Scholium Share Discussion Threads

[cjohn] 08/4/2020 11:32

Hi Baner, Liquidate this company? It's not the sort of company that can be easily liquidated! Look at the ratio of inventory to sales! It's precisely the problem that all the value is in very slow-moving inventory. I'm almost tempted at these levels. But the illiquidity of the inventory is really off-putting.

[baner] 07/4/2020 15:51

why is this a public company - at huge expense for shareholders? time for the BOD to reflect their fiduciary duties and look after the best interest of the company and its owners. and that does not include staying a plc.

[baner] 01/7/2019 17:22

time for the board to consider the best interest of all shareholders = liquidate the company and pay back 70p+/share in cash.

[picnic] 01/7/2019 13:10

Just noticed the delayed trade 293876@34.63p! Looks like a bargain for the buyer and a desperate seller. Toby Blackwell seems to have about that number of shares maybe it's him?

[picnic] 01/7/2019 12:43

Peter Glyenhammar has bought 290k to take his holding to 12.43% Maybe an original backer losing patience?

[battlebus2] 17/5/2019 10:35

I expect it will be sold off at some point.....

[baner] 17/5/2019 08:16

this is indeed an excellent sleeping pill! should be liquidated with cash given back to shareholders !

[walbrock82] 20/7/2018 07:57

Here is my summary of Scholium: http://bit.ly/2L8fO4a

[picnic] 13/6/2018 16:28

Mayfair Book Auctions a company owned by Scholium have their first live timed Internet Auction (start 11/6 to 25/6) selling 70 books and work on paper.Seems very low key a bit like their share price. I gather they will have further auctions throughout the year with some rostrom auctions at St Geaorges Street.

[picnic] 01/5/2018 15:55

Sorry needleboy not a clue really.Still time for a trading statement I suppose. Did notice that on the Mayfair Phi' website re their Lingfield auction"....auction a success with vast majority of material selling and a great deal greatly exceeding our Estimates" sounds a promising start. Also noticed on the Scholium website that they have finally got their share price ticker nearly working . I think they really need a new website myself , maybe later when they are a bit bigger. Here's hoping.

[needleboy] 01/5/2018 08:24

Any idea how the year was: was TEFAF a blowout, did they nail the stamp auction... PICNIC, you seem to know a bit about the market??

[picnic] 22/3/2018 16:00

Peter Gyllenhammar is still around with an increased holding to 8.9%. I wonder what Mr Blackwell needed that money for? At least the shares from that sale went into safe hands at Rampart capital being the company that fellow non ex Graham Noble set up with Giles White.

[battlebus2] 28/11/2017 07:51

Pleased with the interims and the improved trend is continuing, NAV 73p and building stamp inventories....

[baner] 23/10/2017 09:14

Nice little company that already would make in excess of £0.5m EBT if they were not a plc. They either need to buy something BIG or go private. Maybe take out some of the residuals from Stanley Gibbons on the cheap.......? Looks like a safe, albeit boring bet.

[picnic] 12/10/2017 22:34

Certainly busy on the fair front,from26/10 to 19/11they have the INK London,TEFAF New York,Chelsea,Boston and Hong Kong .py guillemet is at the Frankfurt book fair now (See RNS) Peter Gyllenhammar had to pay 52.5 for his last lot.I wonder if he is pausing for a while as the share price was not in periodic auction for the first time in months today(just guessing) I wonder if they managed to sell that Matisse Jazz Art book for £400k at the Frieze show last weekend?

[battlebus2] 12/10/2017 21:44

Possibly a trading update tomorrow or Monday....

[battlebus2] 12/10/2017 17:31

Peter Gylenhammar adding again... hTTps://uk.advfn.com/stock-market/london/scholium-group-SCHO/share-news/Scholium-Group-PLC-Notification-Of-Major-Interest/75846159

[battlebus2] 11/10/2017 13:30

Strong move over the last few days 💪

[battlebus2] 07/7/2017 07:26

Interim results out, still loss making but trading is materially ahead of this time 2016 and they expect to return to profitability. 0.97 cash and NAV of 73p. Should trade higher over time imv. DYOR etc...

[pugugly] 19/5/2017 21:05

Agreed re Gyllenhammar but not all his investments have historically been great successes - Maybe he has uncovered a small treasure trove here.

[wantage] 19/5/2017 20:23

Gyllenhammar no one's fool - must be looking to unlock some heavily discounted Nav. Can see this nearer 70 than 40 in a few months time.Market interest in Scholium nil, which makes his purchase all the more intriguing.

[battlebus2] 02/5/2017 10:15

Sharp move today 👍 Trading must be still improving or we got tipped. Either way new recent highs.

[battlebus2] 13/10/2016 07:26

Disappointing update this morning.... Materially below this time last year and small loss. Also not sure of the outlook though £/$ rate is helping. 1mm cash and NAV 74p Still a hold for me ATM.