Mercia Asset Management Share Discussion Threads

[chimers] 26/11/2019 15:33

And remember...you get the results, then analysts meetings and comment, and then the follow up ST article in the IC.
I would be buying these but each to their own.

[chimers] 26/11/2019 15:30

Simon Thompson ain't the only guy in the world with a phone!!

[chimers] 26/11/2019 15:29

Where do you think?

[solarno lopez] 26/11/2019 15:11

where is this from please

[chimers] 26/11/2019 15:04

Invesco will not be selling anymore shares in Merc.
They were told or rather Barnett was ordered to reduce all holdings above 20% to below 20% after the Woodford fiasco.
This they have done to the letter.
They are now happy to sit a fraction below 20% for the long term.

Link made a good profit on their Woodford inherited merc shares, they are happy to hold the rest for the time being.
They sold at a decent profit from the 23p they inherited them at and are happy to run the rest until such a time as they let more go when demand and price dictates.

Most of the shares sold by Invesco and Link were snapped up by well-known instis.
They dont wish for the time being to own more than 3% and this too is a new legacy from the Woodford fiasco , where more funds will now sit below 3% so they can avoid harassment from the media re their choices.
These are large top tier instis.

The company cannot name them as such but will allude to this in the results apparently.

They have some rather big plans ahead and some of their investments are at cashing in time due to the large rise in values of them.

We will likely get some special dividends when this happens as they will have more cash than they need for future plans.

This is a screaming buy and the company themselves think £1 would be reasonable.

[chimers] 26/11/2019 09:25

Results out on Mon 2nd Dec supposedly!!

[chimers] 20/11/2019 09:42

Mercia Asset Management PLC (AIM: MERC), the proactive, regionally focused specialist asset manager, is pleased to announce that its direct portfolio company, nDreams Limited ("nDreams"), is continuing to make significant commercial progress with the signing of a new contract to create virtual reality ("VR") content for a leading global company.

[sev22] 20/11/2019 09:27

The technical analysis this morning says this is a strong buy with only the simple 200 day ma at 33.0 left to be taken out.

[wan] 20/11/2019 08:10

Good news with nDreams going from strength to strength!

[wan] 18/11/2019 07:50

As stated previously, Faradion is only one within Mercia's portfolio, but it does appear to be going in the right direction, including from a more environmentally/sustainable perspective. For an excellent read/update -

Can Sodium-ion Batteries Propel the Future of Clean Transportation?
November 15, 2019

Sodium-ion batteries present a promising alternative to ubiquitous Lithium-ion batteries which are marred by issues related to the speed of recharge, safety and raw material sourcing. This guest article by Dr Ashish Rudola explores the subject.

India could establish manufacturing dominance in sodium-ion batteries
From an energy security viewpoint, it is highly relevant to note that no country has yet established manufacturing dominance in sodium-ion batteries as occurs for lithium-ion batteries (China controls worldwide lithium-ion manufacturing capabilities). In the same vein, China also controls the refinement of lithium-ion cathode minerals along with being the leading suppliers of the graphite anode and the electrolyte10 implying that even if lithium-ion cell manufacturing might occur elsewhere, the raw materials required to produce these cells would most probably still have to be imported from China.

But as an exciting opportunity, since the manufacturing process of sodium and lithium-ion batteries is identical including all equipment, the next hot-bed of sodium-ion battery manufacturing could be any country with attractive governmental policies. The window is currently open for a country or region to create sodium-ion supply-chain clusters to take the lead in sodium-ion battery manufacturing as was done by Japan initially in the 1990s followed by South Korea and China for lithium-ion cell manufacturing.

