Share Name Share Symbol Market Type Share ISIN Share Description
Lms Capital LSE:LMS London Ordinary Share GB00B12MHD28 ORD 10P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -0.10p -0.20% 48.70p 48.00p 49.40p - - - 0 16:35:27
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
General Financial 0.0 7.6 8.4 5.8 39.31

Lms Capital Share Discussion Threads

Showing 1326 to 1349 of 1350 messages
Chat Pages: 54  53  52  51  50  49  48  47  46  45  44  43  Older
DateSubjectAuthorDiscuss
21/5/2018
16:28
135k bought from 49.0-49.6p.....someone clearly endorses the value here!
skyship
21/5/2018
09:39
Gresham up again (now 442p) and the $ up again...and finally signs of movement in the share price as it trades slightly better at 48p Bid...
skyship
18/5/2018
11:35
With the rise in the $, the rise in Gresham and the small recovery in Weatherford, the NAV here likely now to be back up to at least 78p...
skyship
01/5/2018
09:20
Disappointing to see the NAV retrace back to 75p from the Dec'17 figure of 80p; though of course the recent $ strength will have moved it back up to c76p, all other things being equal of course. "The Board and the manager continue to evaluate strategic options for the Company to increase scale and enhance shareholder value." Certainly with a MCap of just £38m & an NAV base of c£61m, increased scale needs to be addressed, though with the substantial discount it would seem a tall ask. Best for Gresham house just to take it over lock stock and barrel; but I suspect that they would prefer not to have Robert Rayne holding too large a %age of GH. Best outcome would be a White Knight parachuting in, taking Rayne's stake and ending up with an investment shell... They look to be good value again as at 45p the discount would be 40%. At 47p still 37.3% - a level with obvious attractions for the value contrarian.
skyship
31/3/2018
15:20
Looks like the Board are exploring strategic options for the Company as per the Annual Report. Be interesting to see what happens. Time to get out of some of the US investments no doubt.
topvest
26/3/2018
17:02
Actually that 600k excess adds 0.74p...so even better...
skyship
26/3/2018
16:49
Adds another 0.5p to the NAV. Every little bit helps!
skyship
26/3/2018
16:40
26 March 2018 LMS Capital plc ("LMS" or "the Company") Receipt of proceeds from the sale interest in Brockton Capital LLP On 8 February 2018, the Company announced that terms had been agreed for the sale of Brockton Capital LLP, in which the Company had an interest of 6.67%. Completion of the sale was subject to customary conditions including obtaining regulatory approval. The net proceeds from the sale were expected to be in the region of GBP2.5 million. This amount was reflected in the 31 December 2017 results announced on 15 March 2018. The Company can now confirm that the sale has completed and proceeds have been received. The Company's share of proceeds on sale amount to GBP2.65 million. In addition, GBP465,000 has been received being the Company's share of surplus funds held within the entity sold and which were distributed immediately prior to completion. The total cash receipt was therefore GBP3.1 million.
cwa1
15/3/2018
17:09
Although I note from Note 19 that we have paid Raine controlled entities £275k and £13k as Related Party payments. Hopefully nothing further to him!
budsman
15/3/2018
13:13
PA - thnx for yr analysis - happy to be holding, albeit at lower levels than in the past - a mere 4.5% allocation. Tried adding at the open but someone there ahead of me...
skyship
15/3/2018
12:00
Good set of results but still more value here. Strange to see the National Energy Partners loan note valued at £2.96m. I suppose there are exchange rate concerns but if they don't pay then surely they don't get the company. My estimate for value of this loan is closer to £4m over four years with reducing capital and interest applied. Gresham house is due to give an additional £1.25m in shares in June (subject to certain conditions) and LMS will almost certainly exercise its warrants at the same time. Depending on the GHS share price I see LMS holding 15%-17% of GHS and I certainly rate GHS. As usual all of the unquoted holding appear to be at rock bottom prices. All in all I'm happy with what is going on and good to see the running costs coming down at quite a good rate.
pavey ark
15/3/2018
08:34
There's a wholly unfamiliar blue hue surrounding the LMS share price this morning. Another screen fault?
cwa1
15/3/2018
07:28
Finals show the 31st Dec'17 NAV up further to 80p. Offer price of 50p = a 37.5% discount.
skyship
10/3/2018
16:47
Hope they might announce a deal with CDI, who are late with their results. Must be hard to value one holding!
tiltonboy
10/3/2018
15:17
"The company expects to announce its audited results in mid-March." 14th March last year, so the Finals likely to be sometime this upcoming week.
skyship
20/2/2018
16:52
I understood the second payment for Nationwide Energy Partners was due in Jan 2018, $5m in cash or issued loan notes. I haven't seen any news of this. I also added at 47p recently and I believe that the very large discount could be even greater than 36%. Every time there is an asset sale it seems to be at a higher price than is booked by LMS. The only negative is that I suspect that they may go for a fund raising of some kind, using the asset backing to raise cash quickly for investment by GHE.
pavey ark
19/2/2018
14:06
Made a small top-up @ 49.2p today. That = 49.5p inc exps. At 49.5p the discount to the recently uprated NAV of 78p = 36.5%. For sure Rayne is still there; but a discount at that level suggests to me that it is worth a small allocation to sit around and wait upon events. Nature abhors a vacuum; and the Market abhors an excess discount...
skyship
08/2/2018
08:37
Looks like time for me to buy a new laptop, the screen is showing LMS as one of my top performers today. Blooming thing must've developed an incurable fault......
cwa1
08/2/2018
08:14
SKYSHIP, They haven't sold the fund more's the pity. They have sold their holding in the management company Advisor Co. Still, a nice uplift.
tiltonboy
08/2/2018
07:46
"Things...improving here", now there's a phrase I had almost given up on hearing ;-)
cwa1
08/2/2018
07:42
Brockton Capital sale - see NEWS above - so Dec'17 marked up from 75p to 78p. Things slowly improving here - discount up to 38.5%.
skyship
24/1/2018
08:53
Well that NAV estimate certainly moved the share price dial.....
cwa1
20/1/2018
14:24
We should get the Finals in mid-March; but ahead of then we might get an NAV Estimate & Update this coming week. There was one on 25th January last year.
skyship
07/12/2017
21:03
Hi Tilts It's in the Header under the chart; but also here: https://uk.advfn.com/stock-market/london/lms-capital-LMS/share-news/LMS-Capital-PLC-Holdings-in-Company/76249333
skyship
Chat Pages: 54  53  52  51  50  49  48  47  46  45  44  43  Older
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