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Athelney Tst. Share Discussion Threads
Showing 101 to 125 of 125 messages
|Has simon Moore any shares in in the company?|
|Well the Chairman's Statement for the interims carry on with the same interesting dialogue. Maybe Hugo didn't write it after all? Does Robin Boyle actually write the text after all as someone mentioned above I think? Performance here continues to be reasonable and I'm certainly happy to hold.|
|Rather poor that he sold his shares a week before resigning.|
|Something tells me the six-monthly colourful commentary on the world at large if not Ed Balls, alas departed, will continue...|
|News today that Hugo has resigned after 20 years. Seems a bit out of the blue. Hope he is OK? Well no more interesting Chairman's Statements to look forward to here. It does make you wonder what happens when Robin retires as well.|
|No Hugo writes the interesting stuff and Robin the share portfolio bits from what I can see. Yes, do agree that Robin invested in property and the insurers at a good time. His record has been better of late. At least no big blunders like investing in HMV this year. Looks like ISG is the only mishap. Overall, he's a pretty good manager and has a style of top-slicing winners to reduce risk although you do wonder if the top slicing is sometimes a bit quick.|
|looks to me that the management of this might eventually be sold to the global masters fund; think that Robin Boyle has done well to invest in the property companies and Lloyds insurance cos eg Amlin Catlin Hiscox Lancs all of which have done pretty well lately in this low interest environment- still suspect that Robin writes the commentary and Hugo signs it off?...|
|Yes, it's one I look forward to as well. I particularly like the Winston Churchill quote this year.
Portfolio looks well positioned to me.
Surprised this has slipped to an 18% discount now, particularly with the big dividend increase.
I notice that Robin Boyle is now 70 and Hugo 69. They have been running this for 20 years since 1994 with an annual return of 13.4% per annum.
Probably another 10 years maximum in them managing this, but wonder what will happen to this little investment trust in due course.
I also see that David Horner has resigned as a Director 30 Jan 2015. The link with Chelverton Asset Management or the Non-Exec Directors asset management business could come in to play at some stage I guess.|
|It's been a long time since I enjoyed reading a company report.
Thanks Mr Deschampsneuf|
|I'll have a look but this one ticks all the boxes for me, just a pain about the spread. I also like the comments made by Hugo on the company results. He is either very clever or a nutter (not sure what). His views on the world around us can be funny and are 100 miles away from the normal financial speak you read every day.|
|I believe so "soundsplausible". Painful to get in but seems worth it if you are going for the long term.
Not many followers and Market Cap only £5.5m
Have you looked at their other Trusts/Fund?
1. Small Cos Div. Trust (SDV)
2. Chelverton Uk Equity Income Fund (Unit Trust)
Look on their web site under Chelverton.|
|New to this investment trust and yesterday was looking to buy into it. I got a shock when I saw a 50p spread between buy and sell prices. Is this a common feature of this share?|
|250p share price and 226p NAV
Looks like insanity|
|That's not what I heard.|
|think Robin writes it and Hugo Deschampsneufs signs it?|
|Hugo writes the commentary as far as I'm aware.|
|see athelney got some coverage in the Independent today in the Derek Pain column who states that Hugo Deschampneufs writes the commentary though I suspect it is Robin Boyle.|
|Smithie 6 - odd that you are selling the benefits of WSE on this thread, whilst slagging it off on the WSE thread...make your mind-up!|
|looks OK but at my age looking for IHT free investments!|
|No interest in Western selection ?
at large discount to NAV
58p to buy on limit trade and 93p NAV
interim results out today|
Athelney is priced very close to its NAV
whereas Western is 58p to buy and NAV is now around 107p , including 10p for Hartim which is valued around 0p in accounts since valued on 50% of shareholder assets as reported in Hartim accounts, rather than say 10 x PAT. (WESP on ISDX.com market)|
|This has been on a bit of a roll of late with good stockpicking but probably fully priced now and it's getting harder and harder to find small cap bargains so he's been investing in insurance cos Amlin, Catlin, Lancs as well as property SREI, SLI, Picton, Redefine.
A pretty good investment co but the only drawbacks are that the costs of running the co in relation to the assets are very high, the shares are very illiquid and the investing presently relies on one individual who though v experienced and crafty at finding obscure undervalued stocks eg Goodwin@180p, mountview,camellia@1200p might be getting near retirement age, possibly.|
|"disappointing investing in some of the 'value traps' you mention above"
'value traps'.....now that's an interesting subject....(something I try to avoid, although like most people, once in a value trap it can take some motivation in order to leave !)
Athelney now trading I think around the NAV
have any Athelney shareholders looked at other similar investments to see if trading at a large discount to NAV and perhaps worth moving across ?
WESP (Western Selection on ISDX) perhaps ?..at a large discount at present...and pays around 4% divi which looks very safe|
|Blimey. A little buy and these go flying. I've already got enough. It's not a bad investment company for it's size. Happy to hold, but don't want lots more.|
|Under the radar.