Holdings20 May 2020 13:00
It's always best to base any investment decisions on facts. I have been following Albert Bridge for sometime, and it's interesting to note they have increased their holdings from 5% to 16.337% in a matter of months, and they continue to build a substantial stake! Albert Bridge focus purely on identifying companies that offer substantial value, and subsequently invest on behalf of their institunional investors. Albert Bridge only go long! They are the ones to keep a close eye on. I wouldn't pay too much attention to the swaps. In the most recent rns from Albert Bridge, you will notice they increased their holdings by 1.104%, but actually increased their physical share holding by 1.548% and thus reduced their exposure to the swaps.
I personally increased my holdings substantially in AA on Friday, adding more at an average of 18.12p. I would be cautious of posters dropping in and giving their price predictions, and at the same time enclosing their CV's. I'm long all the way on AA, and I wish all LTH's the very best. If anyone gets jittery with the price movements, it's probably best they don't read these boards, as there is some rascals out there!!! ATB. Popeye.