The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
Thank you so much for posting this both.
Such exciting and times for us all....As I've said before, I have no kitchen sink as it is in here. Washing up in the bathroom is not as bad as it sounds.
Again, thank you.
And....This time next year...
Best,
Mr Trotter
Give where we are at the moment, I'd settle for 94.6p today.
Best,
Mr T
Sorry to be the bearer of bad news. But you have all missed the big risk that is staring you right in the face...
...Got it yet? Come on guys. It has been staring you in the face for a year now...
Ok ok...In XTR you have a brutally unfortunate investor. Me. And I am in big time. Relative to my means anyway.
Bottom line ladies and gentlemen. We all need Bushranger to be tantamount to my long lost marine timekeeper pocket watch. My Harrison Lesser Watch to be precise.
Best,
Mr Trotter
I'm a LTH here. But my goodness, captain GB and crew need to do the above. We are in a vacuum resulting in many becoming disheartened and dropping their shares. Numerous endeavours / promises undelivered making it extra hard for people to keep the faith.
Best,
Mr T
Are we going to be the bride...or the bridesmaid.
That, ladies and gentlemen, is the question.
Best,
Mr T
...Or dead and buried?!
Please can somebody explain to me in simple terms what is going on here?!
Best,
Mr T
As per the RNS, our kit has been deployed at every Olympics since LA 1984 (apart from Tokyo last year due to COVID travel restrictions).
I'd that isn't testament to our prowess I don't know what is.
Best,
Mr T
Or dead and buried?
Happy New Year to all fellow holders here (assuming we are still holding something...).
Best,
Mr T
No doubt you lot with the big brains can put my relatively small brain at ease...
The plan is clearly to get the market value for Racecourse based upon extensive investigations and modelling plus a value for Ascot based upon some initial investigations to establish rough scale. I agree with previous contributors that the AA discussions will inevitably end up with a third party expert valuation to break the deadlock which would then (I should imagine) become binding upon the parties. My question is will Ascot definitely form part of the scope of that third party valuation? Could AA agreement wording only cover confirmed resource thus enabling AA to effectively get Ascot for free, assuming they seek to exercise their first refusal?
I get that Ascot has a market value (albeit relatively speculative versus Racecourse). My point is that this value may only be realised if the "market" rather than AA alone (under their option) get to collectively assign it by way of competition. AA may only have to pay FMV for confirmed resource.
Thoughts very welcome all! Thank you, and happy new year my fellow XTR faithful.
Best,
Mr T