We would love to hear your thoughts about our site and services, please take our survey here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
Stop staying the obvious jarvy
Hopefully the hybrid deal.... That would be a wonderful day.
Gobind Sahney, Chairman of Alpha, commented: "Working with the counterparty to establish this warehouse facility, has been a detailed and long process that results in our ability to take significant positions in the asset class and multiply the returns for the long term. Not to mention that it has validated Alpha's methodologies and skills with a sophisticated investor, as stated we expect to close this warehouse facility within the coming weeks. The addition of the "warehouse" we believe will have a material impact on our business going forward."
"I and the team will be in London before and after the holiday breaks to progress the above and our other strategies. I look forward to updating the market shortly on the other aspects of the business as we further validate and improve the offering across our various revenue channels, with the addition of new personnel we are seeing increasing appetite and interest to the funds and will be updating the market in the very near term."
What other aspects to the business are going to be updated?
So who is the leading uk manager?
After many months of engagement, the Company is now in the final stages of securing a revolving credit facility up to a $100,000,000 with a leading UK asset manager. The discussions have progressed well whereby the Company and Asset Manager have now agreed life settlement valuation methodologies and acquisition strategies.
Management fee is 1.5% of all AUM, plus an initial fee plus 20% of all profits in excess of 7%. They're targeting profits of between 10% and 14% which is fantastic. I've heard that the actual audited figure is in excess of the 14% but until we get confirmation on Monday we wont know. If itvisbin excess of 14% then every man and his dog will want a piece of this. I'll give them 250k sit back and take the profits year on year. Think of all the pension and investment funds that will want those kinds of returns
Long sigh. The 100m - you dont value on that! What is the management fee? Say 2 percent. Thats 2m a year revenue. But they have so many propsed streams and deals it isnt a simple valuation. They are also buying and repackaging along with hybrid deals but until they actually have one, we are guessing at how much revenue they will get. However the 100m mcap (this 100m figure keeps getting used for different things which is interesting) that Swick mentioned should be the ballpark where we are aiming for - thats still a 25 bag
Of course im happy at share price nearing my average! But some seem to have misread rns so just trying to help. Ive said if they do what they say then will multibag. At the moment it is running on hope rather than fact thats all.
If they can produce the profut made last quarter that would help. The figures and types of deal are complex, and but what some are predicting doesnt sound right and some may be taking that as fact. The aum fee was around 1-2percent, yet someone posted 10. Where are those figures coming from?
How do you value a company with 100m under management.
At 5 m well that is nuts
I have been watching with amazement since last week rns and all the experts that suddenly appeared. I bought in at highs averaged down to about 2.3 and just watching neither selling or buying more as some of rampers are nutz
nope, I just find it concerning that you consistently talk down a share that you're supposedly in for the best part of a year, can't be good for your health watching it go up...... hint: it's still cheap IMO ;) ;)
All will be revealed
Mr wolf
Long sigh. First time in shares I take mike? The fact you say inm talking rubbish is somewhat worrying. This went to 5p last year. The market does what is does. Im here to debate the points that the car dealers are making up. The £100m facility is a debt. How much will that cost? What are the percentages? What is the profit on the aum currently?
Worrying silence there... well if it wasnt for the noise of the experts that joined us this week.
I prefer the long game Jarv as you know, but tempted to take a few off. When the herd start shouting no brainer, you know its time to leave!
That said I do hope it gets past 10p next year, but I thought that this year so... Difficult one.
it could be £1 in a year and you'll still be talking ****....the mcap is barely £5m, it reflects absolutely nothing
Wolf got a target of 3.62 https://invst.ly/oyr4u
Good to see the car dealers moving in to give their advice to the check out workers. Quick, 1 code.
I will correct any misinformation. The people attacking me probably wont be here by end of year, yet I will be. Future looks great IF they walk the walk.
Yes do shut up wolf. My prediction is 30p short swift once the deal is sealed. Now bugger off and spread your negative bull**** somewhere else.
Ta
Shut up wolf. This is going to explode. Best share to be in all year
So the aim is 100m by next year. 1bn would be nice but I dont see that yet and neither do the company.
Lets hope they deliver the deals. Everything else is noise.
10k buyer was losing hard
All pie in the sky at the moment and until we have confirmation it remains that.
Although if the figures bandied about come to fruition I will be retiring immediately
yup... standard P/E's of 30.... even a conservative 20 could probably get to 150m ish mcap if you load up the 4 facilities, insane upside, thats excluding other aspects of the business
IMO