||EPS - Basic
||Market Cap (m)
Charlemagne Capital Share Discussion Threads
Showing 176 to 198 of 200 messages
|Sold mine in the market.|
|That's what you get when you back Jim Mellon!|
|Yep, that's what I thought. Really irritated by the structure of the deal as well as I will get taxed on the dividend. Overall after dividends I will come out about break-even. Not sure that they are the best fund manager of all time though, so at least we get a reasonable exit. May sell in the market.|
|Looks a little better.|
|Trying to identify oversold dips versus correct mkt values during decline in profitability is a skill.
Why should we be buying CCAP and why won't it fall further? cheers NR|
|Buy oversold dips|
|This was tipped by IC back in September 2014 when the price was around 14p though didn't see the full analysis then. Guess they are now simply following through on that tip, though believe IC have been tipping it for quite awhile. Guess (hope) they get it right sooooooooooooon!|
|Has the worm turned?|
|Tipped on ic and chart break out plenty of room in this|
|As per the Trading Statement on 13 January, results are scheduled for 17 March.|
|When are full year results due? We already know they are going to be poor, so hope the market doesn't react afresh and that it's already in the price.
Any new accompanying news with the results might help too.|
|Just started buying this. Looks cheap and with recent director buying confirming cheapness. My guess is that DY will continue as I suspect Mr Mellon enjoys the income! Also balance sheet looks pretty clean. No converts or other funnies.
This looks like a decent contrarian trade with sentiment against Russia and the rest of Eastern Europe very low. Most trading on historically low Cyclical Adjusted P/Es and CC should benefit if investors in the funds hang in there.
It was v difficult picking up stock and sadly had to eventually pay the offer, which I never like doing in micro cap. So, if things start turning for the better, this should fly.
|Will the dividend get the chop ?|
|150,000 sale today at 9.65p.|
|The trading statement is hardly sparkling. Interestingly, the daily email from Investors' Chronicle, as well as stating that the company:
"has been badly hit by the equity market rout in the final quarter of 2014 when the MSCI Eastern European Index declined 26.8 per cent",
goes on to state
"however, a transformational deal with a US marketing adviser announced this morning has real potential and there are other positives too worth considering."
The article by Simon Thompson is for subscribers only. Allowing for the fact that it is therefore copyright material, does anyone have a synopsis of its conclusions?|
|They seem to be making steady progress and no surprises so not sure why this is down sharply today. The lack of performance fees this year was already alluded to. On the good news side the Magna range of funds seem to be progressing well. They have always treated shareholders here well with their distribution policy.|
|further to post 165
nice to see Jim Mellons CCAP down over 8%
been a sizeable loser for any followers of Simon Thompsons tip
(check out Jim Mellons actions over at Manx Financial...
shed loads of convert. shares ...at a much lower share price ...
dodgy ? ...stealing shareholders assets ??)
and also bad conduct of Charlemagne at ECDC imo|
|Yes, but good inflows on Magna. Performance fees look like they will be lower than last year. Overall, seems to make steady if not spectacular progress.|
|A business still struggling for traction....|
|"tightfist 7 Feb'14 - 13:13 - 162 of 164 0 0
A Simon Thompson 2014 "Bargain" tip in the IC"
but ST doesnt know how to spell the words "massive dilution"
he probably doesnt even realise !|
|The dilution that I have warned about has started....
3% more shares recently
many many more to come....from James Mellon and Arron Banks|
|I wonder if Simon Thompson would have tipped them if he had read the message boards and/or knew the details of Charlemagne and director conduct (esp. James Mellon) at
At ECDC the MD and inv. manager are Charlemagne have turned tens of millions of pounds into peanuts.
Not a good indication of the investing skills of Charlemagne. While they are undoubtedly very skilled at taking an inv. managers cut off every thing that happens ...well multiple cuts from your invested money ....enough to put me off ever investing with them !!
(at ECDC it looks like they took a cut from doing the IPO....a few million...and then every year they take over 2% of the assets as inv. manager and also every possible cost is charged as a cost...on top !.....and they also charge for being the co. directors as well !
At ECDC the amount of money that Charlemagne have "taken" is probably the same as the remaining value of the investment, around 5 M pnds,
while money raised from shares is 50-60 M pnds.
(ADVFN fin. page is wrong imo for ECDC, it gives cap. value as pnds whereas it is in fact in Euros imo, 20% lower)|