Member Info for wraith

Yes , its been a good week here at "NTA" , this recent retrace i see as healthy for the s/p.-------- will be looking to increase my position here now . BW Wraith

With 100+% s/p increase since 23/07/2010 (s/p@40p), if you have good Profits , prudent to crystalize some , not stupid !!? (imo) . BW Wraith

Myself in "NTA" for the long term with my core shareholding , which are almost Free shares now , its up 100% since my first puchases s/p@40p on 23/07/2010 ;---- this article makes a good point (imo) : http://www.fool.co.uk/news/investing/2010/08/06/your-best-shot-at-a-10-bagger.aspx Extract : Published in Investing on 6 August 2010 7 comments This small cap company could be your best bet for a big winner in the decade ahead. But heed this timely advice first. The following is a direct quote: "if they cant tell you what will go up 100% in a few days then motley fool are worthless and they suck at picking stocks." We received that comment on a recent column. Grammar issues aside, this type of get-rich-quick mentality scares the hell out of us. Now, don't get us wrong. We enjoy stalking monster returns. We'll even reveal a decent shot at snaring a 10-bagger a little later in this piece. But first, let us warn you against an investing mistake that leads to many a zero-bagger. The warning Our worst investing decisions have involved three common elements: ■the allure of great upside; ■the "need" to act quickly; and ■the lack of proper due diligence. Our visions of huge, unrealistic profits lead to hasty decision-making, which lead to losses. In other words, in cricketing terms, almost every time we've tried to hit a ball for six, we've ended up being clean bowled. To defend yourself against the kind of greed that leads to grief, put investing returns in perspective. Our critic earlier talked about 100% returns in just a few days. Let's think through that for a minute. If you started with £10,000 and made 100% gains every week, you'd be the richest person in the world -- surpassing Bill Gates' $40 billion -- in far less than six months. We'll go one step further. Perhaps you're thinking of the huge gains we've had over the course of the last year. If you timed it right, you could have made more than 100% on ASOS (LSE: ASC) and ARM Holdings (LSE: ARM), more than 150% on Aggreko (LSE: AGK) and Senior (LSE: SNR), or more than 700% on Rockhopper Exploration (LSE: RKH). ------- I would add , been invested in "RKH" from s/p@40p & 50p levels , still am with all free shares & large crystalized Profits , it is my largest investment in the stockmarket still ---- im also invested in "BLNX" .--- BW Wraith

Yeah , dancing & staying alive ;0) http://www.youtube.com/watch?v=IHWeuQyFouo BW Wraith

Yes , they appear to be building a position here . -------------- myself have consolidated my position here (derisked) , closing out my float position , leaving my core (5 figure) shareholding invested for my s/p target ( this core shareholding entry , now sub s/p@5p ). BW Wraith

Ref : your Question ---- " Is Cred Suisse a new investor or are they just topping up ?" ---- 9th July 2010 - Holdings in Company :- http://www.northacre.co.uk/pdfs/9-July-2010-NORTHACRE-PLC.pdf ----- Source: http://www.northacre.co.uk/accounts.asp . ----- 5. Date of the transaction and date on which the threshold is crossed or reached: 08.07.2010 ------- BW Wraith

No misunderstanding , hope all is good with yourself ? BW Wraith

---- With s/p@72p = Market Cap of £19.24m --------- We have RNS Number : 7919P KiFin "Profit Share with Northacre plc Minerva's economic interest in "The Lancasters" development, a joint venture with Northacre, is unclear. Minerva's annual report to 30 June 2009 discloses only that "…Northacre [is] also able to earn a range of returns, of up to 50 per cent in the case of Lancaster Gate…, on the incremental development profits above pre-agreed thresholds". This level of disclosure, relating to one of the Company's largest assets, is insufficient to arrive at a proper value of the Company's interest in the project." Source : http://www.iii.co.uk/investment/detail?code=cotn:MNR.L&display=news&it=le ----------------- We have Evans Randall , "Luxury Apartments In April, Evans Randall branched out in a new direction by forming a venture with Northacre Plc, which develops luxury residential apartments in the U.K. capital. Evans Randall will raise equity and debt for projects that Northacre will design and develop." Source : http://www.bloomberg.com/news/2010-07-30/london-gherkin-s-co-owner-prepares-for-its-biggest-acquisition-since-2007.html ---------- Directors shareholdings ; Banking (Fiat Supply) & exchange rates , as a driver of Prime Property Values in London (imo) , to mention some of the reasons why myself , am an investor in "NTA"!? ----- i do not see "NTA"as a punt , Quite the opposite as a very sound investment !? BW Wraith

Yes , my price target is undemanding (conservative) imo , leaving plenty of scope for future s/p growth , as visibility improves ( Evans Randall J/V). BW Wraith

