Share Name Share Symbol Market Type Share ISIN Share Description
Jup Ord. LSE:JDT London Ordinary Share GB00B0M3FZ66 ORD INC SHS 8.98274742P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +0.00p +0.00% 0.155p 0.01p 0.30p - - - 0 06:42:18
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Equity Investment Instruments 2.4 1.3 4.0 0.0 0.14

Jup Ord. Share Discussion Threads

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Private Equity trust HVPE today revealed a great May performance; and the share price showing a chart breakout. Up 11p, but that is less than 1%. I’ve bought back in for a few. Currently at 1250p-1252p and looking great value on a 23.6% discount. free stock charts from
For those still interested in commercial property plays: ======================================================= The warehousing strategy appears to be meeting with investor approval across the sector; so I played into that trend by buying into off-the-radar mini-propco Highcroft (HCFT). At the year end the portfolio stood at 74% warehouses and retail warehouses. The more I read Highcroft's (HCFT) recent Prelims the better I like them, especially considering the Yield of 5.1% & the Discount of 21.6% at today's offer price of 910p. There was an interesting appointment to the Board at the end of last year. Charles Butler - the former CEO of Market Tech - the £3bn propco which owns great chunks of Camden Market. Certainly represented a vote of confidence in HCFT & its Board. More headline info here:
In view of the current $ strength and the recent uptick in the Private Equity sector, I decided to take a look at the Premium/Discount stats. Bear in mind that the largest $ exposures are HVPE, NBPE & PIN. FPEO----380p----6.4% PREMIUM (tho to Dec'17; so s/b an increase in underlying NAV) ICGT----860p---10.3% Discount HGT----1885p----2.4% Discount HVPE---1234p---20.0% Discount NBPE----965p---22.2% Discount PEY----1086p----5.6% Discount PIN----1940p---14.3% Discount SLPE----338p---13.2% Discount Average discount now = a mere 10.2% NBPE looks to be a stand out buy based only upon this admittedly rather crude analysis; but "BUY the ANOMALY" is something I believe in, so bought in @ 965p. Investor Presentation:
Sorry, yes Tilts right of course. I meant RLE. Mine is the rather befuddled brain as just out of hospital after a hernia op. All very painful and loads of drugs trying to help... HeyHo....RLE still the right decision! CWA1 sold 80% and hoped to be back in for a third bite of the cherry; but looks as though they've flown. Been a good play. Sounds as though you've bought and stayed in; hope so...
Cheers tilts.
He meant RLE
Afternoon Sky Brain having an off day here.... Looked up RGL but just seeing Regional REIT-however the price of that one seems to be just over the pound rather than the 56p you mentioned, so presumably the wrong one. Any chance of a pointer or link to the one you mentioned? Cheers PS: MGR having a "good hair" day, you still in there?
In last week's IC article following RLE's Finals they stated: "Prior to these numbers Liberum was forecasting adjusted NAV of 71.4p/share at 31 Dec'18" Assuming that NAV and the proposed 3.5p annual dividend, then at 56p: # The NAV discount = 21.6% # The Yield = 6.25% Decided to make a small top-up at that 56p this morning.
Topped up my VOLTA Finance (VTA) after today's Interim Report. At 703p the yield = 9.1% and the NAV discount = 15.8% The CHAIRMAN’S STATEMENT reads very well, especially the last bit of para2 regarding Discount control Management: ====================================== Dear Shareholder When I wrote to you in the autumn of last year some caution seemed merited towards the ebullience in financial markets. Subsequently, this enthusiasm has, indeed, been tempered. Government bond yields have risen sharply in some regions, most particularly the United States, and “risk assets” such as equities have seen an increase in volatility. Against this backdrop, the net asset value (“NAV”) total return of Volta, at 2.7% for the six months to 31 January 2018 (and an estimated gain of 0.7% in February 2018) is respectable, if below the long-term target run-rate of returns. More disappointing, however, is the share price total return of -0.7% for the six months to 31 January 2018. This reflects a widening of the discount of the share price to NAV to 14.2% as at that date. Despite efforts to bring Volta to the attention of a wider audience and ongoing attempts to address any structural impediments to an improved share price rating, so far this has not been reflected in a narrower share price discount. I would note in this context the recent reduced ratings across a broad peer group of incomeorientated listed investment funds including direct Company peers. So Volta’s de-rating is not unique. That said, the Board, Investment Manager and broker have recently discussed this and we will redouble our efforts in the coming year. In my meetings with some Shareholders there has been a suggestion that our Company should commence either a regular tender at NAV or repurchase shares in the market. These mechanisms can be a double-edged sword, as some have found to their cost. However, they have a time and a place. The Board are active in their consideration and will use such discount control measures if they believe them to be in the best interests of Shareholders as a whole. Before we become too glum, it is important to remember that Volta’s share price, with dividends reinvested, has generated an annualised return of 11.2% since inception in 2006. It also offers a dividend yield of 8.7% on the share price as at 31 January 2018. More importantly, this dividend is comfortably covered from income and coupons received on the underlying portfolio. In an environment where cash rates in euro are still negative, this is a highly attractive yield, particularly given the risk profile embedded in the underlying portfolio. As I have noted previously, it is the extent and quality of these cash flows that will, ultimately, drive total returns, not the vagaries of investor sentiment. Further, these cash flows come from a variety of different sources. Volta’s diversification can sometimes be a hindrance to understanding the nuances of the Company. However, that diversification is a real strength, particularly when compared to our peers. etcetcetc
Indeed; and thnx for the broker upgrade news on the MGR board...
