Member Info for vinniw

Its the same for most retail investors prepared to admit it.

Unless you exercise patience.

https://****neyrebel.substack.com/p/the-weekend-rebel-review-feb-21st

https://****neyrebel.substack.com?utm_source=navbar&utm_medium=web

The Company does not anticipate any further material valuation movements as at 31 December 2025 within the rest of the portfolio.

Some comment around ASDA debt in the Times today. According to the Investor Relations on the website SUPR own less than 2% in respect of valuation/rent roll of ASDA stores in the portfolio.

You mean IP Group?

With gains in the ICEYE valuation the holding in SSIT is turning into the Action of 3i...

Good move Friday and today.

My pleasure Bermondsey and billy. I really like Peche and Lapping good staright forward guys.

Another titbit here that I havent listened to yet.

https://www.youtube.com/watch?v=51ewZh6rkO0

Listening to the quarterly video update from these excellent value managers. Greggs is now their number one holding.

Good listen.

https://www.youtube.com/watch?v=q090cTwtshQ

So are we closer now?

It does. You havent said anything to make me think about my assumptions so I will leave it at that!

I am talking about the NAV not the share price.

You would like to think they have a pipeline of opportunities.

I have to say i am thinking of selling.

I can't work out if this is an absolute 'crock' of that will be in trouble when subsidies end or a bargain?

Our wholesale prices are the same as everyone else.

So its 7% of the NAV which in itself is at a 20% discount to the SP. So as the proceeds will come in cash as you say - that part of the discount is closed.

So its a double whammy surely?

Novartis sorry.

44% premium to SP, 7% of NAV on a 20% discount.

About 7/8p to NAV?

Bloomberg reporting Novo to buy Avidity.

An alternate view would be that their assets are knackered.

You can receive an approach without a formal offer.

If you receive multiple approaches you get them to all line up and start a process. Which would appear to me is happening.