RE: Leningas23 May 2014 09:53
haha yes that the kind of value we are looking from AUM, cant see it though. I am tempted to have a gamble with AUM at these levels, with the new team surely the SP cant go any lower. They must have some plans otherwise why would they have come to shake things up. I'll keep an eye on it over the next week or so.
Burmese - just on REM, its about 25% from when I originally said about it on Thursday morning, another RNS out today. Dont think you can dismiss it just because of DL's involvment. I agree some of his companies are dogs, but this one does look like it has real potential. Would be worth researching over the weekend to get a picture of where they are at. Each to their own though I suppose