Alpha Growth Share Discussion Threads

[sigod] 23/3/2023 15:16

Juniperberry - is that you Share22K? Who exactly has predicted that there is no money to be made here and who has predicted a further drop in the share price in 2023?

[garykc] 23/3/2023 07:39

So much for that short lived interest hold!!! Looks like a 1/4 point rise today after inflation rises!!!!

[kaos3] 23/3/2023 02:19

it did happen .... btw

[garykc] 22/3/2023 22:29

No interest rate rises according to some.

[kaos3] 22/3/2023 17:24

baghdaddy73 - can you please then explain the point I was making about insurance business portfoglio valuations .... fixed income .... how is it going to perform in your opinion in a rising interest rates environment .... as I see fixed income the largest part of all assets under management - required asset structure by most wetern regulators to provide safety

[juniperberry1] 22/3/2023 16:51

Please don’t listen to this Baghdaddy73, who goes by the name of Raydaar on LSE. This guy along with another loser called Martinigirl have been peddling ALGW for months and months. He has been talking share price prices in excess of 5p and 6p that he expected in January 2023, when others said rightly stated that the company have no news to come and for 2023 and the share price for ALGW will be around 2p. Guess who’s right? BEWARE these idiots and tread carefully. There is no money to be made here in 2023.Brokers note, two acquisitions all did nothing to move the share price and with negative accounts due again, a further drop in share price is predicted for 2023.

[kaos3] 21/3/2023 11:41

exactly my point ... thank you

1. I am stupid as I could not work it out my self
2. black oak represents - non adjusted for fee split only 6 pc, adjusted 3,6 pc of the total AUM

so - the markets and interest rates / to a degree/ un correlated part is lets say 4 pc... I do not know about HNW individual accounts ... what part they represent .. and that is why I said 20-30 pc in non correlated assets

the rest is in interest rates sensitive environment. and in insurance so called safe safe bonds are prescribed by law .... and they might be dropping /not like a stone/ lately ....

[baghdaddy73] 21/3/2023 11:30

Work would what percentage 45 million is of 750 million and there's your answer, fees and hurdle payments split 60:40 in ALGW favour

[kaos3] 21/3/2023 11:27

blackoak alpha growth fund - fee is shared and what percentage of the total assets under management it represents anyway

what would be its business impact on the total .... 20, 30 percent what is it

the rest of the business is what counts more atm ... insurance and other asset management

so I ask ... as I do not know .. what percent of the total is black oak anyway atm

[king suarez] 21/3/2023 11:04

"This is a great result and shows that it's possible to achieve equity like returns with bond like volatility."

Probably not the statement to make given recent movements in bond yields/prices?!

[cszjrh2] 21/3/2023 07:24

From LinkedIn:We are very pleased to announce that our BlackOak Alpha Growth Fund returned 1.16% in February, bringing the total returns since the funds inception to 29.98%. The Fund has achieved positive returns in 41 out 42 months, with no negative returns and only one month which returned 0% growth. This is a great result and shows that it's possible to achieve equity like returns with bond like volatility.

[kaos3] 20/3/2023 13:28

I sold quite some time ago on the idea of a capital increase to fund the projected growth and that the economic unstability and rising interest environment will impact their funds, AUM and overall returns and hinder projected growth.

I will not go into equity ... touchy touchy

but would ask opinions - how will markets due to the rising interest rates and general unstability /banks, de dollarisation etc etc / impact algw funds and operations.

[cszjrh2] 15/3/2023 14:48

Good news that the 2p warrants originally issued to Pello have found a new home and been exercised. £375K more in the company coffers to help fund the next acquisition.

[neilyb675] 15/3/2023 07:02

announces that it has received warrant exercise no ti ces over an aggregate total of 18,750,000 ordinary shares of 0.1p each ("Ordinary Shares") in the Company for total considera ti on of GBP375,000.

[cszjrh2] 07/3/2023 15:43

Met with the team in December. Could our big hitting mystery buyer be revealing themselves?hxxps://twitter.com/davidhaye/status/1633108619158777859?s=19

[mufprat] 06/3/2023 11:32

Broker note is encouraging, patience required lol

[bullrun1] 06/3/2023 10:51

Sadly nothing appears to shift the share price.. more patience needed by the looks of things..

[gipps] 06/3/2023 10:48

Well i thougth that report reads well bit surprised that it has not moved the share price.

[neilyb675] 06/3/2023 07:24

The Company is pleased to report that the BlackOak Alpha Growth Fund returned 7.20% during 2022. During this period it reported positive returns every month and won multiple awards from Barclay Hedge for its performance.

increased assets under management ("AUM") to circa $700m - a 70x increase from January 2020 and more than doubling in the past 12 months alone

warrant exercise date extended, very good news

Gobind Sahney, Executive Chairman, commented: "2022 was a very productive year for Alpha Growth which saw AUM almost doubling to circa $700m, bringing us significantly closer to achieving our stated goal of managing over $2bn of AUM by 2025. During the year, we completed two significant acquisitions and launched a significant new fund which we expect to attract a new category of investor into the Company."

"We start 2023 with a robust list of exciting opportunities which will allow us to continue to rapidly scale the organization both organically and through further acquisitions, none of these opportunities are expected to require a raise. Throughout 2023, we will also look to bolster our team of experts to support our 2B plan and ensure we continue to grow AUM and revenue significantly."

[cszjrh2] 04/3/2023 15:15

Yeah it wont be Mark based on the discussions we had at the AGM last year. He's in this for the long haul hence taking on his unpaid role as advisor to the company. You don't do that and then sell down. I suspect the pair of trades are one sell followed by a single buy taking the majority of the shares. I wouldn't be surprised if the other shares have gone to an MM to provide some liquidity in the coming weeks. With the year end results, BOAGF results etc all to come soon I wouldn't be surprised if they were happy to take shares to grease the cogs of the market during the next rerate we're all hoping for.

[bullrun1] 03/3/2023 17:08

Lets hope its not Mark Ward.. loll