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....does nowt! Think it will take a takeover offer by RCP before we reflect something like true value!
I'd be over 1m by then .....ceteris paribus
Dibs is OK. I would certainly add at 20p!
Dibs is just having a little go at me, I guess
and fair play to him lol
this is my favourite play
atm
Dibs
Did you have an argument with Santa today or are you dreaming of a bleak Christmas ?
If you hope to pick these up at 5 for a pound, as they say in Christmas markets, I fancy you might catch hypothermia in waiting.
My cheapest purchase was 23.75 ish in October, I always find "TP's" are illusionary, but good luck, Santa might smile on you.
But does he now what a bond market bish bash bosh is?
Unlikely imho, although he's probably the right age...
I know some that trade at a premium.
They donāt all trade at a 30% discount and have a Ā£1 billion plus fund management business valued at zero.
The dividend is 2.5% and progressive.
Frankie Boyle, very sharp. A bit mellower than he used to be but still cuts through.
Long term downtrend in SP not broken so not confident - check 1 yr chart recent blip
Funds always run at discount to NAV.
Div yield 1.8% unattractive
Tp 20p
You mean the Frankie Boyle referenced "Limited Edition Mr Spock Toby Jug" and his colleagues are careering towards the Transporter Room, never to be seen again ?.......... "I canny get anything more out of these Tax payers captain" relax Scottie, will still have HS2. Aye Aye Captain.
Bish bash bosh, anyone would suspect that you used to work in the bond market ?
Aye, aye barchid. Directors went in twice in the 38/39p area so anticipate a good profit from there.
They won't want to be running this in perpetuity, and in the meantime they're building a good strategic business. Old egg avoiding Jug Ears' Most Loyal Opposition are planning to boost investment in small, high growth businesses via the British Business Bank which would suit MERC fine. You need to see the back of the bish bash bosh Boris rabble first though.
Herr Kapitanin
At last a sensible movement (non bowel).
About time too in my view, but rather a long time in coming, however it looks like a decent stake could be being built up.
This has tested my patience over the years but it could be a takeover target now, still very cheap lmho.
indeed
I'll not be unwinding any of my 400k play until well over 40p
nice easy way to make Ā£50k++...beats working lol
For what it's worth, I can't buy 10,000 online without submitting an order, but I can sell 250,000 above the mid-price at the push of a button. I'm not a reader of tea leaves, but I anticipate another leg up as we continue to close the anomalous big discount to NAV.
They deal in assessing risk and know the ropes. It doesn't mean they will always succeed in all they invest in, but I am content to let them get on with it and see this on a gently rising curve.
it would be nice to add a second World Cup in 2022 (to the one we won 13th Nov)
the results were decent
tp 50p++ (a premium to NAV given profitable growing fund management)
They flagged up an acquisition to increase AUM at the finals.
Immediately earnings enhancing and initial outlay of 4 x EBITDA looks like better value for shareholders than the last one.
Don't mention the world cup. What were we thinking when we employed Herr Flick as manager?
It might even be a BSA bantam coming from Brum ?
Yes Barchid, Hmmm..! indeed.
Wonder whats under FDC's bonnet ? Is it a "Gas Guzzler" ? Is it fit for the bumpy road ahead ? Tyre kickers form a queue.
So after the results which do look good they are spending about Ā£10m on another SME manager, I was hoping that this year would be a period of consolidation whilst digesting what they already have but this is apparently not to be, management have other ideas, clearly.
Pleasing RNS today, divi up, profits & AUM both looking fine at a first look.
New investment into 2 more portfolio companies, one of which, Axis -Spine I know of & is very promising imho.
bought 50k more
hold c400k
seems much more upside potential than downside risk...but I accept we could retest 23p if interims next week lacklustre
Thanks, Boards.
tiddlers perking up
really seems a no brainer
tp 50p++