Share Name Share Symbol Market Type Share ISIN Share Description
Utilico Emerging Markets Trust Plc LSE:UEM London Ordinary Share GB00BD45S967 ORD 1P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +0.50p +0.21% 233.50p 232.00p 235.00p - - - 98,566 16:35:22
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Equity Investment Instruments 21.4 18.2 7.5 31.3 533

Utilico Emerging Markets Share Discussion Threads

Showing 551 to 567 of 575 messages
Chat Pages: 23  22  21  20  19  18  17  16  15  14  13  12  Older
DateSubjectAuthorDiscuss
12/8/2019
17:13
@jonwig Yes indeed, only around 3.1% there according to the June factsheet and this as well, again back in May/June. "In Latin America, Argentina’s MERVAL was the standout performer, climbing 23.1% over the month as trading conditions remained volatile ahead of elections. Markets were pleasantly surprised by President Macri’s decision to name the moderate Peronist Miguel Angel Pichetto as his vice-presidential candidate in what appears to be a concerted effort to broaden his voter base." Well, President Macri's decision did not really work out as intended I guess. Kirchner is likely running to keep herself out of prison.
vacendak
12/8/2019
17:09
Thanks very much jonwig. Much appreciated.
erogenous jones
12/8/2019
17:04
EJ - at 31/03 they said; The following investments were scaled back and are no longer top twenty holdings: Bolsas Y Mercados Argentinos S.A., the Argentine stock exchange; Malaysia Airports Holdings Berhad, the operator of airports in Malaysia and Turkey; Transelectria S.A., the Romanian electricity distribution company; Transportadora de Gas del Sur S.A., the Argentinian gas transportation company; and Pampa Energia S.A., the Argentinian electricity generation and transportation company. No other Arg references. So 'minimal' would describe it, I guess.
jonwig
12/8/2019
16:56
I hope that there is not too much exposure to Argentina - their stock market has plummetted today following elections
erogenous jones
01/8/2019
11:55
Sorry you are right. With UIL LTd, Jillings had been exchanging shares between himself - and his wife - with Mitre Investments, which he controls and/or manages. I generalised a bit too quickly to UEM. This one was indeed a transaction between Saville and Jillings. The transaction was off-market, so they can do as they please I assume and by definition it did not affect the market price. These two must be friends and seem to be joined at the hip when it comes to UIL Ltd, Utilico Emerging Markets, ICM, ICMIM, Somers, Zeta, Allectus, etc. My guess is that the lower price is likely linked to taxation/fees and whatnots.
vacendak
01/8/2019
11:28
He wasn't selling to himself...he was selling to Charles Jillings, the other manager of the Fund. In any case the price transacted seems ridiculous.
konkel
01/8/2019
10:54
Duncan Saville controls Mitre Investments Limited. In the RNS you mentioned, he was in effect selling to himself. If you want to learn more about the circular ownership of ICM/Mitre Investment/Duncan Saville/General Provincial Life Pension Fund Limited (GPLPF),it is discussed at length on the UIL Ltd thread (UTL): https://uk.advfn.com/cmn/fbb/thread.php3?id=14730989 Circular in the sense that Duncan Saville controls/manages or own most of the companies managed by ICM. Mr Saville has been shifting his UIL Ltd share ownership to Mitre Investment Limited as well. Note that I do not have anything against him, he has a lot of his own money invested in the company he runs. Having held some of the ICM managed stocks for a while (albeit on a far smaller scale than he does) I cannot complain. UEM is one of the few "normal" funds run by ICM, with enough different shareholders to make it actually a Plc.
vacendak
01/8/2019
06:21
One Manager selling to another at 213p when the shares are 255p in the market?
konkel
15/7/2019
12:56
Factsheet for June 2019: hTtps://www.uemtrust.co.uk/download_file/force/360/198
vacendak
11/7/2019
19:47
25% return on a rolling 52 weeks basis today. NAV climbing steadily. Nice. Discount still stupidly stuck around 12% though.
vacendak
24/6/2019
19:19
Funny how this thing can stay within a band for months doing virtually nothing beyond paying a divi, then shoots up every now and then. I topped up at 194.25 last October, which was pure genius and nothing to do with luck of course. :)
vacendak
08/3/2019
10:23
hTTps://www.mitonoptimal.com/news/2019/emerging-markets-buy-or-bye/?utm_campaign=2322510_Weekly%20Comment%20-%20March%2007%2C%202019&utm_medium=email&utm_source=MitonOptimal%20Group&dm_i=2LT7,1DS26,3MGU3C,4JVK2,1
davebowler
25/2/2019
10:02
hTTps://am.jpmorgan.com/gb/en/asset-management/gim/adv/insights/portfolio-insights-ems-1q19?email_campaign=6766&email_job=144822&email_contact=003j000000qHFFCAA4&utm_source=clients&utm_medium=email&utm_campaign=funds_newsletter_ifa_20190225&memid=7220927&email_id=31320&e=ZZ&t=&f=001j000000hdRGQAA2&utm_content=button_text_eme_views
davebowler
19/2/2019
16:14
Charles Jillings runs the show at UEM. Https://www.uemtrust.co.uk/about-us/investment-team/ He is also in the video on the homepage: Https://www.uemtrust.co.uk/
vacendak
18/2/2019
20:39
quick hi from me, traded this one around a few years back and now coming back in for the longer term. A little disappointed liquidity hasn't improved in the time I was away but I guess it is EM. Doesn't feel the best entry but hopefully can work it a bit better if we get any risk off in coming months. I agree with commentary above, income producing, solid asset portfolio for the long term. Going into the foundation holdings.
pyufak
17/2/2019
19:15
HTtps://www.thisismoney.co.uk/money/investing/article-6712339/You-cash-growth-emerging-markets-buy-British.html
davebowler
13/2/2019
19:17
@EJ Are you Charles Jillings in disguise? :) This is his spiel and what UEM says on the the tin. I agree with the statement by the way, which is why I have some money here too.
vacendak
Chat Pages: 23  22  21  20  19  18  17  16  15  14  13  12  Older
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