Jupiter Emerging & Front... Share Discussion Threads

[spectoacc] 18/5/2020 15:14

Nudging towards NAV, as you'd expect with the tender. Will hopefully prevent too many tendering, JEFI wants to get larger, not smaller.

[spectoacc] 17/5/2020 16:24

@gopher - agreed, be interesting to see how many actually tender - could theoretically buy back lower.

Fairly keen on the curious MMIT too.

(Only in SQNX, missed a good rise in SQN).

[gopher] 16/5/2020 10:40

We must have similar portfolios SpectoAcc (SQN)

I can't see the point here as the Trust doesn't trade at a large discount and has traded at a premium. Sometimes these redemption opportunities are embedded in the initial offer as Trust is relatively new. Also doing much better than Blackrock Frontiers so a strong hold for better times imo.

[spectoacc] 14/5/2020 09:12

Missed the intra-day t/s yesterday, saying divi maintained this year, don't know about the next year. Read well tho.

[essentialinvestor] 07/5/2020 12:43

Tried to buy earlier this week as mentioned,
price rising with the redemption shortly imv, unsurprisingly.

[essentialinvestor] 05/5/2020 15:14

I can't even get a quote to Buy 1,000 shares online atm.


NAV gap to close as the redemption date nears?.

NAV around 80 pence a share atm.

[essentialinvestor] 04/5/2020 20:01

From the statement ..."The Directors are minded to approve all valid redemption requests unless there are exceptional reasons why this would be contrary to the interests of shareholders..."


As any redemption is at the discretion of the BOD, assumed given the backdrop
they would cite volatility and say...no 2020 redemption full stop.

[spectoacc] 04/5/2020 16:51

Redemption optional surely, and holding it compulsory I think.

[essentialinvestor] 04/5/2020 16:33

Very surprised at the redemption news given the market backdrop.

[essentialinvestor] 19/4/2020 15:37

Gearing is near 18% on the last update.

If there is another leg down on markets that could be costly?.

[essentialinvestor] 25/3/2020 09:13

Had a few.


XD for 1.2 pence tomorrow.

[essentialinvestor] 24/3/2020 23:34

And continue it did!.


Ross Teverson holds over 900,000 shares and appears to keep adding.

[essentialinvestor] 06/3/2020 22:30

May be worth keeping an eye on for an opportunity if equity volatility continues.

[davebowler] 06/3/2020 22:25

hTTps://www.thisismoney.co.uk/money/investing/article-8084415/TRUST-WATCH-Jupiter-Emerging-Frontier-Income.html

[essentialinvestor] 04/3/2020 14:05

Bought back in.

[essentialinvestor] 12/2/2020 16:23

Hopefully a move up past £1.10 as the outperformance here is recognised?.

[essentialinvestor] 06/2/2020 11:27

NAV moving up nicely again.

Move to quarterly dividends helpful, as is the benchmark outperformance.

The lead Manager has a large personal holding which I like.

Great longer term Buy
for both income and growth.

[essentialinvestor] 06/2/2020 08:10

Bought back in.

[essentialinvestor] 04/2/2020 12:14

Now trading Above NAV, will add back on weakness.

[essentialinvestor] 31/1/2020 15:08

I'm out given the marked recent outperformance against the sector.
Luck to holders.

[essentialinvestor] 29/1/2020 14:03

Shame these happened to be mentioned in the press recently, likely
to have been available around 1.05 on Monday just gone without that. Hey no.

Got some SOI below 2.44 on Monday.

[davebowler] 29/1/2020 10:42

The Company announces the following unaudited estimates as at Valuation 28 January 2020:


NAV including current year income and expenses 112.27p

[essentialinvestor] 17/1/2020 10:17

Sold a few.

[davebowler] 16/1/2020 17:33

hTTs://citywire.co.uk/investment-trust-insider/news/ian-cowie-the-emerging-market-trust-i-ve-bought-to-shoot-the-lights-out/a1313525?re=71139&ea=252901&utm_source=BulkEmail_Investment+Trust+Insider+Daily&utm_medium=BulkEmail_Investment+Trust+Insider+Daily&utm_campaign=BulkEmail_Investment+Trust+Insider+Daily