Wham Energy Share Discussion Threads

[praipus] 07/6/2013 11:33

Slaters post_70 5.81% PTY holding disclosed in AIM Schedule (less than 6.72% announced in January).

[praipus] 05/6/2013 16:11

Cheyne post_1339 increasing LONR CFD holding to 1.87%

[praipus] 05/6/2013 14:15

Cheyne post_1339 increasing LONR CFD holding to 1.82%

[praipus] 04/6/2013 11:16

CG Asset Management increasing IAEM holding to 4.01% also held by Weiss and Paribas

[praipus] 03/6/2013 15:38

Ruffer post_1792 now holding 6% of JSG


and increasing CRE holding to 12%

[praipus] 03/6/2013 15:15

Newton Investment Management trimmming the 6.95% SVT holding

[praipus] 03/6/2013 15:01

First Eagle reducing GOAL to 4.4%

[praipus] 03/6/2013 13:54

Cheyne post_1339 joining Slaters with a 1.54% LONR long CFD

[praipus] 30/5/2013 22:46

Laxey post_1 exit SRE

[praipus] 29/5/2013 18:25

LWT B shares held by Damille (post 472), Greenwood (post 7)

[praipus] 29/5/2013 18:15

PEQ Tender result, held by QVT (post 3), Laxey (post 1), Damille (post 472), Greenwood (post 7) and CG Asset Management!

[praipus] 23/5/2013 22:41

Damille buying a few more DIL2 back.

[praipus] 23/5/2013 10:06

Weiss post_3 adding to the BRNE holding now 29.79%

[praipus] 22/5/2013 16:40

Ruffer annual report includes portfolio


CRE, OCL, GAW, GBO, CGS, WKOF, JSG, EPO*, COLT, AEG, MGR, OMG, ALY*, HSTN*, RVG*, FIF, ISYS, JRIC, RUG, CCT, PTCM, IKA, GCL, SWL, RLE, FLO, MCGN, P2P, SAG, DX., WTM, AEG*, CRST, BYOT, MTL, EPWN, KGLD, HRN, HEAD, MWG, NTQ, ALY, UB89, AUE, HVO, VLX, ONC*, CML, NEXS, GPM*,
* = reducing

GPM


CML


NEXS


ONC


VLX


NTQ


UB89 Finsbury Foods


AUE


HVO


HRN


MWG


HEAD


MTL



EPWN



KGLD



BYOT


CRST


SAG


DX.


WTM


AEG*


P2P


MCGN


FLO



RLE


SWL


GCL


IKA



AEG


MGR


OMR


RVG


HSTN


ALY






















FIF


ISYS


JRIC


RUG


CCT


PTCM

[praipus] 22/5/2013 09:50

Newton adjusting the SVT holding, selling a few? 6.92% held.


Damille buying a few DIL2 back:)

[praipus] 21/5/2013 11:13

Paribas Arbitrage increasing the DAB holding to 9.08%

[praipus] 21/5/2013 11:11

Peter Gyllenhammar upping the MAE holding to 29%

[jaws6] 19/5/2013 17:13

Skyship
No he does not publish.but he does write on stocks he invest and he is not short term trader .he do his work checking stuff and rns.
I have seen few of his work on Agol, and few other stocks.some times it is hard to put up here because of copy from broker note.

[skyship] 19/5/2013 16:15

O/T - Jaws - Re yr 1775 above, does Marben publish that spreadsheet somewhere?

[exbroker] 19/5/2013 15:38

Based in Victoria they are a decent operation and have a strict criteria on small caps, they do own CGS which I also do so a value angle, solid a safe pair of hands.

[praipus] 18/5/2013 21:55

Noticed Ruffer (RICA) on the Weiss post_3 WKOF register anyone know anything about Ruffer? Worth following from a value perspective? Their portfolio reminds me of CGT's to some extent.

[praipus] 17/5/2013 16:30

Paribas Arbitrage reducing TRMA holding to 11.33%

[praipus] 17/5/2013 16:27

First Eagle post_454 reducing BKG to 9.97%