Member Info for Pedrobull

If I had sold at 210 i'd probably be buying them back now, so nothings really changed same dividend. The worry is prolonged high energy costs which lead to a depression, in which case the game is a bogey

15% discount in a month!

Madasafish

Unsure whether to add any stocks right now, recession definitely, possibility of depression with sustained high oil prices

All Bondholders are entitled to vote on the Proposals. Eufingest SA, which holds 62.5% of the Bonds, has confirmed to the Company that it intends to vote in favour of the Proposals. The current total face value of the Bonds is €5.5m.

Who are Eufingest SA?

D&B says the Key Principal is a Marco Ernesto Coppini

Good point, easy to forget the longer term investment realisation here

https://www.caledonia.com/news/agreement-to-sell-interest-in-stonehage-fleming/

NAV Highlights (28 February 2026)

NAV per share was $27.41 (£20.39), a USD total return of (0.8%) in the month.

Approximately 75% of valuation information based on 31 December 2025 private company valuations or quoted holdings.

On a constant currency basis, Q4 2025 private valuations are up 0.7%

2 Additional private company valuation information expected in the coming weeks and will be incorporated into future monthly NAV updates ~333k shares

repurchased (cost of ~$6.7 million) in February 2026 at a weighted average discount of 27% resulting in ~$0.06 NAV per share accretion in the month.

$260 million of available liquidity at 28 February 2026.

I hope so.

Keith Watson and Robert Crayfourd clearly know what they are doing and Tufton Investment Management are very effective in the Maritime investment trust SHPP/SHIP

Okay so they have fuel hedged thats good, their customers might not have though!

No-one will be flying anywhere for leisure pursuits if oil gets to $200

I am very happy to hold these and the market seems to agree, even though the world is going to hell in a hand cart

I'm holding, DOCS at price I'd like to add but the world is going to hell in a hand cart

At close of business on 28th February 2026, the unaudited cum-income net asset value per ordinary share was 91.72 pence.

Another RNS showing a director sale of 30,000 shares

Could be war related, Israel is now in a forever war, or could be any reason!

Correction 3.125p for 500K to sell

This is Trumps Operation Barbarossa, I cannot see how this ends well for anyone.

If oil gets to $200 no-one is flying anywhere for leisure pursuits

AI doesn't know anything more than what has been published and feeds a confirmation bias

GLA

Just you.

HL offering 3.215p for 500K to sell and 3.198p to buy 500K

Could be they've both been tapped up, leaving GPM and GCL together.

Question is are where are they going and how many shares in each do they hold, have they sold etc

Could be they've both been tapped up, leaving GCL and GPM together.

Question is are where are they going and how many share is each do they hold, have they sold etc