SA Property Opps Share Discussion Threads

[praipus] 25/3/2013 14:39

Yes of course part of the hold until death. liquidation or the leaving of the preferred arbitrager strategy...whichever comes first ...lol

You still in?

[badtime] 18/3/2013 18:59

Praps u still in?

[praipus] 05/11/2012 11:33

Yep a CFD too!

Weiss contributing upping their chunk to 26.19%


Tracking Weiss and other arbs on the WAM thread

[mangal] 03/11/2012 17:09

So, suddenly we have Ironsides holding 8%; who?

"Ironsides manages the Ironsides Partners Opportunity Fund and an account for a multi-billion dollar hedge fund based in New York City. Robert Knapp, the managing director of Ironsides, is a director of the Africa Opportunity Fund Limited (LSE AIM: AOF) and its investment manager. Mr. Knapp is also the lead independent director of MVC Capital, Inc. (NYSE: MVC) and a director of the Pacific Alliance Asia Opportunity Fund Limited (LSE AIM: PAX). Ironsides also invests its own capital in strategic opportunities via Ironsides Holdings LLC and Ironsides Energy LLC."

"Mr. Knapp is an asset value investor employing arbitrage, distressed opportunities and special situation strategies with a focus on closed end funds, holding companies and corporate restructurings... He previously served as a director of the Vietnam Opportunity Fund (LSE AIM: VOF)."

Possibility of some action, soon?

[praipus] 09/10/2012 17:32

Lars Ernest Barder reducing now holding 5.28%


I track the rest of his holdings on the WAM thread

[praipus] 01/10/2012 12:36

Weiss buying more SAPO now holding 24.1%


I track the rest of their holdings on the WAM thread

[praipus] 28/9/2012 16:12

Standard Life Investments Ltd selling a few now holding 8.72%

[praipus] 28/9/2012 16:07

Lars Ernest Barder (post 762) increasing now holding 5.75%


I track the rest of his holdings on the WAM thread

[praipus] 28/9/2012 12:17

Lars Ernest Bader joining the party with 4.17%


I track the rest of his holding on the WAM thread

[mangal] 27/9/2012 22:53

Standard Life & Weiss holding almost a third of the Co. They obviously see value here; not surprising really, as NAV is almost double the share price & the Co's strategy is to "sell the property assets and return capital to investors"

[praipus] 02/7/2012 12:05

Weiss buying a few more and shuffling with a CFD, holding 22.66%



Tracking the rest of their holdings on the WAM thread.

[praipus] 23/3/2012 17:57

And so it goes on I hope share holder value will be at the top of the agenda

[badtime] 19/3/2012 21:33

Well thts y I was saying Thy will talk...and hopefully get to grips with the drift

[praipus] 19/3/2012 13:09

I've got confusing info on QVT but they still appear on the SAPO website as holding 28.9% with Weiss's 22.5% they have control if they want it.

[praipus] 19/3/2012 13:02

Thanks Jambo172 wasnt aware of all that. If Weiss and QVT still have the same holdings they have control dont they?

You say "Weiss are ex QVT"?

[jambo172] 19/3/2012 09:21

Praipus - QVT hate Principle Capital.
Remember Principle Capital IT where QVT foreced it to wind up.
Weiss likely side with QVT - Weiss are ex QVT.
IMHO not chance of success in vote.
However might speed up the realisation process which would be VV good news.

[badtime] 16/3/2012 23:15

where they hav a gd stake and c things not going the way they shud i would suggest a nailed on certainty

[praipus] 16/3/2012 21:55

Yep I wonder if Weiss, QVT and Principle Capital Investments Limited talk to each other?

[badtime] 16/3/2012 20:26

good...its all a bit messy and disjointed at mo

[praipus] 16/3/2012 11:17

Meeting requisition!

[praipus] 13/1/2012 22:10

Well done not many can say that they've out performed the majority of professionals in any given field.

[badtime] 13/1/2012 21:55

Umm..better than i thought it was going to be at one stage...after allowing for income drawdown i broke even

[praipus] 13/1/2012 20:53

Oh dear.... just reviewing RNS here and only now realise I missed the Weiss exit back in August so taken a hit for -23% (on paper). Could have avoided that!!! Computers that can trade for you thats the answer.

How was your 2011?

[badtime] 12/1/2012 18:47

i was in b4...tbh can't remember exact details...i think a small loss..but I've always kept it on the radar