Member Info for oldstockbroker

As mentioned I will be asking if quoted shareholdings are not listed in report. Worked in the IT(Investment Trust) sector for while and we had good models. Hard for UQ though,which are no more than 40%. As shareholder's we should be given that public information-I could find through looking at company shareholder lists-bit of an effort though. Used to be lonely BB a few months ago. Not sure we need the ramps, this is seriously interesting fund. But no guarantees in the UQ field. This is a high risk/high reward area I have done my research and sort of know the industry. Enough to know that a couple more winners will create substantial returns. But could take a bit of time and I think some new arrivals posting are on an agenda. I am going to be holding this for some-time as I said now recovered initial investment. If did not have faith would have sold the lot.

Try to be honest- important to me-as said spotted PEBI in June and seemed cheap. Never imagined PLE and SUMM would move quite so fast, but wanted a less risky investment than direct in PLE at the time. MPO is safe as company is buying in shares-so unless Marcau property market crashes a solid investment-but will not double in the short term. I like it-invested in a great economy, and good management. But looking at 20% not the gains we potentially have here-and I am sure PEBI wil be significantly higher in a year or so. But that is how I have to manage my small SIPP-need growth-but need to mix risk with solid asset growth. I love funds/Companies trading at a discount to NAV-was my background and training.

I sold half my holding this afternoon. For no other reason than I was up 100%-I spotted this and bought in just below 8p. One of my hard fast rules-when doubled, take stake out. I am running my SIPP, very small, and set myself ground rules. I am still very bullish of this stock-SUMM had another good day, and PLE is very interesting. I like funds at discounts, and am looking forward to next NAV- which should be good. I hope we will get quoted holdings list-make it easier to monitor. If not will request. I am very confident for the future of this Industry and the abilities of JM and the fund manager. Just so you know-I did not need to, but always been honest and I would not like to post further info without the BB being aware of my position. I will not be selling anymore-to be honest when I bought it, took a 2 year view to double money, so all happening quicker than I had thought. If you want a safe Investment have a look at MPO-you will not double your money, but should be good for a 20% p.a rise. It's a property fund in Macao-trades at 27 % discount, has possibly an end of life next year and company is buying in shares. One for the safe portfolio. I have posted a bit of info on it. Not trying to encourage, but just mention as may suit some with a cautious element to Portfolio. Hope you understand my Investment position.

Keep flying Tutti-you are not very helpful with your silly comments-which you post on other sites. Know need for rampers, I like facts. At Last NAV Ple was 2.5 p-now 15p. SUMM was 4p-now 18p. USA quoted up about 15%. Unquoted not sure-and we will not until next valuation. PLE is looking good, and the Pfizer rumours might have a grain of truth -PEBI are in Pfizer as well so a connection PLE and with JM. But a tenuous one, but the Bio industry is a small one and deals could happen. We will see. I have slightly increased my expected NAV to 17.5p. But could be well out-was on MPO so my cautious side is often wrong. I like cautious though. The stock should be at premium, so share price should be NAV plus 10%. Therefore around 19.25p. Huge potential growth in this portfolio if they continue to pick winners.

"Macau Property Opportunities (MPO) says its net asset value rose by 31 per cent to the equivalent of 260p a share in the year to June as the company’s portfolio grew in value by 28 per cent to $453m. The company bought back $22.8m worth of shares in the period and ended the year with $14.8m in the bank. Buy. " My view-the stock should be trading at a 10 % discount (that is generous) so share price should be £2.34. And the sale is coming through, adding another 10p to NAV. Well undervalued given the performace of the manager's. The Company can buy back another 14.9 % at a discount, so share price is protected, and NAV will increase as share buy backs continue.

"Since the fiscal period end, we have also entered into a Sale and Purchase Agreement to dispose of our Zhuhai projects,APAC Logistics Centre and Cove Residence for approximately US$64 million – a 42% premium to their latest combined valuation.Full completion of the deal is expected by end February 2014." Zhuhai was valued at $45.4m in accounts end June, so on completion we will see a further increase in NAV.

Announced £2.60 per share. We lla bove my estimate of £2.42. Need to read in full to see what are the factors.

Good link-thanks. Not sure how I missed that.!!

Last few transactions must be buy backs-follow this closely and rarely see that sort of purchase spend.

Results will be out with NAV. Be interesting read.

Just bought more. Brick stocks have halved in UK the last 3 years according to the Industry due to recession. As brick demand increases, following Gov programme , brick price will rise and , in my opinion, MBH margins will rise considerably. Best play I can find on the potential new Housing boom, the House Builders stocks have risen already.

Looking at the Cash statement in the balance sheet-Kekuras the key factor in cash movement. Looks like a good long term investment by HGM and given current production costs are low compared to others-i think only Amara are at the same level, looks good. Hold both and happy. Kekura - Chukotka region, Russia The purchase of the Kekura project provides a large resource base of 2.89 Moz with an average grade of 8.69 g/t Au. Production is expected to commence in 2018 and output indicators envisage ca. 800,000 - 1,000,000 tonnes of ore feed per annum which, with recovery levels of 90%, would result in an annual pouring of between 180,000 - 220,000 ounces of gold. Construction of the 150,000 tonnes per annum pilot plant made further progress during the first half and is now expected to reach the commissioning stage during the fourth quarter. Site personnel remain focused on the delivery of the pilot plant which will facilitate comprehensive testing of the optimal ore processing methodology prior to finalising process plant engineering designs.

Last year was on 5th Oct for period ending 30th September.

It is a fund-planned wind up. Not Hotel chain.

Do you mean the planned wind up of Puma VCT ?

How many share do you own in AMA-see you on your chart stuff again.? Please read report and accounts, latest RNS and understand the company is changing dramatically. Or listen to the presentation. Since I have owned since 10.8, and bought more, not sold not a share,done my research and spoken to Company I am pretty confident. Your chart will not persuade me to sell or question my investment.

I fail to understand why this stock is trading at such a discount, Fund has performed well, shares are being bought in, and Macau is booming, I could argue should be at a premium given performance, The NAV will be out soon and the price will move up, but I suspect share price will still be a discount.

RNS "Mr Hain acquired 29,010 Ordinary Shares at 18.80 pence per share. Following this transaction, Mr Hain and persons connected to him are interested in 82,372 Ordinary Shares representing approximately 0.05 per cent of the Company's issued ordinary share capital, all of which are held beneficially. "

Not sure what the question is? The FSA does not protect investors in listed securities. As pomander says, have a look at the listing document.

Looks like a put-through as we used to call it.