Full story -

[bb123] 17/11/2019 07:21

Mercia Fund Management - (MERC) presentation Manchester Tuesday 17 Dec


Shares and AJ Bell Investor Evening in Manchester

View online version

Register for the Shares investor evening
Shares would like all delegates to enjoy their Christmas with our compliments. A bottle of champagne awaits you to take away at the end of the evening! The following companies will be presenting Amryt Pharma, Mercia Fund Management and Surface Transforms.
Register now
Tuesday 17 December 2019

Macdonald Manchester Hotel, London Road, Manchester, M1 2PG
Registration: 18:00 | Presentations: 18:30

Sponsored by

AJ Bell Youinvest
Companies presenting

Amryt Pharma - (AMYT)
Amryt Pharma - (AMYT)

a revenue-generating orphan drug company focused on acquiring, developing and commercialising products that help improve the lives of patients.

Mercia Fund Management - (MERC)
Mercia Fund Management - (MERC)

is now known as Mercia Fund Managers or Mercia is part of Mercia Technologies PLC. It is a UK-based venture capital fund manager. The company provides venture capital to businesses focused on innovative technologies.

Surface Transforms – (SCE)
Surface Transforms – (SCE)

Develops and manufactures carbon ceramic products mainly for the brakes market. The firm engages in developing new products and application of carbon fiber reinforced ceramic materials.

Register now
During the event and afterwards over drinks, investors will have the chance to:

Discover new investment
opportunities

Discover new investment opportunities
Get to know the companies better

Get to know the companies better
Talk with the company directors

Talk with the company directors
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[chimers] 11/11/2019 08:30

Still no holdings RNS, somebody took all those share sales and it was not retail punters!!

[harrygas] 11/11/2019 08:18

31.5 is the long term resistance!!!!!!!

[p1nkfish] 11/11/2019 08:16

Did a dummy sell for a few and the offered price was very perky first thing this morning. I thought it might fall back sub 30p but not at all about 5 mins ago.

[srichardson8] 09/11/2019 15:14

I hold these.
This is from Citywire Nov 7th on Mark Barnett of Invesco whose funds have been horrible performers and whom the media claim was mentored by Neil Woodford.
'This week, Barnett cut his position in Mercia Asset Management (MERCM), an AIM stock Woodford also held'
So we are still left with Invesco holding 19.48% (45mn shares) and Link (aka historic Woodford) holding 10.99% (33.3mn shares) as of respectively 31/10 and 1/11. And this after very substantial disposals by both parties in a share which should never have been in any of these funds. And as the correspondent above notes we do not know how or to where these blocks have been placed. Or if their have been further disposals last week.
All still up in the air and one must imagine very difficult to manage a company under this sort of pressure. Simon Thompson (IC Oct 31st) has given the company a rose-tinted write-up again but there may be more twists in this tale.

[chimers] 07/11/2019 10:56

There must be holdings RNS due as someone took all those shares?

[chimers] 05/11/2019 12:37

This is mostly about Mercia

[purple11] 05/11/2019 12:10

^^^^BIG GOB ALERT^^^

[chimers] 05/11/2019 12:08

Another nice chunk gone, at this rate they will be all done by Fri!!

[p1nkfish] 05/11/2019 11:28

Let's hope they have enough sense wan.

[wan] 05/11/2019 11:24

Close to Mercia's share purchase authority (as of the 1st November).

[stevenb3] 05/11/2019 11:04

Link holding down to 10.99%

[turbocharge] 05/11/2019 10:11

Mercia Asset Management PLC Notification of Major Holdings
04/11/2019 4:49pm

Link Fund Solutions Ltd crossed/reached notification threshold on 31/10/2019, Notified on 04/11/2019

Resulting situation on the date on which threshold was crossed or reached
18.33%

Position of previous notification
19.99%

[p1nkfish] 04/11/2019 19:27

The price action is interesting given the overhang. Not a classic response.

[chimers] 04/11/2019 19:06

Well, there is the answer to one of the questions.
The Woodford stake is being sold now, they dont have to wait it seems.

Down to 55m but that was as at the 31st.
So does not include any that might have been sold on the Fri or today.
With a bit of luck, they dumped more so might be below 50m now?

Sooner they sell the better, they can only sell them once.

What's more interesting is WHO is picking them up because someone is.
PI's cant and don't buy these volumes especially for days on end.

The price is rising into these sales so ALL the shares must have a strong buyer yes?