Epe Special Opportunities Share Discussion Threads

[josels] 06/11/2010 10:06

value will be brought to the shareholder as the discount narrows

[drw1] 14/10/2010 12:53

Trading on a massive discount to stated net asset value.

[josels] 13/10/2010 18:51

it is going up nicelly
lets see where it stops
I have been in those for a year or so

[josels] 08/10/2010 17:49

josels - 8 Oct'10 - 18:13 - 7013 of 7014 edit


wise words ad
at what time does the pit open?
many thanks


ad1967mc - 8 Oct'10 - 18:20 - 7014 of 7014


2pm. That said most volume is executed on the electronic platform these days. The pit's more focussed on options now. Still a lot of players wait on or near 2pm before making major commitments.

[josels] 02/9/2010 06:21

The US market is gagging on crude and products. I watch the calendar spreads (Oct 10 vs Dec 11) very closely and they've widened massively as crude bids for limited storage and the contango is dangled as an incentive. That's very bearish, so today's bull cull has come as no surprise. Not that I traded it particularly well. Made good money, but it should have been so much more.

[josels] 02/9/2010 06:19

yell
talent group
asia digital holdings
itv plc
stv group
wpp plc
trinity mirror
rightmove plc
informa
united business media
electric word
pearson
reed elsevier
daily mail & general trust A
mecom group

[jonwig] 15/8/2010 15:18

More details later.
I doubt ESO will be worth buying if the spread is enormous.
(Last trade was 30k @ 31p when spread was 28-33.)

[jonwig] 15/8/2010 15:17

Pending developments here (ie. the RTO of Equity Partnership Investment Company Cap Shares due to be voted on at end-August) suggest that either ESO or EQPC will be a speculative buy.

ESO is acquiring the EQPC portfolio at a discount, but the ESO share price is at a greater discount currently. In any event, the reliance on Whittards, etc. will reduce.

Note the 'incestuous' relationship between the companies.

[josels] 10/8/2010 06:13

Nasty bearish rising wedge on the index to...

[josels] 09/8/2010 16:24

3 BULLISH SIGNALS TODAY from Recognia - I didnt realise you can get from Interactve 1nvestors

(Check each event and then select "View chart for checked events")

Link to Tech chart

https://site.recognia.com/interactiveinvestor/serve.shtml?ref=event_lookup&sid=493311994&page=event_lookup&instrument_type=S&symbol=ifl.L&exchange=LONDON

[josels] 05/8/2010 21:17

I've also noticed that oil is under-performing. Crude has been a good lead indicator many times in the past. The lower liquidity in oil vs stocks and fx often reveals trends earlier as bigger and more knowledgeable players struggle to unload their book in a thin market. However the volume is very very low, so I wouldn't read too much into any divergence just yet. It wouldn't take much buying to turn the picture around.

[josels] 29/7/2010 22:05

Any views in anticipation of 3.30 today? Short or long from $77. Quick answers appreciated



I would wait for the EIA stats first. The time series is too erratic to second guess and the API numbers (released last night (-21.30 hours on tuesday evening -jls)) are even less reliable. I'm surprised how easily the market was repulsed from the $80 area. I still fancy another attempt higher in the coming week or two. However a break and close below $74.70 would raise a warning flag. Big picture, crude is trading sideways between $70 and $80 so current levels are a bit of a no man's land.

daniel - 28 Jul'10 - 14:35 - 6861 of 6863


Thanks so much Ad67, your posts are like an oil trader's ref guide.

thegreatgeraldo - 28 Jul'10 - 15:45 - 6862 of 6863


Huge jump in crude imports (up to 11.2mmbblsd) which explains the jump in stocks, all accounted for by the jump in stocks held on the Gulf Coast

ad1967mc - 28 Jul'10 - 15:58 - 6863 of 6863


Indeed. The inventories are following last years bloated pattern, which should mean total (crude + product stockpiles) will top out in the next few weeks or so. From a fundamental perspective it's hard to be bullish, but so long as equities (particularly Asia) and other commodities remain strong and the Dollar is weak, then it's also hard to be bearish. Hence the broad trading range, as bulls and bears battle it out, which makes it a short-term traders market.

[josels] 29/7/2010 13:05

Good news from the USD
good for equities
bad for gold
euro very strong

[josels] 21/7/2010 17:07

Every week the US energy department releases data, usually at 3.30pm on a Wednesday. It is always market moving, often materially so.

In today's case the builds in inventory were bigger than expected:

[hugepants] 09/3/2010 09:54

TIDMESO

RNS Number : 2870I
EPE Special Opportunities PLC
09 March 2010

EPE Special Opportunities PLC

NET ASSET VALUE

The Directors of EPE Special Opportunities PLC wish to announce that the NAV at
28 February 2010 was 72.98 pence per share.


Enquiries:


+-------------------------------------------+----------------------------------------------------------+
| EPIC Private Equity | James Henderson, EPIC Private Equity |
| | Phone: [phone] |
+-------------------------------------------+----------------------------------------------------------+
| | |
+-------------------------------------------+----------------------------------------------------------+
| | Richard Spiegelberg, Cardew Group |
| | Phone: [phone] |
+-------------------------------------------+----------------------------------------------------------+


Disclaimer: This valuation, which has been prepared in good faith by the
Company's investment adviser, is for information purposes only. It is derived
from unaudited estimated valuations of the Company's underlying investments
based on information received by the investment adviser which may relate to
dates or periods some time before the date of this valuation. Such estimates
may be subject to little verification or other due diligence and may not comply
with generally accepted accounting practices or other generally accepted
valuation principles. If a valuation estimate subsequently proves to be
incorrect, no adjustment is expected to be made to any previously published
estimated net asset value.


This information is provided by RNS
The company news service from the London Stock Exchange
END

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[josels] 30/1/2010 18:28

AIM stocks