Tiger Royalties And Inve... Share Discussion Threads

[glynnef] 22/2/2008 16:36

Tilton,

I know. I have replied twice on the BLND and MERE threads. Long lunches in France aren't they ??

G.

[h d shoring] 22/2/2008 15:41

Not bad £100,000 in africa oil exploration,up about 12k in 3 weeks

[skyship] 22/2/2008 15:35

Me - ramp - shame on you - still you're quite right Tilts - I do believe it to be a great buy with that 8.35% yield and total transparency - must go - i'm meant to be serving coffee - 19c here & lunch on the terrace!!!

[skyship] 22/2/2008 15:31

& now another 450k @ 2.95p - buybacks surely! Unless it's Tiltonboy topping up..

Glynne - would I? No, seriously - will post later - am in the middle of a lunch party.....may have to post after the close, but allows you time to research & check it out ahead of the Market on Monday.

[tiltonboy] 22/2/2008 15:29

Glynne,

It's MERE, he's been ramping it on a number of boards...lol...., but I think you know that already!!!!

tiltonboy

[glynnef] 22/2/2008 15:25

Skyship,

Are you merely teasing us again ??

G.

[skyship] 22/2/2008 12:20

500k bt @ 2.9p - hopefully that's a buyback - a small chunk, but a chunk
nevertheless in TIR terms.

Will post later on another great buy for the value seekers amongst us. 25% NAV discount and an 8.35% yield - and a secure recently reaffirmed yield, not a funny money figure based upon a tenuous dividend!

[topvest] 19/2/2008 21:42

Bought some Africa Oil Exploration on PLUS. Looks to me like TIRs latest investment is ready to pop...looks a bit of a Concorde Oil to me.

[skyship] 19/2/2008 15:44

Hi TILTS - As I just posted on the other thread, yes, looked at OVG & certainly looks to be a buy - though I regret without me as I won't touch anything in Russia. That was one of the great things about GLA - it only operated in politically secure regions.

At these levels TIR should be a buy with or without AST - as you will have read, Mark Slater favours a corporate solution to AST - he and others are pushing Jeremy Eng to find a buyer as they have a good portfolio of prospects; but the Market has written them off rather post the Agnani disappointment.

[tiltonboy] 19/2/2008 14:16

SKYSHIP,

I've been in all along, but only in a small way. I should have sold them when I was on a good profit!!!!

What's the form with Ascent? Have you had a look at OVG yet?

tiltonboy

[skyship] 19/2/2008 13:44

Hi TILTS - welcome aboard. Can't remember, did you play these ahead of the spike last year; or is this the first time?

Personally I'm here for the long-term on the hopeful basis that I'll outlive BR and scoop the pool when someone else takes over!

[tiltonboy] 18/2/2008 17:23

SKYSHIP,

I bought 200K today, and might buy a few more.

tiltonboy

[skyship] 18/2/2008 16:45

Cooeeee Brucie - we voted for buybacks, so will you please mop up some of this cheap stock and improve both our share price & our NAV discount. There's over £4m CASH sitting in TIR (has been for 4yrs), so why not use some of it constructively!

[topvest] 16/2/2008 19:05

The way to get TIR going is to start paying a dividend and improve the PR side of the business- maybe we need John Watkins on the Board and roll-out a Starvest 2 approach. I do get the feeling that a few investments are starting to head this way.

[skyship] 16/2/2008 16:51

DM - NAV now c.5.2p with about 47% in CASH - 2.45p/share.

Africa Oil & U308 are possibly nice - but real tiddlers of no consequence.

The best deal is TIR itself, but BR has gone to sleep on the buybacks!

Topvest - I've just averaged a few AST as well. I think they may well be
due a bounce.

[topvest] 16/2/2008 14:44

£100k was how much Tiger invested in Africa Oil Exploration plc. Nice little investment.

[topvest] 16/2/2008 09:36

Yes, maybe. However, depends on how you see AST medium term. I've just bought some AST as it looks cheap at this level.

[topvest] 15/2/2008 21:55

Looks like Tiger are investing again. Not surprised, given Starvest and Sunvest are virtually fully invested...



Looks interesting.

[johndee] 12/2/2008 22:46

many here laughed at me cashing my shares in at 4 pence plus................although now is the time for me to buy them back....very soon I will be.

[skyship] 11/2/2008 10:33

TV - I see from the listing info that TIR paid 3.0p for their 4,166,666 (8.55%) shares in U308 Holdings. They're 9.0p-11.0p on PLUS - a price that means not a lot until they achieve something and confirm the value by transferring to AIM.

Still, at 9p the notional increment is £250k, ie another 0.14p on the NAV.

[topvest] 08/2/2008 21:08

Not sure exactly what they've paid - valued at c£0.5m. Cost 1/3rd or less of current price though I think as pre-IPO placing was c3p.

[skyship] 08/2/2008 16:30

topvest - are those U308s quoted on Plus now - do you have a cost & current price?