Menhaden Resource Effici... Share Discussion Threads

[robertspc1] 12/5/2021 09:26

More director buying ... they must be thinking hard how to close the NAV gap

[robertspc1] 10/5/2021 15:59

NAV up to 146. Looking to add a few more

[robertspc1] 27/4/2021 21:03

Make that 3 directors buying... they obviously think the 42p discount is ridiculous too

[robertspc1] 27/4/2021 12:37

And as two directors are buying, I've added a few more. The discount will close so a great LT pension hold

[robertspc1] 26/4/2021 11:38

Taken a few for my pension today. Big discount to 141p NAV just too tempting. And Google, Microsoft results to come

[chrisdgb] 05/1/2021 14:18

Nice move but still a 24% discount...........

[gilesy] 27/8/2020 07:53

bought in at 0.85p
discount over 30% currently
2 largest holdings are alphabet and charter comms

[gb904150] 12/8/2020 14:29

yes...but....

Annual Management Fee: 1.25% p/a on first £100m of AUM
Performance fee: See Prospectus for details
Ongoing charges*: 2%

Pays a small divi. 0.4p this year, so 0.5% ish.

Pretty average performance and portfolio. But yes, it does come at a discount.

[chrisdgb] 12/8/2020 10:38

27% discount looks way too wide........

[chrisdgb] 13/7/2020 08:32

Looks interesting here, just discovered it.......

[rambutan2] 13/5/2020 18:20

Annual report to peruse:

[robsy2] 02/4/2020 15:45

looks cheap but the spread is high, no liquidity, performance fees....

[rob the slob] 20/1/2020 19:52

Just bought some today on Climate change/Davos/Larry Fink- iShares momentum this week

[rambutan2] 16/1/2020 20:18

Yes, got just a few. With Goldsmith family resources/contacts on hand, now the ship has been steadied, it should outperform over time.

[niggle] 23/12/2019 19:15

No one following these?

[robsy2] 21/10/2016 06:51

I often put the ones I should be buying on the watchlist and vice versa. Things can happen quickly. If this is kosher, it could still have some way to go yet.
R2

[robsy2] 31/8/2016 16:15

I have had a look at this and it has been a disaster so far, but the discount is deep, so potentially there is some value there .
I like the area it's investing in and think this could have some potential, one to put on the watchlist for the time being.
R2

[strollingmolby] 29/7/2015 20:04

£80m raised - admitted to dealing on Friday 31st July.

[strollingmolby] 11/7/2015 14:25

30-Nov-24 - Top Ten Holdings
12.1% - Alphabet
11.5% - Safran
10.3% - Airbus
10.2% - Avantus
9.4% - Microsoft
7.2% - VINCI
6.4% - TCI Real Estate Partners IV
6.2% - Canadian Pacific Kansas City
5.3% - Canadian National Railway
5.2% - Amazon
83.8%







PROSPECTUS:

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