Sherborne Investors (gue... Share Discussion Threads

[riskvsreward] 02/9/2021 18:56

Someone has got some news it looks like.

[makinbuks] 02/9/2021 15:36

Some signs of life in the SP, could be we are close to an announcement of the target

[makinbuks] 23/8/2021 09:16

Thanks Danny, I read the article I think you refer to in the business section. Mainly a report of the RNS but with a human angle thrown in of the 71 year old active investor. Unfortunately no great insights and certainly no hint of what the new target might be or even the sector or size of the company

[danny500] 21/8/2021 18:37

Get todays Times, apparently a good article on Sherborne Investors. Haven't read it myself, will try to buy one later if not too late

[makinbuks] 20/8/2021 11:53

Pleased to see in todays announcement that NAV has actually increased since the Barclays sale to c. 81p. So whatever they are buying into this will be a vehicle to hold it at an initial discount of 33%

[makinbuks] 16/8/2021 12:14

Its just over three months now since they advised the new target had been identified. Disclosure of it would be made once a reportable stake had been bought. So I presume they are still below the 3% threshold and I'm wondering if the price moved beyond what they wanted before they could get in. I really expected a follow on announcement within a few days

[danny500] 16/8/2021 11:28

I wish I knew

[makinbuks] 23/7/2021 11:10

Why is it taking so long to announce the new target?

[makinbuks] 23/7/2021 11:09

Sitting on a pile of cash following the disposal of its 6% stake in Barclays