Lms Capital Share Discussion Threads

[badtime] 18/12/2015 13:30

Sky I wonder how long it will take Youinvest to deal with the paperwork

[mad foetus] 16/12/2015 09:05

attention really must now swing to Brockton. The board needs to be thinking of updating us on all the remaining assets and the plan for disposals and unlocking the value here, which remains significant.

[skyship] 15/12/2015 09:08

Hi Hybrasil - Hmm - one bright light in a miserable and poorly executed year - will be happy to achieve +3%...

[hybrasil] 15/12/2015 08:26

well done skyship- yet again

[skyship] 15/12/2015 07:16

So - officially now. Tender is 28.7% + 3.4% = 32.1% @ 96p.

No mention yet from Sippdeal or Selftrade on overages there...

[badtime] 14/12/2015 20:57

Sky I was out...you persuaded me to buy back :)I've got so much cash in my SIPP awaiting withdrawal in April...I fancied a punt

[my retirement fund] 14/12/2015 18:24

This one needs a particularly large discount to arshole.

[skyship] 14/12/2015 17:42

BT - are you in or out. You said you were out c10days ago! Perhaps you held on to a few for the overages lottery...

[redhill9] 14/12/2015 17:31

eeza, I think you'll find mad foetus is right, the share price was around 72p before the tender was announced. You're maybe thinking of a couple of months earlier when it was nearer 78p.

Badday, After the tender is processed and normal trading resumes I'd be surprised if it's any higher than 72p, and more likely lower. If pre-tender the share price was 72p with the NAV stuffed with cash it's hardly likely to be at that level when the NAV is mostly asset based.

[skyship] 14/12/2015 14:47

No - exactly as scripted...

General Meeting - all approved.

[mad foetus] 14/12/2015 14:35

isn't that what you would expect though? It was 72p before the tender was announced and if you buy now you are too late for the tender. Or am I missing something?

[badtime] 14/12/2015 10:32

Drifting already

[badtime] 07/12/2015 13:09

Thnx chaps

[skyship] 07/12/2015 11:03

Agreed - Crest registered will be, should be Friday 18th.

[eeza] 07/12/2015 10:19

H-L advises that funds will be paid in on 18 Dec.

[badtime] 07/12/2015 10:16

I've looked at the rns dated 27/11 but can't see when they will actually pay the dosh...just record date and announcement of the tender result....anyone? TIA

[skyship] 06/12/2015 12:55

eeza - thnx for that

[eeza] 06/12/2015 11:19

@sky

Try this link

Edit

[skyship] 06/12/2015 07:48

Pastybap - Remind me - how do you do that?

[pastybap] 05/12/2015 19:24

Allyp, I hope you got a screenshot of it for sentiment's sake!

[skyship] 05/12/2015 08:28

Rather late in the day I've just noticed something rather bizarre about the largest holding Brockton Capital.



The is an unlisted UK Commercial Property management company operating in a boom period for the sector when AUM must have climbed considerably, but take a look at these valuations:

# Jun'15: £15.2m
# Dec'14: £15.2m
# Dec'13: £15.2m
# Dec'12: £13.0m
# Dec'11: £15.8m

Even a cursory look at the portfolio would suggest that the Brockton stake may well be substantially undervalued...

[allyp] 05/12/2015 00:26

Pastybap, yes I have the same price. There was one evening a couple of years a ago when the decimal place was erroneous and it showed my portfolio being 10000%+ gain. I was a paper millionaire for a few hours...