Member Info for SD235

An extremely risky investment policy. Specially as I also own bank of Georgia. I have yet to bother to work out my overall allocation to Georgia. With my allocation to Vietnam my allocation to frontier markets is clearly pushing my luck. But the discount on Georgia Capital is ridiculous. I am assuming that sooner or later it will narrow. I suspect the latter to be the more likely.

Trek alone
"Third, labour market tightness has also peaked and that will alleviate wage led inflation in coming months . "Your talking rubbish there wage inflation. Wages are rising at lower rate than CPI. If anything that is reducing overall inflationary pressure.

Jim800
You are letting the side down with your demand destruction. I will never contemplate doing that. I only use the bus and bicycle have done for 30 years. To you car drivers get out there in your petrol guzzling air polluting cars. Keep up demand just like the American do.

It's beginning to look like Newriver are going into to Liquidation mode?!
Unlikely I know, as they haven't asked the shareholders but still as smorrisjones has said selling a retail park which are the best performing in the retail sector is not the obvious thing to sell.
PS can you give us link. I am to lazy look for it.

Can't give that information out!

Can't give that information out

"ownership for X period" never heard of that before. Most shares are held by the broker they can give that information out.

I have no doubt as it closes in on the date, the discount will narrow. I doubt it will narrow to 5%. There is lots of IT that didn't/don't. I think there has to be another catalyst for that to happen.
Either way not overwhelmingly bothered bought for the dividend and it's is paid as interest hence covered by £5,000 starter savings
tax allowance. All it has to do is stay close to where it is now and I am happy.
PS thanks for letting me know why it jumped....while I was trying to buy!!

Not sure if this has been added further down.
https://www.cbsnews.com/news/plugging-abandoned-oil-gas-wells-jobs-environment/
Either they are saying there could be 100,000s of unregistered abandoned Wells from early as the 1900s

It's beginning to annoy me as well. I only have this in my sipp now and I need to take out some money each year. If I still hold it by March 2023 it's getting sold.

"I’ve got to pick you up there Trek … the press isn’t “free” … not a great deal of difference between a Putin controlled Press or a Murdoch controlled Press"
That is one sick view. The suggestion that murdoch controls all the press and everything he says is lies....just like Putin.
Wow see a physiatrist.

I am fairly certain I haven't given any inclination that I think I know it all.
But anyone who can't understand the benefits of buying and cancelling shares when the price is significantly below its actual value (called NAV Zac) should not be investing in the stock market. Specially when it's been spelt out to him enough times.

Zac0_4
Have you got that building society account yet?
Just because your parents made snide and condescending remarks about you, doesn't mean you should continue the abuse. I hope you have not got any children. For there sake.

Recession is not guaranteed, despite what some think. Also it could be said that it is already in the price. The market that is not necessarily legal and general.
Legal and general insist that inflation has minimal effect while higher interest rates is a positive.
So in reality legal and general are recession proof!!
Even if that's true the market doesn't always recognise reality.
Legal and general beta is 1.5 over 5 years so there is every chance the market will ignore reality for a while. You only have to look at the profit increases over the last 5 years and the paltry 5% share price gain to realise the market can be slow to react to facts.
Very slow.

zac0_4
Hi dummy
The NAV are significantly above the share price.
Again get a building society account.

"Zac0_4
So what does your following statement mean?

" They must be considering a share buy back now with the low share price "

You shouldn't be investing in the stock markets if you don't know what the point of buyback is.
Have you thought of opening a building society savings account? You should be able grasp the intricacies of interest rates?
Probably not

Struggling to understand this.
Hargreaves Lansdown say they are on a slight premium.
Price 45p-49p
estimated NAV 57p
Latest actual NAV 65.97
Hargreaves Lansdown has them on a premium of 0.68%?
The graphs are not there so can't work out how they have done overtime.
I don't think much of there site. Not helpful at all.
Anyone with any knowledge on this investment trust?
Thanks

Seaking1
You need to rewrite your statement about COVID vaccine are causing a considerable amount of deaths. They are not stupid they are very very stupid.

zaco
Doing well relative to others. You were well aware that's what I meant.
Your knowledge of retail leaves a lot to be desired.
Based on your belief that coop is cheap when in fact it is one of the most expensive supermarkets.

zac04
"Why should it do reasonably well when money is tight? A migration of consumers from Waitrose to the Co-Op doesn't alter the amount of rental income. Does it?"
First I would suggest you start off with a better comparison Co-Op is not cheap.
They have a lot of discounters, the only section of retail that is doing well. Plus they aim for companies that supply necessities.
So you would expect lower defaults.