Caliber Global Investment Share Discussion Threads

[andrbea] 11/3/2008 14:33

up 17%

small volume traded (1000 shares)

[andrbea] 11/3/2008 12:52

Good US news

ftse

going north..


good for clbr's US holdings and dollar holdings


March 11 (Bloomberg) -- The Federal Reserve will hold auctions to lend as much as $200 billion in Treasury securities and increase swap lines with two foreign central banks to try to ease renewed turmoil in credit markets.

The Fed said in a statement it is establishing a new Term Securities Lending Facility to, through weekly auctions, lend as much as $200 billion of Treasuries to primary dealers for 28 days, instead of overnight as it currently does. The loans may be secured by collateral including agency and private mortgage- backed securities, the Fed said.

The Federal Open Market Committee also authorized increasing currency swap lines with the European Central Bank and Swiss National Bank to $30 billion and $6 billion, respectively, increasing the ECB's line by $10 billion and the Swiss line by $2 billion.

[andrbea] 10/3/2008 15:12

well, that was the difficult Q4 2007

actually they did 2 things to lessen the subprime dent
eg reducing exposurte to US stocks (to below 50% of the p-folio)
and putting some positions into cash, for safety.


more buys than sells today

the last trade (20k) could be a buy too (booked as unknown)

[sirmark] 09/3/2008 18:31

Can't wait for this to start moving back to a $1. (500% profit)

[andrbea] 07/3/2008 15:44

was down 6%

then a miniscule 500 shares get bought
and up 17%

shows how illiquid this is...

[andrbea] 04/3/2008 10:07

last 2 days
all buys (lots of AT trades)
76000 volume all told

[andrbea] 03/3/2008 12:34

up 16% today

moves rapidly (as usual) on very small trades (volume: 500)

[andrbea] 27/2/2008 13:04

here's an article about US real estate (25.2.08)

Regarding investment sales, we are now seeing a calming affect. Every property on the market gets considerable interest from buyers -- and yes, there are still buyers -- but the once-voracious appetites seem to be tempered. Perhaps a factor in this calming is the amount of capital that is on the sidelines. Haste has yielded to patience and a wait-and-see approach. An important exception is the foreign capital that is entering the U.S. real estate market and Washington in particular.

From a leasing perspective, the velocity of transactions, tours and prospective tenants is not what it was 15 months ago. There is a combination of factors to which we attribute this change, including a general uneasiness in corporate America.

Some key Washington industries are moving beyond the peaks of their cycles as well. The federal government -- the largest office user and biggest spender in our region -- is less active than in recent years. Preparation for a change of administration and a continued focus on war spending mean that we should not expect an increase in leasing activity for the next year and a half or so. Another major sector is the law firms. The top 100 firms in the Washington area, collectively, have had a local requirement of an average of 1 million square feet of office space each year, based on expiring leases and expansions. This year, however, the requirement for square footage is significantly below average, and data show that it will remain below average for the next three years. And generally, the psychology of the credit crunch seems to be affecting real estate decision makers as plans for expansion or upgraded office space are being moved to the back burner. There are simply fewer tenants in the market.

That said, the fundamentals of the commercial leasing market are healthy. Rents in Class A office space in Washington continue to climb as vacancy rates remain the lowest in the country. The supply and demand balance appears healthy.

It is true that we don't know how long this part of the real estate cycle will last and exactly where the lowest point will be, but having been in the business for more than 35 years, I can tell you that this looks very familiar. I might be on my third or fourth cycle of the Washington commercial real estate market. The ride is never dull, but a cycle it is. Be patient.

[the_professor] 27/2/2008 10:50

interesting share this - how high can it go?

[simontemplar] 27/2/2008 09:48

This was the buyer.

[simontemplar] 27/2/2008 09:22

Lol. I agree but when someone buys a third of all the shares of the company between $1 and $2 then that merits further investigation. That coupled with the fact that the company itself will soon be buying back stock then at the very least you're gonna get a big bear sqeeze given that over 10% of stock is on loan. dyor

[mdchand] 27/2/2008 09:11

st - please dont assume that people who get paid 7 figure incomes know anything more then you or I - especially in the field of debt. I would give zero credance to the fact that people were buying at over $1. Remember its these same clever people who invested their clients monies into CDO's.

[simontemplar] 27/2/2008 08:29

I've also noticed a very sizable short interest of over 10% which you can bet will mean that the shorters will be scurrying for the door before the company starts to buy back! Market cap at the moment is $5m or £2.5m Interesting!

[simontemplar] 27/2/2008 08:26

When you consider that somebody with a lot more kmowledge about this company than you or I was buying shares at well over a dollar a share in massive quantities just a few months ago and now it's just 20 cents a share then it has to be a good punt. Consider also that the company has just announced that it's intending to buy back its own stock after the AGM then you can understand why the sudden increase in volume.A lot further to go.dyor

[andrbea] 25/2/2008 16:16

back up to 22%

[andrbea] 25/2/2008 12:01

they dropped it mid-morning from 29% up to 16%
looking for sellers (tree shake) to fill a background buy perhaps?
and.. an 8k buy goes thru

[andrbea] 25/2/2008 08:46

good start again: 17%

(rose Friday too)
this moves well on miniscule trades


their rns (22 Feb) was bullish

[andrbea] 22/2/2008 14:53

how long can they delay reporting of trades?

thought 3 hours was the limit


this is verging on malpractice. :-)

[sirmark] 22/2/2008 13:53

Still a lot to go before we are minted....lol

[andrbea] 22/2/2008 11:04

delayed reporting of trades?

take a nap, and refresh this afternoon then :-)

[andrbea] 22/2/2008 10:42

30% up today, on the back of low volume

rns today:

"Among the resolutions to be proposed at the Annual General Meeting is a
resolution to renew the Board's general authority to make market purchases of
the Company's own shares."

spread has tightened a lot:
used to be 0.13-0.15
now 0.15-0.152

[william47] 07/1/2008 10:35

ab SLG has miles to go yet this new deal is not even factored in yet.when the press gets hold it will double.predators will now see they are paving the way.deald with militery will follow.and the mp3 market thier antenna,s are clearly the best as this new deal with the biggest gps provider garmin .proves.SARANTEL/SLG TARGET 35-40P

[andrbea] 07/1/2008 10:27

moves rapidly on the back of small volumes.

up 14% now..

[sirmark] 04/1/2008 17:02

Bought in today only £1700. but at this value worth a punt IMO

[andrbea] 04/1/2008 14:21

up 18% today

rns yesterday

moves rapidly on the back of small volumes.


dyor nia