Wham Energy Share Discussion Threads

[praipus] 22/12/2015 15:09

Weiss reducing or out of PJF

[praipus] 22/12/2015 13:25

Tosca buying more SDY now holding 18.1%

[praipus] 22/12/2015 12:48

Cash re-turn prospect increasing at AURR March 2016:)

[praipus] 21/12/2015 16:47

Weiss reducing BHGG holding to 7.22%

[leonasdad] 21/12/2015 13:07

plenty of inbreeds here - i can feel it.

[leonasdad] 21/12/2015 13:05

merry xmas

[leonasdad] 21/12/2015 13:00

are you with me?

[leonasdad] 21/12/2015 12:56

you daughter has just opened a kinder egg and found some saffron in it.
tell her to start with lunch, i'm famished and want to build my strength and stamina

[rjmahan] 21/12/2015 12:53

Hi Praipus your vega trader mail isnt working could you please check.

Thanks,
Rob

[rjmahan] 21/12/2015 12:04

New idea - Tribal group (TRB)- fallen from 200p to 25p, going to be a rights issue to reduce debt. Now trading at 2X 2014 eps.

I like the business and its been on my watch list for a long time...

I work with its products so know how difficult it could be for a competitor.

hxxps://deepvalueinvestments.wordpress.com/2015/12/21/tribal-trb-recovery-play-cheap-business-with-a-defendable-moat/

[praipus] 18/12/2015 11:56

Some of them must have had a very rough year.

[skyship] 18/12/2015 08:25

Very thin on the ground. Like LSR again after yesterday's Finals. Liquidation by c.Mar'18 - have posted differing GRY% stats on the LSR thread:

[epistrophy] 18/12/2015 00:38

Praipus I'm not sure if they are actually buying. Reading the details carefully it sounds like it's older CFD positions that they now have to notify because of changes in disclosure rules.

Weiss have been relatively quiet lately ... bargains thin on the ground?

[praipus] 17/12/2015 16:20

Weiss buying more TRC now holding over 10%


Weiss buying more PACL now holding over 10%

[rjmahan] 16/12/2015 19:29

ierp - 7.5% ish at cost...

Would guess not on Crystal amber - they have lost half their money in a week on TRB!

[praipus] 16/12/2015 16:04

Out of curiosity what % of your portfolio did you have invested in IERE?

email vegatraderAThotmailDOTcom
WIND your welcome, any RNS relating to the companies and people in the header is probably worth looking at but unfortunately it is not a gurantee it will be a good investment.

Crystal Amber worthy of following?

[rjmahan] 15/12/2015 23:05

Praipus thanks for WIND - good spot - if you see anything else like that you would be interested in me taking a look at an e-mail would be good - I can return the favour...

[rjmahan] 15/12/2015 22:56

Sorry Praipus wasnt tosca, was crystal amber - another AIM activist.



IERE - NAV was dodgy.

I got out in March on the prefs - 32% loss.

hxxps://deepvalueinvestments.wordpress.com/2015/03/31/invista-european-real-estate-prefs-closed-32-loss/

It wasnt so much that my analysis was wrong but the underlying NAV everything was based on was dodgy. They started selling assets way under NAV so I got out.
In retrospect a wise decision I am rather pleased with...

[shroder] 14/12/2015 21:55

Thanks Praipus, good job.

[praipus] 14/12/2015 12:57

Hi rjmahan I cant find TRB/Tribal RNS linking to Tosca can you help please?

Any reflections on IERE? 100% loss for me and any arbs still in at the end.

[rjmahan] 11/12/2015 17:25

They bought into tribal trb recently too I think...