Wham Energy Share Discussion Threads

[praipus] 10/2/2014 12:04

Newton Investment Manage_ment reducing SVT holding to 4.8%

[praipus] 07/2/2014 22:24

Damille DIL2 redemption price £1.0364

[praipus] 07/2/2014 22:18

Peter Gyllenhammar buying more TEG now holding 19.2%

[praipus] 06/2/2014 19:35

Damille DIL2 buying their own share back again

[praipus] 06/2/2014 18:17

More good news:-) OTM asset sale at NAV while shares trade_ well below! (held by Weiss, QVT and Lars)

[praipus] 06/2/2014 12:45

Ruffer:
Reducing CGS to 10%


Reducing CRE to less than 5%

[praipus] 06/2/2014 12:37

Lars reducing AURR holding to 3.36%

[praipus] 05/2/2014 23:06

Thanks 27Ben, something similar going on at SRC too.

[27ben] 05/2/2014 17:01

I am not 100% certain, but I seem to remember something about it! I will have a browse tonight and see what I can find

Ben

[praipus] 05/2/2014 16:15

For contrast these are the funds who are short MRW

[praipus] 05/2/2014 15:43

Thanks 27Ben what happened at ORA? Why did they delist?

I first noticed RG adding to an IKA holding after their new battery technology had been officially validated. Also noticed him on the register of one or two of the IPO (IP2IPO Group) holdings too.

[27ben] 05/2/2014 15:33

I only know of him from Ora, and I think that de-listed!

Ben

[praipus] 05/2/2014 13:37

Anyone followed Richard Griffiths's investments?

[praipus] 04/2/2014 15:14

First Eagle buying 5% of Morrisons MRW

[praipus] 03/2/2014 16:54

AIS partial redemption at NAV:-)Re_cord/redemption date 13 February 2014.
The Redemption p_rice will be 142.66p.
Held by Weiss and Paribas Arbitrage

[praipus] 01/2/2014 08:45

Some familiar names :-)

[praipus] 31/1/2014 21:14

ODDO Asset Management bigging up their 2.3% CFD position in ABB

[praipus] 31/1/2014 20:19

Paribas Arbitrage first trade of 2014 trimming ACD holding to 5.97%

[praipus] 31/1/2014 12:51

Cheyne disclosing 1.38% CFD in FCAM

[praipus] 31/1/2014 12:50

Ruffer post 1792 reducing

HSTN now less than 5%


ALY now less than 5%

[praipus] 30/1/2014 21:30

Peter Gyllenhammar so far this year:
PTD reducing, now holding 18.25%


IHUK exit


C21 reducing now holding 6.8%

[rjmahan] 30/1/2014 19:34

Hi 27Ben,
If you are looking for a broker who is the bees-knees on trusts try hxxps://www.winterfloodresearch.com/home/index.html

When I was in the city they were known as the best...rightly or wrongly.

Looks institutional only but if you have the £££ you may get access via close brothers or one of their retail arms....

If you do get access - would appreciate username / password as a thank you...

[27ben] 30/1/2014 18:16

Rj

Thanks for that, I will continue in my search. I would like one that has connections in the trust world. But like everything in life, it comes at a premium! Something I would rather spend on Investments at the moment.

Re; Hong Kong property! It is certainly where it is at, at the moment, but I cannot help thinking that there is a massive bubble building, however the economy looks able to stand the premium that it comes at.

You have a good site set with DVI, keep it up.

Praipus

They do have a team, but they are not that comfortable discussing PE/Splits/ITs and generally anything that are not plain vanilla equities!

Ben

[rjmahan] 30/1/2014 15:01

Just looked through British Empire Securities (BTEM) with the underlying discount and the discount to the trust you get about £1.50 of assets for every £1 invested.

Dont like Hong Kong property investments - I think the underlying asset is overvalued.

I also dont entirely trust the valuation of their private equity holdings.

On the whole though it looks like a very good investment...

More here:
hxxp://deepvalueinvestments.wordpress.com/2014/01/30/mining-british...ire-securities/

[rjmahan] 30/1/2014 15:00

Cheers on the DUPD info - Lars bought 1% more of the co approx.

27Ben - can't recomment any brokers with lots of good connections and can help. I can warn you away from Brewin Dolphin and similar private client brokers - all depends who you get, though some brokers are good most are not and the fees are extortionate.