Chris Heminway, Exec-Chair at Time To ACT, explains why now is the right time for the Group to IPO. Watch the video 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.
Very disappointing how this has under-performaed the Thai SET in the last month or so. I can only hope that this significant deviation is maintained once the SET turns upwards, but of course exaggerating the rise. 6.5% down today when the SET is down less than 2% .... The historical deviation suggests that ANW should track the index with a much lower variance. I wouldn't mind an explanation for this from Aberdeen. On a positive note the discount to NAV is now north of 20%.
I sold my other shares but used money to topup my AIM oil share CAZA instead of here. I will be back in here at some point once CAZA rockets and I sell up.
Now is your chance again today at 411p.
Yeah for long term investment is a very good price. I had my finger on the trigger button to sell my holdings in ABAA and ABD (keeping AAS) and buy back here @ 411. Unfortunately I lost my bottle worrying about further falls and missed out on the rise. If it falls back again then I will move some holdings about.
Bought top up today, 2,300 shares in several lots. Done the sums and this is a good investment 2 year horizon, IMHO A lot of buying action today actually, seems far from only me!
For sure a BUY again at these prices. My av about 480p as of today. Good for you selling at 578p, nice one. Show off.
Absolutely ridiculous price drop, discount now over 20%. Once things settle down definitely a buy. Luckily I sold out 2/3 of my holding @ 578 in March.
thailand dropped there rate
650p this year will see me out. Till then, riding the volatility. Thailand just upped the interest rates, only 0.25%. Domestic consumption of home made consumer goods, growing middle class, higher discretionary spending cash - point to good performance here. Baht needs to be attractively priced for foreign importers buying in dollars - need 31+ baht/dollar and stablised. GLA. JP
Well that was a bit of a correction, much worse than I was expecting. Missed my chance to take profit for capital gains reasons. The NAV discount is now back down to the usual 13-14% levels so I have topped up again @ 455p.
I've had a good run on these shares but I decided to pull out yesterday and sold at 494p.
http://online.hemscottir.com/servlet/HsPublic?context=ir.access&ir_option=RNS_NEWS&item=1278540897077260&ir_client_id=2058 Maybe this has something to do with the rise in price. If there are loads of unsubscribed shares then this could push up the price?
The NAV discount has been high on this for a long time (normally around 14%). Maybe investors have seen the error of their ways and the discount is shrinking to be inline with other similar trusts. Or maybe people are more confident in the stock markets and money is pouring into the best trusts. I am supprised how it has rocketted the last few days as trusts dont normally move that quick. I cannot see a correction happening even though I have no idea whats happening in Thailand. I am guessing it is likely to flatten off for a while until the NAV discount increases a bit.
I can appreciate that some of this increase is due to infrastructure, following the floods, but is this the only aspect that's driving the rise? What other parts of the Thai economy are doing well? Whilst these increases in the SP are very welcome, it does put the thought in the back of your mind that a big correction might be on the way.
This share seems to go in spurts with the NAV discount shrinking, then flattens off until the discount increases again. This is one of the top performing IT out of any sectors over the long term. I had an original small purchase at 124p so huge % increase but only a few thousand profit. Then more recently had larger topups at 329p and 345p and 439p.
Nothing much is posted on this board, but this IT has performed very well over the last few months. I bought shares last March for 314p and have seen a rise of over 50% since then.....let's hope it continues.
Thanks for posting this information..............interesting to read through.
http://www.edisoninvestmentresearch.co.uk/researchreports/ANW120612review.pdf