Mercia Asset Management Share Discussion Threads

[+eysenck] 24/12/2019 16:02

Hi iamgreat1, thanks, should I sell my holding now? Or should I short to 20 and then buy more? Will it go higher after it gets to 20p, or will it go even lower? Thanks.

[iamgreat1] 24/12/2019 13:42

Below 20p soon

[its the oxman] 24/12/2019 12:30

Plenty of catch up with the market to do here. Sentiment shot for the time being.

[pavey ark] 24/12/2019 10:51

Well it looks like all the people that know how to use a calculator are buying.

[weatherman] 23/12/2019 16:26

Link fund down to 7.25% - new shareholders Librae and Investec now with more than 5%. Deal complete.

[weatherman] 20/12/2019 15:45

Resolutions passed.

[nocton] 19/12/2019 16:25

Thank you, geri. I am still in and I hope you are right, but so far this investment has always been jam tomorrow with tomorrow never coming!

[p1nkfish] 19/12/2019 14:24

Thank you geri.

[p1nkfish] 13/12/2019 13:40

If it's your money it's your responsibility.
Blaming others on PBBs doesn't wash.

Merc is frustrating and the jury is still out on management but that's not the fault of any poster here. DYOR.

[pavey ark] 13/12/2019 09:20

I will say again that the biggest problem here has been the time lag between the company making investment in these start-ups and making a profitable exit.

If Simon Thompson recommended MERC some time ago then perhaps he should have placed more emphasis on this time delay.

The main point for investors is that we are where we are NOW and the direct investment portfolio is looking very good.
If you take the value of the asset management business (c. 12p)and the cash from the current share price you are getting the deal of the century on the direct investment portfolio.

NB: I AM A RANDOM ONLINE POSTER .........FFS do your own thing.....all the info is there and it would only take an hour or so of your time.

[pavey ark] 13/12/2019 09:11

I really don't think that anyone should blame anyone else for their investment failures.
I always read Simon Thompson BUT I reject 80% of his recommendations out of hand, not because they are unsound it's just that I don't fancy them (not very scientific....I know that).
I may look at the others but further, serious filtering does follow.
Sometimes I'm just pleased that he agrees with me on shares I hold but the main advantage to me is the little snippets of info he sometimes drops in.

As for following some random online poster well that's just plain stupid.

[alangrifbang] 13/12/2019 08:31

Chimers ie Tom . Has a lot to answer for people who followed him into this share have lost huge chunks of money , people should be warned about him . He posts on many sites always losing money .

[solarno lopez] 13/12/2019 08:07

Trouble is I have bought STs duds and only one success namely OCI

[pavey ark] 12/12/2019 16:55

SEV22,
I think that PG have have had a look at the direct investment portfolio.

The direct investments look very good and I notice that the nDreams news came after the results period and I expect a material upgrade here.

It looks to me that there are a number of investments that could quite possibly sell for multiples of current prices.

I know that the long term holders are frustrated by the lack of "payback" from these investments but the company did say that they expected a holding period of 3-5years (from memory).

I wonder if Simon Thompson expected (was told?!!)that there would be a sizeable realisation of profits from investments in the near future.

Edison are saying 12-18 months but I have a hunch that at least one could happen before that
nDreams, Oxford Genetics or Voxpopme are all looking good as is Warwick Acoustics.

[p1nkfish] 11/12/2019 11:47

How long before they reprice options?
That really annoyed me last time.
Lowering the bar.

[sev22] 11/12/2019 10:35

Panmure Gordon have re-iterated their buy recommendation this morning with a price target of 49p.

[its the oxman] 10/12/2019 20:21

Back to 25p today, suspect we may be closer to 30p in the new year. Still expecting a gradual recovery from this spike down.

[arab3] 10/12/2019 16:28

He has friends who dig deep for him !!!!lol

[nico115] 10/12/2019 13:30

Incorrect Friends did I am long 65k at 88p and happy to prove it Meanwhile you begged me to buy Merc at 32pOuch You are an awful investor and not one to follow

[chimers] 10/12/2019 12:35

You bought at £1.60 I have already re posted all your posts!!

[nico115] 10/12/2019 12:33

I bough at 87pYou said short there but I'm long thereLet's see if I'm rightSo far doing a lot better than the Merc shares you puffed at 32p