menfrommoyse
31 Aug 2016
Re: What is going on here ? ...... The main holdings are now quoted, but subject to lock up. If they sell en bloc at the end of that period there will be some hit, but there is currently quite a margin of safety. I believe the lock up ends in October. What they get will also depend upon how much the other holders that may be in lock up want to sell at the same time. Spain has done well for tourism this summer because of the events in Turkey and likely the fact some Greek islands are refugee centres. So Parques may have done OK and get a bit of a lift at their next update. SP a bit down on last Candover figs, but Technogym a bit up. A reasonable risk-reward proposition. Unfortunately its not poss to short these via IG or I'd buy Candover and sell those two to arb the discount away over time.
Gold or Silver
31 Aug 2016
Re: What is going on here ? ...... Personally.One feels there is a lot left in the cupboard on Candover .Nicely stabilised at present with the write downs yet to be realised.Could be great long term at £1 .Only time will tellGood luck AllAnd May
sage in the hills
01 Aug 2016
What is going on here ? ...... ....a pretty shocking mess ... it would seem....What is the mechanism, or the prospects for CDI to build back the sp again ?SAGE
give the dog a bone
21 Sep 2015
Re: crikey ... it's gone Blue ... well that didn't last long. now 180 degrees turnabout. as I've said already all totally illogical ... the market is being manipulated on a scale that is legalised robbery. The goldmen sacks are still leading the invasion and robbery of your savings.
give the dog a bone
21 Sep 2015
crikey ... it's gone Blue I've mentally written this share off as being incapable of ever getting it right or having some good news. not sure why it's gone positive - no doubt some tip sheet out there is flogging or about to flog it's undiscovered virtues. ( well hoping there is )
sage in the hills
22 Jun 2015
Pigs breakfast ..... what on earth is going on here ??????SAGE
