Member Info for CarpeDiem1

I hold high 5 figures here and and sp is very stable. In a global recession it will fall as will everything else. I feel the risk of this share falling this year is low.

Hedge Fund Almitas Capital LLC has taken a 10% stake. Some news soon I reckon.

My £60k buy a fortnight ago has resulted in a steady downwards drift. I cannot find anything terribly negative on SEQI so conclude it is either a large insti reducing holdings or some market manipulation. I shall hold for the 9%

Total return of 5.9% is fairly poor and indicates the dividend is too high. I would prefer to see a div cut in order to stabilise the NAV if that were possible.

Payment or transfer will be made on or after 29th Oct, according to my broker.

Record production and loads of cash....should be poppin' today.

If I am reading the reports correctly a potential £19m further distribution at year end or early 2026. This will leave a rump of circa £40m to be redeemed in 2026-27. This may bring a further drop in NAV but by this point most of us will have had 60-70% of our money back.

Are these likely to be redeemed at par (100p) in 2026 or has the company indicated it will buy at market value?

There could be a rush to sell on the 11th Sept after div date and these are fairly illiquid.

Have held these for a number of years, 10.2% div, boring, predictable and very useful div.

Dividend Max predicts 3p Div per quarter through to Q2 2028 and has a 100% success rate in predicting the Div so far.

Forget divi increases, this is a pure income play, coupled with slowly rising share price if interest rates fall. During the years of zero interest rates, it reached 66p. I was invested then and remain invested today.

If you can buy at 68p its ok, 65p would be much better and mitigate risks of capital loss.

Seems to be a decent hold.

A rather flat report, although cash holdings and no debt are good. £3m in cost savings identified. I still hold for income, but we are a long way off the highs off 2020.

Looks like and insti seller has cleared

Not great or excellent, but par for expectations.

You have 'bagged'' £1300 but missed out on £1238 dividend. (13.5p on 9174 shares).

True no CGT in ISA, nevertheless not a strategy for me. Good luck with it though.

Not sure it's worth selling pre-div and buying back. Surely fractions of a penny in it, and you willl have to contend with Capital Gains if you sold at a profit.

A very positive move. I can see Soho in the mid 60's by the end of the year with 2 interest rate cuts, maybe more with further good news.

Hi all,

I am looking for an alternative to place funds coming from GA and Aviva pref shares.

Do holders feel SMIF is still a good place to park funds for income in this mildly declining interest rate environment?

Thanks for your thoughts.

Money from sale has come through and debt reduced considerably. This might provide a welcome boost but would really like a nav update.