Member Info for rjmahan

Please vote against the mandate change.

There is no advantage to investing the cash really. Better to wind this up in my view rather than continue as going concern.

The risk if the mandate change goes through they could then put a vote in to issue more shares at 'NAV' - issue being 'NAV' is understated vs MOEX based NAV and we get diluted.

PI's really dominate shareholder register for this stock so if you contact your broker and tell them to vote your shares against resolutions we may be able to get this stopped.

My thoughts are here - but please dont forget to vote against - one of the few stocks where you really can make a difference....

hTTps://deepvalueinvestments.wordpress.com/2022/10/28/jrs-cheap-but-vote-against-name-mandate-change-oil-and-gas-also-shorts/

Have looked into this - still think its worth much more than price is reflecting. Have written my thoughts down here...

hTTps://deepvalueinvestments.wordpress.com/2022/02/17/tharisa-mispriced-following-minority-buy-out-very-low-risk-opportunity/

Post on this - can everyone who is paying attention please vote No at the EGM ?

10p a share is under half NAV.

hTTps://deepvalueinvestments.wordpress.com/2020/04/27/dragon-ukranian-property-vote-no-at-egm/

Cheers

Dont like related party transactions but this is cheap.
My thoughts.
hTTps://deepvalueinvestments.wordpress.com/2019/12/01/beximco-pharma-bangladeshi-pharma-at-a/

I like it lots:
https://deepvalueinvestments.wordpress.com/2019/06/29/new-position-ajot-asset-value-investors-japan-opportunity-trust/

Interesting to compare here and ADVFN - where talk is all of placings and not enough money.....

Analysis of the director buying here. May be of interest
https://deepvalueinvestments.wordpress.com/2019/05/24/4d-pharma-dddd-bad-news-but-strange-director-buying/

Buying in here - its potentially very cheap growth, downside should be pretty limited and technically share is rallying.

hTTps://deepvalueinvestments.wordpress.com/2019/01/05/cmc-markets-cheap-opportunity/

Not an expert on gold but this looked to be a decent deal

hTTps://deepvalueinvestments.wordpress.com/2018/12/07/shanta-gold-shg-multiple-catalysts-multiple-risks-low-valuation/

Think everyone should vote no to sale resolution - Stolpharm is worth more.
hTTps://deepvalueinvestments.wordpress.com/2018/08/28/tau-vote-no-on-giveaway-sale/#more-2113

Posted this back in December, nice to be right.

May be of interest.

hTTps://deepvalueinvestments.wordpress.com/2017/12/18/infrastructure-india-fund-small-risky-but-good-upside-potential/

Not sure what I make of this - they cancel listing, then hold another vote (no guarantees) after which I get my money back. Not something I have encountered before. I dont like it.

Locus Capital is trying to get the cash returned via shareholder vote - if you support this click here: hTTps://goo.gl/forms/QGj6pTJrC05oU1b62

There has been a 37c tender offer from Southey capital - HL told me... I dont think you should accept - I would expect this to prompt movement here.... hTTps://deepvalueinvestments.wordpress.com/2017/07/17/tejoori-37c-tender-offer-dont-accept-its-worth-almost-double/

This is likely going to have a mandatory offer.... I think this creates a good opportunity to make some relatively easy money - if they offer more then sell for more - if not, if you can get in low enough its very low risk for your return... Unfortunately (?) stock up quite strongly now but it might fall back... hTTps://deepvalueinvestments.wordpress.com/2017/06/01/dupd-almost-free-put-option-on-offer/

Up 33% today, time to revisit my argument ? hTTp://deepvalueinvestments.wordpress.com/2017/04/28/rasmala-returning-23rds-market-cap/

https://deepvalueinvestments.wordpress.com/2016/03/14/rasmala-investment-manager-trading-at-less-than-net-cash/ One that lets me sleep safe at night...

Insane decision given the spread on this .... Patience draft...

I have bought some of this - I think it is really cheap and hopefully things will sprout (sorry)... https://deepvalueinvestments.wordpress.com/2016/11/22/new-investment-produce-investments-limited-cheap-potatoes/

Are you in the industry ???