Wham Energy Share Discussion Threads

[praipus] 17/5/2013 16:22

Cheyne post_1339

Increasing long MAYG CFD/ord now holding 3.83%


Increasing short Kier KIE CFD/ord now short 1.41%

[praipus] 17/5/2013 09:30

Weiss Asset Management's newly listed Weiss Korea Opportunity Fund WKOF
chart added to post_3


Davebowlers WKOF thread

[praipus] 16/5/2013 09:15

Paribas Arbitrage post_6 increasing DAB holding to 7.53%, also held by Weiss post_3

[praipus] 15/5/2013 19:32

Newton Investment Management post_9 disclosing 6.95 % of water takeover target SVT

Take a look at PNN and DVW too IMHO:)

[praipus] 15/5/2013 16:34

AIS managed wind down proposal, held by Weiss post_3 and Paribas Arbitrage post_6

[praipus] 15/5/2013 16:22

LONR bid reveals Slater Investments holding 1.04%

chart added to post 70

[jaws6] 14/5/2013 13:14

Praipus
MVI .LMS ,SEC news .DIL2 GOT sec
I have seen Marben's spreadsheet on few stocks and I like that way.I can not work out all that .for me simple back of paper will do with ABR,

Marben
Thanks for info

[praipus] 14/5/2013 12:38

Lars post_762 buying more SAPO now holding 7.23%

[marben100] 13/5/2013 11:08

Quite simple, P. Not dissimilar to yours, but I do consider likely future returns, based on the "portfolio liquidity" indicated in the February IMS. Obviously there is risk in there, but risk/reward attractive to me at the current price.

[praipus] 13/5/2013 10:30

"Worth modelling NAV/returns"

Very interesting. Do you use a specific calculation, spreadsheet? Black Scholes etc?

I use a spreadsheet to show time to liquidation, not very sophisticatd and only any good for a single liquidation or wind-up situation rather than spaced partial redemtpions.

[marben100] 11/5/2013 17:02

Praipus,

Re #1765 - no worries there: rest assured that I DMOR & did the math before diving in! I NEVER just rely on others posts, and no one should. V useful to have it flagged up - certainly wasn't on my radar before and your post was nice & timely.

Looks like a nice stream of returns set to come back from ABR. Looks esp. interesting when you work out subsequent anticipated returns post- the May one, based on residual NAV. Also removing the currency hedge frees up an additional £8m of cash, previously required as collateral for the hedge.

Worth modelling NAV/returns & watching available prices on ABR.

I note also that ABR has the same administrator (Northern Trust) as AGOL. NT seems to be implementing a very similar compulsory redemption model for capital returns here to the one I've seen operate well at AGOL. Efficient & transparent.

Cheers,

Mark

[praipus] 10/5/2013 17:11

Cheyne post_1339 reporting their MAYG CFD trades

[praipus] 10/5/2013 17:07

GFIR Tender offer, also held by Newton post_9 and Greenwood post_7.

[praipus] 10/5/2013 16:12

Weiss increasing BRNE again to 29.73%

[praipus] 10/5/2013 15:35

DTE t/o held by Guy Thomas author of "Free Capital" post_1114

[praipus] 10/5/2013 15:33

Cool, well done marben100.

That said please note this thread is for information only and is not to be considered investment advice by me or the companies trading.

DYOR.

[marben100] 09/5/2013 13:25

Thx v much for that, Praipus - picked up some ABR - nice quick return there!

[praipus] 09/5/2013 12:13

ABR held by Weiss post_3 and others returning 61.15% at NAV £1.35 ! share price £1.16?

[praipus] 09/5/2013 08:35

Quantum Partners are part of Soros Fund Management they are traders, too big to follow IMHO. I have tried HAMP, SLE, FLYB etc :(

We/you would need to track all their US and global trades to get a view on the amount of risk they are taking.

I try to track them on the HFT Hedge Fund Tracking thread (link in the header). Feel free to post the Quantum RNS there and I will add charts to the Soros post.

[safetymargin] 08/5/2013 23:43

Praipus do you rate Quantum Partners? Noticed them disclosing holdings in 3LEG recently and DSC today.

[safetymargin] 08/5/2013 09:35

Used elance for some networking assistance a few years ago. I think Odesk is one of the largest if the not the largest site at the moment.

All the sites have good and bad coders. The trouble is picking them and then specifying the project. Most software projects fail anyway and the attrition rate when doing them online is obviously a lot higher. The biggest problem is specification especially where the customer doesn't have a coding background.

Personal assistants are much easier to hire.

[praipus] 08/5/2013 09:26

Have you used either of them?

[praipus] 08/5/2013 09:23

Good idea, I knew this sort of service existed but didn't know where to start. Thank you.

[safetymargin] 08/5/2013 09:19

In your shoes I'd consider getting a personal assistant to help. A few pounds a day could get you someone highly competent from a market where a few pounds stretches much further:

https://www.odesk.com/
https://www.elance.com/

Those sites would also be the place to find a coder. Difficult to find the right coders and to specify the project effectively, however.