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[davebowler] 08/11/2010 16:06

Thanks erstwhile2

[davebowler] 05/11/2010 11:23

Based on the values of the commodities as at 29 October 2010, and assuming these
values were to remain unchanged through to the end of the life of the Company,
the redemption proceeds per Share on the Redemption Date would be 156 pence+.

[praipus] 03/11/2010 15:17

I've followed Weiss into POL,PEQ,REH,CASA, MJT and NBPC but hadnt realised they were here too although they bought in April. Some of their blurb says they hedge all their positions. It doesnt say how. Using linkers for inflation.

[praipus] 03/11/2010 14:39

erstwhile2 do you trade futures (i.e. to dynamicly hedge CED2) or were you merely mentioning them as something one could use as a hedge near wind up?

[davebowler] 28/10/2010 13:04

erstwhile - have you looked at AIF, MVI and CYN as discount to NAV plays?
AIF could wind up in a year so at 17%ish discount looks particularly cheap if you like the portfolio of small co's/high yield bonds and don't care about the gearing.

[mangal] 17/10/2010 19:51

Sleepy, I use the following site to get the prices of u/l:


I think the site gets updated fairly frequently. Erstwhile may well be getting the info from a more "real-time" feed. If so, I too would be interested.

[sleepy] 16/10/2010 23:46

Thanks again Dave

Erstwhile - where do you get your info from or if you calculate it yourself where do you get the prices?

[davebowler] 15/10/2010 15:58

sleepy, this might help.

[centrepoint2] 15/10/2010 15:51

ANGLO ASIAN MINING AAZ (SP 42p)
Low Cost GOLD Producer

Numis Upgrade to BUY & Target of 70p

Very STRONG BUY & at good price level for newbies to get in or a top up.
Plenty of Newsflows.
MM's Short of stock!
Fair Value at 80p +

[sleepy] 15/10/2010 15:44

Thanks Dave - but I would like to get much more up to date values

[davebowler] 15/10/2010 15:40

Based on the values of the commodities as at 30 September 2010, and assuming
these values were to remain unchanged through to the end of the life of the
Company, the redemption proceeds per Share on the Redemption Date would be 136
pence+. This is not a forecast nor is it a reflection of the net asset value
per Share and takes no account of any unforeseen circumstances and is provided
for informational purposes only and should not be relied upon for investment
decisions.

[sleepy] 15/10/2010 15:18

erstwhile - is there any easy way of getting the value of the commodities basket?

[mangal] 11/10/2010 09:07

discount widens: yet another rise in u/l today: ~5%.