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.
No rise, glad i'm out.
Expecting a share price rise over the next few weeks.
No way the company is getting Shareholders to vote for a share buy back and then only buy back a fraction of the planned shares.
Obviously the company had an obligation to shareholders wanting to stay invested to buy shares back as cheaply as possible. However it also has an obligation to shareholders wanting to exit and also get the SP nearer the NAV. These were the reasons the company stated when requesting the permission for the shareback , so I think buyback volume must increase next few weeks.
Despite the drop in APH share price the NAV must still be round 19p ish. So there is no reason whatsoever for the company not to buyback the full amount .
All my personal views
Finally out of this dog s*** of a share, with a smidgen of profit.
When is the deadline ?
I reckon buy back volume will increase significantly over the next few months. Especially up to deadline date.
Buyback volume seems to be decreasing quite a bit now.... anything to read into that and what might happen when that comes to an end ?
Long wait I reckon.
Not selling until 24p
They can still get to whatever figure they want to by being more aggressive. Low hanging fruit gone so may have to be offering more now hence pushing the price up. They need to get to 16/17p for mine and am hopefuly they will.
Good work.
Maybe this is finally having the desired effect on the SP, looks to have been rising slow & steady for the last month from a low of 11.30 up to 13.8 today, and some sizeable trades happening.
Still watching....
Just checking on the buy back..
Started 4th April, plan to purchase up to 20% of stock.
Currently has purchased and cancelled 5.39% (30,295,958 shares).
The Share Buyback will end no later than on the conclusion of the annual general meeting of the Company in 2024 - which is in May. So likely they will make it to 10% in that time. They can always continue it next year I suppose.
Interesting, but transport sector chart has no relevance here as LDG no longer involved in transport.
Good to see the SP rising though for anyone invested here.
Still watching....
Two month sideways accumulation, congestion, broken for third consecutive day, which is bullish. However the transport sector chart shown no success in trying to break up overhead resistance. Similar situation with the top risers today. LDG, has reached the vicinity of a medium down trend line, today, so treat with caution, when the sector chart is still below overhead resistance. The sp, may react back to former resistance, now support at 12, an opportunity to buy.
Yes I have a big clue. If everything else you hold is in the toilet ( as it is for most investors, myself included) then whatever LDG or it's advisors buys/holds is likely to suffer the same fate IMO or at least the market is agreeing with me up until now.
Why would LDG and or it's portfolio advisors have any magical skills above and beyond ourselves of achieving anything in the stock market?
If the NAV is higher than the market cap (I've not even bothered to check), then the market is simply stating what it thinks will happen to NAV over the longer term. Or am I missing something? Am I clearly wrong? Cheers NR.
Not a clue sorry
Just popped in for a look.... jeez.....
Despite this being 'absolutely controlled by DBay' I see they are still continuing with the share buyback, day in, day out, which was meant to increase the SP/reduce the discount to NAV, but it hasn't.
Does anyone have any idea what is happening here?
Still watching.... but still unable to invest even if I wanted to as everything else I hold is in the toilet right now!!
Good to see Alliance Pharma shares finishing at 40p.
It’s a company absolutely controlled by the IOM entity-that’s why it’s SP is sliding
Any sells at this price are good news for Shareholders.
Company has complete control over SP. If they want to raise the S P they can just raise the share buyback buy order everyday.
This is not happening yet as the company has a duty to shareholders to buy these shares back as cheaply as possible.
Interesting read here
https://www.investorschronicle.co.uk/ideas/2023/10/23/this-stock-s-cash-is-worth-more-than-the-share-price/
The SP of APH is half what it was just 6 months ago, that's a pretty terrible picture. Is it this decline that's having a knock-on effect to LDG SP maybe?
It seems Kempen Capital Management N.V. have just bought 10.189070% of APH so they must see some potential there.
Still watching....
Someone else has announced that they have taken 10% of APH, but we dont know where the shares came from yet.
Dbay combined hold about 20% from memory.
Whats wrong here? Looking at the bigger picture, this pays no yield. Why would you buy this when you can buy similar trusts and earn near 10% dividend? I hold here, and would like to average down, but that is my exact dilemma. I expect Ill wait for it to bounce before I buy. I would also be happy to cash out at NAV or close, if that suited Dbay.
They might be thinking along those lines and save the fee's of LDG being listed.
... to send this down towards 11p?
Is it the Sp weakness of APH. I understand they own a big stake here? I presume they still do?
Very odd indeed. The non-exec director was 71 years old, so it was probably not unexpected.
.... to send this down towards 11p?
They increased their stake in Finsbury, a non-exec director resigned.... anything else?
Very odd.