Member Info for jh2704

my son is educating me lol!! I bought MTRO (mistake), CAML (mistake) and MNG(mistake()....

another of his is DEV...I bought that too....at his insistence lol

my eldest has small holdings (large for him)in AVCT and SNG

He is also in ODX and TILS if that helps focus your research...I know nothing about any of these I am afraid butt he researches diligently for a 24 year old lol

I used to hold Melrose a couple of years ago...made 20% and sold up.....but when I saw it down in the 80s the other day I could not resist. I am up 11% in a week or so....see what happens this week. I dont mind keeping it for a couple of years tbh. The other one I bought in my wifes pension was William Hill (WMH)...I saw they had started a USA presence, Fred Dunno of Betfred fame has taken a 3.03% stake, and Evil Knievil has bought in....speculative but she has time on her side in her pension.

there was a Chines e conspiracy theory a while ago that Kerogen (the major investor in Hurricane energy) were a front for the Chinese Government....I so wish it became true and bought HUR for more than 36p (that gets me level after 5 years with no compensation for opportunity cost lol)

I have actually followed NOV idea a bit,,,I bought HSL and intend to take the 3-4% per annum while waiting for capital appreciation

I wish you all well and have a great week

I think there is no rush for Lloyds (and RBS and Barc). No dividend so removes any imperative for a re-rating...There are loads of other great stocks that have been sold down in the market madness that are likely to rerate faster. One I started to play with last week is Melrose (MRO)...Loads of director buys before the market melt and a great mgt team...I can not see how it wont be 200+ in 12-18 months time...

Its another tech incubator

waiting on FDA approval for Belluscura product (portable Oxygen..so claiming Corona association). The big one to me is the microsalt https://www.fundable.com/microsalt......

I hope its a winner for my son

i try to help....just dont tell me you bought CIR because your wife has cousins called Claire, Iris and Rachel!!!

My eldest son is pushing TEK....I bought a few

allied minds..tech incubator...Crystal Amber keep buying...another Woodford darling that was sold down.....latest Crystal Amber write up.....

In January 2020, Allied Minds declared a special dividend of $40 million, or 12.62p per share.
This capital return was generated by the sale of HawkEye 360, which completed in November
2019.
In February 2020, Allied Mind's investee company Federated Wireless launched a new
connectivity as a service product in the US. Enterprises are able to buy and deploy 4G and 5G
private networks through the market places of Amazon Web Services and Azure, two top
global public clouds.
Allied Minds has a net asset value per share of around 75p, which includes net cash of 15p a
share. Against a 26p share price, the portfolio (excluding cash) is therefore valued at 11p a
share. This compares with its carrying value of 60p a share, resulting in the investment
portfolio (excluding cash) trading at an 81.7% discount to its latest reported carrying value.

X-Dressing Circassia...Richard Griffiths has increased his stake to 29.83% (direct 9% the rest thru vehicles he controls). 3 senior directors bought last week at around 23p (300,000, 200,000 and 200,000 respectively). AZN own 19.8% of shares. Last week there was a renegotiation with AZN where CIR gave back to AZN rights to market/ sell 2 products in USA in return for 150million of loans and accrued interest written off. by AZN..so now debt free andless risk imo. 3 more IIs own significant shareholdings (all bought >19p)...so not much free float. Used to be a Woodford WPCT share...forced sale down obviously. Then Invesco sold it down about 3 months ago

I suspect Griffiths will take this private very soon...but that is just me guessing that 2+2 =5 I admit.

All imho but please dyor and feel free to correct anything I have asserted

last RNS showed "Griffiths and controlled undertakings" moving from 28.61% to 29.83%.

If that makes it clearer I honestly dont know lol

hope so !!

I think/ hope action is imminent. I topped up this morning in my account and my wifes pension. If this goes wrong she will kill me lol

agreed...he will make an offer soon. His Directors knew that when they bought recently. They must be expecting a worthwhile profit ...so I am guessing we will get a healthy premium. Lowest he can offer is the highest he has paid in the last 12 months I believe

So downside is limited...and directors bought expecting a quick profit. What should an investor do when the house is playing with its cards face up I ask lol?

Panderman...I have exposure thru ETCs. PHAU is physical Gold. LBUL is a 2* leveraged vehicle. Both liquid and easy to buy/ sell. Both by Wisdom Tree

https://masterinvestor.co.uk/equities/small-cap-round-up-featuring-circassia-severfield-medica-and-more/

40p initial target

Had this debate with my son already this morning lol! My view fwiw:
leaner, more focused, and no debt. In return we give up selling a couple of AZN products in the USA (only the USA I think). Looks good to me....Selling in the USA would be risky and costly imho.
So a medium 18-24 month target of doubling/ tripling my investment is where I am. Wont be selling any

Fidelity Special Values (FSV) have a large stake in Imperial Brands (3.76%). Might be worth a look. The manager has increased his gross gearing to 127% so must be seeing value out there....

i have bought a couple of other ex Woodford stocks...Allied Minds (Crystal Amber have bought a massive slice). They are a tech incubator. And NSF ...doorstep lender plus a lot more...(someone is building a big stake imho and there is potential industry consolidation in the offing (Amigo and Prov Financial to name but 2). Not advice at all...but Woodford choice of investments cant all have been ****e can they lol?

Invesco not investors lol

The new mgt is excellent and has worked together in turnaround situation before. Their share options kick in at 60p and/ or a corporate event higher. Nearly 50% of shares are owned by AstraZeneca (15) and Richard griffiths. Griffiths bought in around 19p There are 3 or 4 other iis with significant % holdings all bought above 19p. So as someone else said very little free float. Share price was sold down to these levels by forced exit of woodford and then investors. This is my biggest holding by far with an avg of 22.3p I hope to triple my money within 18 months. Let’s see lol

taking off the website reference to Lungfit would probably damage their court case so I can quite understand that remaining.
However most companies have actually given an impact assessment on Covid...given that we are in that sort of medical space I would have hoped for such a statement by now.

panderman...I have a big chunk of my wifes pension in MNG....its a spin off about 6 months ago from PRU

Questor says Buy: Nov 2019 The asset manager approached its demerger from Prudential last month with questions about debt levels and how it was going to revive itself after a period of net outflows from the funds it runs. But now that the split has gone through, markets are warming to the defensive qualities of a business that manages £341bn and is led by John Foley, a Hill Samuel veteran who was the Pru’s chief in the UK and Europe. Analysts at Deutsche Bank calculate that even in the event of a 25pc fall in stock markets, M&G would suffer only an 8pc hit to capital generation. More: https://www.telegraph.co.uk/investing/shares/questor-neither-woodford-nor-election-should-rock-mg-buy-8pc/

Results 10/03
Final Results. M&G plc delivers a positive financial performance in a challenging market Performance highlights - Assets under management and administration increased to £352 billion, principally reflecting strong investment returns over the year - Modest net client outflows in Savings and Asset Management of £1.3 billion, with net client inflows into UK Retail Savings, which includes PruFund, mostly offsetting net client outflows in Retail Asset Management - Adjusted operating profit before tax1 of £1,149 million in line with our expectations and IFRS profit after tax from continuing operations of £1,065 million - Total capital generation of £1,509 million and shareholder Solvency II coverage ratio of 176%2 - On track to deliver annual run-rate shareholder cost savings of £145 million by 2022 through our five-year transformation programme - Ordinary dividend of 11.92 pence per share and special demerger dividend of 3.85 pence per share more.....