Share Name Share Symbol Market Type Share ISIN Share Description
Strategic Equity Capital Plc 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
  +0.00p +0.00% 218.50p 216.00p 221.00p - - - 20,565 12:02:18
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Equity Investment Instruments 3.2 1.2 1.7 132.4 139

Strategic Equity Capital Share Discussion Threads

Showing 26 to 46 of 225 messages
Chat Pages: 9  8  7  6  5  4  3  2  1
DateSubjectAuthorDiscuss
19/4/2012
13:25
Tender documents arrived, offering to buy 4% of holdings at NAV minus 10%. Am minded to ignore it, perhaps the prospect of a yearly event like this will drive the share price up in any case (as it has with other IT's). And for the paltry amount the trust is buying back, it doesn't seem worth it.
damanko
05/3/2012
17:30
nice uptick in nav
edwardt
14/2/2012
16:24
jsut shows timing is everything.
edwardt
08/2/2012
15:41
Yes windass, a glowing report / analysis. However a little disingenuous, in my opinion. Given that Strategic Equity Capital floated at £1.00 per share nearly seven years ago, in fact it has lost original shareholders 19% over that time on a pure capital basis. With no income to speak of. This is before taking into account inflation over that period. I continue to hold, but reports like the one you posted make me laugh (not your fault at all - in fact its a good find, thanks for posting it) - in that by using selective (historic) periods for illustrating investment returns it can be made to appear one of the very best smaller companies investment trusts on the market. If only. My initial several thousand pound investment in what I thought was a promising flotation turned into a few hundred pounds within three years. The fact is that in 2008 SEC dropped like a stone weighted with lead, and so the only way forward from there has been up.
damanko
08/2/2012
13:02
Very interesting and informative report from UK-Analyst http://uk-analyst.com/shop/page-article/action-article.show/id-130016419
windass
26/10/2010
18:29
Speculative buy in last weeks Chronic Investor, though the gist of the article had more to do with the prospective winding up - and realising close to NAV - than with the quality of the management since inception. Or the quality of their subsequent investments. Difficult to argue with any of that.
damanko
18/10/2010
14:04
i agree with you but suspect in your day there was simply less transparency in detailing performance! it is a last throw of the dice and is a pretty clear indication that they are up against it when the vote comes.
edwardt
22/9/2010
15:30
i thnk on the contrary they were lucky to buy some off 3i at the bottom of the market - very accretive to nav. The november vote is nearing and the mm's are moving up the bid price accordingly. the discount remains anomalous.
edwardt
01/9/2010
15:27
Aye, some more than others though. This one had the (bad) timing to have a wedge of its portfolio wedded to SVG's private equity holdings, and is suffering from that - as well as some listed picks that were impacted badly by the credit crunch. Where there's hope though...........
damanko
01/9/2010
14:33
interesting that framlington innovative growth and invesco english and international have voted to throw in the towel as listed companies. If SVG had a unit trust to roll this into, i think this would be a nice way for them to hold onto the assets whilst giving a material uplift to shareholders. I think the signs are good that listed funds are becoming worth more dead than alive!
edwardt
20/8/2010
15:25
Quite right. Latest stated NAV is in the order of 40% more than the share price, the board has some work to do in the next few months.
damanko
20/8/2010
12:21
november continuation vote is key- it still trades at a wide discount given the fact shareholders may well want to collapse the trust.
edwardt
18/8/2010
13:06
No comments, in almost 4 years. Does this mean no small / private shareholders? Possibly. Doubtful. Though it could be that the woeful record of this Investment Trust since the thread was posted has put people off. Funnily enough it was one of the IT sector's best performers last year, but from a low base.
damanko
26/2/2010
14:42
4 imprint had some great results yesterday with shares up 24% - one of this funds top holdings. The trust has not reacted. Also the discontinuation vote is set for November and as the shares now trade on some 27% discount. There has to be scope for this to narrow. Those on the share register who don't want to buy into the longer term strategy should at least get a reverse tender if the majority want to stick with SVG post 2010.
edwardt
11/12/2009
17:37
the shares are very interesting at this level, especially as there will be a vote about winding the company up in a year or so. A hedge fund is agitating for this to happen. Potential return from this alone make an entry point from here compelling and should offset the risk of the underlying holdings. That aside, the underlying are all recovering well and are not on demanding valuations.
edwardt
22/12/2008
16:22
Is this turkey toasted for Xmas ??
pillion
17/3/2004
13:25
try this also: http://www.advfn.com/cmn/pbb/thread.php3?id=1784943
energyi
25/5/2003
11:27
Come on Securicor holders, any views on this stock? Interims out on Thursday. Special divi of 12 pence a share due to holders at the end of next month, massive vols. Surely companies such as this must have good prospects with increased security needs? The bigger the potential for terrorism, the more this company should benefit.
barnetpeter
12/5/2003
18:40
What is going on with this one? Special divi of 12 pence a share due to be paid back next two months. Moving 7% every day, which for a 350 stock is a lot. They should b doing well from increased security. Any whispers?
barnetpeter
21/2/2003
18:58
Bobstar02 Maybe they have, but I wouldn't go back, even though I enjoyed it at the time (despite the ridiculously long hours). My current compensation package is probably comparable to a secondary school head, okay, I don't get the long holidays, but I have no direct reports and I don't get the constant hassle.
timbo003
21/2/2003
18:41
timbo003 ... perhaps things have changed since then ..
bobstar02
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