Member Info for SD235

BlackRock and M&G are now below 5% so they don't have to report there selling.

Rathbones is just below 10% and have stated they are sellers.

On the upside if you are still buying for the dividend keeping the price down is just what you want.

Remember there are two sellers in the market.... obviously I am speculating.

Before VH global announced it was going into wind down there was a significant rerating. They had discussed with some shareholders wherever to wind down. Clearly it got out.

Is it possible the same is happening here??

2 sellers in the market.

M&G which is now below 5% and Rathbones at 9.9%.

They will hold back the share price BUT if you are still adding then they will be benefit rather than a hindrance.

Odd still being shorted?

This can be nothing but a strong buy. Ridiculous discount. Dilutions are just opportunities to add. And that's ignoring Guident.

Added again.

Trembled my holdings but still small.

I haven't been in this share for long, still a small holding BUT how many more share dilution should I expect?

I assume at least one more before Guident IPO to pay for the IPO?

Pedro are you saying dilution was only 2%.

If so then the purchase I made today was probably countered the dilution.... hopefully!

Actually I think Rathbones still own 9.9%.

Unless there is news or they get rid then no reason for the price to rise.

So I will be able to add more at this ridiculous price with a ridiculous dividend.... sweet!!

M&G

11. Additional Information

We no longer hold a notifiable interest.

12. Date of Completion

09-Apr-2025

Rathbones are the main seller.

I think they still have about 8% of the shares to get rid of.

M&G shareholding has dropped below the notifiable amount but they may still hold some.

Suggesting that tekcapital are basing a future dividend on the possibility of takeover of microsalt and the yet unlisted Guident is ridiculous.

NAV or share price?

Guident is in a in favoured sector. So could be looking at 15p even though the NAV could be 30p.

Then comes the special dividend which is basically a return of capital which will push price up higher until the dividend is paid and then.....no idea. The market is driven by supply and demand it simply needs the company to be more visible but it is simply to small. So god knows if it will ever be fairly valued?

I am hopeful being conservative with my guesses!

I have SEIT ENRG and RESI. and as happens I added to a very small holding in Tek capital yesterday (up 17%) today.

SEIT I noticed had fallen 3.5,% earlier. It is more or less in the same boat as ENRG so should I think have gone up?

Only guessing but could some be selling SEIT to buy ENRG?

I would buy more ENRG if I had the money AND SEIT wasn't an option!

Instead I am going to buy more tekcapital both ENRG and SEIT are big holdings for me.

By the way James Carthew gave his view on quoteddata today on his Friday YouTube video.

NOTE I am not sure he really had the time to look over all the costs etc.

Presently up 9% on this, in part due to a very lucky purchase yesterday.

Alas a very small holding but I will be adding.

The portfolio looks good, as in decent momentum. Presently autonomous vehicles are very much in fashion.

So I need to get more money in, as do other posters on here even if it's just a short term trade.

The discount is quite staggering.

Can't find any news. I don't own it directly but via tekcapital.

It's up 7% but it announced an upcoming listing today, sooooo nope lost as to the reason.

My first thoughts are to big for a simple supply and demand reason but is just a very small company.

Shares flying at the moment. 3% yesterday looks like another 3%.

The only thing that I can put this down to is the change in Managers. Atrato has proved themselves at SUPR so maybe the market thinks they can do the same here.

In my opinion a bit early but I have no intentions of selling. Even with a 30% gain.

This is pertinent perhaps as you can see they just delisted from Dublin.

They don't need a shareholder vote to do this.."

This halfwit is suggesting that GROW don't need a shareholder vote to delist and go private. Buffon

This is proving to be a decent hedge against present volatility. Made 21 purchase since January all small. Still up 55%. Pity only 2% of ISA.

Https://www.investormeetcompany.com/companies/social-housing-reit-plc

Held at 10am today. A recording will be available. Well worth a listen. If Atrato Partners the replacement for the useless triple point are any where near as good as they are at SUPR then expect a decent move on the share price. Into the 70s and an increase in the dividends. They look to be able to deal with the parasol and my space problems. I am still adding.