Alternative Liquidity Share Discussion Threads

[rjmahan] 21/10/2016 20:03

Cheers hugepants, TCF one day next 2/3 years announcement and big rise. Mint is big holding for SIHL but price is OK.

[hugepants] 20/10/2016 19:58

rjmahan, Im long the following (largest holding first)

RMA
NTQ
GBP
ETI
TREE
TW.
ALF
GED


I'm overweight in RMA (thanks for flagging it up in your blog!).
TCF looks interesting but I get the impression there is unlikely to be any realisations any time soon. SIHL is cheap but I don't like the fact it is heavily weighted on a single company. If it dropped back to 70c I'd probably buy some.

[rjmahan] 19/10/2016 22:43

HugePants - you post on ALF and RMA - are you in all my stocks? What about SIHL ? or TCF ?

What are you long ?

[hugepants] 19/10/2016 20:47

This stock should really be renamed "The Alternative Illiquidity Fund".

I guess results must be due soon. Latest fact sheet is to end June 2016

[hugepants] 31/8/2016 22:13

Nice spot! That's 13% of the current market cap to be returned.

[rjmahan] 31/8/2016 22:04

Return of capital -

Happy days...

[hugepants] 26/8/2016 13:10

This looks like its basically an emerging markets trust, albeit with very illiquid and hard to value investments. It's interesting that this is still valued below its pre-BREXIT level whereas other, more mainstream trusts, like ALAI and JEMI are about 20% higher, probably in large part due to currency effects.

[rjmahan] 24/8/2016 21:53

Why do you say it is rubbish tilton ?

Fact remains it only needs one or two to pay out and you get the MCAP back.

[tiltonboy] 21/8/2016 21:19

...lol...had a quick look, and soon saw some familiar names!

Looks like GFIR are not the only ones to own some of that rubbish.

[rjmahan] 21/8/2016 20:33

Just bought this - NTAV per share is about 86c per share (from memory).

I have written it up here:

hxxps://deepvalueinvestments.wordpress.com/2016/08/21/alf-net-assets-6x-market-cap-cash-half-market-cap-potential-5-bag-opportunity/

Hopefully good things will happen...

[russman] 11/1/2016 22:54

Can anyone understand the fact sheet. What was the estimate of NTAV per share at 31st Dec?

[luckymouse] 09/1/2016 02:00

free stock charts from uk.advfn.com

[davebowler] 09/10/2015 15:51

Winterfloods;
The Alternative Liquidity Fund issued shares in exchange for a portfolio of illiquid assets worth US$144m managed by Signet Multi-Manager. The fund is trading on a 71% discount to NAV

[sammy_smith] 07/6/2012 07:49

Hey guys,

I came across this audio interview with Allanfield Group Plc and wanted to share it with you.

Its well worth a click:

[chiefchimpanzee] 20/4/2007 07:32

Hello all...this thread is for general market discussion about the Indices....but also about keeping it real and having a laugh in between those dull market moments.

There are only two rules in this game:

1) Make more money than you lose

2) Despite what happens...remember what's really important in life...CHILL!