Hansa Investment Share Discussion Threads

[topvest] 12/9/2015 15:21

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 15:26

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 08:10

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

[sspurt] 25/6/2015 15:48

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 10:11

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

[stpalm] 21/6/2015 23:26

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