Blencowe Resources: Aspiring to become one of the largest graphite producers in the world. Watch the video here.
Is this a 'fire sale' or a valuation opportunity for SUPR?
https://uk.finance.yahoo.com/news/analysis-asian-farmers-plant-boost-230502606.html
CORRECTION (in relation to the AIM company): investment in my trading account was £2,300 (which turned into £70,000) ... but was forced to otherwise sell my £2,500 in my SIPP (at that time with Stocktrade).
As suggested by a recent poster on ADVFN: "it's called a stitch up" ... and I agree!
"Following the completion of the Offer and the delisting of Lamprell's shares and its re-registration as a private company, Lamprell Shareholders who choose not to accept the Offer will remain Lamprell Shareholders in its unlisted private form."
See: Recommended Cash Offer for Lamprell plc; Released : 21 Jul 2022 14:11 (download and word search).
The last time I saw this happen, it was in relation to an AIM company. Nine years later, I found an investment of £2,500 turned into £70,000 including dividends!
I have just invested £2,500 in LAM (27,750 shares). Hopefully, the same investment return will happen again!
BUT there may be difficulties (a forced sell) if you buy via an ISA or SIPP ... from past experience, HMRC don't like private companies ... not immediately researched on my part.
"Energy UK is backing a plan which could cut bills for households and non-domestic customers by reducing the costs paid to low carbon electricity generators."
If I could give an appropriate Opinion it would be "MAD"!
SEE: https://www.energy-uk.org.uk/index.php/media-and-campaigns/press-releases/526-2022/8286-energy-uk-backs-scheme-to-reduce-power-costs.html
As someone who is heavy invested in renewables (TRIG, UKW, etc), I find this quite worrying: https://uk.news.yahoo.com/kwasi-kwarteng-rein-green-profits-213000283.html
What are your views?
Hurricane reminds me of an AIM company I invested in (as a value investor because of the Balance Sheet) many years ago where the Board manipulated the share price to take the company private via a buyback. I was one of the very few shareholders who held on (I took the private shares), being convinced after the Company Secretary telephoned me to suggest that my selling my shares to the company would be in my best interests. Including dividends, I ended-up with a 30 odd bagger when the company was eventually sold 7 years later!
Southend Airport Air Traffic Control:
https://en-gb.facebook.com/lsaatc/
London City Airport has expansion plans but Southend Airport has operating, readily available infrastructure!
News: https://news.sky.com/story/london-southend-airport-offers-to-host-flights-being-cancelled-by-bigger-struggling-airports-12656982
This seems relevant:
https://www.youtube.com/watch?v=qFtPlqnQJ9A
In terms of ownership by Lim Siew Kim see:
https://www.investegate.co.uk/anglo-eastern-plant/rns/director-shareholding/200402021317078887U/
I gets down to her Will and family inheritance planning. For example, are the children and grandchildren interested in the family businesses, where are they tax resident and would they prefer the cash.
I would equate the Genton International Limited majority holding in Anglo Eastern as being similar to the Salomon family's 's ownership (directly and indirectly via Hansa Investment Company) of Ocean Wilsons Holdings ("OCN").
My guess is that the next quarter dividend will be 0.76p, with an indication of a prospective special. Bought a few more today (10,250 in total between accounts). As someone who sadly and strongly remembers the ravages of inflation, I find discounted property quite attractive!
You are not alone!
Possibly a mistake, but today sold my holding in Del Monte. However, Dole / Total Produce seems to have further to go.
To quote casapinos: "a neat escape from a mistimed entry". On the other hand, selling Hawthorn could prove to be a mistimed exit.
"Per the Agreement, Dole plc's completion of an initial public offering and a listing on a major U.S. stock exchange is a condition for completion of the Transaction (the "IPO"). In connection with the Transaction, Dole plc intends to target raising US$500 to US$700 million in primary equity capital to strengthen and de-lever the combined balance sheet. Upon completion of the U.S. listing of Dole plc, Total Produce will cease to be listed on Euronext Dublin and the London Stock Exchange."
We are all waiting!
https://www.worldteanews.com/origins/vahdam-india-goodricke-form-strategic-procurement-partnership
CAM is perhaps finally entering the 21st Century?
Otherwise, CAM has low borrowing and the Balance Sheet value is TWICE the market capitalisation!
Just bought at 239.36