Mercia Asset Management Share Discussion Threads

[columbarius] 27/4/2020 20:13

I suppose it’s an angle. The issues for me would be that it’s a dilute way of getting involved in the covid story (they have direct investments in numerous unrelated companies) and you would have no control over your covid exit strategy. I think there is still value to be had in pure plays if you’re selective.

I should add I'm a holder here for other reasons than hoping it will be a 'hot' covid stock.

[andyview] 27/4/2020 09:47

Considering the investments that this company has and the resulting exposure to the companies involved with covid solutions, it seems to be under the radar at the moment. Is that a fair assessment?

gla

[andyview] 27/4/2020 09:33

i've been adding a few of these and topped up with a few more this morning. looks promising

gla

[cheshire man] 27/4/2020 07:50

foreverfalling.........Take a look at post 566 :-)

[jimbobaroony] 27/4/2020 07:33

hxxps://www.abingdonhealth.com/

[foreverfalling] 26/4/2020 22:44

Can anyone tell me about links with Abingdon health care who are linked with the new antibody test?

[wan] 24/4/2020 07:35

Other news -

[wan] 24/4/2020 07:31

I note some recent news from one of Mercia's direct investments, Faradion -

Batteries for Australian Market
Posted 20 April, 2020: Faradion Ltd., the world leader in sodium-ion battery technology, has announced it has received its first order from ICM Australia for its high energy sodium-ion batteries for use in the Australian market.

Faradion’s Sodium-ion technology provides similar performance to conventional chemistries, while replacing expensive materials such as cobalt and lithium with the far more abundant sodium. Unlike lithium-ion batteries, Faradion’s sodium-ion batteries have exceptional thermal stability and safety. Further they can be safely transported and maintained at zero volts.

ICM Australia expects a range of world class Faradion sodium-ion batteries to be available for the Australasian market later in the year.

Full release -

[cerrito] 23/4/2020 14:05

I agree that the Edison interview was interesting and worth watching,
The warning that we should brace ourselves for a 25pc reduction for the industry as a whole in asset valuations over the next thrre months plus is sensible.
Good that he could be so upbeat about recent developments at the two largest portfolio companies as per the 30919 valuation- namely Ndreams and Oxygene-valued at £15.1m and £11.7mrespectively and also the third largest company Intechnica at £7.2m.
Following his comments it will also be interesting for me to see the 30920 valuations of two other companies name checked Native Antigen and Soccer Management at £2.9m and £2.1m respectively at 30919.If the valuation of all these 5 companies were to increase by 33% in the year to 30920 that would increase NAV by share by about 3p so would be useful but not transformative (feel free to check my maths).
Do not see much downside risk and for me the share price will drift up in a lethargic fashion.

[pavey ark] 21/4/2020 10:43

It is ALL very interesting.

[davebowler] 21/4/2020 10:19

Interesting bit at 9 mins 30!

[davebowler] 21/4/2020 09:30

Research Tree is free to join for a couple of months and their aggregated research from stockbrokers covers many companies -

[pavey ark] 21/4/2020 09:05

Well worth watching.

[andyview] 21/4/2020 07:50

Good news out this morning

Gla

[p1nkfish] 20/4/2020 15:15

No idea but trend has been down since not long after float.

[redartbmud] 20/4/2020 14:36

Somehow they never seem to turn much of a profit on their investments, no matter how stellar their development.
Will there be any change this time around?

[davebowler] 20/4/2020 14:32

Research tree has a lot of research on this and other companies. In fact access is free for the next month or so. Insert - between research and tree to get to their .com website.

[mr.oz] 14/4/2020 20:26

Starting to get understood more and noticed perhaps?

Post Woodford era continues

[cheshire man] 11/4/2020 10:33

Fortuitously :-)

[mr.oz] 10/4/2020 09:02

Mercia with 30% interest in both

[onjohn] 09/4/2020 00:29

The COVID-19 crisis poses a severe challenge for private equity valuations given its scale and the current level of uncertainty


Insolvent investments

[jimduggen] 06/4/2020 11:20

It sure does. Expecting this buy order to continue