Macau Property Opportuni... Share Discussion Threads

[zangdook] 22/6/2020 09:53

Chinese instability is foreseeable, the form it takes less so. The urge to gamble is fairly constant and will always come back up, though.

[quepassa] 19/6/2020 17:32

had you heard about corona before it erupted in Wuhan in late 2019?

[zcaprd7] 19/6/2020 17:07

Hardly unforeseeable?

[ceaserxzy] 06/6/2020 11:17

So that says they have got it very wrong so far, purchasing the other 4.9% possibly at much higher price and tied up the capital for some time without any return. Not impressive to be followed.

[zangdook] 05/6/2020 18:55

At 15 May they had 4.97% so they've added 0.08%

[rambutan2] 05/6/2020 14:54

Prem Milt is a no change. Just a change of fund management name.

[zangdook] 05/6/2020 12:29

Yes, they're still planning to wind up the company.

[uapatel] 05/6/2020 11:00

Is this fund still looking to wound up?

Maybe Miton taking advantage of the NAV discount, but if it’s to wound up then that’s a lot of capital tied up while it’s sorted. OK if you can wait while it’s dealt with.

Apologies if I’ve got this wrong, just looking for thoughts before putting some money here.

Thanks

[zangdook] 05/6/2020 10:56

Since declaration of holdings is only required when they go over 5%, all we know is that they acquired at least 0.05% last Friday, ie a little over £20k worth.

[888icb] 05/6/2020 10:04

That is very positive news taking a 5% interest at this time. It is a major confidence boost and will hopefully encourage other investors.

[quepassa] 05/6/2020 09:52

Premier Miton Group have declared a 5.05% stake in MPO.

See AFTER HOURS RNS of 3rd. June. And it's the AFTER HOURS RNS's that are always the best!


Those chaps are well respected for doing their homework properly before investing.


ALL IMO. DYOR.
QP

[rambutan2] 03/6/2020 22:00

Demoted from ftse small cap to fledgling, also means was kicked out of ftse all share. Changes come into effect mon 22 June.

[livewireplus] 12/5/2020 15:32

Indeed ... every bit of better news helps .... nice tick-up again to get the share price back in to the 70's ...

[quepassa] 12/5/2020 06:22

Hong Kong CEO says government in discussions to lift restrictions on travel to Guangdong and Macau.

hXXps://macaunews.mo/hong-kong-chief-executive-says-government-in-discussions-to-lift-restrictions-on-travel-to-guangdong-and-macau/


ALL IMO. DYOR.
QP

[quepassa] 11/5/2020 10:02

Gaining Momentum.

The magic begins a cautious return.

Disney re-opens its Shanghai Magic Kingdom.

Points the way to the eventual re-opening of the leisure sector elsewhere in China.


ALL IMO. DYOR.
QP

[quepassa] 10/5/2020 12:57

Good spot. Great news for the tourist industry.

Also:-

hXXps://macaunews.mo/macau-eases-entry-restrictions-for-non-resident-workers-from-zhuhai/


Things beginning slowly but surely to relax and open.

And one thing is for sure.

Travel will be on a much more regionalised basis, rather than long-haul/intercontnental for the foreseeable future.

As a major Far East tourist destination and famous play-ground, Macau should benefit enormously in due course from mainland China visitors.

ALL IMO. DYOR.
QP

[livewireplus] 10/5/2020 11:42

Macau ends consideration to introduce tourist taxhTTps://blueswandaily.com/macau-ends-consideration-to-introduce-tourist-tax

[apollocreed1] 10/5/2020 06:19

I think there is value in this stock if one is patient, but I would be more comfortable if MPO didn't have an LTV of 48% which is quite high.

[zangdook] 06/5/2020 10:32

The price has been edging up with no significant trades. Perhaps there's a big buy order in the background.
The chart here doesn't reflect the real prices.