If you would like to ask our webinar guest speakers from WS Blue Whale Growth Fund, Taseko Mines, Kavango Resources and CQS Natural Resources fund a question please submit them 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.
gimme a J, gimme an L, gimme a G, J - L - G, it's the one for me. (I'm a poet, but i didn't know it.)
brousse knew what he was doing.
NAV per share at 30 June 2016 of 263p (31 December 2015 - 242p) nice.
(wish it had been an even bigger smidge.)
brousse does like his own shares. i do find that slightly encouraging.
et voila. jlg continues to be a remarkably dull business, thankfully.
was 22-Jun-2015 year. due one?
a smidge
highest in months.
Was hoping for Scrips but that will do! How does everyone feel the SP will be affected by "Brexit" i know the company has an international investment portfolio, but I would assume there is a great deal of capital in Sterling?
slow crawl back uphill after falling off that ledge in april. ho hum.
Pleased to see a nice recovery - still think this is under-valued.
in my account on friday, yay. may have to go on a spending spree and buy a bottle of pop.
brousse fellah likes nibbling away, don't he.
i've no special insight into it at all, but the nice pattern of director buys from several BoD members above £2 since december suggests that they agree with you. this is never going to be a particular exciting, fast moving share, but personally i appreciate the relatively stable quality of earnings in the current wobbly global environment. will under perform when stock markets are in bull mode, but good defensive stock imv.
I may be missing something, but the FY results show a NAV of 242p. Unless these have significantly dropped in value, and at a p/e of 7.4 x , this looks extremely cheap. Views
Not sure whether or not to commit a little more here, tempting certainly. Still curious/ concerned though by the significant drop the day before the ex- dividend date, and no holdings RNS to confirm a large shareholder is off loading. Anyone managed to unearth a probable cause? Whatever it was the BOD seemed happy enough to buy at higher levels which bodes well? Hopefully?!!
ah, indeed, i do have a stake there. ... not good if china goes completely kabung & reverts to cannibalism, but i am hoping for only a moderate implosion, lol. part of my logic, prudential seems potentially over- capitalised on med/ longer view - i think there will be returns of excess cash.
Meant PRU!
never looked at it.
see you follow BREEDON. great share!
At a p/e of 7 this is looking cheap! I expect a bounce.
Got this from a broker, nothing insider, or close to the vendor/their broker.
i cannot seem to find any public source for the info. that you posted. do you have a link or source for it? you wrote: "Late Tuesday, Barclays undertook an accelerated book build to place stock which may have been from Flemings" and previously you wrote: "A holder of 5% isc sold by placing with a broker at 215p - all taken up and it was over-subscribed."
ah, very interesting, thanks. i have previously seen on plenty of other stocks, holders also having to issue RNS when their notifiable interests go *down* below certain threshold reporting percentages too, not just for holders who increase. -- but i'm not in any way an expert re the various rules & regs, so no doubt various things i misunderstand etc! for sure, volumes different recently.. thanks for the comments, atb.