Member Info for silverknight

ES. Presumably you're buying more at a knock down 50p then? Peoples circumstances change and many don't want to be locked in at JPJ where it's expensive to deal for small trades and extremely difficult for larger ones. Luckily I've only a small holding and undecided whether to take the hit or not.

I'm assuming the divi will still be paid in Feb but a JPJ listing is far from satisfactory. Hugely disappointing

I make it c35% but heyho. Critical decision re Futura by February. I suspect they might walk away which may upset the applecart. Time will tell

Yield rises to 5.5% next year if NAV stays at current 224p

50+ my guess (like me). Barring a social collapse this should be one of the safest shares in its sector. My biggest holding

Dropping under £1 xd tomorro?

Price reflects negative sentiment to the office sector.

Coal price seems to be nudging up a bit. What's going to happen to LAS's 42% shareholding?

I'd like a bit more detail on the investment portfolio. Any ideas?

Andy Windsor you mean?

I've done a small top up at £1-08 on the basis of

1. A dividend commitment of 10pps for the next year (c9% yield)

2. Director buying and

3. 22% shareholding by Steve Morgan company.

Let's see how it plays out.

No short term fireworks. Probably worth buying a few if it drops to 50pish for patient holders. Been a long term disaster.

Struggling with low AP14 and uncertainties surrounding LAS situation and property market generally. Tempting to buy more but I suspect the sp might be bogged down for a while . Will the divi be held in 2026?

That's right. And bisi is sitting at a discount to the investment portfolio alone so a considerable degree of protection there.

the losers are small las shareholders. you really don't need to be stuck in an unlisted and often impossible to trade company. bisi and las should amalgamate with a ************** scheme so paper losses are eliminated.

A large,very long established company with good brands. A rare opportunity for a predator to pounce on a bargain. I'm buying more

LOTM. Of course the dividend's coming out of reserves. Large numbers of microcaps in a similar position axe the dividend but the board always keep THEIR salaries. Nav is down but hardly 'at a rate of knots'. You make it sound like a collapse.

Shouldn't surprise you. Coal price has been in the dumps for a long time and TGA results were a red flag. At least the divi was held and still at a huge discount to nav. Tried to buy some more earlier but couldn't get a price.

Very rarely buy shares at/close to year high but made an exception here. Bullish on precious metals (especially silver) and we have a nice chunky discount to NAV. Any followers?

Just bought in. An invitation for a takeover perhaps?