Thalassa Share Discussion Threads

[frazboy] 04/4/2017 10:19

We already know them, don't we JMF? He's announced the headline numbers twice. If you wanted to put on a negative spin, then you could argue that the second time he announced the expected WGP trading, it was a profits warning (albeit a very small one), since there were no new contracts to be undertaken in 2017 other than the CP and Statoil contracts about which we already knew. Regardless, we should still have a market cap which is equivalent to our LSR shares and our cash with everything else thrown in for SFA. The other half of the trade should declare today. Let's see who is. Who knows could even be an activist shareholder.

[cockerhoop] 04/4/2017 10:17

As I said on BILN board, I think Henderson have lost an investment mandate which has passed to the management of Lombard. So a portfolio of stock have been transferred en masse.

[jmf69] 04/4/2017 10:15

Or maybe they're anticipating a lot of buying interest after the results?

[frazboy] 04/4/2017 10:04

I'm a bit worried that the broker has taken most of Henderson's holding to help fulfill the share buyback programme. Bit speculative but you never know.

[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?