Starvest Share Discussion Threads

[eacn] 19/11/2010 22:11

I calculate that post tax fully diluted NAV is now over 24p.

[makkaroni] 19/11/2010 19:08

sve should sell some RRR/RGM(not all) und realize profit

[underperformer] 19/11/2010 17:42

I´m shamelessly long so a touched biased. Whats interesting here is that there appears to be a family holding selling down, no idea why or how much more, but might offer an opportunity if they keep on doing so GLA

[bones30] 19/11/2010 17:11

I'm planning on giving this a very careful look this weekend.

[underperformer] 19/11/2010 14:56

ok this is now RGM, RRR, and all the other AB plays at a discount. RGM up 40% today !

[outsider] 19/11/2010 13:23

RGM 7.25p bid (5.6p yesterday & In header)

RRR 15.25p (13.75 in header)

[eacn] 19/11/2010 12:29

I am quietly bullish about ORCP (see my recent post on the ORCP thread): the RGM placing represents the beginning of a book building exercise for the AIM float, which, markets willing, should happen in H1 2011. I would expect the float price to be at 10p or above.

[outsider] 19/11/2010 11:58

Actually if RGM does double that just about covers SVE market cap!


Oracle could be one with huge potential too, that isnt often mentioned here.

[outsider] 19/11/2010 11:51

Wouldn't surprise me.

I think Beowulf is the one overvalued....& I trust BR's judgement.

[maxbubble] 19/11/2010 11:45

Still think RGM can double from here imv

[outsider] 19/11/2010 11:39

Just checked KEFI, that's significant 2.9p bid in he header but now live bid of 3.5p

[outsider] 19/11/2010 11:32

yes saw the guild acq.

[brando69] 19/11/2010 11:32

personally

personally

PERSONALLY

[outsider] 19/11/2010 11:31

geez regency just hit 7p bid

[outsider] 19/11/2010 11:31

edit duplicate sorry

[outsider] 19/11/2010 11:30

edit duplicate sorry

[outsider] 19/11/2010 11:30

personally or on behalf of starvest?

[brando69] 19/11/2010 11:26

Bruce Rowan is busy stakebuilding in Plus Markets at the moment in case you were unaware

[maxbubble] 19/11/2010 11:25

KEFI going nicely too - I think it will be a future winner as well.

[outsider] 19/11/2010 11:11

RRR now 15p bid......must be nearly half a million (with RGM) to add today to our NAV!!

[outsider] 19/11/2010 11:10

Well RGM he would have to announce, as it's notifiable, I thought he was very keen on RRR and RGM reading the Sep 30th statement, he thought they were undervalued and the market hadn't understood the companies yet.

[brando69] 19/11/2010 11:06

if past behaviour is a guide to future behaviour, BR will be considering selling a few RGM at some point soon

[maxbubble] 19/11/2010 11:06

should be a good couple of weeks ahead.

[outsider] 19/11/2010 11:01

Was just going to say our biggest hlding (by value) up 20% today.

[maxbubble] 19/11/2010 10:59

RGM now accounts half market cap...lol