North Atlantic Smaller Cos Share Chat (NAS)

Share Name	Share Symbol	Market	Type	Share ISIN	Share Description
North Atlantic Smaller Cos Inv Trust	LSE:NAS	London	Ordinary Share	GB0006439003	ORD 5P

	Price Change	% Change	Share Price	Bid Price	Offer Price	High Price	Low Price	Open Price	Shares Traded	Last Trade
	+0.00p	+0.00%	2,850.00p	2,830.00p	2,870.00p	-	-	-	0	06:33:42

Industry Sector	Turnover (m)	Profit (m)	EPS - Basic	PE Ratio	Market Cap (m)
Equity Investment Instruments	10.1	5.1	35.6	80.0	411.13

North Atlantic Smaller Cos Share Discussion Threads

Showing 126 to 149 of 150 messages

Chat Pages: 6 5 4 3 2 1

Date	Subject	Author	Discuss
11/6/2018 11:42	That's another excellent NAV update from the company, wonder where the jump came from as I can't see that any of the listed investments have taken off in May.	strathroyal	Read Full Thread Reply
25/5/2018 12:22	Yes, you are probably right. As an activist and opportunistic value manager he has probably upset a few people along the way. His takeovers of Indoor Bowling and Jaguar Holdings are prime examples of him opportunistically taking a company private, after taking big positions and minority shareholders often lose out. The trick is to be in his funds so you get the upside. That said 100 NAV and 35 NAV/share is some achievement. He keeps a low profile, probably for a reason. Ultimately, he must be one of the best investors in the UK though over 30 years! Simon Knott is pretty good at Rights and Issues Investment Trust and similarly overlooked. They both make Neil Woodford look rubbish! Some Managers are all hot air and no performance record. These two are no hot air and lots of performance!	topvest	Read Full Thread Reply
24/5/2018 21:31	A few decades ago I'm sure I remember NAS being on a premium and Mr Mills feted as a star manager. However, over the years I think he has ruffled a lot of City feathers and is looked upon a bit warily. Also the trust is not easily pigeon holed into a sector. Mr Mills has too large a stake for institutional investors comfort. And he doesn't really publicise NAS and isn't too bothered about the discount. But therein lies the opportunity...	rambutan2	Read Full Thread Reply
24/5/2018 20:23	NAV up 100 fold in 35 years is very good. I'm surprised he doesn't get more investment following really as its a tremendous record. I will be buying more at some point.	topvest	Read Full Thread Reply
24/5/2018 20:06	I bought some shares today just in case!Anyway fellow investors have a look at AEG I personally think that it will multibag.Good luck here!	costax1654x	Read Full Thread Reply
24/5/2018 19:36	Here's the annual report in full: htTP://www.harwoodcapital.co.uk/files/file/download/id/588 The front cover always features a classic Royal Navy action. Here's the lowdown on this year's painting: hTtp://collections.rmg.co.uk/collections/objects/11840.html Hopefully Mr Mills will bag us plenty of pieces of eight over the coming year!	rambutan2	Read Full Thread Reply
15/5/2018 15:46	And on that theme, Sportech and Lakeside both up today on good rns.	rambutan2	Read Full Thread Reply
15/5/2018 15:01	Great comment from Mills about changes he can exploit - some fund(s) not looking at market caps < £100m and likely to throw up under researched small cap value opportunities. He's spot on. NAS has the capital to deploy, just needs the value in the market to arrive.	p1nkfish	Read Full Thread Reply
13/5/2018 11:15	Yes, have held a few he was in or joined. CRX, RBS and a fair few others. Now tend to look to NAS as a basket to de-risk. Lower return but fits my need.	p1nkfish	Read Full Thread Reply
12/5/2018 07:25	Yes, I do agree. Top man. I keep being tempted to top-up here. I own Oryx as well, but this is better value in my view. Fantastic record over the long term and not that far off Buffett. Chis Mills doesn't get enough recognition for being a truly great value / activist investor. I do follow his investments, but most are a little bit deep value / distressed for me to invest directly so I prefer to hold through his trusts instead. Just need to buy some more of them! By the way, I think the lack of yield puts many investors off, unlike Berkshire Hathaway. To be honest, I think they should have a 1% dividend yield policy and that would assist the share price. Having said that Chris Mills can normally make a better return than the dividend invested elsewhere, so its the correct way to allocate capital.	topvest	Read Full Thread Reply
11/5/2018 23:28	Good holdings in a basket with a solid bottom. Well worth having a few and keeping an eye on Mills activities.	p1nkfish	Read Full Thread Reply
11/5/2018 23:27	Good holdings in a basket with a solid bottom. Well worth having a few and keeping an eye on Mills activities.	p1nkfish	Read Full Thread Reply
11/5/2018 23:27	Good holdings in a basket with a solid bottom. Well worth having a few and keeping an eye on Mills activities.	p1nkfish	Read Full Thread Reply
11/5/2018 21:14	A good set of finals, especially considering the amount of liquidity held and it being in US$. http://uk.advfn.com/stock-market/london/north-atlantic-smaller-cos-NAS/share-news/North-Atlantic-Smlr-Co-Inv-Tst-PLC-Final-Results/77409458	rambutan2	Read Full Thread Reply
05/5/2018 21:11	Happy to hold whilst Christopher Mills is in charge. A very smart cookey!	topvest	Read Full Thread Reply
04/5/2018 16:40	Nice looking trust. I've bought some today.Much to like. I like the discount , mix of assets , huge stake that the directors have,the cautious stance,great track record etc etc. R2	robsy2	Read Full Thread Reply
13/9/2017 11:25	Over very many years NAS has been a steadily growing Investment. Keep meaning to sell some but overall I've deemed it best to hold on in the end.	noirua	Read Full Thread Reply
02/6/2017 20:28	Annual Results were a tad disappointing. Losing £13.5m on Team Rock Limited which has gone into administration was a fairly big mistake. I hadn't realised that they had been pumping so much into a loss making internet business. Its a bit out of their expertise as value investors. Hopefully they have learnt their lesson!	topvest	Read Full Thread Reply
19/4/2017 12:37	Not sure that I am anticipating any major breakout as the shares have always traded well below NAV (as has OIG) but yesterdays NAV update was pleasing.	strathroyal	Read Full Thread Reply
18/4/2017 00:05	Where will the breakout take it, any predictions?	p1nkfish	Read Full Thread Reply
17/4/2017 16:22	SBS too - Source Bioscience. Trident III fund too did well out of CRX sales to a German group as holder of convertibles.	p1nkfish	Read Full Thread Reply
15/4/2017 03:21	strathroyal, i agree. Mr Mills is as far from being a passive investor as it's possible to get. So if Harwood appear on the register it's always worth checking out. However, he has also perfected the art of taking companies private on the cheap, thus denying the pi from benefitting from future gains - except via NAS. Journey was a recent example. And Essenden (from which TEG sprung) was whisked off of AIM clearly way too cheaply. To your recent examples list I'd add QP., Lake, NIPT and GOAL, all of which Harwood has recently been involved with via an equity raise.	rambutan2	Read Full Thread Reply
14/4/2017 10:22	ramutan2 - Thnks for that update as I had missed it. Funny how this IT goes under the radar when it & OIG throw off a number of interesting situations, recent examples being BQE, EKF and FEN.	strathroyal	Read Full Thread Reply
14/4/2017 03:48	I note that in the last interim report TEG was valued at £10.27m and was said to be performing ahead of expectations. At ipo price, £23m has been added to that valuation. Clever Mr Mills!	rambutan2	Read Full Thread Reply

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