Temple Bar Investment Share Discussion Threads

[chc15] 25/3/2020 13:29

Yes panicky petes, Capita sold down too. Very odd announcement

[chc15] 23/3/2020 08:38

Apparently mundy us going to write an update on the tb website this week..

[dickiehh] 20/3/2020 18:33

It's up because it was completely mispriced before - see my posts below

[brwo349] 20/3/2020 17:29

up 15%
why?

[spoole5] 20/3/2020 11:28

Needs an update on current holdings

[chc15] 20/3/2020 08:20

Will see this close up for the first time in ages, who knows, but looks good today.

[essentialinvestor] 19/3/2020 19:38

Many large discounts in the sector atm.

[dickiehh] 19/3/2020 19:35

NAV on 17th was 700-720. Many of trust holdings went up today but this when down and is trading at 570 - discount of 20 per cent. Am I missing something or does this start to look good value (albeit risky where it goes from here)

[dickiehh] 19/3/2020 19:31

Fall looks overdone though - trading at a big discount to NAV and down another 8 per cent today when many of his core holdings, travis perkins, RDSB, even EZJ seemed to be on the increase. Some weird mark-downs on some these investments trusts right now - anyone know why?!

[chc15] 19/3/2020 12:56

Yeh asleep at the wheel, oh another 10% drop, lovely.

[spoole5] 19/3/2020 11:41

Apparently munday is self isolating!

[chc15] 17/3/2020 21:03

Yes saw that, he's hiding, I've emailed him, no response, can't wait for his next blog!

[spoole5] 17/3/2020 17:08

No investment presentation at the agm. How convenient

[hugepants] 14/3/2020 17:35

Its still valued at a premium to NAV. Dropped about 40% from recent high but not hard to see why with Capita 7% of the portfolio and BP and RDSB in the top 6 holdings.

[spoole5] 13/3/2020 16:17

Serious questions need answering here

[chc15] 13/3/2020 15:26

The share price and nav erosion here is incredible. Sure should have sold at 14, but this is crazy. We're is mundy and the board, has he done a recent blog? agm on the 30th, I might go along for once!

[spoole5] 13/3/2020 15:17

NAV now just over 8 quid. Shocking mismanagement

[essentialinvestor] 13/3/2020 15:02

It's amazing, I mentioned the very same on another board earlier this week.

[chc15] 13/3/2020 14:59

Down she goes, cpi was the largest holding, no idea what he's done.

[spoole5] 13/3/2020 13:41

Are they still holding CPI. Munday needs sacking for decisions like that

[chc15] 13/3/2020 12:31

Topped up earlier, now up for the first time in ages.

[chrissmith2] 13/3/2020 09:43

Down again. Getting close to a buy. Yield nearing 6%.

[chc15] 12/3/2020 08:34

Ex div, but this taking the p lol

[chc15] 10/3/2020 16:34

Indeed, nav below £10, this is shocking. I believe he needs replacing now, as a more team based approach is needed. His stock choices have failed badly.

[andycapp1] 10/3/2020 15:50

The NAV performance is absolutely awful. I think he’s on thin ice frankly.