Bowleven Share Discussion Threads

[slipanchor3] 16/12/2016 22:00

jaguar

From the Blvn website, significant shareholders.

30th SEPT JPM held 14.2mil shares 4.3%

I must be missing something or the website is wrong.

[tli8jaguar] 16/12/2016 18:20

Institutional shareholdersTop holdersMovers
Click or tap a row for details
Holder Shares bought Shares held
JPMorgan Asset Management (UK) Ltd. +3.80m / +0.39% 13.59m
Peel Hunt LLP (Market-Maker) +941.00k / +3.04% 1.25m
Hargreaves Lansdown Stockbrokers Ltd. +672.11k / +0.06% 11.88m
Sector Investment Managers Ltd. +500.00k / +0.33% 2.00m
UBS Ltd. (Market Maker) +370.00k / +100.00% 370.00k
Holder Shares sold Shares held
Credit Suisse Securities Europe Ltd. (Market-Maker) -7.57m / -0.24% 24.24m
TD Direct Investing (Europe) Ltd. -2.92m / -0.13% 19.83m
River & Mercantile Asset Management LLP -2.03m / -0.29% 4.90m
Barclays Bank Plc (Private Banking) -1.20m / -0.07% 16.01m
Artemis Investment Management LLP -1.04m / -0.04% 24.59m
Data from 30 Sep 2016 - 02 Dec 2016Source: FactSet Research Systems Inc.

Looks like JPM has been accumulating again.

[leedskier] 16/12/2016 18:14

briand2, one needs to own shares to attend and vote at an AGM.

[briand2] 16/12/2016 17:30

It is a shame that some of the keyboard warriors who complain about the directors cannot show up at the AGM and direct their anger personally.Maybe they prefer to do it from a safe distance.

[corrientes] 16/12/2016 15:02

They spend their time looking at lots of potential small acquisitions (they've said it themselves) without any intention of doing more than going through the motions in order to appear busy.

Better to buy a snooker table and while away the time doing that. Or better still get a blow football game, because the amount of hot air produced with repetitive and meaningless company announcements would make the game very exciting.

[alamaison] 16/12/2016 13:56

Go and see them for a cupa and chat them up a bit if they're bored...

[alamaison] 16/12/2016 13:37

Yep, bid up...CCO doesn't want the buyback because they are the "buyback", lol
They want/need cheaper shares. The buyback makes it to dear...
Agreed?

[alamaison] 16/12/2016 13:06

CCO: Keep accumulating. 24p looks unbreakable. Lets hope I am right, lol

[gunsofmarscapone] 16/12/2016 11:53

Winnet

What pejorative nonsense your response was. We have a system of globalised capitalism with very complex rulesets, particularly in tax terms.

Winnet is more than happy to exploit his priveleged position to leverage wealth out of Cameroon but finds offshore wealth investing in a UK company with operations in Africa somehow not 'fair play'*

The very definition of a hypocrite! You couldn't make it up tbh.

* whatever fair play is.

[tli8jaguar] 16/12/2016 11:31

I think COC just wanted to share out our cash in the bank which they will get around £10 million, same as what they put in. They don't care if BLVN become insolvent after that, because then they will hope for a low ball bid by anyone. They just want to break up the company ASAP for their own evil end.

[briand2] 16/12/2016 11:13

I attended the AGM and was disappointed by the update which pointed out that no real progress is imminent. I left at least believing that Billy Allan has been looking at all options and recognises the importance of shareholders getting a return on their investment.I was impressed by him and he seems like the type of guy who will not defer to Kevin as Hanna appeared to.

[gark] 16/12/2016 08:55

I think CO is a value play simply. They will have family money invested and will be looking to generate a return. Spotted this has cash in the bank and room for upside. By stopping buyback they are protecting their position and that of shareholders and pushing the board for immediate progress otherwise change. Why is that bad? Given poor performance of board this should have happened ages ago.

[warbaby43] 16/12/2016 08:17

"PS Billy Allens comments at the AGM about cash flow were more reassuring than anything i have heard in years at these events"

Care to expand,winnet, and anything else of significance to report from the AGM?

Meanwhile, with regard to Russians and takeovers, while Allan might have been keen to emphasize Monaco, C O also have a presence in S Africa and, as I recall, le commissaire indicated that they represented private/family SA interests and was also particularly adamant that takeovers were not their modus operandi.

[ulvers] 16/12/2016 07:49

Hi winnet, yes there were some good debates going on 2 or 3 years ago but the price was much livelier also.
Still a good sized holder here but i halved my stake a few months ago to follow up some sort of oil rally hopefully. So far about 40% up on that compared to sitting in here.

ATB

[alamaison] 15/12/2016 22:11

One day, perhaps maybe...One day, lol.

[winnet] 15/12/2016 21:53

Not holding a declared amount as they once were. DYOR. See below.

Shakoor (Waseem) 12-Nov-2014 0.74% 2.42M
Curtis (Paul) 12-Nov-2014 0.44% 1.44M

Anyway, my point is simply, maybe they were right and i was wrong all that time ago.

However, as i said, time can still tell. I am genuinely confused as to what COC are doing. I've seen a lot of speculation, but if this really is a stab at a TO, its by 1000 cuts. Much easier ways to get control if thats what they wanted.

As to if these two characters (Skak and PC) are holding or not, I don't give one jot. I made the wrong call a few years ago, but i will not let it cloud my judgment here on in. I do miss the debates we used to have though.

Anyhow, my decisions, my cash. Still is.

Always the best way to play this game.

[targatarga] 15/12/2016 20:18

And so is mr Curtis, at the end of the day if crown ocean hadn't appeared. KH and friends would be sitting back relaxing. imho

[neilyb675] 15/12/2016 19:52

WASHAK is a holder of BLVN stock IMO, IMVHPO

[fluffy_dog] 15/12/2016 19:35

Was is still a holder I believe

[yasrub] 15/12/2016 19:13

Winnet - to my knowledge WShak is still a holder.

[winnet] 15/12/2016 19:07

PS Billy Allens comments at the AGM about cash flow were more reassuring than anything i have heard in years at these events.

[winnet] 15/12/2016 19:06

at least Hart is at very worse unlucky, inept and blundering. The other lot. Now they are bad people IMO.

No, we need to hold on to this lot, and let them have another 12 months (even though i tend to say this every Xmas). The other side of the coin will be giving the assets and cash away - 40p max (PI's are doing this daily at circa 25p at the moment - madness). That isn't what I'm invested for. I've been invested many years with a very large holding (not many millions but close) and possible should have sold a long time ago when Curtis and Shak et al walked out...

However, we are where we are and our best chance of a decent return from here on in, is certainly not COC. IMO.