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Share Name Share Symbol Market Type Share ISIN Share Description
Artemis Alpha Trust Plc LSE:ATS London Ordinary Share GB0004355946 ORD 1P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  0.00 0.0% 435.00 432.00 438.00 - 0.00 01:00:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Equity Investment Instruments 2.8 2.1 4.9 88.8 167

Artemis Alpha Share Discussion Threads

Showing 26 to 48 of 50 messages
Chat Pages: 2  1
DateSubjectAuthorDiscuss
15/5/2021
13:13
I hold ARR which has a (very) similar make-up but more concentrated portfolio of Frasers, Dignity, budget airlines and house builders. Both trusts look to be in a good position and benefitting from uptick in Frasers share price / reopening.
brucek1812
15/5/2021
10:41
The only thing I am unhappy with is the spread. Ludicrously wide. Someone remind me was it always this wide? I first bought end 2017discount 19%. Small purchase thought the change strategy looked good. Moved up steady but discount remaind. Bought more during the crash at the same price as 2017 purchase. Fell 30% more! I am now up 50%. So happy. Very happy!
sd235
29/4/2021
08:20
Yep, I’m a holder. I’m happy it’s quietly ticking away, there was a strange spike down of 8% the other day which on investigation I put down to one trade at the end of the day, and it recovered that yesterday.
dragonsteeth
28/4/2021
18:58
Any other interest here? Alpha has performed well since the Covid hit and is now 30% ahead of it's pre-Covid high
mike the mechanic
28/11/2019
13:58
Speaking of which, since i sold out the NAV and share price has, of course, had some kind of rocket boosters. Definitely not Rocket Internet though. It seems Sports Direct, Easyjet, Tesco, Dignity, Capital and Counties Properties, Barclays have all done well since 9 Aug, those names accounting for approx 29% of the fund. And 0.5% of NAV spent on buy backs recently. Enviable and surprisingly good 3-4 month run trouncing the FTSE All-Share really, given legs in part through Retail, Banking, and an Airline. Can't say i saw that coming, I can only file this under 'opportunity cost'.
cordwainer
09/11/2019
16:47
The money in Reaction Engines tells all one needs to know about why there is a massive discount. Just like Woodford et al, the manager here is bored with just making money - he has all he will ever need and then some. So instead, "interesting" unlisted punts become the norm - in this case supporting British tech, and pay-back is in hero status for the manager rather than monetary payback for the share holders. It's up to the board to recognise what is happening and get in a fresh manager.
rooky4
09/8/2019
16:28
The discount narrowed by about 4% without the price moving and I'm out. Needs better top 10 window dressing imho. But for science and engineering sake, I still hope Reaction Engines get off the ground and into space eventually.
cordwainer
31/7/2019
21:25
If you want an IT even bigger - much bigger - into those picks, have a look at "Buffettology" ARR. I've been on their case for some time :) No discount either, & usually trades at a premium. I've yet to work out what's "Buffettology" about their punts.
spectoacc
31/7/2019
19:05
Add in Dixons Carphone, and you have to wonder what is going on. Kartik might have a short reign at this rate.
tiltonboy
31/7/2019
18:10
I'm doubtful of the risk / reward outlook of the Sports Direct, Tesco and Dignity holdings going forward. But the discount is at nearly 19%, similar to my entry point at March 15th. Sports Direct in particular has surely become a contrarian play rather than the growth strategy espoused by the trust ?
cordwainer
26/2/2019
09:30
See the latest ADVFN twitter poll about Funds: https://twitter.com/advfn/status/1100297573917736961
shiv1986
10/10/2018
16:33
AGM tomorrow. Could do with something positive but price movement not encouraging
jhan66
02/8/2018
08:34
https://www.telegraph.co.uk/investing/funds/questor-investment-trust-bargain-buy-artemis-alpha-15pc-discount/
eeza
30/4/2018
20:33
robow, Many thanks. I guessed there was a comment somewhere with a number of early trades, but couldn't find it. NAV has been strong recently, and that allied to a re-rating could see further strength in the share price.
tiltonboy
30/4/2018
19:30
from Investment Trust Insider Three trusts gunning for change for the better A more straightforward proposition lies at Artemis Alpha Trust (ATS), a ‘best ideas’ fund from Artemis Fund Managers that has gone badly off the boil in recent years as bets on unlisted companies and resources stocks have not paid off. At 320p the shares trade 18% below NAV, a huge discount that reflects investor disenchantment with the performance under managers Adrian Paterson and John Dodd. The shares offer a potential recovery situation after the company announced Paterson would retire and be replaced by Artemis’ rising star Kartik Kumar who has cut his teeth helping run its Strategic Assets fund. The board also signalled its desire to improve the trust’s rating by overhauling its fees and giving shareholders the chance to sell shares at NAV in three years time. This could help help to narrow the gap between the shares and their asset value if performance improves.
robow
22/1/2018
15:25
The subscription shares are now lapsed. They never reached a worthwhile price. Omega performance rather than Alpha but maybe this Trust is starting to perform at last.
jhan66
22/1/2018
15:14
Are the subscription shares good value? can't find an exercise price. OD
obiterdicta
17/1/2018
14:05
No comment about Gundaline at all.
tiltonboy
15/1/2018
12:14
Accounts should have been out on Friday, and are already 3 weeks later than last year.
tiltonboy
11/1/2018
13:26
Discount has widened out again,, despite decent NAV performance. I'm still a buyer.
tiltonboy
11/1/2018
13:08
Should be an uplift in NAV from this: www.theland.com.au/story/5159094/gundaline-station-goes-for-more-than-70m/
strathroyal
20/7/2017
23:30
Noticed the late earnings release. Some positives. 4.5p dividend x-next week. Some negatives. Hurricane, largest holding not doing well lately.
jhan66
26/4/2017
13:56
well well this has come to life at last. maybe the unquoteds are not a pile of manure after all
edwardt
Chat Pages: 2  1
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