The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
Still a great appetite here.. Overall including the 1.12M sell only ~450k more sells than buys. Look forward to Monday and next week as news is only getting closer.
All 3.6s are buys, 3.54s buys and 3.4s are buys so far
https://www.investegate.co.uk/two-shields-inv--plc--tsi-/rns/weshop-update/202008131226190832W/
Having only 266M shares in issue and having the group 2 assets including Vibe ( which I feel is worth more than the £855k valuation for all assets alone) could be where the money is made. For every 10 shares you hold in Vela you get 1 share in Newco..
Arb is directly affected by BTC, whereas Vela has more investments in different areas. I am in both and I feel that both are undervalued. Arb is a cracking company with great margins. When BTC rises the effect is instant. Vela on the other hand has a mild rise when Arb gains but also has Vibe, WeShop, Interbit- now NPR, BITK - blockchainK2, Portr when air travel resumes and some smaller investments. So really take your pick.....