Happy days re MGR, decent results.
MGR moving ahead again after today's Finals: After a 900k purchase @ 42.5p they've moved on to 42p Bid.
Sold VOD temporarily at a little over break even so that I could start the process of moving ARS into my ISA. Fortuitously I have only dealt with the buy side of the transaction at a little over 9.5p and they almost immediately have moved to 12p and dips appear to be getting bought. Strangely stronger after the US markets open. Happy to have an inflated position in the short term. Have today taken the chance on selling most of my GFM holding and some of the CAML holding that I acquired on the recent drop to substantially increase my position in LGEN. 15p of earnings in the first 6 months and real momentum in the business in all areas. Results out on Wednesday which could easily show earnings of 30p+ and a good trading update. Just feel that they are undervalued on a P/E of a little over 8 and a well covered dividend yielding 6%+ at current levels. ATB
Sold the remainder of my holding in RUSP today and took a chance on VOD at all in cost of £2.01. Just feel that it has fallen too far and historically at around this price, RSI and momentum level there have been good returns to be had. Bit of a gamble but one where I see limited downside (famous last words). ATB
Purchased some LGEN a few days ago at 250p. Current year trading going very well and good business momentum. Yielding 6%+ at current levels.
Traded some more RUSP in for CAML today at 290.5p. They will be producing some serious cash flow at current metals prices and the outlook for Copper and Zinc is good with stock levels declining. Good record of passing cash to shareholders and so looking forward to some good dividends. Takeover last year is looking very well timed.
Happy to be back into MGR this morning at average 39.5p.
Thnx to eeza on the RGL thread for posting this link – after the 666pt fall on the DOW yesterday this suggests Monday might be an interesting day across all financial Markets! ========================================================================== “In a late Friday press release - one which is certain to exacerbate today's selloff when markets reopen on Monday- the Fed said it would bar Wells from expanding its assets beyond their end-2017 level until it "sufficiently improves its governance and controls." “As a result of Yellen's "parting gift" which came after today's market bloodbath which in point terms was the biggest Dow plunge since the financial crisis, even greater than the US downgrade in August 2011, WFC shares plunged a staggering 8% in after-hours trading now that the Fed appears to also be finally a regulator as well.”
Well done Skyship. Been a flat to slightly down start of the year for me, which is surprising given how well commodity prices have performed this month. Good luck for February.
I know there's still a day to go, but for me (and I hope for all) January has once again proved to be a nicely profitable month. In my case mainly due to the two stocks I tipped in the Header: # My Tip for 2018: MGR up 20% # My Spec for 2018: MWG up 106% I've now taken the profits in both; though would hope to get MGR back into the fold should we see a pullback to c40p. MWG? Well, a spec is a spec and this is one that paid off for a small allocation.
GBPEUR flirting with the 1.14 ceiling this last week. Broke through as far as 1.15, then pulled back to the breakline. If £ can start moving forward again then we could well see a rise to the next resistance at 1.20. A 5.2% rise in the spot rate would/should translate to a 26% rise in SUP5: free stock charts from
Interesting views on the Bond market:
Simon Thompson revisited his Miton (MGR) tip in his IC Online column yesterday. MGR is my Nap for 2018 - see Header. The chart suggests the share price may be breaking out of its downtrend - so both technically and fundamentally MGR looks a good trade ahead of its next numbers - Finals mid-March: Miton upgrades again: While I was on sabbatical at the end of last year, fund manager Miton (MGR:38p) issued an trading update that revealed an 8 per cent rise in its assets under management (AUM) to £3.63bn in the four months to the end of October 2017, tracking well ahead of the £3.5bn year-end forecast of analyst Stuart Duncan at broking house Peel Hunt. This prompted Mr Duncan to raise his year-end AUM estimate to £3.7bn, up from £2.9bn at the start of 2017. Mr Duncan also upgraded his full-year pre-tax profit and EPS forecast by 9 per cent to £6.3m and 2.8p, respectively, implying 16 per cent EPS growth year on year. Since then, the board has spent £3.4m of the company’s hefty cash pile, purchasing 8.5m shares in an earnings-enhancing share buyback at 39.75p a share. By my reckoning, the company is currently being valued on an enterprise value to post tax profit multiple of less than 10 times – a significant discount to the sector average. A 3.7 per cent prospective dividend yield for the 2018 financial year is also attractive. So, having initiated coverage at 23p ('Poised for a profitable recovery', 4 Apr 2015), and last advised buying the shares at 41p (‘Plain sailing’, 27 Sep 2017), I continue to see upside to my 50p target price. Buy. free stock charts from
Taken profits on just over 70% of my TAP position this morning, as with this mornings move up the position was getting quite sizeable. Picked up on the fact that revenue is broadly in line which sounds like a possible small miss even though EBITDA are slightly ahead of expectations. Share price has moved up strongly of late and all the indicators are looking like it is overbought in the short term. Happy to retain the remaining 3K shares to re-balance things a little and would be happy to buy back on any reasonable pullback.
The only two I hold now are INLZ & RGLZ. The latter now too expensive; but may still be an opportunity with INLZ. Someone sold 14k @ 146p on Friday. I topped up with 7.5k @ 147.2p (147.95p inc. costs). GRY for maturity @ 155.9p on 10/04/19 = 4.22%. Someone else has taken another 5k this morning; but if interested you may still get lucky...
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