Hansa Investment Share Discussion Threads

[sspurt] 05/10/2017 09:06

Good to see a bit of progression here helped by a recovery at OCN. NAV growth almost respectable over the last 6m and disc still 28% so happy to hold. Still difficult to invest in value with any conviction but this is an exception for me.

[luckymouse] 22/9/2016 13:32

Spread can be a touch better on the A listing - not loving those wicks tho

[rogerbridge] 22/4/2016 08:02

Bought some today for the ISA.
Very wide discount here and lots of value.
Commodities on the up, particularly grains, soya etc that should help OCN in the future.
Investment portfolio looks to be reasonably managed too.

[coolen] 21/4/2016 21:41

Well spotted Spooky.

There's been a lumpy seller of the non-voters this week. By High Noon on Friday I expect to see them better.

[spooky] 21/4/2016 11:26

In view of the move in OCN i'm surprised that there hasn't been more interest in HAN.

[topvest] 12/9/2015 14:21

Hold OCN as well and just been reading their interims. They seem to be doing pretty well given the headwinds in Brazil and the oil sector. Hold HAN and OCN, but I prefer HAN - the maths are pretty compelling.

OCN is on a 25% discount to its net asset value - £8 versus £11 NAV or a 25% discount.

HAN is on a c30% discount so there is a double discount on a 1/3rd of the portfolio represented by OCN. Excellent value!

[topvest] 11/9/2015 14:26

Doubled up on Hansa Trust today. They are on an enormous discount (getting on for 30%) which is unjustified given their strong overall long term performance in my view. There is also still value in the Ocean Wilson holding in my view particularly if the investment portfolio is demerged and also from the Brazilian business which should do well long term anyway.

[stpalm] 14/7/2015 07:10

hopefully they dont suffer from the short termism that's so common nowadays in the market

[sspurt] 25/6/2015 14:48

At this level i am a fan for the long term. Difficult to find value in this market and with discounts on discounts of 25% each time this has attractions. Difficult to say when Brazil is going to turnaround but at least one is not getting in at the top with Wilson Sons. Bit of stock around too at the mo altho it can be patchy

[ryandj2222] 24/6/2015 09:11

I quite like it too. Broad remit, international focused investment trust. It makes up a fair bit of my SIPP.

[stpalm] 21/6/2015 22:26

Like this one, good discount too. anyone got any thoughts?