Conduity Capital Share Discussion Threads

[empirestate] 20/12/2012 14:23

some decent sizes gone through, that 150k looks like a buy at 8p to me

[empirestate] 17/12/2012 21:45

closing the gap to break out point

[empirestate] 12/12/2012 12:14

breaking the trend here today, if its breaks 8p mid reckon we could see 10 to 11p

[empirestate] 11/12/2012 10:48

took a small position here this a.m., plenty of cash on the books and potentially increasing AUM as investors renew their apetite for emerging markets with higher potential yields. trading update due 2nd week of Jan or there abouts.

[mrsapeslaptop] 07/12/2012 16:48

nice big dump at the end

[nick rubens] 23/10/2012 22:20

and it's now moving!! See you all when it's 15p and you are rushing in. lol

[protean] 14/10/2012 14:55

Highlighted along with AGTA in this recent Bloomberg video:

[nick rubens] 12/10/2012 15:25

Come back CCAP bulls, it oversold I reckon! Investor built up a 3% stake and AuM are supposed to be recovering on prior RNS.

[nick rubens] 12/10/2012 15:23

Time to buy!!! Cash rich balance sheet and AuM growing again on last RNS.

[timanglin] 10/10/2012 18:36

Expenses

Personnel expenses

(8,081)
(7,793)

a large chunk of the years' profit...

dyor...

[cerrito] 18/6/2012 07:11

Thanks Wexboy for this
Am looking at and would probably have bought but for the fact that I noted that money continued to leave in Q1.
Will wait till I see the end June AUM

[wexboy] 23/5/2012 15:07

Hey folks,

Please take a look at my latest writeup on (alternative) asset managers, including another look at Charlemagne, here:



Cheers,

Wexboy

[wexboy] 16/5/2012 14:13

Charlemagne's now on an ex-cash 0.7% of AUM - see how that stacks up vs. other alternative asset managers, and in terms of absolute value:



Cheers,

Wexboy

[topvest] 21/3/2012 09:42

I've sold out of Charlemagne Capital. They have done very poorly over the last two years with massive cash outflows. This is not encouraging given they are in a quite good sector for asset management. The outlook is pretty poor at the moment until they attract more funds to manage. Can see this going below 10p. Will keep on my watch list for positive developments, but think there is more downside than upside at the current time.

[bluebelle] 03/2/2012 14:29

No ! IMHO DYOR !

[envirovision] 03/2/2012 14:22

yes but is it a gem ?

[woldarb] 03/2/2012 12:13

ANYBODY FOLLOWING THIS LITTLE FORGOTTEN GEM ?????

[cerrito] 29/10/2011 16:13

I have not been in these for a while and decided to catch up.
I am going to stay out at these prices.
Was spooked by fall in AUM from $3.2b at 6.11 to $2.9b at 8.11 to $2.3b at 9.11. We do not know if this fall was due to price falls or clients pulling funds...no suggestion in the commentary of the July/August period in the interims that clients had been pulling funds out so we assume down to price falls..
Two very crude figures.
I note the fall in AUM in third quarter 2011 was 28% compared to the fall of 24% in the FTSE Emerging market index.
The second is that the last time the AUM was in the $2.3b area was mid 2009 when the share price was in single figures

[eipgam] 13/10/2011 10:30

volatile to say the least. I'm an investor in one of their funds, but not their shares. I wonder what has caused this. 25% down today

[grahamburn] 12/10/2011 14:27

Strange spike in the price just now, with a flurry of larger trades (even hit n umber 2 in biggest risers for a brief moment). But settled back to normal. Wonder what caused that.

[nick rubens] 29/9/2011 14:39

EMG results were bad. CCAP similar business?

[oddballstocks] 22/8/2011 15:11

Wexboy,

I took your advice and did an article on CCAP on the blog.

I agree that they're very undervalued here, I came up with a range of 6p (liquidation value) to 42p, with 20p very reasonable in the short term.

I haven't bought in yet, still considering, but I like what I see. It doesn't seem like Charlemagne has the same downside risks as Argo, although Argo is at a nice discount to NCAV so it compensates a bit for those risks.

[nick rubens] 08/8/2011 14:45

ANyone looking to add at these levels?

[envirovision] 04/7/2011 21:50

7% of the company traded today