Alpha Growth Share Discussion Threads

[tell sid] 01/7/2020 07:52

aghdaddy2018
30 Jun '20 - 21:59 - 5355 of 5357

I'll settle for steady increases in the share price Decent rise today on little volume and lots of shares in sticky hands (just look at the recent number of TR1) any decent volume and 5p is easily achievable short term but will probably then retrace towards a base of around 3p. As has been said 20p by end of year, at which point I will probably slice and leave the rest for a free ride waiting for the inevitable buy out at circa 50p. I was at the investor event in June last year. There was a fund manager there for some German investors, he was impressed but stated that he would rather be buying for his fund at 10p when it's all proven than at 2p when its speculative. This is a fantastic opportunity to be buying into a company at 2p when you know the guys with lots of cash will be happy to buy at 10p plus and when they buy theyll buy big so the reducing freefloat works in our favour. Pays to hold onto them, protect capital (slice at appropriate levels) and when you're on a free ride (having also banked some profits) sit back and wait for the calls when they start bidding for your shares because those big boys are desperate to get hold of them

[elevator1] 01/7/2020 07:47

MB Adler increased his ALGW stake again. Very little free float available. Should rise strongly now.

ALGW: Significant Recent Share Purchases & Holdings by Chairman, Directors, Private Investors & Institutions - Updated 3/7/2020:

1) Chairman + Directors

29/05/20 - Gobind Sahney: Bought 666,667 @ 1.5p, Now holding 7,462,500 (3.64%)
29/05/20 - Danny Swick: Bought 666,667 @ 1.5p, Now holding 2,166,663 (1.06%)
29/05/20 - Jason Sutherland: Bought 133,333 @ 1.5p, Now holding 133,333 (0.07%)

Gobind Sahney also owns 80% of Alpha Longevity Management (Ireland) which owns 5,962,500 ALGW shares.

2) Private Investors

a) Mark Ward

01/07/20 - Holding increased to 14,358,051 (7%)
24/06/20 - Holding increased to 13,000,000 (6.33%)
27/05/20 - Holding increased to 10,116,697 (5.01%)
21/05/20 - Holding increased to 8,344,306 (4.13%)
06/05/20 - Holding increased to 6,821,715 (3.38%)

b) M.B. Alder

03/07/20 - Holding increased to 8,484,026 (4.13%)
04/06/20 - Holding increased to 6,165,916 (3%)

c) Mr G.P. and Mrs A.C. Fitzherbert

26/03/20 - Holding increased to 10,110,000 (5%)
19/03/20 - Holding increased to 8,548,000 (4.2%)
26/02/20 - Holding increased to 6,558,000 (3.25%)

d) Mr A. Khan

18/9/2019 - Holding increased to 13,350,000 (8.41%)

e) M. Staten

Annual Report - Holding 11,690,050 (6%)

3) Institutional Investors

a) Acqam International FZE

12/8/2019 - Holding increased to 23,138,300 (14.58%)

b) Sigma Broking Ltd

Annual Report - Holding 5,433,300 (3%)

N.B.
Not sure if the PDMR's (Chairman + Directors) are still within or outside a 'closed period' following their 29/05/20 share purchases, but it does suggest they anticipate positive news to come, either after T+30 or T+60 (not sure which one applies under the Regulations on closed periods for transactins ahead of news).

[snooker40] 01/7/2020 05:20

baghdaddy2018... I remember well the comments of the time , now that you have reminded me about the German Fund Manager. It was a source of future potential and clout. The stepping stones are to laid in front of the investors when Gobind releases the good news.

[baghdaddy2018] 30/6/2020 21:59

I'll settle for steady increases in the share price Decent rise today on little volume and lots of shares in sticky hands (just look at the recent number of TR1) any decent volume and 5p is easily achievable short term but will probably then retrace towards a base of around 3p. As has been said 20p by end of year, at which point I will probably slice and leave the rest for a free ride waiting for the inevitable buy out at circa 50p. I was at the investor event in June last year. There was a fund manager there for some German investors, he was impressed but stated that he would rather be buying for his fund at 10p when it's all proven than at 2p when its speculative. This is a fantastic opportunity to be buying into a company at 2p when you know the guys with lots of cash will be happy to buy at 10p plus and when they buy theyll buy big so the reducing freefloat works in our favour. Pays to hold onto them, protect capital (slice at appropriate levels) and when you're on a free ride (having also banked some profits) sit back and wait for the calls when they start bidding for your shares because those big boys are desperate to get hold of them

[jambam] 30/6/2020 18:18

won't be long for share price to reflect potential for a main market share offering incredible returns in non correlated assets. Where would you put money for next few years?? 5p just for starters once gs starts news flow. 20p end of year. 50p target

[pretax2] 30/6/2020 17:41

Yep, we’re over the hump, onwards and upwards.
Even then the shares remain as cheap as chips. Tempted to average up a bit.

