North Atlantic Smaller C... Share Discussion Threads

[p1nkfish] 10/12/2024 22:49

ECK money expected Q1, 2025.
NAS appears rudderless at mo.

[jaknife] 31/10/2024 11:24

chillpill,

"Classic Christopher Mills.
He placed a bid for Eck on budget day- I think he’s bagged a bargain."

As noted elsewhere, Chris Mils isn't the bidder for Eckoh, the bidder is Bridgepoint:



Chris Mills seems to indicate that he's going to accept the bid in full:



JakNife

[chillpill] 31/10/2024 06:05

Classic Christopher Mills.
He placed a bid for Eck on budget day- I think he’s bagged a bargain.

[davebowler] 14/10/2024 19:42

Excellent Questor tip.

[p1nkfish] 14/10/2024 06:09

Is this the first time NAS has used IMC? Updating PIs, 14th Nov.

It could do with some marketing of the trust, drum up fresh interest.

[p1nkfish] 13/9/2024 09:58

"The Board announces that as at 31 August 2024 the unaudited net asset value per share (excluding current period revenue) under the equity accounting method was 5,694.26p.

The unaudited net asset value per share quoted above differs from that required under IFRS 10, which was adopted by the Company from 1 February 2014 as detailed in its Half Yearly Financial Report for the six months ended 31 July 2014. The unaudited net asset value per share (excluding current period revenue) under IFRS 10 was 5,488.10p"

[p1nkfish] 22/8/2024 14:24

From Telegraph via Yahoo.



"With UK smaller companies coming back into favour after a long period on the sidelines, it is time this column looked at a fund with a strong and long track re..."

[p1nkfish] 22/8/2024 10:40

See if we hold it for end of month.
Good to see more interest.

[contrarian joe] 22/8/2024 10:35

Tipped in Telegraph.

[mozy123] 22/8/2024 09:45

Any news driving this move?

[p1nkfish] 08/8/2024 07:31

FULCRUM turn around.

[p1nkfish] 03/8/2024 16:10

Don't remember the figures but held a fair amount of T-Bills that should help.

I'm holding and mellow.

[loglorry1] 03/8/2024 15:03

I thought the gap to NAV might close but it never seems to. I heard one theory that early buy and tuck away holders from 20 years ago are all dying off in their 70s and 80s which creates a constant stream of relatively large estate sales.

Seems credible I suppose.

The sell off in the US on Friday probably won't help us I'm afraid. I rate Mills but I think he's swimming upstream in small cap UK stocks.

[peckers56] 02/8/2024 12:56

Bought 2019/20/21 (average slightly over 4 years ago). With dividends, am currently sitting on an annualized return of over 6% - acceptable. PS: I also get to enjoy the free champagne at the AGMs!!!!!.

[p1nkfish] 01/8/2024 14:10

I hold a fair amount, looking for gap to NAV to close somewhat as UK Small Cap shows some leg. Curious as to what others think of as a target for this ramp up before it levels off again.

[loglorry1] 01/8/2024 12:53

Still have a fair position here pink but it's a bit of a buy and trust Mills for me. Not sure he's delivered well over past 4 years but these things take time?

[p1nkfish] 01/8/2024 03:35

Anyone here? Looking useful, any projections?

[p1nkfish] 25/7/2024 10:40

Slowly they nibble away at the float via buybacks.
Undervalued and under appreciated.
If old trends applied this would already be 25% higher.
STRONG HOLD imho.
Dyor etc.

[p1nkfish] 23/7/2024 11:23

Looks like pressure is building for a trend towards £50/£51.
Where it belongs.

[davebowler] 19/7/2024 18:55

hTTps://citywire.com/investment-trust-insider/news/odyssean-share-issue-shows-muted-demand-for-derated-uk-small-caps/a2446681?re=122326&refea=252901&link_id=1673008

[p1nkfish] 18/7/2024 21:19

See what the end of the month brings but looking good currently.
A run towards 48 certainly not impossible if it holds these levels post July 31st.
Dyor etc.

[steve3sandal] 12/7/2024 19:28

I guess that’s what performance for actual shareholders gets you.

[davebowler] 12/7/2024 18:49

.... But we are at 30% ish discount to NAV.!?....hTTps://citywire.com/investment-trust-insider/news/odyssean-announces-share-placing-to-meet-investor-demand/a2446299?re=121926&refea=252901&link_id=1668064

[davebowler] 15/6/2024 12:43

...I.C... Mick Gilligan, head of managed portfolio services at Killik & Co, believes Smithson, the Global Small CompaniesTrust(GSCT)And North Atlantic Smaller Companies(NAS) (an idiosyncratic portfolio that holds a mixtureof other investment trusts,unquoted companies and conventional small-cap shares) stand out here.