Eaglet Share Discussion Threads

[rogue tr@der] 25/5/2001 00:13

This looks like a good performing safe investment with a consistant increase in NAV and share price.

Check out the performance on trustnet:-



Anyone who has made 60%+ in the last year and 300% in 5 years earns my respect and investment. Should be in any ballanced portfolio IMO.

RT

[morose] 14/5/2001 13:39

It has now started to recover after slipping in the last 2-3months and must be a good bet based on a market recovery.

[rogue tr@der] 13/5/2001 20:17

This looks like a good performing safe investment with a consistant increase in NAV and share price.

Check out the performance on trustnet:-



Anyone who has made 60%+ in the last year and 300% in 5 years earns my respect and investment. Should be in any ballanced portfolio IMO.

RT

[alwicon] 07/5/2001 22:16

As far as i can remember Eaglet has been trading at a premium, so as long as people still want to buy the shares, and clearly they do,there is nothing to worry about.Just look at the performance over five years,if like me you are along term holder you have to be extremely pleased.

[morose] 14/3/2001 10:06

You may be right , you may be wrong, but I consider this to be 3-5 year investment rather like a unit trust, and ride the storms.
It'll be back up eventually but who knows when.

[joe90g] 14/3/2001 08:59

well said m. good short as mkt still sliding

[morose] 13/3/2001 09:46

Time to learn how to type.

[frikker] 13/3/2001 08:19

Time to short this pile of pants.
Its portfolio will be going down tge toilet/

[ntv] 10/3/2001 23:26

hi everybody i'm a shareholder in hdt[holders technology] and i've found you're thread interesting.ifollowed peter webb into the companies he has bought into such as lumination which was subject to a management buyout.he certainly creates interest in the companies he buys into so i'm looking forward to the future as an hdt shareholder.there some interesting murmurings coming out of the wood work about the prospects for hdt subsidiary just fone.i recently placed an article on the hdt thread asking if any body had any ideas why pw had been buying shares in hdt and through comments i have recently read around the various threads i think i'm beginning to see his investment strategy don't forget always dyor

[tuyere] 10/3/2001 20:03

a few of his holdings think he sold cmlBTSM BSS Grp. 5.0 1.7% 292.5 280.0 305.0 292.5 287.5 287.5 21,850 285.0 1,400 close
BYNS Baynes(Charles) 0.0 0.0% 56.0 55.0 57.0 56.0 56.0 56.0 36,988 55.25 3,309 close
CML CML Microsystem -27.5 -4.5% 590.0 580.0 600.0 617.5 590.0 617.5 41,564 585.0 1,000 close
CNC Concur.Tech -3.5 -6.6% 49.5 48.0 51.0 52.0 49.5 52.0 106,542 48.25 5,000 close
DCF Dynamic Com.FIN 0.0 0.0% 180.0 175.0 185.0 180.0 180.0 180.0 close
DET Deltron Elec. 0.0 0.0% 160.0 158.0 162.0 160.0 160.0 160.0 43,751 161.0 308 close
DSN Densitron Tech. 0.0 0.0% 117.5 115.0 120.0 117.5 117.5 117.5 9,036 115.5 5,000 close
DWM Dowding & Mills 2.5 6.2% 43.0 42.0 44.0 43.5 40.5 40.5 253,711 42.0 100,000 close
FER Ferraris Grp. -7.5 -2.8% 261.0 260.0 262.0 268.5 261.0 268.5 36,273 260.0 2,000 close
HDT Holders Tech. -5.0 -3.2% 150.0 145.0 155.0 155.0 150.0 155.0 5,700 145.0 1,700 close
HPS Hercules Props. 0.0 0.0% 725.0 710.0 740.0 725.0 720.0 725.0 5,488 713.75 402 close
HYWD Heywood Wms. -4.0 -2.2% 175.0 173.0 177.0 179.0 175.0 179.0 97,850 176.0 1,884 close
INS Infast Grp. 0.0 0.0% 38.5 38.0 39.0 38.5 38.0 38.5 31,265 38.75 5,000 close A
MLT Multi GRP 0.5 3.3% 15.5 15.0 16.0 15.5 15.0 15.0 92,173 15.9 10,000 close A
NCS Netcentric 0.0 0.0% 5.25 5.0 5.5 5.25 5.25 5.25 160,540 5.0 100,000 close
NVA Novara 0.0 0.0% 25.0 24.0 26.0 25.5 25.0 25.0 15,000 26.0 15,000 close
OBS Orbis -0.25 -0.4% 64.25 64.0 64.5 64.5 63.0 64.5 189,396 64.4 4,651 close
OEI OLD Eng.Inns 0.0 0.0% 99.0 95.0 103.0 99.0 98.0 99.0 49,018 95.0 3,112 close
PDG Pendragon 0.0 0.0% 234.5 232.0 237.0 234.5 234.5 234.5 20,009 234.0 5,000 close
ROR Rotork -2.5 -0.8% 305.5 303.0 308.0 308.0 305.5 308.0 11,511 303.0 180 close
RST Radstone Tech. 0.0 0.0% 227.5 225.0 230.0 229.0 227.5 229.0 15,084 228.8 211 close
SRDR Sirdar -1.0 -1.3% 74.0 73.0 75.0 75.0 74.0 75.0 10,000 74.0 10,000 close
STU Stratus Hldgs -10.5 -35.6% 19.0 18.0 20.0 22.5 18.5 22.5 13,586 19.6 2,500 close A
SYLT Syltone -3.0 -4.0% 72.5 70.0 75.0 75.5 72.5 75.5 2,200 75.0 2,200 close
THN Thomson Inter. 0.0 0.0% 100.5 98.0 103.0 100.5 100.5 100.5 close
TNL Tinsley(E) 0.0 0.0% 76.5 75.0 78.0 76.5 76.0 76.5 500 77.25 500 close
WLN Wellington Hds. 0.0 0.0% 77.5 75.0 80.0 77.5 77.5 77.5 close
WSW Wilshaw 0.0 0.0% 36.75 36.0 37.5 37.0 36.75 36.75 2,000 36.75 2,000 close
WTT Wintrust 0.0 0.0% 536.5 530.0 543.0 537.5 535.0 536.5 184 541.0 184 close
ZTF Zotefoams -2.5 -2.3% 104.5 104.0 105.0 107.0 102.5 107.0 28,011 104.0 7,000 close