[snooker40] 30/6/2020 17:03

Great ending with more to follow
2.111p +0.261p +14.11% and bid and ask of 2.000p and 2.100p and a day range of 1.850p - 2.200p....
great starting point for tomorrow and Zak Mir helped the cause....

[jambam] 30/6/2020 16:23

about to pop

[7rademark] 30/6/2020 16:23

Another tick up coming

[baghdaddy2018] 30/6/2020 13:35

This time last week you could buy for virtually 30% less than current share price Will start to appear on retail radars soon enough and that's when the move to 5p starts. Hopefully GS will provide an excellent update

[7rademark] 30/6/2020 13:31

Strange how buyers wait for blue to get all excited and buy, not long now and they will have to pay much more imo

[tewkesbury] 30/6/2020 13:16

Added more today. Had to leave a limit order so free stock is scarce. Algw set to rocket.

[snooker40] 30/6/2020 12:47

Go over to ShareTalk and listen to Zak Mir's chart talk on ALGW.... an excellent commentary

[7rademark] 30/6/2020 12:05

2p is about to go, limited stock available which given the recent stake building is obviously not helping free float.

[7rademark] 30/6/2020 09:42

Full ask to buy sell well above the bid, only 50k available with my broker, just needs volume now

[pretax2] 29/6/2020 23:07

Tend to think we’re over the hump. We’ll be moving higher tomorrow.

[tell sid] 29/6/2020 13:26

ALGW's BlackOak Alpha Growth Fund BarclayHedge Award | April 5, 2020

BlackOak Alpha Growth Fund has been recognized by BarclayHedge in March for producing net returns placing it in the top 10 performers of the Asset Backed Fixed Income/Insurance Linked Securities sector. For more than 30 years, BarclayHedge has been the benchmark for alternative investment data and indices. It has built a trusted reputation for connecting institutional investors with the data they need to thrive in the tumultuous world of alternative investments. Institutional clients worldwide turn to BarclayHedge for crucial insights that help them manage portfolios and assess the performance of managed futures funds.

[gilesfitzh] 29/6/2020 13:21

@mdchand: As I understand it, unlike here, in the US medical history etc. is almost a matter of public record so the actuaries have the info. they need to make the call. In addition the aim is, iirc, for policies in the $250k to $1mn so every $100mn of AUM would represent 100 - 400 policies which spreads the risk and makes the actuary's job easier.

[mdchand] 29/6/2020 13:03

Giles - many thanks. Not a huge fan of LSE so never go on it but appreciate you taking the time to repost here.

I've never met an actuary who has admitted they got things wrong, but I know what its like to be a $ billion life settlement fund that did get its calculations wrong - specifically round the longevity of the underlying client. Advances in medicine coupled with very wealthy underlying clients can skew the stats way beyond the median. So any investment in this area should be on a eyes wide open basis, but the sheer size of the market means even a small slice of that market could be very profitable for Alpha if they have got their underlying assumptions spot on.

Let's see what happens.

[rdrenard] 29/6/2020 12:46

Tell sid - Wow you can cut and paste. Well done. So what?

[tell sid] 29/6/2020 12:42

RDRenard - 01 Jun 2020 - 11:58:00 - 5243 of 5335 Alpha Growth Lift Off - ALGW
bobby - I've never understood people coming onto comment boards to Troll. Question yes even rational criticism fine.

These finance companies always take a while to set up but once they get going they push into the 20P+ mark within weeks.

I'm confident the same will happen here.


RDRenard - 20 May 2020 - 08:43:55 - 5167 of 5335 Alpha Growth Lift Off - ALGW
Please don't cross post to anywhere else. I will remove it otherwise again.

Ok, I've had a response this afternoon to an email I sent Gobind last week (finally!).

He states that they have "re-instigated talks with the lender to move the SPV Warehousing facility along as best they can under the circumstances. He said that the 'resources' at the lender have been freed-up now finalisation can progress verbally.

They "are exploring new legal ways to meet the company as the earliest possible opportunity". I sense that they are aiming for late/may early june.

That's pretty much it apart from some stuff about marketing the Managed Accounts in the US via email etc

They sound really optimistic and its great that things seem to be back up and running to be honest. I'm suprised that they don't have anyone in the UK who can progress things for them to be honest. Do they have?

Try and keep this on ADVN if you can as we can get the first bite of the cherry. LSE seems full of traders last time I looked in March but hopefully this starts move quickly upward now.

[snooker40] 29/6/2020 12:38

Lets get over 2p first for eyes to be opened and consolidate above 2.120p, the pivot point/second resistance price