Buy
Sell
Share Name Share Symbol Market Type Share ISIN Share Description
Crystal Amber Fund Limited LSE:CRS London Ordinary Share GG00B1Z2SL48 ORD 1P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  2.00 2.19% 93.50 93.00 94.00 93.50 91.50 91.50 41,171 13:30:49
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Equity Investment Instruments 3.3 0.3 0.4 246.1 84

Crystal Amber Share Discussion Threads

Showing 401 to 423 of 600 messages
Chat Pages: 24  23  22  21  20  19  18  17  16  15  14  13  Older
DateSubjectAuthorDiscuss
28/8/2019
17:12
Would very much tend to agree. Hardly achieving much.
p1nkfish
26/7/2019
10:32
i understand what their modus operandi is and what an activist investor does/means/intends and the sort of situations they like to invest in. i follow them. i judge the impact they have on their target investments and i measure them on their success rate. certainly their investments and impact in and on dlar and cnks, for example, have in my opinion been poorly timed, significantly loss-making for them ( and by extension shareholders) and have not yet - even after several years- helped improve the fortunes of either target company. my own personal opinion of CRS is that they are somewhat lame and lacking weight, reach and punch as an activist investor. good luck all. all imo. dyor. qp
quepassa
26/7/2019
10:06
the process is largely to invest in contentious areas - agitate for change and then sell when everyone else thinks it is investable. he has a reasonable hit rate and at least puts the pedal to the metal to exact change and call out bad governance. he alone it appears is putting heat on dlar. i find his approach refreshing and in the interests of minority shareholders in a world of otherwise institutional apathy.
edwardt
25/7/2019
13:44
Yes, you make good points and allude to the NAV impact but also the intangible costs to reputation and to investor sentiment by association with DLAR, CNKS and Woodford are not to be underestimated. ALL IMO. DYOR. QP
quepassa
25/7/2019
10:06
I don't like the Woodford link, I've been saying that particular emperor had no clothes for years. Re: DLAR the SFO kind of backs up what RB has been saying though: that the company has been seriously mismanaged by the current management. CRS was clearly too early buying into that story and almost certainly underestimated the challenge of turning things around! You have to hold it all in perspective though, as a listed company CRS cannot control who buys their shares, and the drop in DLAR over the last month has only cost them 5p of NAV. If both DLAR and CNKS go to zero this would still be on a 13% discount to NAV. The overhang from the Woodford sale has depressed the price far below the levels that this typically has traded at and therein lies opportunity for more patient investors.
dangersimpson2
25/7/2019
07:53
Fact Woodford was heavily invested is also worth thinking about.
p1nkfish
25/7/2019
07:25
There's a very valid point in that.
p1nkfish
25/7/2019
06:30
surprised Crystal Amber hasn't fallen further since the announcement of the Sudan affair at De La Rue where CR has a significant stake. having picked two dogs like De La Rue and Cenkos, significant question marks are raised for me over their stock-picking choices and skills. all imo. dyor. qp
quepassa
24/7/2019
04:19
16% decline in the share price as a consequence of the SFO enquiries related to South Sudan. These things can take a very long time to resolve (the merits of which often ignore what goes on in the real world, but that's another story...). Companies now have a strategy for dealing with such things which usually goes along the lines of 'sorry, will not do it again, the people involved have already left the company, have assisted SFO in every way possible, put in new policies and procedures and oh by the way management have also changed'. Whatever the fine, if there is one, will be treated as a one-off exceptional. Given that DLAR management have recently said they are '..committed to the highest standards of governance...' then this plays into CRS aims very well indeed. All in all this is positive for CRS activism.
carcosa
23/7/2019
19:32
DLAR slump today.
p1nkfish
23/7/2019
10:13
dj, Not sure that is entirely true. 1607 took 10.34% which implies 5.63% went elsewhere.
carcosa
22/7/2019
19:41
Woodford's entire stake in Crystal Amber was sold off-exchange to US hedge fund 1607 Capital
daffyjones
20/7/2019
16:37
even better Carcosa - thanks for info
melody9999
20/7/2019
07:40
Woodford owns no shares in CRS as confirmed by CRS "Crystal Amber confirmed in an email to Dow Jones Newswires that Woodford Investment Management had sold its entire stake"
carcosa
20/7/2019
06:46
SP fall caused by Woodford selling out. Now he owns <5%, the share price should recover
melody9999
20/7/2019
06:36
SP fall caused by Woodford selling out. Now he owns <5%, the share price should recover
melody9999
19/7/2019
18:12
Agreed it needs change. Would prefer it to remain independent though.
p1nkfish
19/7/2019
16:09
Well DLAR made a huge effort to hit out at a shareholder questioning the management of a company that has been in decline for over a decade.We have heard their side of the story but ultimately the ceo is going the chair is going and the business is being restructured much because of RB activism.The chair has indeed overseen a period where the company has drifted without any strategic strength under a ceo appointed by him..the fact he was at Carillion before its demise is hardly a reassuring fact.The management renumeration is obscene in the current circumstances and doubt RB the only be concerned,Sooner someone takes DLR out the better while there's still value.
kooba
19/7/2019
14:10
Bought recently too earlier this week. The DLAR rebuttal to CRS was well written and thought out but change is coming anyway and CRS should benefit.
p1nkfish
19/7/2019
10:40
Have just tweeted: #CRS Woodford sells entire holding (confirmed by @CrystalAmberRB1 today). Catalyst for me to make my first new trade for several months. Now a #CRS shareholder. Discount to NAV not as much as I would like but happy with activist portfolio going forward.
carcosa
19/7/2019
10:24
We now have the rns confirming Woodford has sold so we should get back to reality and see what else they can do with De La Rue.
peter27
19/7/2019
05:20
Purchased 500k at 190p so obviously were involved in the transaction..probably set it up!So repurchase at 23% discount to nav ..all accretive of nav for holders.
kooba
18/7/2019
16:47
Yes I think you may be right, there was a 16m trade printed late yesterday that I'd missed which I think is the woodford sale, the other larger trades are the people who have taken the other side of the trade. I'm hoping CRS has taken as much as possible as a buyback.
dangersimpson2
Chat Pages: 24  23  22  21  20  19  18  17  16  15  14  13  Older
ADVFN Advertorial
Your Recent History
LSE
CRS
Crystal Am..
Register now to watch these stocks streaming on the ADVFN Monitor.

Monitor lets you view up to 110 of your favourite stocks at once and is completely free to use.

By accessing the services available at ADVFN you are agreeing to be bound by ADVFN's Terms & Conditions

P: V: D:20201124 20:27:38