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
  0.00 0.0% 105.00 104.00 106.00 105.50 105.00 105.00 16,220 12:09:25
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Equity Investment Instruments 3.3 0.3 0.4 276.3 93

Crystal Amber Share Discussion Threads

Showing 476 to 500 of 625 messages
Chat Pages: 25  24  23  22  21  20  19  18  17  16  15  14  Older
DateSubjectAuthorDiscuss
16/12/2019
10:17
Agree 100%. Their activism hasn't worked and they continue to catch falling knives.
p1nkfish
16/12/2019
09:46
He got suckered by MERC IMO. CRS is an odd call - "Buy" when higher, "Sell" when lower, claiming he couldn't see a catalyst for the turnaround. How about a big discount, or the prospect of some of the holdings recovering? But as per above - I'm very unconvinced by the CRS portfolio of old-economy failing co's. Happy to be proven wrong, and hold ALM in size (& some KMR), but just not convinced by averaging down DLAR, HUR (out & back in), NTG. DLAR alone has shown some serious errors of judgement.
spectoacc
16/12/2019
09:19
He was buy on MERC and very positive before dropping.
p1nkfish
16/12/2019
08:40
Can't stand him, tho MERC was another he said "sell" on Fri. Nonetheless - has a big following.
spectoacc
16/12/2019
08:30
He hasn't covered himself in glory on MERC, ST not a guru. Take care, dyor.
p1nkfish
16/12/2019
07:32
"Surely it can't get much worse". Well - the only thing holding it up seems to be the buyback, another 200k shares at 128p reported. Simon Thompson has said "Sell". Whilst I'm a big fan (& holder) of ALM, I can see some of the old-economy stuff faltering still further. Plenty are wondering if DLAR can pull through, HUR seems to be in trouble, NTG is in a dreadful sector. They seem to be averaging down on them, Woodford-style. Struggling not to see the discount as warranted. They're now mildly geared into it too. But everything has a price - for me, I want the buyback to cease, the share to find a level much lower, and perhaps some indication that one or two of the holdings have hope. All of them (including ALM) look pretty awful atm.
spectoacc
15/12/2019
18:12
CRS now a buy? Surely can't get much worse ... hTTps://www.investegate.co.uk/crystal-amber-fund-limited--crs-/prn/monthly-net-asset-value/20191210151119P5729/ Crystal Amber Fund announces that its unaudited net asset value (“NAV”) per share at 30 November 2019 was 195.23 pence (31 October 2019: 202.65 pence per share). The proportion of the Fund’s NAV at 30 November 2019 represented by the ten largest shareholdings, other investments and cash (including accruals), was as follows: Ten largest shareholdings Pence per share Percentage Hurricane Energy plc 49.7 5.1%Equals Group plc 33.5 21.6%Northgate plc 27.7 6.2%De La Rue plc 24.1 14.3%Allied Minds plc 22.4 17.7%STV Group plc 12.8 8.0%GI Dynamics Inc. 12.6 73.1%Board Intelligence Ltd* 5.7 *Kenmare Resources plc 4.5 1.8%Camellia plc 2.8 1.1%Total of ten largest shareholdings 195.8 Other investments 10.7 Cash and accruals -11.3 Total NAV 195.2 *Board Intelligence Ltd is a private company and its shares are not listed on a stock exchange. Therefore, the percentage held is not disclosed.
peterbill
13/12/2019
16:13
Seems to be a lot they're underwater on - ALM, DLAR, HUR, NTG, EQLS - everything in the portfolio, basically ;)
spectoacc
13/12/2019
15:53
yes HUR down quite heavily this month. Maybe NAV around 190p then.
hugepants
13/12/2019
15:52
flyfisher, NAV was 195p at end November. So you think portfolio down 10% this month? (before today)
hugepants
13/12/2019
15:49
@HP - yes - it was a "tip update". Said he couldn't see where the recovery would come from. I'd suggest the timing of it landing on the doormat today was poor :)
spectoacc
13/12/2019
15:33
As of 10/12/19, i had nav at 180p, due to falling share price this month in hur, equals, dlar, stv and alm.
flyfisher
13/12/2019
15:22
Was that Thompson guy not tipping this as a buy when is was at 200p? Rise in HUR and EQLS alone worth 10p so should put nav north of 205p. So discount to NAV must be around 35% Dividend of 5p. Will this continue. Are they happy to pay it out of capital?
hugepants
13/12/2019
14:44
Pretty hard to justify the high fees
hindsight
13/12/2019
14:12
Simon Thompson has said sell in his IC column today. Presumably out a week ago to "subscribers" and hence at least some of the weakness.
spectoacc
13/12/2019
12:36
fyi HUR +10% EQLS +10% ALM +2.5% STV +2.5% DLR +1.5% NTG +1.5%
hugepants
12/12/2019
19:00
CA increase their stake in hurricane oil today?
avsome1968
11/12/2019
11:28
17.1% x $40M return due from ALM. About 6.8p/share. ALM RNS today, upped return.
p1nkfish
10/12/2019
17:21
NEGATIVE cash/accruals of -11.3p per share not so comfortable as before. Big negative swing in cash/accruals over one month, especially in a falling market. On the basis of some 99.5m shares in issue, that is a NEGATIVE cash/accruals position of c. £11.25m which they will have to carry or finance by selling/having sold other positions- certain of which would have significantly fallen in price since November month end. Adding the new dividend to that , the NAV will be under downwards pressure since November. Not so rosy. ALL IMO. DYOR. QP
quepassa
10/12/2019
16:16
Thanks I only just got alert so we have transaction sales since that date I see
laserdisc
10/12/2019
16:14
@laserdisc - that's what I was quoting from ;)
spectoacc
10/12/2019
16:11
Monthly net asset value just released for 30/11.
laserdisc
10/12/2019
15:39
Blimey missed that - ouch. Went from 5.51% to 4.81%. Divi will extend that debt position a little.
spectoacc
10/12/2019
15:33
Hur 31p disposed of some last week see hur rns holding,see crs declared 2.5p dividend this mornings rns
laserdisc
10/12/2019
15:15
Sellers below £1.26 today, and a reminder of recent holdings/NAV: HUR - 50p Equals - 33p NTG - 28p DLAR - 24p ALM - 22p (fallen since) STV 13p GI Dynamics 12p Board Intel (unlisted) 6p KMR - 4p Camellia - 3p All selectively rounded. 10.7p of other investments, negative 11.3p of debt+accruals. All none too clever.
spectoacc
Chat Pages: 25  24  23  22  21  20  19  18  17  16  15  14  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:20210417 18:26:31