The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
Still liking Thursdays? Couple of nice updates on twitter.
Just had notification from Halifax.....game over
Assuming no updates the holdings from Portage website are:-
Sentien 5.06%
Stimunity 27%
Eygen 100%
IOX 60.49%
Nikonal 33%
Rift 34.99%
Saugatuck 70%
Intensity 9.2%
Bit quiet here but that’ll change in the next fortnight or so. Plenty of chat on twit her under $ptgef for those interested.
I`ve been quietly adding over the last week or so but they aren`t showing. Am hoping to see a nice profit as value is linked directly to Portage now. A bargain at 10.2p so roll on July.
I can get most of my holding in an isa at current levels. The problem is that the demerger valuation was at the lower end of the 75 to 215m range which was done by a third party last summer. The pf has come along since then so if they value it higher I won’t be able to isa everything. Potentially we could see a nice rise on relist and the yanks will be able to buy for the first time in 6 months. Sellers should have been out before the demerger.
Am not sure what to do myself lol I have a transfer application in for isa shares to go from Halifax (who dont trade current market) to HL (who do) as I thought they may stay on existing market. Have found a few links stating they have an option to consolidate 120:1 and relist on a better market which means both brokers can trade them. So it’s either let the transfer go through and find out I’ve lost a few shares n shouldn’t have bothered or cancel it and have grief lol Decisions decisions eh
*nyse
Hargreaves trade it but if we get a new listing on either nasdaq or nasdaq (which they have mentioned) then most brokers should be able to trade it. My guess is we’ll find out before the 8th July.
Oooops missed a bit out!! https://www.google.co.uk/amp/s/finance.yahoo.com/amphtml/news/iiroc-trading-halt-mms-122000096.html
https://www.google.co.uk/amp/s/finance.yahoo.com/amphtml/news/iiroc-trading-halt-mms-122000096
News will come this month, plenty of hints/info on twitter under $ptgef. For those holding portage shares we are on for an interesting few weeks as we get an update ahead of a possible relist and return to normal trading for our US friends. Hoping to see an increase in portage sp as we head towards the 6 month deadline in July.
Very bold statement
https://twitter.com/intensityinc/status/1129134821584691201?s=21
https://player.fm/series/the-bio-report-49047/a-treat-locally-act-globally-strategy-for-treating-cancer
For those holding Portage or FFWD shares listen, digest and smile :)
Like I said earlier Chills very incestuous this lot and all above board. Happy to invest our money AND their own so all good.
Chills play nicely! I am not talking about Emmac and if u had issues with the incestuous nature now then looking at past investments you would never have invested.
Best you don’t look at who is involved in the investees then.
And on a Thursday! Hmm who likes Thursdays?
You made me laugh there!
The goal is to have 18 projects underway by year end...nice