Conduity Capital Share Discussion Threads

[topvest] 14/7/2016 20:50

Looks a little better.

[nick rubens] 23/7/2015 10:07

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

[brianbadonde] 21/7/2015 20:30

Buy oversold dips

[grahamburn] 19/3/2015 17:52

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!

[woozle1] 19/3/2015 14:24

Has the worm turned?

[brianbadonde] 19/3/2015 13:30

Tipped on ic and chart break out plenty of room in this

[nick rubens] 04/3/2015 16:26

cheers.. NR

[grahamburn] 03/3/2015 13:55

As per the Trading Statement on 13 January, results are scheduled for 17 March.

[nick rubens] 03/3/2015 12:31

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.

[woozle1] 02/3/2015 12:29

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.

DYOR.

W

[envirovision] 26/2/2015 18:12

Will the dividend get the chop ?

[nick rubens] 26/2/2015 14:08

150,000 sale today at 9.65p.

[grahamburn] 13/1/2015 15:00

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?

[topvest] 16/9/2014 13:51

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.

[smithie6] 16/9/2014 11:45

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

[topvest] 15/7/2014 10:25

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.

[chrisdgb] 15/7/2014 10:04

A business still struggling for traction....

[smithie6] 17/2/2014 12:47

"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 !

[smithie6] 17/2/2014 12:46

The dilution that I have warned about has started....
3% more shares recently

many many more to come....from James Mellon and Arron Banks

[smithie6] 10/2/2014 14:34

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

- MFX
- ECDC

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.

disgraceful imo.

(ADVFN fin. page is wrong imo for ECDC, it gives cap. value as pnds whereas it is in fact in Euros imo, 20% lower)

[tightfist] 07/2/2014 13:13

A Simon Thompson 2014 "Bargain" tip in the IC

[topvest] 07/2/2014 08:59

A very big jump this morning. Not complaining!

[topvest] 14/1/2014 11:26

I've got back into these today. Pretty impressed with their performance given emerging markets has been a very difficult area. Looks like there is scope to grow the Magna funds more over the coming years. I sold out here about two years ago - should have stayed in!

[lupaishi] 26/7/2013 23:25

BRAZIL INFO
IBOV hxxp://lupamercantil.blogspot.com.br/