Tag: activist investing blogs
There are now well over 100 ASX LICs. I must have looked reasonably closely at the fee structures of more than half of the current crop and have noticed a couple with unusual structures. I would be interested in the view from others about these features, and also if other LICs follow a similar arrangement? Continue reading “Unusual Fees in LICs?”
In a recent blog post I suspected that the latest ALI buyback announcement appeared to be of the Claytons variety. Claytons was a non-alcoholic drink but marketed in the 80s as “the drink you have when you are not really having a drink”. It was to give the impression you are out having a drink, but wasn’t quite the same. Continue reading “Management AIMS for a Claytons buyback?”
The voting results but not entirely unexpected, I thought things may be close all along. When I say close, obviously I refer to the numbers adjusting for the prospect the courts would later on decide that the AIMS stake does not count towards the outcome. Continue reading “THE AIMS WIND-UP VOTE”
Apologies as this probably turns into a rant because I can totally see the frustrations of holders here. Continue reading “FRUSTRATED HOLDERS OF APW (AIMS PROPERTY SECURITIES FUND)”