Myself looking for "NTA" to achieve a Market Cap of £50m (initialy) , with 26.72m shares in issue = my Target s/p@187p --------- we appear to of a similar view here!? BW Wraith

Yeah , bought a few more today , shall be buying for a while yet , to reach target shareholding here. BW Wraith

Yeah , "NTA" breaking free of shorters here : http://www.youtube.com/watch?v=aOhcyNbyQpk BW Wraith

http://www.youtube.com/watch?v=qxuqUNKqj6E BW Wraith

Also insreased my position here (by 100%) at s/p@51p today , been in meeting since 1400 hrs therefore missed this-afternoons strenghtening of s/p ,-------- myself need to increase this Total shareholding , by a further 100% to reach my minimum target (core + float) shareholding , here at "NTA". BW Wraith

Yeah , good to have a foot in the door here , got a few more than 10,000 shares in "NTA" yesterday , one of my buys is on Plus Markets . ( normaly buy T20s , buying T3s here). BW Wraith

Hi , been watching "NTA" for some time (since late 2008) , decided to put some of my "MNR" profits in here yesterday (Friday),---- OAKs (rather large) , i always liked "The Lancasters" , ------- could only get 50% of my targeted share buy here today !? -------- Extract : "Profit Share with Northacre plc Minerva's economic interest in "The Lancasters" development, a joint venture with Northacre, is unclear. Minerva's annual report to 30 June 2009 discloses only that "…Northacre [is] also able to earn a range of returns, of up to 50 per cent in the case of Lancaster Gate…, on the incremental development profits above pre-agreed thresholds". This level of disclosure, relating to one of the Company's largest assets, is insufficient to arrive at a proper value of the Company's interest in the project." ------ Source : RNS Number : 7919P KiFin 22 July 2010 http://www.iii.co.uk/investment/detail?code=cotn:MNR.L&display=news&it=le ------- for myself , the risk / reward is acceptable . BW Wraith

DISCIPLE , agree thats the way i see it myself . --------- larryh , "FKL" its a way of holding (having indirect stake ) "FOGL" at a reduced risk = reward , through exsposure to the four ( the effect of Oil monnies on realestate values -(imo)- ), & i agree initialy , if "FOGL" strike Oil , in the short term "FKL" will obviously , £ for £ (becuse of s/p levels at entry here) return less on the investment initialy !? ---- my major investment in "FOGL" , is through a direct shareholding. BW Wraith

If / when , "FOGL" strike Oil resulting in a "FOGL" s/p increase from appprox £2 (for example) to approx £10+ , then this would translate (£8 x 1.319 = £10.55p value increase for each "FKL" share) £10.55p + £543.5p. ="FKL" s/p@ £15.985p approx (imo) ------- this calc makes no provision , for enhanced value that thier other assets will acquire ( as all Oil monnies start to impact values) , as you say , they may use "FOGL" (if successfull) profits to develope thier other asset positions ,in this scenario there would be even further added value to the Funds released , from a succesfull "FOGL" investment . (imo) --------- yeah , im very comfortable here at "FKL" , & today have increased my "FKL" shareholding by 62.5% . , ----- crusing , im a patient man , all in good time . ;0) BW Wraith

Yeah , nice little company this , a Diamond set in the middle of four Sappires . ------ With just 9,097,178 shares in issue , & only 7,759,893 available ( 14.7% are not in public hands ) to public , also Profitable & paying a Divi .------ sitting on 12,000,000 "FOGL" shares at Zero Cost to the company , the Managment having reduced (sold 3,000,000 "FOGL" shares , realizing Net Proceeds of £3.6m) prudently , from an original position of 15,000,000 "FOGL" shares Costing £2.5m ( purchased s/p@16p) , -------- now with each 1 "FKL" share representing 1.319 "FOGL" shares approx .----- Therefore if "FOGL" strike Oil (commercial) , for each £1 "FOGL" shares rise , logically "FKL" shares should rise £1-319p approx , from thier respective current s/p levels . ---------- also with realestate & land positions they are sitting on in the Falklands , the 38 acre ( Dairy Paddock) site , for 350 homes awaiting development , being one that spings to mind , amongst thier various positions, so this potential will need to be factored into the s/p aswell , when any significant commercial Oil strikes are made , by one or more of the explorers?------- we already have Sealion & the North looking very positive , if the South Strike Oil as well , & we get the Big Oil money moving in , the Falklands economy will Skyrocket , with "FKL" positions increasing to appropriate levels.(imo) -------------- this is my take on "FKL" , & some of the reasons why i have taken a position here at "FKL" today . BW Wraith

Myself joined you here today , moving some "RKH" & "FOGL" Profits into "FKL".-- BW Wraith