Member Info for euclid55

Hello @Jarvy55, sorry I am having problerms logging into my Twitter account as haven't used it for ages

Can you send me a PM on LSE instead please?

Thanks

Mr Euclid5

Just sent you a PM

Thanks

No am am not, but do follow some posters to see what they say

are you on Twitter, if so what's your name on there?

Inmost Capital raises and allocates approximately $600 million annually among US alternative asset managers on behalf of South Korean financial institutions.

After the conference, we were asked to follow up with a multiple of the attendees and are conducting those conversations now.

**************************************/company/ALGW/

can only buy 375k at 3.197p but sell at 2.97p - nice tight spread

Listned to the vox interview ( link below)

Mentioned that the mandates they get on the Hybrid Security they created was about $150m, and run for about 8-10 years

Interview starts at 8min 20 secs

Https://audioboom.com/posts/6674023-amur-minerals-amc-alpha-growth-algw-sure-venture-sure-and-alan-green-on-pdz-adl-boom-ela
________ _______________________________________________

Alpha is offering the security to insurers and institutional investors, providing an attractive risk yield over a 10-year term with minimal correlation to conventional equity and commodity markets. It is called the High Yield Return ("HYR") Security and is a debt equity hybrid investment, coupled with risk management and quality-rated collateral that provides diversity and safety in return to a range of investors and insurers.

https://www.londonstockexchange.com/exchange/news/market-news/market-news-detail/ALGW/13522421.html

From twitter posts:

the_sharecog Retweeted

DARTH TRADER
‏

@bcoops12
5h5 hours ago
More
#ALGW don't be fooled by the sells for 250k and 750k they are my buys .novum just been on phone asking if I wish to sell 😂😂

1 reply 8 retweets 11 likes
Reply 1 Retweet 8 Like 11
the_sharecog Retweeted

DARTH TRADER
‏

@bcoops12
7h7 hours ago
More
#ALGW my 250k blocks now printing in alpha @Diamond_Horse_0 hope it's you filling me 😉 risk on for me here happy to average up from my .80 lowest entry .new highs next few sessions

https://twitter.com/Air_Chief

Rubbish....he could of bought 2 or 3 mill or better still buy in the open market. I will let you know their reply when I hear back 8 times earnings interesting Thanks

They need a £500m policy portfolio x 1 5% = £7.5m 7.5m x 10 x earnings is 75m cap Think its totally wrong for Swick to mention this cap figure. He has failed to back this up with a low share buy of 750k shares I will email the BoD soon to ask them about this to clear this important point

Hi James, did you ask him if the £80m was based on a Pe ratio? If not on what was he basing the value on. He may of sobe $4b ar AIG but thats because he had the Aig name & comp behind him. Doesn't mean hw could do similar behind a small tiny listed comp He may of meant £80m over 2 years time. Also not convinced, otherwise he would of bought a few mill shares in the placing. Being wealthy himself.

The life settlement industry in the United States during the first six months of 2018 was marked by the Tax Cuts and Jobs Act 2017 (TCJA). This is a boost to the market as it brings feasibility to policyholders to sell their policy. Previously, tax basis calculation for people selling their insurance policies and those surrendering was different: the former could deduct from sales proceeds past cumulative Cost of Insurance (COI), while the latter imputed past cumulative premium payments.

Because information on past COI was difficult and sometimes impossible to obtain, many people lapsed or surrendered a policy. TCJA makes the basis calculation for both approaches identical, resulting in the abolition of a tax incentive to surrender rather than to sell a policy. This measure will support the supply of life settlements. Meanwhile, efforts have been made to streamline the policy selling process with the help of electronic health records and short-form underwriting. These approaches have the potential to transact a much larger number of policies in a shorter time and thus make transactions more accessible for millions of people.

Https://www.londonstockexchange.com/exchange/news/market-news/market-news-detail/LSAA/13829116.html

Hi Alexios, check my posts on Advfn tonight, I have some info on this LSA com.

They are a closed end investment fund only

Thanks

The Policies which the Company will focus on are those with low face values (typically US$250,000 - $1.5m) allowing the greater number of policies to be aggregated with relevant funds available, with an average age of insured of 80 years or more and life expectancies of less than 10 years.

A holding of a large number of well diversified Policies increases the probability of achieving target returns and avoiding incorrectly assessed Policies.

Hello Max,

I am not sure how exactly the technical maths calculate on these LSB policies, really.

But the underlying owners of these have to keep up the pay's to the insurance co, & then get the NDB payout lump sum upon the death of each policy holder.

I just calculated a $50m mandate based on a low cover of just $250k, some will be much higher, as stated in the Admi Doc - between $250- to $1.5m

Not sure what the payout values are on these policies, but slightly more than the surrender values

But can see a min of 50 members ties up in one mandate to total well aboe $50m mandate for the underlying company in question to get their 15%, assuming this is net of the payments they have to keep up until holders death.

Wonder if Algw get their fees in advance - Quartely - semi annual or year end - will only find out on a Rns

Thanks for the reply Max. Yes correct 250 policies at $250k life cover each is $50m value.

Hello Max, Did GS actually state the figures to you over your phone conv'n of $50 to $100m or did you just assume these figs from your discussion with him? Thanks

Not cear really, tell me more details about the 2 contracts, such as the value of them.

Also, if more contracts, who with & value - comm amounts they will earcn from them & the time frame, is that clear enough?

The Policies which the Company will focus on are those with low face values (typically US$250,000 - $1.5m) allowing the greater number of policies to be aggregated with relevant funds available, with an average age of insured of 80 years or more and life expectancies of less than 10 years. A holding of a large number of well diversified Policies increases the probability of achieving target returns and avoiding incorrectly assessed Policies.

Whilst the Company does not have any existing contracts, the Company’s projections are that it will win its first advisory contracts and mandates for acquisitions/disposals within six months of Admission following a concerted marketing effort. Certain of the target clients are likely to prove to be repeat customers for the Company as they hold numerous portfolios and so will need on-going advice in relation to portfolio management, disposals and, potentially, further acquisitions

The Company anticipates that by 18 months from Admission it will have secured 3-6 advisory mandates (some of which will be one-off projects and others on-going monthly retainers) and approximately 4 acquisition/disposal roles. The assessment of the Company’s likely success in winning contracts is based on their knowledge of the industry as it currently stands and informal discussions with potential clients.
Listed Dec 2017 - 18 months takes them to June 2019

The Company is also aware through its corporate finance contacts of groups of Institutional investors who want to obtain an exposure to the SLS asset class as a means of asset diversification but which may not have the financial ability or the desire to buy and manage entire portfolios. These corporate finance houses are proposing to establish SPVs (likely to be established in Ireland) which are funded by bond issues to these investors.

Http://algwplc.com/wp-content/uploads/2017/12/AlphaGrowthPLC.pdf

James, you have no information or idea of the size of the contract news at all.

You may as well say it's a £500m contract then.

You either don't know the size of the mandates too - your gussing, speculating - because the co's will not tell the figures / details to s/holders.

expectastions are running very high here, so if they just release a £15m mandate don't be surprised, when many are imagining £150m contracts.