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Share Name Share Symbol Market Type Share ISIN Share Description
Lms Capital Plc 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
  0.00 0.0% 35.10 33.00 37.20 0.00 0.00 - 27,000 16:28:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
General Financial 0.0 -4.5 -5.5 - 28

Lms Capital Share Discussion Threads

Showing 1426 to 1449 of 1450 messages
Chat Pages: 58  57  56  55  54  53  52  51  50  49  48  47  Older
DateSubjectAuthorDiscuss
30/4/2020
13:38
Modest director purchase announced
cwa1
29/4/2020
09:48
Decided to sell into the few buyers emerging after today's Update. Out @ 33.125p. GLA
skyship
02/4/2020
07:32
Yes. noticed that. Sorry, no idea why the slight improvement. 18 trades on Tuesday! Small buyers paying up to 27p in the morning; but squashed down by sellers in the afternoon.
skyship
01/4/2020
19:55
Sky, some life in the stock last two days- any idea why?
westofengland
30/1/2020
12:09
I was referring to your last sentence - the return of the old team.
skyship
30/1/2020
11:19
I'm talking about today's NAV drop and its causes.
igbertsponk
30/1/2020
11:05
Igbert - that happened 2 months ago...
skyship
30/1/2020
10:43
So a reduction due to write downs of investments made by Rayne etc. And more costs of the reorganisation. This is just a vehicle for bosses to get payoffs from. I bet they'll get some old LMS guys back in again.
igbertsponk
30/1/2020
10:27
RNS - Nav update
eeza
30/1/2020
10:20
Thanks Skyship. I added a few this morning at 37.65p.
swiftnick
27/1/2020
20:42
NAV should be declared this week; though won't include the further rise in GHE - now @ 650p.
skyship
22/1/2020
07:37
Indeed - however prepared to chance a few bucks down at this level.
skyship
22/1/2020
07:33
About as trustworthy as MVI.
tiltonboy
22/1/2020
07:31
HP - I suspect their valuations were keenly inspected over the two years when Gresham had management control. I recall there was a bit of a markdown on day one.
skyship
21/1/2020
23:26
re skyships post above this looks quite interesting if cash is 31p and NAV at 68p Looking closer at the portfolio they have 2 listed investments; Gresham House(GHE) currently worth £6.45M = 8p Solaredge Inc (listed US stock) worth approx £1.8M = 2.25p That leaves about 25p per share (£20M) of unlisted stocks and fund investments. I wonder how prudently they are valuing these?
hugepants
13/1/2020
16:27
He'll soon invest the cash in something long long term.
igbertsponk
13/1/2020
16:20
LOL, SKY, never thought I would see this day :-)
cwa1
13/1/2020
16:00
We all know that Robert Rayne is one of the best value destroyers in the investment game, so can there ever be a reason to buy LMS now that he is back in charge. Personally I've always been prepared to chance a few quid when a discount reaches absurd levels. Two universal laws: # Nature abhors a vacuum # Market forces of one form or another tend to rectify discounts 😊 So, we now see LMS on offer at a smidgeon below 38p - already down 10.5% on the price paid by Peter Harvey just over 3weeks ago. At 38p the 30th Sept'19 NAV, adjusted for the 4.25p special dividend, comes out at 68.4p - so the discount now = 44.4%. That discount should be confirmed one way or another later this month when the Dec'19 NAV figure is due to be released; when a further small haircut has to be considered quite likely. Of the net £55.2m net assets, no less than £25m is in cash - that's 31p/share. So, may be stupid, but I've taken a small position...
skyship
20/12/2019
16:04
The Company was notified on 19 December 2019 that Peter Harvey, Non-Executive Director of the Company, purchased 20,000 ordinary shares of 10 pence each ("Ordinary Shares") at a price of 42.5 pence per Ordinary Share.
cwa1
19/12/2019
08:02
So ex the 4.25p special this morning, payable 15/1/20. Will be interesting to see where this one goes now...
cwa1
17/12/2019
13:49
Well I assume that 575k trade at 43p was a sell and has now worked it's way through and any overhang has cleared. Or it's MM playing games and have popped a few buys through raised the price as they know it's going to take them a month to shift that much stock. My view with CWA1 that's it's PI's attracted by the dividend. Sadly I find alot of these stocks were PI's dive in just for the yield (think CNCT and a large number of Woodford stocks) and it means I can never quite get the entry I want as it never goes low enough. (Although how low is low enough here I'm not sure). The divvy is great but it makes the fund even more sub-scale and uneconomic in size. I remain left wondering who is going to benefit most from LMS and have to keep reminding myself about the crazy high office rental price LMS were paying to Derwent/Rayne (can't remember which but effectively the Rayne family) which GH negotiated down (which was probably were their relationship started falling apart). Could just be someone trying to juggle their tax, wants the dividend and capital loss.
cc2014
17/12/2019
12:59
Possible dividend hunters? :-)
cwa1
17/12/2019
12:54
A chunky buy followed by a flurry of small buys. The latter normally indicates a Simon Thompson re-tip; but obviously not on this occasion. So what's going on?
skyship
12/12/2019
18:34
Not sufficient to warrant the pain of holding the cr*p & suffering the Rayne monopoly.
eeza
Chat Pages: 58  57  56  55  54  53  52  51  50  49  48  47  Older
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