Member Info for cszjrh01

Agreed. Chunky buys all week and we will see next week whether they continue to take us up out of the 2.3p-3.2p trading band we have been in for a while.

Broker note, broker marketing or AUM statements all possible triggers for a leg up to a new range with FY accounts then to follow once audited I would assume.

Have a good weekend all.

Nothing but buys today by the looks of things. Interesting to see a 650K trade stamped at 16:36.

Also given the asset type fund performance will naturally improve year on year as the individuals who sold policies age and die.

BOAGF and AAACX latest performance and marketing packs are available here for anyone who hasn't seen them and wants to read up: https://berkshire-inc.com/investments/blackoak-alpha-growth-fund/

Just the usual trolls baiting people trying to get a rise/replies.

Sadly it meant the posts relating to the 1m and 660k buys were also deleted.

Bit of playing with the spread today. 2.37p was a buy.

Don't think we'll get to 2p again. If you look at the chart there's strong support around 2.3p.

Just looking back at this time last year to gauge what the likely running order will be on updates from the company.

Last year we got BOAGF year end results start of Feb.

A business update then end of Feb which set out the 2B Plan and included AUMs for BOAGF and PLAC and business income from PLAC (fees on AUM - which even back then was $1.1m for the 9 months of 2021). Of course we now have 6 months of the OM acquisition revenue to be included in the FY22 accounts so cashflow news should be nicely positive.

We then didn't actually see the final year end report until the end of May as the FCA's 3 month extension was in force and the auditors took that time but that's now ceased so we should see them by end of March I believe.

Then of course we've the Broker Note plus any other surprises the company have up their sleeves.

Quite a few shares available to buy at 2.8675p if anyone is on the lookout for a late Christmas present for a loved one :)

Admittedly the MMs will mark them as a sell as per the earlier trade but we can't have everything.

Yeah. Filters tab and just enter this nicknames.

I wouldn’t bother feeding the two usual trolls on here. They don’t hold shares. They probably never have.

They seemingly exist try to cost people who have invested here money by talking down the share price and attempt to gain validity by trying to engage others in circular conversations.

Just report their posts and let the LSE admins deal with them.

Bit of game playing with the spread this morning. Anything over about 2.87p definitely a buy.

Fully expecting the Havalet acquisition to complete next week or soon the week after. Wouldn't be surprised if the company had diverted resources away from it when the Old Mutual sign-off was received from the SA regulators so would assume they'll now to be focussed back on getting that over the line before taking some well earnt rest over Christmas.

With PLAC, AILAC, BOGAF and AAACX all in place it feels like they’ve put the four cornerstones of the company into place now. It’s going to be intriguing to see what else was in the “company blueprint” and will be dropped into place (presumably within the next 12 months given the language in recent RNS) to get us up to the 2B target.

Things will start to get exciting when the company starts sharing the figures showing how the different parts of the company are coming together and proving themself more valuable than just the sums of their parts. That’s when we’ll really go through the gears.

Agreed. Given the macro situation, cost of living crisis, run-up to Christmas etc. I'm not surprised to see people taking the opportunity to bank a profit by selling into the news. No such thing as a bad profit.

However... I'm expecting a string of updates and announcements to start coming through now we've got "the big one" out of the way. We already know that the Havalet acquisition is imminent but more importantly we'll be seeing the Broker Note and projections now which will likely introduce a new set of investors to the company. We can also expect to see an update on the organic growth situation across both BOGAF, AAACX and PLAC/AILAC. Looking at the AAACX allocation figures that has broadly moved into cash now so will be moving into life settlement assets soon. The company was also quoting for $200m of new policy business back at the time of the AGM so keen to see how many of those were taken out.

"Has anyone managed to put a value on Alpha with this new acquisition?"

The Old Mutual Guernsey business was bringing in somewhere in the region of £400-600K in revenue historically I seem to recall when I last looked at their results so that will do very nicely indeed.

Not many more left below 3.1p. It's held up extremely well the last couple of days whilst we wait for announcements.

Yeah, that's correct. The larger acquisition is bringing in circa $370m AUM:

RNS 24/3: "The acquisition has a transaction value of ~$3.3m and includes all operations of the company, including its assets under management of approximately $370m as valued at 31 December 2021. The business is being acquired from a major international insurance group."

Then the imminent Havelet acquisition circa $9m.

I believe market regulations mean that they have to give their best estimate of timescales and sadly can't build in any fat otherwise they could be accused of "creating a false market".

So when they say "Alpha expects to complete the acquisition by 30 November 2022" we probably need to give them a few days grace either way.

Irritating but of course great that the company is moving forward. Guess we'll just have to keep the 7am alarm clock going a few days longer :)

Agreed. Was just about to post the same. Full ask being quoted and only tiny volumes available to quote on.

Heading back above 3p I would say after the last week or two's consolidation.

The advertised spread is often quite wide but the actual spread if you request quotes is much narrower.

E.g. current ask 2.7p, but I'm quoted 2.59p to buy 200k.