Wham Energy Share Discussion Threads

[exbroker] 11/4/2013 14:24

They may have hedged part of the underlying portfolio, or as you say may have had client redemption's in house. If DVI is still happy and in contact with the management then I think we sit and wait.

[praipus] 11/4/2013 13:18

I've been reducing GFIR (formerly SIGG) with Weiss but feel comfortable keeping a few while Greenwood and Newton are still on the register.

We are left guessing why Weiss is leaving at a theoretical loss. Does he know something awful we dont or has he got some investors that want out? DVI recons they fell out with the manager but from what I've seen of them over the last couple of years they dont do emotion.

[exbroker] 11/4/2013 12:02

Sorry my mistake the 5m was before the sale, all we can deduce is that they hold anywhere from 0 to 4.99% of the company. I would like to buy some of the last lot they sell, that should have the price on the move again , or at least I hope so, I have 350k of these so I care!

[tiltonboy] 10/4/2013 23:17

Exbroker,

What makes you think they have 5m left?

The announcement talks about them having less than 5%, which suggests they have somewhere between 0-3.5m shares.

[praipus] 10/4/2013 23:03

Peter Gyllenhammar buying more TEG now holding 10.4%

[exbroker] 10/4/2013 21:51

Hi Praipus it looks as if they still have 5M left, they must have been the seller, seems to be holding the price down, hope they finish selling soon, it would be good to get involved with the last print.

[praipus] 10/4/2013 16:37

Weiss exit(?) GFIR

[praipus] 09/4/2013 23:08

Nicholas John Greenwood increasing the AURR holding to 6.1%

[praipus] 09/4/2013 22:38

Paribas Arbitrage (see post_6) collecting AIS too now holding 5.70%


Also trimming TRMA now holding 17.93%

[praipus] 08/4/2013 18:39

Laxey releasing a few more TRE now holding 4.32%

[praipus] 08/4/2013 18:36

Guy Thomas author of "Free Capital" buying more FCAP now holding 6.43%

[praipus] 08/4/2013 18:31

Damille II selling a few BLCK now holding 3.41%

[praipus] 08/4/2013 18:28

Weiss buying more IAEM now holding over 36% I thought you have to make an offer over 29%?

Includes IAES subscription shares.

[praipus] 08/4/2013 18:20

CQS Rig ...recognise the name cant remember why....

[tiltonboy] 08/4/2013 18:01

Praipus,

Not as prevalent as the others, but they were heavily involved in CQS Rig.

[praipus] 05/4/2013 19:50

Peter Gyllenhammar buying a few TEG now holding 8.4%

[praipus] 05/4/2013 19:07

Weiss (post_3) buying AIS holding 8.94%

[skyship] 05/4/2013 14:41

More like a 7% discount in IAEM. Certainly doesn't attract me, then, saying that, the underlying NAV has risen c20% over the past 4 months. But that may well be the best of things for the time-being...

[badtime] 05/4/2013 12:32

U in there tilts..10% discount?

[praipus] 05/4/2013 11:39

Thanks Exbroker.

Titltonboy thanks. Are Ironsides a regular arb?

[tiltonboy] 05/4/2013 09:32

Ironsides have just announced a 5% holding in IAEM, who are under pressure to wind-up.

[praipus] 04/4/2013 18:11

ODDO disclosing 1.01% in CFGP

Anyone know if this is a recent trade or just an existing stake being disclosed due to takeover?