Share Name Share Symbol Market Type Share ISIN Share Description
Strategic Equity Capital LSE:SEC London Ordinary Share GB00B0BDCB21 ORD 10P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +1.50p +0.67% 224.00p 222.50p 224.00p 224.00p 223.75p 224.00p 25,061 16:27:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Equity Investment Instruments 0.0 1.0 1.3 171.0 155.81

Strategic Equity Capital Share Discussion Threads

Showing 201 to 223 of 225 messages
Chat Pages: 9  8  7  6  5  4  3  2  1
DateSubjectAuthorDiscuss
18/7/2017
15:51
equiniti on the acquisition trail, we will have to stump up cash so cash drag reducing here. also like look of latest purchase too
edwardt
10/7/2017
14:50
Surprised this has gone quiet for so long?
spectoacc
16/5/2017
11:44
Good to see the board buying back shares while this discount exists. MGP has done very well and NAV has put on 20p pretty quickly.
mad foetus
28/4/2017
10:55
Tribal has also moved up nicely recently. I suspect we will have to live with a 15% discount to NAV until the new manager establishes a track record, but my suspicion is that a lot of the companies in the portfolio have had a flat share price and limited news flow over the last couple of years but that is coming to an end and the NAV may now start moving consistently forward. Hoping, anyway!
mad foetus
28/4/2017
10:50
medica up 60% in a month since ipo and sec managed to get a good allocation in the bun fight....
edwardt
26/4/2017
17:46
Thanks for clarifying Peter. He did a great job at Rentokil for years but I would have thought with 5m of his own money invested he will not tolerate investment management that isn't top drawer. NAV and share price have been moving north recently, let's hope it continues.
mad foetus
26/4/2017
17:07
my mistake, peter that is obviously correct.
edwardt
26/4/2017
15:43
The last annual report has him as Deputy Chairman and deemed non-independent director as he is on the Industry Advisory Panel of the Investment Manager. He has been on the Board since 2005.
peter27
26/4/2017
14:52
he is not on the board. he is an investment consultant to the investment team.
edwardt
26/4/2017
13:14
I've previously commented on the Cali reference of the board here but only found out this week that Sir Clive Thompson has £5.4m of his own money invested here. That should provide reassurance that the board is aligned with investors.
mad foetus
24/4/2017
09:38
goals in merger rumour over the weekend...
edwardt
18/4/2017
08:48
looks like the new broom has had an instant hit with backing medica at ipo with proceeds from e2v. guess the old broom will claim it was his dd. either way nice result...
edwardt
18/4/2017
08:48
looks like the new broom has had an instant hit with backing medica at ipo with proceeds from e2v. guess the old broom will claim it was his dd. either way nice result...
edwardt
28/3/2017
08:51
Well, my comment above re press "drops" was accurate for less than a week! Battle by briefing. Presumably the suggestion of a buyback is to buy back the shares of the big holders who want out, though won't know that until see the EGM requisition. With any luck the two sides will sit down and talk, but been no sign of that so far.
spectoacc
28/3/2017
08:25
any thoughts on this?
bubbleandleek
27/3/2017
09:47
About time someone shook up this board
bubbleandleek
21/3/2017
15:24
All gone quiet, at least in terms of RNS or newspaper "drops".
spectoacc
03/3/2017
08:17
Thanks @MF. Guess I'm just a bit disappointed that the Board's judgement isn't my judgement.
spectoacc
03/3/2017
08:03
That is interesting thank you MF
bigwilly1986
03/3/2017
07:24
So absolutely no change to what we know already. ie the Board are sticking with SW's junior (& he really is junior!) & show no interest in engaging with SW or major shareholders. How can they not know what SW "..Is doing and when" - it's been in the press!
spectoacc
03/3/2017
07:09
The chairman did make it clear that the investments were high quality, long term holdings and that while SW was important, he was backed by a strong team at GVQ. I got the feeling that they were disappointed SW has left GVQ, don't know what he is doing or when, and so are reserving judgment until the picture becomes clearer. It was also made clear that the board appoint the investment manager and will do what they think is best for shareholders. Although he didn't say it, any of the board hold significant amounts of SEC, so there is additional comfort from that. Personally, I would like to see one of the portfolio companies start motoring - the NAV seems to have been static for a long time.
mad foetus
02/3/2017
21:41
That's very helpful. I wonder if the next step is sacking GVQ.
peter27
02/3/2017
20:43
Well, I got a response and it was very well written and reassuring. I don't want to break any confidences but clearly the board are truly independent and mindful of their duty to act in the interest of all shareholders.Of course the board can't do anything about the relationship between GVQ and Stuart Widdowson, and if he has non-competition clauses which GVQ don't want to waive (and to be honest, why should they), then really he is out of the investment management game for some time.Interesting share price movement and volume today.
mad foetus
Chat Pages: 9  8  7  6  5  4  3  2  1
Your Recent History
LSE
GKP
Gulf Keyst..
LSE
QPP
Quindell
FTSE
UKX
FTSE 100
LSE
IOF
Iofina
FX
GBPUSD
UK Sterlin..
Stocks you've viewed will appear in this box, letting you easily return to quotes you've seen previously.

Register now to create your own custom streaming stock watchlist.

By accessing the services available at ADVFN you are agreeing to be bound by ADVFN's Terms & Conditions

P:40 V: D:20170921 05:18:05