The Revel Collective Share Discussion Threads

[praipus] 11/9/2012 15:05

Interesting post from LBO on the HRCO thread

LBO 11 Sep'12 - 15:49 - 1548 of 1548

[praipus] 11/9/2012 13:51

154% potential rise from the TRC buy price to NAV feels good and the following from the accounts brings on a cigar purchasing frame of mind but as we will see the makets can and will do anything.

"In March 2009, shareholders voted to change Trinity's investment policy by requiring the company to gradually
dispose of its assets over time and return capital to investors."

From note 1 of the accounts.

[badtime] 11/9/2012 13:20

How comfortable do u feel with these praps

[praipus] 11/9/2012 12:15

NAV 28p as per 31 March 2012

[praipus] 11/9/2012 11:36

Lars Ernest Bader thinks so, upping the holding to 6.62%


Tracking the rest of their holding on the WAM thread

[rbcrbc] 16/8/2012 17:29

Looks to me like we have cash fo about 5p per share and other assets of 23p so worth hanging on as the cash should provide a cushion

[praipus] 16/8/2012 14:24

Results from a few days ago

[rbcrbc] 25/7/2012 11:38

That part sounds good (27.6p) but I dont see any signs of a payment in the near/medium term. Another one for the bottom drawer.

[praipus] 25/7/2012 08:15

NAV 27.6p?

[praipus] 20/3/2012 16:20

Weiss flipping a few

[badtime] 15/3/2012 19:42

we have movement while i dither

[praipus] 13/3/2012 10:21

hmm taking paper losses until cash redemptions isnt everyones cup of tea

guess apprrox 29p NAV? and gave 58p a share back to share holders last year

[badtime] 12/3/2012 20:57

i'm dithering

[badtime] 10/3/2012 00:20

did u follow praps?

[praipus] 09/3/2012 20:49

INRGBP Indian Rupee v GBP

[praipus] 29/2/2012 21:38

Contemplating following Weiss in for a few more

[rbcrbc] 29/2/2012 17:03

Nice little top-up from Weiss today, Is anyone else still here with some tucked safely in the bottom draw ?

Its been 2.5 months since the last update from the co. maybe we will get something soon.....

[rbcrbc] 25/11/2011 15:50

Lat ereported trade - looks like someone bought 6,847,680 just prior to the Ex-div. Thats 3.25% of the Co. Methinks we should get a holdings RNS soon.

[praipus] 22/11/2011 15:41

lol,... thanks for the warning.

[rbcrbc] 22/11/2011 14:56

Ex dividend tomorrow - dont get a heart attack at a 4.5p or approx 20% drop from 20.5-22.5 to 16-18p !

[rbcrbc] 17/11/2011 12:19

Thanks - seems to have picked up a little off its lows.....

[rbcrbc] 17/11/2011 11:12

The NAV in the interims due soon could be very interesting - we might be at about a 50% discount.

Does anyone have a link to find the current DB realty price ?