Strategic Equity Capital Share Chat (SEC)

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
	-1.375p	-0.62%	219.00p	219.00p	220.75p	219.50p	219.00p	219.50p	37,541	10:40:00

Industry Sector	Turnover (m)	Profit (m)	EPS - Basic	PE Ratio	Market Cap (m)
Equity Investment Instruments	0.0	0.4	0.4	497.7	152.33

Strategic Equity Capital Share Discussion Threads

Showing 201 to 223 of 225 messages

Chat Pages: 9 8 7 6 5 4 3 2 1

Date	Subject	Author	Discuss
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	Read Full Thread Reply
10/7/2017 14:50	Surprised this has gone quiet for so long?	spectoacc	Read Full Thread Reply
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	Read Full Thread Reply
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	Read Full Thread Reply
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	Read Full Thread Reply
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	Read Full Thread Reply
26/4/2017 17:07	my mistake, peter that is obviously correct.	edwardt	Read Full Thread Reply
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	Read Full Thread Reply
26/4/2017 14:52	he is not on the board. he is an investment consultant to the investment team.	edwardt	Read Full Thread Reply
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	Read Full Thread Reply
24/4/2017 09:38	goals in merger rumour over the weekend...	edwardt	Read Full Thread Reply
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	Read Full Thread Reply
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	Read Full Thread Reply
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	Read Full Thread Reply
28/3/2017 08:25	any thoughts on this?	bubbleandleek	Read Full Thread Reply
27/3/2017 09:47	About time someone shook up this board	bubbleandleek	Read Full Thread Reply
21/3/2017 15:24	All gone quiet, at least in terms of RNS or newspaper "drops".	spectoacc	Read Full Thread Reply
03/3/2017 08:17	Thanks @MF. Guess I'm just a bit disappointed that the Board's judgement isn't my judgement.	spectoacc	Read Full Thread Reply
03/3/2017 08:03	That is interesting thank you MF	bigwilly1986	Read Full Thread Reply
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	Read Full Thread Reply
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	Read Full Thread Reply
02/3/2017 21:41	That's very helpful. I wonder if the next step is sacking GVQ.	peter27	Read Full Thread Reply
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	Read Full Thread Reply

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