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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% 103.00 101.00 105.00 103.00 103.00 103.00 50,287 08:00:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Equity Investment Instruments 3.3 0.3 0.4 271.1 91

Crystal Amber Share Discussion Threads

Showing 526 to 547 of 650 messages
Chat Pages: 26  25  24  23  22  21  20  19  18  17  16  15  Older
DateSubjectAuthorDiscuss
05/2/2020
15:00
Unless something comes off. But even then, do you want to own eg HUR, NTG, DLAR? Dunno - I'm a buyer somewhere, but agree def not yet.
spectoacc
05/2/2020
14:59
yep. This currently doesn't look like value anywhere above 100p. HUR may be the one that offers possible significant upside.
hugepants
05/2/2020
14:56
Buyback going to continue in the Closed Period I see - pity, has already prevented CRS finding a level. To be fair, at least it's NAV-accretive down here - for the moment... Whilst I still think it's possible the activist may attract an activist, you simply couldn't sell some of the holdings, eg EQLS, ALM, other than on huge discounts. Not much market for that many DLAR, NTG, or HUR either.
spectoacc
05/2/2020
10:30
Staggering how badly they've done since the LEAF success.
spectoacc
05/2/2020
09:58
It is more like 140p at the moment.
dangersimpson2
04/2/2020
22:05
I reckon NAV is about 150p now dues to the precipitous falls in HUR and EQLS since the last update.
hugepants
03/2/2020
14:21
Maybe they had lent Woodford a few bob
nobilis
03/2/2020
14:13
"There are three ways to ruin yourself -- gambling, women, and technology. Gambling is the fastest. Women are the most pleasurable. Technology is the most certain." Georges Pompidou Think this could fall to 20p something nasty and squelchy undefoot
nobilis
03/2/2020
14:06
Got my eye on it, it has a price - but yes, wondering now if it'll attract an "activist" :) An argument for some of the holdings - but have to wonder about averaging down the likes of DLAR, the failed re-entry into NTG, the belief in EQLS etc. All (& my ALM) only going down still.
spectoacc
03/2/2020
13:56
Someone sold 48.8k at 113p, where's the buyback gone? That's a fair discount for what isn't a vast number of shares.
spectoacc
31/1/2020
15:53
Management just like the Captain of The Titanic. Someone should tell them not to go down with the ships they haven't been able to keep afloat.
p1nkfish
31/1/2020
15:53
An even greater cycnic would point out Mr Buffett & Mr Munger's performance vs an S&P tracker over the past half dozen years ;) CRS has a price, but what.. I'd be very concerned about some of the holdings, DLAR & NTG in particular. Interestingly, I'd be much less concerned if they were buying the self-same stocks now. But when you buy into eg NTG, DLAR far higher, attempt some corporate changes, and then they tank, where on earth do you go next? NTG in particular have stuck two fingers up at them.
spectoacc
31/1/2020
15:41
The 2% plus 20% fees kept me out of these fortunately. Some wise words from Mr Buffet on the subject A flood of money went from institutional investors to the 2-and-20 crowd. For those innocent of this arrangement, let me explain: It’s a lopsided system whereby 2% of your principal is paid each year to the manager even if he accomplishes nothing or, for that matter, loses you a bundle and, additionally, 20% of your profit is paid to him if he succeeds, even if his success is due simply to a rising tide. For example, a manager who achieves a gross return of 10% in a year will keep 3.6 percentage points two points off the top plus 20% of the residual 8 points“ leaving only 6.4 percentage points for his investors. On a $3 billion fund, this 6.4% net performance will deliver the manager a cool $108 million. He will receive this bonanza even though an index fund might have returned 15% to investors in the same period and charged them only a token fee.
hindsight
31/1/2020
14:43
Amazingly, nearly at the under-market Invesco dump price (117.5p). CRS has a value, but I'm struggling to discern it, beyond the round number £1/share guess. An eclectic mix of losers, punts, and old economy dying co's. Saying that, I thought HUR's update this week was very good. As did the market, for all of one day. Now back around recent lows. EQLS staying down. ALM slipping again, tho I rate this one. DLAR doing nothing - perhaps a good thing! NTG cr*p, and now with deal execution risk. Last reported NAV 195p, HL currently estimating 179p, which is certainly closer to being right. Buy price 120p, but for what? c.3% ongoing charge and they've destroyed value at an alarming rate - NAV back to 2016 levels. Perhaps the activist shareholder will attract an activist..
spectoacc
28/1/2020
14:56
I like it when CRS detail their thoughts on each holding, in the Monthly NAV RNS. Can't fault them for communication - just for stock-picking skills! Sadly, the latter is the only reason to invest. Reminding myself of holdings: HUR (sh*te, and carbon) EQLS - can't seem to stop falling ALM - love it, my biggest holding, so may be biased DLAR - no one bidding for it, could be fine if it survives, but bust a possibility NTG - poor performer, poor co, wrong sector again GI Dynamics - know nothing about it STVG - doing OK Board Intelligence - know nothing about it KMR - another I hold, cheap Sutton Harbour - not exactly shooting the lights out. And that's it. That's what you're buying with CRS, tho at least at a fair discount. 31st Dec NAV 179p, undoubtedly lower now. Only really the Top 6 of relevance, making up respectively 36.1p, 35p, 23.1p, 23.1p, 20.5p per share as of 31st Dec. 3% ongoing charge looking a little high - if some is performance fee, it'll be heading lower. Can't Recommend A Purchase, which is a pity with the discount they're on.
spectoacc
28/1/2020
12:46
yes and EQLS down another 12% today.
hugepants
28/1/2020
10:17
Worse, did you see EQLS yesterday and today? DLAR, NTG stable at least, and the ALM tank was divi-related, but still - where are the winners? There are none. 117.5p Invesco dumped at I believe - if not for CRS continually buying its shares, we'd be below there IMO.
spectoacc
28/1/2020
10:11
I expect the NAV is taking a further hit; Hurricane at only 23p now.
hugepants
24/1/2020
11:53
Dlar CFO gone after 18 months. Wonder if Crystal had anything to do with it.
p1nkfish
09/1/2020
13:22
love the fact activists are investing in an activist fund - wonder what their modus operandi is? Live by the sword.....
edwardt
25/12/2019
20:41
Clearly see more value in DLAR.................. ;)
spectoacc
24/12/2019
17:56
According to below,they have sold most of cnks,i can't understand why you would sell one of your better value plays,"smacks of desperation", or as he completely lost the plot. https://www.investegate.co.uk/cenkos-securities--cnks-/rns/tr-1--notification-of-major-holdings/201912241156190177Y/
contrarian joe
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