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Another dreadful year for their flagship fund,

BLUETREND FUND LTD. SYSTEMATICA INVESTMENTS

https://www.rcmalternatives.com/fund/bluetrend-fund-ltd-systematica-investments/

Most are away from desks so news is not really being absorbed, still a bit of room in portfolio for a few more.

Yes, first option too, Takeda or AZ both with a strong focus on China which is also Hutchmeds strong point.

Bristol Myers have made two related acquisitions recently, there was also a third in October with acquisition of Mirati Therapeutics

Bristol Myers to buy RayzeBio for $4.1 billion

"Dec 26 (Reuters) - Bristol Myers Squibb (BMY.N) said on Tuesday it would buy RayzeBio (RYZB.O) for about $4.1 billion to bolster its cancer drug business, marking the second multi-billion dollar deal struck by the drugmaker in less than a week."

https://www.reuters.com/markets/deals/bristol-myers-buy-rayzebio-about-41-billion-2023-12-26/

BlackRock's published return is for their entire portfolio, some 2,000 plus companies - Qube data is only for top twenty of fifty holdings, even so it looks as though they underperformed the S & P this year (Performance History tab)

'Compared to other Funds' metric is quite low too at 2.5 out of 5

If they were short elsewhere it could explain poor performance with US indexes hitting all time highs.

If you view the ownership history column for Qube, you can visually see they have increased their holdings to the highest level this year.

Two largest weighted holdings are now Consumer discretionary and Consumer staples, these are of course long positions

https://hedgefollow.com/funds/Qube+Research+-And-+Technologies+Ltd

Keeping a mince pie out for BlackRock's goliath iShares Core MSCI EAFE ETF, a move from third to second for CD would be significant imo as it represents a 5% shift in weighting, this needs to be viewed in context with a fund value exceeding $100billion

YTD return stands at 16.37%, that looks to have beaten Qube by some margin although I don 'have all the figures only last quarter.

This is the strangest thing, all of the Heinz sites that I checked randomly are pointing to the same landing page yet there's no complaints on social media, Heinz does have a banner saying there is an issue across all sites but that's it.

Standard practise to only update one site then test for problems, even then you should be able to roll back updates.

Unless this is some sort of mad cover unlikely to be a big finale I would think.

The site is up thou' its just that the Tingly Teds DNS now resolves to Heinz, basic re-direct.

Tingly Teds US IP address is 185.217.104.168, if you copy and paste into web browser address bar it now resolves to The Hut.com, presumably bypassing the re-direct.

Also there's no record of it being down (link below) which is the first thing that would happen if hacked.

Agree Canary, tis a mystery especially during peak shopping times.

Site is still up https://www.isitdownrightnow.com/tinglyteds.com.html

Season Greeting to all, have a good one folks!

Volumes are seriously low across the board, not a great time to unload when many will be away from their desks.

I've just checked my bookmarks and the quote was 'We're planning a big finish to the year', pretty sure it was Heinz as in that folder - post is not longer accessible ?

When you click on Tingly Teds or Google and use same URL it opens Kraft Heinz site direct, both UK and US.

Wasn't there a LinkedIn post a while back mentioning something coming soon ?

Good spot jac, Third Avenue Value Fund is listed with increases although a bit smaller probably due to lag in filing.

https://fintel.io/so/gb/sfor/third-avenue-variable-series-trust

Reposted as good info

Https://finance.yahoo.com/news/third-avenue-value-fund-adjusts-064234828.html

I would prefer a forum debate if possible to get all sides of the discussion, that said an IMC type presentation along the lines of Wilbur Ellis earlier this year might a good idea.

On a basic level, a Polypeptide is just a collection of peptides so not that different, if the end product is the same with the same efficacy then surely market valuations should be similar.

Biotalys currently sits at over 10 times Plant Health Cares valuation with no revenue, and no revenue expected until 2026 at the earliest.

Has to be scope for some sort of a collaboration with Biotalys I would have thought.

Has to be on someone's jotter ..

Private equity firms line up London lawyers ahead of deals frenzy

https://www.cityam.com/private-equity-firms-line-up-london-lawyers-ahead-of-deals-frenzy/

Is there anyone knowledgeable on these topics to explain the commercial differences Plant Health Cares offering and Biotalys.

It would be great to have a discussion around this as it might add real value for shareholders, understand the long chain (Polypeptides) v peptides but beyond that little bit lost.

All a bit a game, trade went through on RSP but market makers choose not to print ?

Very much de-risked now compared to 12 months ago, time to buy back some, easy does it 3k to start with.

The drop yesterday was (and possibly today) likely down to FCA announcement, I suspect after more than three years many were expecting something sooner.

THG also dropped which have the same listing issue

FCA presses on with listings shake-up in bid to revive London’s barren IPO market

https://www.cityam.com/fca-presses-on-with-listings-shake-up-in-bid-to-revive-londons-barren-ipo-market/

Small beanz but right direction

Dfa Investment Trust Co - The United Kingdom Small Company Series reports 32.51% increase in ownership of SFOR / S4 Capital plc

https://fintel.io/so/gb/sfor/dfa-investment-trust-co-the-united-kingdom-small-company-series