Alizyme 7,437,039.00
Auto Indemnity 14,457,619.00
Parkdean Holidays 2,600,000.00
Telford Homes 3,546,667.00
SurfControl 410,886.00
Lawrence 1,187,838.00
Gold Mines of Sard 20,085,000.00
Netcall 7,871,933.00
Cambridge Sensor P/F 35,081.00
Gooch & Housego 1,544,000.00
Jennings Bros 847,055.00
Photo Scan 1,464,700.00
Landround 585,700.00
Transense Tech 4,479,468.00
Dobbies Garden Centr 291,449.00
Metnor Grp 641,235.00
Systems Union 1,500,000.00
Concurrent Tech 5,146,469.00
UA Group 274,000.00
Isotron 352,674.00
GX Networks 24,384,502.00
Maelor 3,576,201.00
Faroe Petroleum 1,168,599.00
Sopheon 6% Cv 04 1,000,000.00
CeNeS Pharms 18,700,000.00
Teather & Greenwood 2,577,580.00
Evolution Group 1,400,000.00
Monterrico Metals 822,222.00
NMT Grp 49,355,301.00
Flomerics Grp 1,155,000.00
Numis Corp 173,000.00
Cape 1,500,000.00
AorTech 4,711,281.00
Intelligent Env 11,171,483.00
U4EA Pref Shs 5,580,284.00
Premier Direct Grp 275,000.00
Preston North End 672,861.00
Evolutec Ord 7,700,000.00
Cyberes 3,639,221.00
Vectura Placing 363,636.00
Fulcrum Pharma 8,815,096.00
Ultimate Leisure 235,000.00
CRC Grp 535,000.00
Antisoma 1,725,127.00
Conister Trust 1,889,417.00
HPD Exploration 5,712,500.00
Transcomm 6,568,500.00
James R Knowles 2,025,000.00
Image Scan Holdings 1,274,394.00
European Diamonds 855,714.00
Knowledge Tech Soln 5,833,334.00
Neutec Pharma 387,097.00
Ferraris Group 405,699.00
IS Solutions 5,016,500.00
CA Coutts 635,000.00
Focus Solutions 2,025,000.00
Ben Bailey 175,000.00
Ranier Pref 490,000.00
Asset Strategie Plcg 1,600,000.00
Regal Petroleum 416,667.00
Appian Technology 2,235,000.00
Dwyka Diamonds 2,835,834.00
Sterling Energy 3,818,200.00
Avingtrans 990,000.00
Dmatek 750,000.00
Connaught 120,370.00
Corin Group 217,223.00
Online Travel 1,405,205.00
Vectura 191,600.00
Advanced Tech New 200,000.00
Touchstone Grp 370,000.00
Aquarius Platinum 120,000.00
Medal Ent & Media 350,000.00
TradingSports Exchg 203,000.00
Biofocus 291,748.00
Ebookers 50,790.00
Winchester Ent 1,031,760.00
Charterhouse Comms 10,045,833.00
Inventive Leisure 225,000.00
U4EA 1,665,340.00
Chorion 4,694,444.00
Advanced Tech 1,105,000.00
Auiron Energy LonReg 10,744,000.00
Tissuemed GBP 3,000,000.00
Springhealth Leisure 606,627.00
Adv Tech CV LN 02 174,000.00
Fibernet Grp 152,000.00
K S Biomedix Hlds 1,014,284.00
Target Dealing 100,000.00
Kiotech Intl 2,100,550.00
Impax Group 3,985,979.00
Wealth Mgmt Software 500,000.00
Sopheon 690,000.00
Midas Cap 10% Ln 08 100,000.00
Midas Capital Ptnrs 50,000.00
Redstone 750,000.00
Centamin Egypt Plcg 951,628.00
Chapelthorpe 428,539.00
BSOFTB 1,852,075.00
Selector 1,826,363.00
Far Blue P/F 300,000.00
Robotic Tech Systems 77,000.00
Lo-Q 500,000.00
Advance Val Real 66,600.00
Profile Media Grp 1,787,140.00
Mobilefut 8.5 06 CUL 6,042.00
Advance Visual Comm 9,344,055.00
Mobilefuture 5,733,334.00
Ranier 27,000.00
Conclusive (2nd) 448,887.00
E-GoSystems 5,533,330.00
Conclusive LN (3rd) 61,682.00
E-GoSystems IT38/42 3,336,000.00
Travelstore.Com Grp 1,040,000.00
Capital Develop USD 252,480.00
Veos 953,820.00
Kiotech Intl Wts 04 450,275.00
U4EA Pref Option 07 7,118,970.00
Evolutec Wts 06 3,000,000.00
Old Monk 3,263,397.00
Future Integrate Tel 2,011,111.00

[baker man] 18/8/2003 10:37

NMT of which they have 49million shares is up 25% today TRT +13% & KTS + 17% all of which is good news for AIT

[baker man] 18/8/2003 07:36

Have looked in detail at this one over the weekend - on the 29th July the NAV of 82.5 with a share price of 66 mid as of friday the NAV was 90.5 (thursdays close) with a share price of 68

The merged entity now holds some of the best recovery plays in the fledling/small cap area.

Volume has been increasing over the past week or so.

[banovallum] 17/8/2003 16:39

Good 4%+ increase to 67/69 area with nav 90--added at 65p 14th.

[banovallum] 14/8/2003 23:49

Now around 27% discount with the spread right down. Looks a buying opp. to me.

[banovallum] 07/8/2003 16:31

At around 25% discount to nav it seems a good buy if your bullish about the small cap market--probably better than blindly punting in small stocks.

[mr shilling] 05/8/2003 13:06

looks good to buy or is it???? help please

[banovallum] 30/7/2003 17:02

Price low sixties
nav now 82p+...refers to merged TPC and ATR.!

[goggin] 06/5/2003 08:07

Sorry about wrong epic, My sentiment is right - headed north big time - in my haste to post, does anyone know how I can edit the header, AGP is rising fast now 13/13.5 9.05 am

[snape] 06/5/2003 07:54

try code AGP you may get more up to date financial info!

[goggin] 06/5/2003 07:52

Epic is AGP -
Time to Buy, something going on, short term, this can easily retrace to 30 - 40p, tightly held stock, only 26.66 million shares in issue, banks took stakes at app 90p, this can rise big time in a tight market and seems to have formed a bottom at about 10p.

[redman2] 14/6/2002 10:40

Lguimaraes is getting mixed up with AIT Group plc (AGP).

[tonyx] 13/6/2002 07:48

AIT is up 4%!! Do you mean AGP??

[lguimaraes] 13/6/2002 07:44

is this a buying opp?

[lguimaraes] 13/6/2002 07:28

is this a buying opp