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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
  -0.10 -0.31% 32.20 30.80 33.60 0.00 0.00 - 11,970 16:35:07
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
General Financial 0.0 -4.5 -5.5 - 26

Lms Capital Share Discussion Threads

Showing 1301 to 1322 of 1450 messages
Chat Pages: 58  57  56  55  54  53  52  51  50  49  48  47  Older
DateSubjectAuthorDiscuss
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
07/12/2017
17:54
I didnt see an update from LMS yesterday. Any chance of a link.
tiltonboy
07/12/2017
15:30
A Holdings RNS today Armstrong Investments add another 300k to take them to 3.425m shares (4.24%)
skyship
27/10/2017
16:21
Yesterday the qtly update confirmed the NAV steady @ 74p. Today NED Rod Birkett confirms he has bought 30k @ 47.25p. His last trades in the stock were a purchase of 25k @ 59.25p last September; he then sold 7300 @ 70p in the recent Tender. At 47p the discount remains the highest in the sector @ 36%. The problem of course is the deadweight of Robert Rayne and his family interest of 43% - an increased figure as he wasn't allowed to share in the recent Tenders... Interesting to think that without Rayne these would likely be trading some 25%-30% higher!
skyship
06/9/2017
10:18
I am satisfied with my revised figures from TD - a little more than I expected. With regard to Skyship's comment, I too think that we shall now see a fallow period until portfolio valuations prove the worth of the new concept one way or another. This is now a small holding for me and it is tempting to remove clutter but I think the 37% discount will concentrate minds if it persists so I am going to put them on the back burner for now. MH
midherts
06/9/2017
09:33
Looks as though the Directors have cleaned out the tap which has brought these back down to reasonable post-tender levels @ c46p. A retreat was surely a given without the support of future tenders; but the question is at what discount level should these now trade. At 46p they are on a c37% discount, certainly the highest in the sector, but no surprise there considering the patchy past. The new broom will turn matters around; but perhaps they still need to evidence very positive results before the shares will be afforded a less parsimonious rating; so perhaps settling into a 44p-50p range for the time-being.
skyship
25/8/2017
13:35
I got 30% or so. May top up further as the price now falls. 41p was my original buy price and got about twice my original investment back. Not bad, but LMS have struggled a bit due to poor sector selection. Let's hope Gresham are better.
topvest
Chat Pages: 58  57  56  55  54  53  52  51  50  49  48  47  Older
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