hope it helps by the way check out SYLT syltone the director and his wife likes them :)

[nulliusinverba] 10/3/2001 00:58

Hello Ingrid



Peter Webb invests on behalf of Eaglet,(for growth), Acorn Trust (AIN), for investment, and takeover prospects,(eight out of Acorns holdings were taken over last year)and also through two nominee names which he uses.

I have identified, and monitor, forty eight companies in which Peter Webb, through his trusts etc, has major holdings.(Once you have identified them, the computer does the rest.)
Regards.

[philjh] 09/3/2001 17:06

They bought 350k in Multi Group, a vastly undervalued company IMHO earlier this week. I also like to follow Peter Webb but can't identify the 40+ that Nulliusverba can!

[morose] 09/3/2001 14:50

How about HDT?
PW holds a large stake in these.
The only problem to my mind is whether or not to buy now after a recent surge, or hang on for a bit.

[salar] 09/3/2001 14:11

nulliusverba:

Have done the same kind of thing as you in a much less organised way - usually just monitor news on citywire etc., and then buy selectively using PW's holding as a clincher.

I tend to prefer growth to recovery stocks - recently have bought Wintrust and Ferraris and may buy Radstone if it falls back after todays IC tip. PW has substantial holdings in all three.

Of the 48 you monitor, are there any you think are particularly interesting at present?

TIA for any comment.

[nulliusinverba] 09/3/2001 13:37

Hello Ingrid,

I quite agree with your view. For what it's worth I dont invest directly into Eaglet,etc, but by observing his individual stocks performance, identify the ones that have gone through the restructering phase, and are on the way to recovery.

I am pleased to say, they almost all come around in time.

Regards.

[ingrid] 09/3/2001 13:19

hi Nulliusinverba, i hear what you say and caution is the way to play it in the current market conditions, i agree. I was just trying to point out to the private investor that is itching to put their money into shares, if they wish to invest in these turbulent times and have access to small caps they could do a lot worse than invest in EIN. The market has fallen a long way, and it may have further to fall but i think the general opinion is that 90% of the damage has been done. So to buy near the bottom of a correction like this in the current climate of falling interest rates which have a sizeable effect on small caps, has the potential for good returns over the medium term for me i am looking at next 6-9 months maybe longer, ing.

[ingrid] 09/3/2001 11:45

Hi Nulliusinverba, when the whole market drops as it has since Sept, some of the portfolio is bound to suffer, but just check out EIN NAV :- 30th sept 379p,
31st Dec 420.82p and now at 28th Feb 454.17p. FTSE 100 30th Sept 6294 - 28th Feb 5918, TECHMARK 3734 30th Sept now 2303 @ 28th Feb . EIN is a small cap (average 32million MC ) value investor, so the companies with good earnings growth and good fundamentals will continue to do well what ever the market, as the above shows.
Tech's good and bad have fallen and only the good will rise again, with his reputation and his own personal wealth at stake , Peter Webb has a lot to lose. Which he will be doing his up most not too. I feel he can pick the good from the bad both tech and non-tech which is more than i can say for me! With personal relationships with the companies EIN has shares in, he has the upper hand where private investors are concerned. We all know that small cap's have great upside potential and picking the one's that will succeed is tricky, and the downside can be disastorous to a small portfolio. When buying into a fund like this, you are buying into some companies that have been held for a while and their quality is finally being recognised while others are still unknown to the majority of the investing arena and will need a few more sets of figures before the penny drops, when the penny is going to drop is difficult to time, so you need to be in before hand. This is a plus where a IT is concerned.

All this is my opinion, and i never buy and then not monitor it's progress, for anyone thinking of buying look at the stuff thats gone up as well as the stuff thats gone down, ing.