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jonwig1 04 Dec 2014

Re: Seem overpriced now NAV premium is in line with other infra funds such as 3IN, HICL, JLIF.Loans are implicitly guaranteed by HMG, and only retrospective change in government policy (ie. no grandfathering) would cause default.There are, I think, 36 loans in their portfolio. One defaulting would be bad, yes, but not terminal.

LoadsaDosh2 04 Dec 2014

Seem overpriced now On 17th Nov. RNS said NAV was 103p. Bearing in mind the NAV consists of loans and it only takes one loan to go bad to upset things, the 15% premium on the share is looking expensive now. I sold mine.

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Re: AFE Stream Log This post from below , the last time marker was at this s... Re: AFE Stream Log The marker is now 543,826 Beaten by 122,773 which is bet... Re: AFE Stream Log 18th May 2024 (B) 446,598 ( Por ) 666,599 ( debt ) -220,0...
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Rate this company...

Latest from the Community...

VOG30 NovSELLVOG27 SepBUYKIE19 JulBUYAFE30 JanBUYVOG15 NovBUY
Re: AFE Stream Log This post from below , the last time marker was at this s... Re: AFE Stream Log The marker is now 543,826 Beaten by 122,773 which is bet... Re: AFE Stream Log 18th May 2024 (B) 446,598 ( Por ) 666,599 ( debt ) -220,0...
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