Migo Opportunities Share Discussion Threads

[cousinit] 11/1/2024 13:37

The uranium exposure hasn't quite managed to compensate the underlying discount widening. Some of the sleepy corners of the portfolio are starting to show some signs of life. AGT larger cap, which has seems to have led the post October rally.

[davebowler] 11/1/2024 13:21

Stablemates AJOT and AGT are both close to all time highs -just need this to follow!

[davebowler] 29/8/2023 08:34

Nick Greenwood joining AVI -

[topvest] 31/7/2023 12:05

AVI taking over as manager has to be good news. I've always been interested in the trust, but have tended to think it had picked-up too many orphan funds. Maybe AVI can bring about some changes to up the quality of the investments and introduce a dividend and more demanding benchmark?

[davebowler] 18/8/2022 06:35

Highlights from the July commentary section:

In July, the NAV was up 3.69% whilst the Share Price was up 3.00%.
Atlantis Japan Growth Fund produced a positive return having been a drag on returns so far this year. Oakley Capital Investments and NB Private Equity Partners Ltd, both private equity specialists also made notable contributions.

Alpha Real Trust, which had been held in the portfolio for more than a decade and was a significant holding, at around 5%, was sold during July.

[davebowler] 25/5/2022 08:45

Upcoming seminar -

[the millipede] 24/2/2022 11:49

Moved to a discount. Good buying opp?

[netcurtains] 21/1/2021 14:42

Looking at the FTSE/AIM in total this stock has had the LONGER number of consecutive rises (18 days) without a fall -it beats all comers!

Blimy!

Well done holders!

[davebowler] 30/4/2020 12:37

The estimated un-audited net asset value per share, calculated in accordance
with the guidelines of the Association of Investment Companies, for Miton
Global Opportunities plc at the close of business on 28 April 2020 was 222.30p
(ex income) 223.81p (cum income)

[walter walcarpets] 24/8/2018 12:20

Max King covers MIGO in this week's Moneyweek. Should create more buying interest after a pedestrian 6 months. Sorry, no link.

[walter walcarpets] 29/12/2017 16:10

Slowly slowly catchy monkey. This is shaping up to be a great investment trust.

[davebowler] 13/4/2017 10:27

NET ASSET VALUE

The estimated un-audited net asset value per share, calculated in accordance
with the guidelines of the Association of Investment Companies, for Miton
Global Opportunities plc at the close of business on 11 April 2017 was 249.16p
(ex income) 248.38p (cum income).

[robow] 18/1/2017 15:44

Got a great full page write up by David Stevenson in Moneyweek on 23rd Dec 16. Go on an adventure in the New Year he urges.

[praipus] 11/1/2017 18:03

MITON GLOBAL OPPORTUNITIES PLC

NET ASSET VALUE

The estimated un-audited net asset value per share, calculated in accordance
with the guidelines of the Association of Investment Companies, for Miton
Global Opportunities plc at the close of business on 10 January 2017 was
231.42p (ex income) 231.21p (cum income).

[praipus] 26/10/2016 17:48

Miton
Global Opportunities plc at the close of business on 25 October 2016 was
226.05p (ex income) 225.92p (cum income).

[davebowler] 13/10/2016 10:15

Miton Global Opportunities plc NAV at the close of business on 11 October 2016 was
220.89p (ex income) 220.79p (cum income).

[praipus] 07/10/2016 17:19

MITON GLOBAL OPPORTUNITIES PLC

NET ASSET VALUE

The estimated un-audited net asset value per share, calculated in accordance
with the guidelines of the Association of Investment Companies, for Miton
Global Opportunities plc at the close of business on 6 October 2016 was 214.60p
(ex income) 214.54p (cum income).

For and on behalf of the Board

Frostrow Capital LLP

Company Secretary

7 October 2016

[luckymouse] 20/9/2016 12:16

nice smoothie

[rogerbridge] 26/7/2016 12:23

Excellent.

[praipus] 26/7/2016 11:16

NAV creeping up

MITON GLOBAL OPPORTUNITIES PLC

NET ASSET VALUE

The estimated un-audited net asset value per share, calculated in accordance
with the guidelines of the Association of Investment Companies, for Miton
Global Opportunities plc at the close of business on 22 July 2016 was 192.80p
(ex income) 193.08p (cum income).

For and on behalf of the Board

Frostrow Capital LLP

Company Secretary

25 July 2016

[praipus] 15/4/2016 07:20

MITON GLOBAL OPPORTUNITIES PLC

NET ASSET VALUE

The estimated un-audited net asset value per share, calculated in accordance
with the guidelines of the Association of Investment Companies, for Miton
Global Opportunities plc at the close of business on 13 April 2016 was 183.02p
(ex income) 181.72p (cum income).

14 April 2016

[praipus] 15/4/2016 07:17

Charles Stanley loading up now holding 5.1%

[praipus] 22/2/2016 08:45

MITON GLOBAL OPPORTUNITIES PLC

NET ASSET VALUE

The estimated un-audited net asset value per share, calculated in accordance
with the guidelines of the Association of Investment Companies, for Miton
Global Opportunities plc at the close of business on 18 February 2016 was
174.23p (ex income) 173.21p (cum income).

For and on behalf of the Board

Frostrow Capital LLP

Company Secretary

19 February 2016