Buy
Sell
Share Name Share Symbol Market Type Share ISIN Share Description
Majedie Investments Plc LSE:MAJE London Ordinary Share GB0005555221 10P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -5.00 -2.17% 225.00 224.00 226.00 - 10,601 16:35:07
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Equity Investment Instruments 6.0 4.8 9.1 24.7 119

Majedie Investments Share Discussion Threads

Showing 101 to 123 of 125 messages
Chat Pages: 5  4  3  2  1
DateSubjectAuthorDiscuss
08/1/2021
16:14
Share price at least kept up today but discount still more than 15%. Surprised you don't read more tips on these on that basis
makinbuks
08/1/2021
11:57
And another 2.5p.
spectoacc
07/1/2021
13:06
"The unaudited net asset value per share at the close of business on 6 January 2021 was as follows: With debentures at par value: 284.56 per share With debentures at fair value: 276.75 per share" +3.5p, not bad when shares unmoved.
spectoacc
07/1/2021
09:48
Tortoise Fund seems like every other "low-risk, absolute return" fund - ie cr*p. Oils been a big driver too, hopefully a few of them. Either way, we'll find out soon - 273p yesterday's.
spectoacc
07/1/2021
09:45
Well the core UK fund is value focused so finally positioned in the right sort of space. They are usually light financials though which were the driver yesterday. What goes on in the Tortoise fund is anyone's guess and I really hope the managers here sell some of that down for more of the core UK fund
makinbuks
07/1/2021
09:41
Wonder if the slow-moving NAV will have moved much after yesterday's FTSE rise.
spectoacc
10/12/2020
10:38
This is still a screaming buy by the way for the discount
makinbuks
10/12/2020
10:37
Disappointed that the Tortoise Fund lost 3.4% in a year like we've just had. Very poor annual report to just state these numbers in such a dry way without any comment on the logic or thinking behind them. I would like to know how much or the reduction in AUM in MAM was down to market movement and how much to withdrawals. I had hoped that the Edinburgh mandate would have resulted in a net inflow. Finally I'm not convinced by their American market expertise, seem to perennially underperform. NO attempt by our board to rebalance, what exactly do we pay them for? All the expertise is in MAM
makinbuks
25/11/2020
16:57
1.5million traded. i bet that was specto!
edwardt
17/11/2020
19:45
Fat chance
edwardt
11/11/2020
14:36
And buy back aggressively.
spectoacc
11/11/2020
14:20
The discount lately has been absurd. Even now its probably twice what it should be. I'd like to see the management take some decisive and positive steps: 1. reverse the over allocation to the Tortoise fund 2. take action to reduce the spread and increase liquidity in the market 3. Be clear on the outlook for the fund manager asset, is it to be sold down further or is it a growing cornerstone of the portfolio? 4. Clear up the gearing issue
makinbuks
10/11/2020
14:38
Keeping us waiting.
spectoacc
10/11/2020
14:08
Still yields 5.5% at this level and sustainable from reserves
makinbuks
10/11/2020
13:40
Looking forward to today's NAV.
spectoacc
13/8/2020
09:37
Agreed, even after this mini rally the discount is 20% so why are they buying only 432 shares back? I do have concerns about the Tortoise Fund and whether it has proved a flawed concept like so many Absolute Return Funds
makinbuks
11/8/2020
16:33
they should be buying back lots at this discount,surely? also mam on a mark to market would be far higher imo. time for a rally here me thinks!
edwardt
03/7/2020
15:59
Yeah I just don't get it. Is it buying back from staff leaving maybe rather than a market transaction?
makinbuks
02/7/2020
13:12
watch out the force of the buyback is here again. not.
edwardt
07/4/2020
16:36
Daveb - that was a good find. So little is written about MAJE
ladywormer
07/4/2020
08:14
HTtps://citywire.co.uk/investment-trust-insider/news/majedie-soars-as-perpetual-income-and-growth-pulls-trigger-fires-mark-barnett/a1344017?
davebowler
06/4/2020
15:30
Coronavirus, what coronavirus?
spectoacc
14/2/2020
15:45
I don't see what fundamentally there can be to be concerned about. Obviously theres the value of MAM which is subjective and under pressure recently and the only other issue for me is the poor performance of the Tortoise fund where they increased the holding at the wrong moment. MAM themselves seem to have lost their golden touch. Perhaps the success they had initially was hard to maintain as they got bigger
makinbuks
Chat Pages: 5  4  3  2  1
ADVFN Advertorial
Your Recent History
LSE
MAJE
Majedie In..
Register now to watch these stocks streaming on the ADVFN Monitor.

Monitor lets you view up to 110 of your favourite stocks at once and is completely free to use.

By accessing the services available at ADVFN you are agreeing to be bound by ADVFN's Terms & Conditions

P: V: D:20210123 09:33:06