Asset Management Investment Share Discussion Threads

[rambutan2] 20/1/2005 13:44

the beauty of a too large discount coming in.

[ntv] 19/1/2005 22:01

no props, hope you got yourself some evs as well ;-)))

[895bulldog] 19/1/2005 18:01

ntv thanks for info last tuesday ! glad you pointed me at these as well.

[cwa1] 19/1/2005 16:22

OK chaps, apart from the fact that it looks undervalued in the first place, has anyone any idea as to why the recent life in AMN?

[ntv] 17/1/2005 17:59

nice tick up today

[onlyonestorm] 10/1/2005 18:38

NTV - ARE YOU STILL IN THE INVESTMENT CLUB, STILL TRYING TO USE THE THREAD YOU STARTED!!!!!!

POP IN AND HAVE A NOSE!!!

STORMY

Sorry to others on this thread!!!!!!

[ntv] 10/1/2005 17:31

steadily climbing

[cwa1] 06/1/2005 14:13

Hi, FWIW, the online quote is now 2,500 offered at 53.78 with 50,000 bid at 52.p. This is almost the complete opposite of what is was a few short weeks ago. Tends to suggest to me that the seller is either done or has backed off a bit at least. Hopefully they are done but it is by no means certain

[rambutan2] 06/1/2005 14:01

no, prob not.
most likely due to discount just getting too large what with nav moving up 10pish.
a good float would more likely be the boost we need to get that nav in.

[pogel] 06/1/2005 13:53

break out. Can we assume that the seller has now gone as the price is no longer being held back?

[rambutan2] 06/1/2005 12:01

pogel, imho it will come in before very long.

[pogel] 05/1/2005 18:09

NAV now 94.7p. If i wasnt a trifflingly small shreholder i'd get in touch with the management and ask them to do something about the discount. They dont even address it in their reports/results.

[pogel] 18/12/2004 18:11

Anyone had a look at the results? I can see why we have such a large discount with over 90% of investments being unlisted and the general poor rating of the asset management sector.

Could the discount be due to the fact that it will be hard to liquidate the portfolio when the zeros come up for redemption? Again on friday there were 3 trades that looked like buys and the price is down.

[ntv] 11/12/2004 10:59

yes and new star
new star supposed to be worth an extra 10p a share,not sure about fx concepts though, guess quite a bit more

[rambutan2] 10/12/2004 13:18

you heard something ntv?

[ntv] 10/12/2004 10:12

a flotation of fx cocepts would be nice ;-)

[ntv] 10/12/2004 10:10

asset value picking up again over last few days

[rambutan2] 24/11/2004 13:59

big holding...

[rambutan2] 24/11/2004 13:44

fairly certain its iimia/exeter.

[ntv] 23/11/2004 19:19

big seller offloading stock

[ntv] 06/11/2004 10:00

yield is 7.9%,will look to add on dips now

[rambutan2] 04/11/2004 13:47

theres a seller. the giveaway is the v tight spread for this vehicle.

came across a mention of fx concepts the other day. they seem to be doing ok as currency trading becomes a new area for hedge funds to attempt to make money from.