Wham Energy Share Discussion Threads

[praipus] 05/1/2015 11:24

Tender offer at TREE

[praipus] 30/12/2014 12:02

Paribas Arbitrage increasing DAB to 21.65%

[praipus] 29/12/2014 14:39

Thanks mrx9000,

I had recorded the BMK listing and entry RNS Dec 2013 trade but hadn't added a chart....added now.

[mrx9000] 29/12/2014 13:35

I notice Slater has 2.2% of BMK. Not on list?

[praipus] 29/12/2014 12:51

Thanks Zangdook, AUE chart added to post 2166

[zangdook] 29/12/2014 12:14

Richard Griffiths has 13.29% of AUE.



The people on the AUE thread were getting quite excited about it so I pointed them here to look at his other holdings.

[praipus] 24/12/2014 22:07

Ironsides Partners LLP



Fund founded by Robert Knapp

"Ironsides Partners LLC (“Ironsides”) is a Boston-based U.S.-registered investment adviser specializing in asset value investing. Ironsides focuses on closed end funds, holding companies and corporate restructurings.

Our core philosophy is that markets often price securities at a wide disparity from the intrinsic value of underlying assets. We seek opportunities to purchase assets at a substantial discount to readily ascertainable asset values or to sell or short securities priced at a premium to intrinsic value. Other strategies employ more traditional value investing methods.

Additional Information
Ironsides manages the Ironsides Partners Opportunity Fund, the Ironsides Partners Special Situations Fund and other managed accounts."

CDI



IQE



VNI



MVI last RNS says < 5%



MXP

[praipus] 24/12/2014 21:58

OTM - yes thanks one of the Weiss investments that have performed well.

CDI - thanks for the heads up. You might have timed your entry to perfection, only time will tell.

Ironsides have been mentioned before so I will dedicate the next post to them and charts of their holdings.

[skyship] 24/12/2014 16:29

OTM - hopefully a nice Christmas present for you P...

RE CDI - Bought back in for just 3k @ 399p - perhaps too soon, but intrigued by yesterday's volume!

[praipus] 24/12/2014 10:57

OTM a Weiss and Lars holding chucking 14.0369 pence per share cash at anyone on the register by 9th of Jan 2015 for paymet 16th Jan.

[rjmahan] 24/12/2014 01:05

Still a little upside - val thread has some good discussion of risks.

I am up but not by much - will take a few days - surprisingly!

[praipus] 23/12/2014 16:32

Thanks rjmaham regret to say I've been out all day too late for me:(

Did you get any or have you been in and out already?

Thamks Skyship I'll take a look. Have you got any?

[skyship] 23/12/2014 11:20

Hedge Fund Ironsides (often work in conjunction with Weiss) extends its recent interest in Candover (CDI):

[rjmahan] 23/12/2014 08:56

Hi Praipus you might be interested in Tinci - its as close to free money as you are likely to get...

hxxps://deepvalueinvestments.wordpress.com/2014/12/23/tinci-free-money-in-the-silly-season/

Sorry if this is not of interest / clogs up your thread - trying to give something back (after I filled my own boots naturally)...

[praipus] 18/12/2014 14:20

No idea, I just follow Weiss blindly usually but I didn't follow them in to the first purchase for the reason you mention.

I wonder if they treat it as an option. i.e. short dated long option little time value but volatility and gamma will work in you favour. If they don't you get the cash back without commission or spread charges.

I haven't looked what BHUE's benchmark is but they just might be short that or the underlying.

[rjmahan] 18/12/2014 13:05

Any idea why BHUE is attractive to them ? It is very very close to NAV which appears to be in liquid listed cos. I fail to see the logic.

[praipus] 16/12/2014 15:04

Weiss increasing BHUE holding to 20.08%

[praipus] 12/12/2014 15:37

ADVFN please delete unrequested SPAM above,....

Edit 15/12/2014 Wow... excellent thank you ADVFN:)

[praipus] 12/12/2014 15:32

Weiss using the stock market dip to go shopping

increaing UCP holding to 5.15%


increasing BHGG holding to 9.26%

[praipus] 11/12/2014 12:35

Mr Greenwood buying more AURR now holding 10.2%

[praipus] 10/12/2014 10:33

Norman Crighton leaves RFC he has an interesting CV and would be known to many of the arbs here.

[praipus] 09/12/2014 13:12

Richard Griffiths buying 4.57% of IQE

[praipus] 09/12/2014 12:57

Weiss increasing BHUE holding to 19.2%

[praipus] 09/12/2014 12:54

Mark Slater interview, with thanks to Sefton2 on the SHA thread



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