Strategic Equity Capital Share Discussion Threads

[luckymouse] 04/11/2014 21:53

So Strong...
www.barchart.com/snapopinion/stocks/SEC.LS

[edwardt] 24/10/2014 15:42

4imprint results were awesome - circa 9% position for the trust. I don't believe in 'watch lists' mad foetus, you can not be half pregnant, get involved!

[mad foetus] 24/10/2014 14:02

money observer has a good, positive write up on its website. looks a very well run trust to me, one for the watchlist

[edwardt] 14/10/2014 10:30

allocate software taken out at 35% premium - should help nav hold up in these markets.

[luckymouse] 26/9/2014 16:17

Most unusual staircase chart - a bit like an absolute return fund - not stellar but more guaranteed low risk performance - impressive balance
Ive done a bit of work on portfolio smoothing techniques myself with volatility maths - if you blend several staircases together the result is remarkable!

[skyship] 26/9/2014 12:50

Up on Edison research report...

[bigwilly1986] 18/9/2014 20:40

Annual report out today, an interesting read...

[bigwilly1986] 09/6/2014 12:25

Bought at 156.499. Unfortunately I'm having to reallocate after the sad death at Unicorn.

[edwardt] 06/6/2014 12:53

rpc results good, recent emis entry price superb, servelec keeps winning contracts, these are but a few of the holdings that are delivering.

[bigwilly1986] 03/6/2014 16:44

Cheers. Lots of selling the past couple of days, so I may wait a week or so more before getting involved!

[edwardt] 02/6/2014 15:39

don't worry big willy, the underlying companies all look in robust shape - most important thing really.

[bigwilly1986] 30/5/2014 07:19

Not too bothered about the tender, but slightly concerned about the people leaving! Widdowson still in control though, and discount hasn't widened...

[praipus] 01/5/2014 10:46

NAV £1.76 :-)


Tender cancelled :-( people going any views?

[edwardt] 31/3/2014 11:57

good to see the fund manager topping up...

[edwardt] 11/3/2014 16:20

RATHER nice results from tyman...

[praipus] 06/3/2014 14:46

EPIC code or symbol i.e Goals Soccer EPIC/Symbol is GOAL

[jaws6] 06/3/2014 12:31

ok,No prob.

[praipus] 06/3/2014 12:28

Yes too lazy (er not enough time) to look them up myself.

[jaws6] 06/3/2014 11:20

Praipus
Do you mean this Epic for co below ?

ompany Classification investment GBP'000 GBP'000 2013 2013 asset

E2V Technologies Technology Oct 2009 3,267 11,311 13.0 12.7 11.7

Tyman Manufacturing Apr 2007 3,832 9,644 11.1 13.1 10.0

4imprint Support services Feb 2006 3,584 9,498 10.9 10.0 9.8

Servelec Group Technology Dec 2013 6,500 8,388 9.6 - 8.7

Wilmington Group Media Oct 2010 5,085 7,568 8.7 5.4 7.8

Gooch & Housego Technology Dec 2011 4,092 6,796 7.8 5.6 7.0

Allocate Software Technology Dec 2009 3,534 5,608 6.4 5.9 5.8

Goals Soccer Leisure Mar 2012 3,269 4,818 5.5 5.2 5.0

Andor Technology Technology Aug 2012 2,986 4,400 5.0 2.3 4.6

RPC Group Manufacturing Feb 2007 1,483 4,047 4.6 5.2 4.2

37,632 72,078 82.6 65.4 74.6

[praipus] 06/3/2014 11:05

Hi has anyone got a note of the EPIC's for the underlying? Not holding yet just researching.

Got some GOAL that seem to be doing ok:-)

Maybe dedicate a post for charts of the underlying?

[edwardt] 26/2/2014 10:27

still on my own here - wander how domanko is enjoying his alpha!

[edwardt] 17/1/2014 16:47

featured in investors chronicle - retail demand is coming!!

[edwardt] 18/12/2013 16:56

servelec did alright post ipo too!

[edwardt] 12/11/2013 16:32

andor received a bid today...