Angle Share Discussion Threads

[eeza] 11/1/2023 18:14

Global Frontiers is shown on the key s/holders holdings list with 2.64%, so has increased by 1%.

See post# 16621 on te 'other' thread.

[amaretto1] 11/1/2023 18:12

They don't invest in pharmaceutical usually...They are a opportunistic fund ..... The latter investment the Irish pharmaceutical company as just received a 1.2 billion offer !!!I'm telling you all now ... AGL are in play for a take over ...Watch how this all unfolds ....

[grosstonnage] 11/1/2023 18:07

Also from 88055Coincidentally Amryt Pharma had an FDA approval last year

[grosstonnage] 11/1/2023 18:06

From 88055 on telegramThey seem fairly legit. Most of their portfolio seems to be financial services companies. One of their 2 healthcare bets, the Irish company, Amryt Pharma has been bought out this week for $1.2bn

[fevertreeman] 11/1/2023 18:06

I wonder if I should help...! Global Frontiers Investments is based in Charleston,SC. It is a hedge fund ; has about 4 clients and AUM of c$365m as of its last filing.

90pc of the fund is in Financials: JP Morgan largest holding c18%, Amex with 12%, Mastercard c10pc. Interestingly it is obv playing in the small-cap pharma/bio/med space too but only represents only about 2% overall but that fig has been creeping up.

It has taken a stake in Amryt Pharma plc and has been building its position,(c US$3.5m or 1.77% of the portfolio),so the AGL purchase fits with a strategy that appears to favour gently increasing exposure to small cap global bio/pharma plays

[purchaseatthetop] 11/1/2023 18:06

Might have got the wrong company! Good point. Never mind. Whatever it is it stirs the pot and we need that.

[bones698] 11/1/2023 18:04

Not indian patt. Interesting none the less and be I gerstaing to keep an eye if they continue to add . If they do then qite ossible they are accumulating for someone to make an approach .
Might just be another ii to the list seeing an oppurtunity aswell . Unfortuntealy we will only know at the end

[amaretto1] 11/1/2023 17:52

U have got the WRONG ONE !!

[grosstonnage] 11/1/2023 17:50

PartWhat does that mean?

[amaretto1] 11/1/2023 17:49

Makes absolutely no difference how big they are... if acting for a third party My below post is accurate

[purchaseatthetop] 11/1/2023 17:49

They are an affiliate of MXV Consulting of Bangalore, India.

[grosstonnage] 11/1/2023 17:47

They are a hedge fund. Quite small?

[amaretto1] 11/1/2023 17:47

They are NOT a Indian investment company......They are USA based .... and have been since 2011 They have offices in Chicago... and so as ?

[amaretto1] 11/1/2023 17:44

It's a new investor...... I've a strong feeling who's behind it ..i mentioned earlier

[grosstonnage] 11/1/2023 17:37

EezaIt doesn't mention your first figure in the TR1.

[amaretto1] 11/1/2023 17:35

Were you get a original stake number from ??

[amaretto1] 11/1/2023 17:33

Global frontiers are the third party for ....... ??

[eeza] 11/1/2023 17:27

Holdings RNS
Global Frontiers increased from 2.64% to 3.6%

[purchaseatthetop] 11/1/2023 17:25

Interesting.
Global Frontier Partners are a new US segment of an Indian investment company MXV Consulting. This should boost us tomorrow. Excellent.

[wisecat2] 11/1/2023 17:23

very interesting

[grosstonnage] 11/1/2023 17:22

3% RNS out.