Member Info for Dartron

I totally understand where you are coming from. But I have recently discovered this. I know the history, I have done the research and I think this is a bargain. I have bought and I will buy more (though it will stay a modest holding). Chart looks good too (for a reversal) Schroders have completely changed this fund, and its positions. Last month NAV increase was really promising. I bought DSM for the wind up and made good money there too, but I had to sell and miss the last little bit as an activist tried to take it on the cheap. INOV wont stay at a 40% discount. ONT their largest holding was +5% today.

At DSM many long term holders scoffed at the proposed wind up when it was announced, but I made about 20%. Wish I had bought more there. With this I think a lot of water has gone under the bridge and it needs looking at objectively where it is now.

Useful info:

HVPE invests via 63 funds managed by HarbourVest Partners and also in 16 co-investments. As a result, with 1,334 companies in the underlying portfolio.

I have 5% of my pf in HVPE, and 13% total PE exposure in IT's, though that counts some funds with PE elements, such as RCP. I want to add more PE, when funds available. Relying on PE for a significant growth component over the next 10 years, also helps provide geographic exposure and sector diversification.

HVPE has hit a 24 month high today.

Is this something different to the presentation you had scheduled for the 15th please?

The founder owns 17% here, so I doubt this could be taken over 'because it is cheap'. What I do think however is that it will also be on Rick Traynors agenda to see an increase in share price so he can see a more realistic value to his holding. I would like to see a buy back here at some point soon.

Hmmm. It sold off before bad news was announced, maybe it will rise before good news. Perhaps this stock has more psychics onboard than most. Im very close to selling this, maybe they also know that?

Watch the investor meet presentation that they did last month, you should do your own research.

However the regulator requires that they keep a certain amount of capital on their balance sheet. They ran light on working capital, alongside the decision to invest in new tec. It is all explained in the investor meet.

£106,000 purchase @ 425p on 4th July. Hefty sum.

I would buy, most people here will have a higher average, including the institutions. I have buys that started near 50p.

Begbies Traynor shares look undervalued

https://www.investorschronicle.co.uk/news/2024/07/09/begbies-traynor-shares-look-undervalued/

Trading update very much appreciated. I continue to hold all of mine.

Another stock we all have in common.

I bought last week, been watching price very carefully. There is a seller, but I thought he sold a lot yesterday so was hoping it was the last of it. There are also buyers taking the stock in large chunks. If it breaks lower then all bets are off, but I do not see it getting near to £4.00. There is a lot of II ownership here and the stock is very low float, hence the seller has taken so long to be selling. Schroder's like it, so could absorb more.

Some kind of small cap short selling IMO. I bought some at 99.8 yesterday, and that really should not have been possible. There was such over supply the last week, I thought something was up. I see the bottom is already in, managed some more at 96.5 this morning. Back over £1.00 in a week, what ever Mr Bear says.

Investors Chronical still being very tough on Knights, rating it as a hold.

I bought a few in to the close. Hoping that it was another shakeout. Looks like a few stops were triggered when it went under 430p.

At least I can have the day off now. No need to watch this any more.

Back at 418. Lol.

Shows the importance of not being greedy. I sold my 411 last night for 427. Also bought a 417 last night and sold this morning for 424 in a different account. Id be tempted back at 421, but I think FTSE100 stocks will do better today / tomorrow.

Pleased for you Skid. I remember trading this stock when it was 7p and you were here then. Time to top slice?!!

Finally he categorically states that they participated in the last raise.

I like Paul Hill's style of investing too, and he is a holder. He says 'Trading at less than net tangible assets".

I doubt the board or Pacific would accept a low offer, in fact I still think it will be Pacific who make an offer. Note no trading update from Argentex, I expect H1 wasnt great, hence the placing. Hopefully they can provide a good update in the Autumn, as I have posted volatility is increasing partly thanks to Donald Trump in FX markets. Something I am now monitoring.

Plenty of demand....1.1 % short needs buying - about 1.2M shares. Doubt any supply down here though. They buy very slowly now, but they have to buy.