Thalassa Share Discussion Threads

[pj 1] 04/4/2017 09:35

Could be Henderson are re-aligning their portfolio, similar has just been RNS'd at BILN

[frazboy] 04/4/2017 09:32

So, Henderson are below 5% (as I read it). They were previously over 10%

hxxp://thalassaholdingsltd.com/shares-shareholders.htm

The question is why? And who bought? Because they will also have to declare

I really hope DS takes us private, at a premium, obviously!

[tiltonboy] 30/3/2017 15:21

frazboy,

I don't have a position, and was tempted, but DS is too much of a maverick to me. LSR was a good purchase...but not at the price he paid. If he makes those sorts of errors of judgment he is not for me.

I think he will still make a profit, and hopefully a decent sized one.

The next LSR lot on today's auction went for 161k v 90k guide!

[frazboy] 30/3/2017 14:33

Thanks tilton. Do you have a position here? LSR is worth almost 50% of the market cap these days, which makes it look v cheap. I'm not sure what news flow or event is required to realise the value but the share buyback will help

[tiltonboy] 30/3/2017 14:06

LSR have sold two properties so far today in the Acuitus auction for a combined £781k v the 550k guide prices.

[jmf69] 30/3/2017 13:26

Tax year coming to an end. Maybe using the cgt allowance??

[lauders] 30/3/2017 13:14

Never say "can't" ;-)

[basem1] 30/3/2017 12:21

Can't be many more idiot sellers surely ????

[cheshire man] 29/3/2017 14:38

I added last week fwiw :-)

[lauders] 29/3/2017 14:37

Thanks RCT! Being dim as predicted!

[basem1] 29/3/2017 14:34

Decided not to wait and added another 10,500.

[rcturner2] 29/3/2017 14:28

new tax year

[lauders] 29/3/2017 14:21

6th April? Probably being dim here, but what is the occasion?

[100egs] 29/3/2017 14:18

i Agree basem, ive just bought a few.
gla

[basem1] 29/3/2017 13:47

I'd be topping up here, or at least on the 6th April

[jmf69] 29/3/2017 07:51

Unloading no... topping up maybe

[frazboy] 29/3/2017 07:36

Anyone think we may have reached the bottom here? Another way of phrasing this question is, is anyone else on this board thinking of unloading at this price?

[lauders] 29/3/2017 00:53

Thank you for the information Masurenguy. I did have a quick look back and could not find CT but I did not check that far back! A new thread may be worth the effort if someone is more heavily invested and committed here than I am. Seems like a link to the company's website is just basic common sense really, but that may just be me!

LSR - Looks interesting. DS may not be all that crazy, only when it comes to holes in the ground?

[tiltonboy] 28/3/2017 09:50

LSR continue to make progress on the liquidation of their portfolio.

Looks like some particularly good sales in Allsop's auction yesterday raising over £2m.

[bookbroker] 28/3/2017 08:49

Lauders - ur correct, but DS. is the boss here, Thal is a holding co. , but he is the force driving the company, there is no real board here, except at the subsidiary level, it does not need a board thank goodness, one more extra expense!

[rcturner2] 28/3/2017 08:02

Maybe time for a new thread?

[masurenguy] 28/3/2017 06:43

Lauders - contrarian trader hasn't posted here in 8 years so I doubt that your request will be addressed.

[lauders] 28/3/2017 01:17

Thanks for that link JMF69. I assume that THAL will benefit further from these plans down the line.

bookbroker - While most would probably agree about DS's activities and comments (he does go rather OTT) surely THAL's board - - should be the ones who control him and approve/disapprove of any "projects/expenses"? Does he make all the decisions without anyone checking? I can't believe that is the case but would welcome any corrections to my understanding!

PS - contrarian trader - Any chance of having THAL's website link added to the header somewhere please?

[bookbroker] 27/3/2017 20:32

Because Mas., this co. has a good product, a decent balance sheet, but it is being run by a guy who is hubristic, he should concentrate the co. on the industry it knows, not commercial property or gold prospecting!