Temple Bar Investment Share Discussion Threads

[spoole5] 13/5/2022 20:04

Anyone able to trade today?

[spoole5] 13/5/2022 11:26

Still unable to trade on HL

[apparition1] 13/5/2022 10:40

Yes quite a shock until I remembered the share split.
Shares still not showing on A J Bell either.

[chc15] 13/5/2022 10:33

Yes some brokers bit slow. In real terms it's up 2-3% today. This should encourage new buyers hopefully. I've been adding to this past few days, my largest IT holding now,along with 3i. Ex div on the 9th June.

[spoole5] 13/5/2022 08:49

In HL now but unable to trade.

[nicd] 13/5/2022 08:25

Nor AJBI wasn't expecting the split, got a shock

[spoole5] 13/5/2022 08:22

New shares not showing up on HL

[fred shred] 08/3/2022 11:11

Thank you for that. Have bought in as I want the value orientation. I think jeremy granthams permabear predictions on overvalued S&P500 could turn into reality and so seeking safer havens.

[chc15] 08/3/2022 10:31

I would ignore the past performance here. Previous manager made a really bad call holding large in Capita, which destroyed the trust,it went from 14 to 6. However the materials from RWC are impressive, they have turned the trust around with some good calls. Also if u listen to their interviews on moneyweek website, they are hugely impressive. V long term hold for me.

[fred shred] 07/3/2022 19:48

So when comparing templebar vs merchants trust vs law debenture - all value -oriented UK equity trusts - why is it so much more volatile. Its track record prior to its managemnt change last year was awful. The same board remains in place which is a worry. What is the long term track record of the new double act managing this portfolio? There’s not a lot out there on how much relative alpha either have achieved. I want to be convinced that this is not a duff new team in place. Thoughts ?

[chc15] 07/3/2022 08:37

Hmm batterings across the board, who knows were the bottom is. May top up once before ex div date, dyor though.

[lloydolloydo] 05/3/2022 16:12

I also added at 10.48 CHC15 and will be following your playbook. Yesterday felt like a delayed reaction to ITV (and banks obvis). ITV on 5x end 22 earnings and 0.2 PB seems ridiculous with earnings broadly inline.

[chc15] 05/3/2022 14:53

Agree, silly drop yesterday, i bought more at 10.48, and will keep adding on any large drops..one of my largest holdings.

[lloydolloydo] 05/3/2022 11:06

Painful as it is, this is where you make your money

[panshanger1] 05/3/2022 10:22

A lot of ITs had a bad day yesterday as buyers run for the hills discounts tend to widen There in also lies the opportunity

[fred shred] 05/3/2022 09:01

Why such a big 1 day drop ? Double thats of the FTSE 100

[fred shred] 05/3/2022 09:01

Why such a big 1 day drop ? Doublr thats of the FTSE 100

[chc15] 04/3/2022 09:40

Ok that's a big drop, I'm topping up, goes ex div next week..

[topvest] 19/2/2022 20:00

Agreed. I'm keeping this as a core holding.

[chc15] 17/2/2022 10:15

Discount narrowed here, but I see no reason to sell or trade this trust. It's one of the last true value plays out there.

[chc15] 30/1/2022 12:00

Indeed, the 2 managers are true value experts, and have made the right calls and judged the mkt right. Happy to hold forever, and add on any large drops.

[chc15] 20/1/2022 16:11

Yes it has, I'm happy to hold long term, and reinvest divis. Be interesting to see if uk value wins over us tech this year.

[prokartace] 20/1/2022 15:56

I actually sold mine on the basis that the discount has narrowed from 10% to 4%. Also the market as a whole has had a good rally recently

[chc15] 19/1/2022 12:08

Too late to sell my bg tech funds, so will keep, add to them. Added more TMPL yesterday and today.