Tag: Keybridge Capital Limited

DANGER IN LICs?

I came across a couple of articles in the last week or so that reminded me we are indeed in buoyant times with regards to the appetite for new LICs, reminding me about the times just before about 2005. This eventually spelled trouble for many as they were hit with widening discounts to NTA after the GFC. Continue reading “DANGER IN LICs?”

UPDATES ON RMS, NAM, KBC, MEL AND UNDERPERFORMING IN JULY.

RMS – RMS has been a hold all year on the blog from the low 20 cents area and recently halted the hot run in the share price it had to hit above 60 cents, by making a placement to institutions at 50 cents despite being cash rich and to the shock of most pundits.

Continue reading “UPDATES ON RMS, NAM, KBC, MEL AND UNDERPERFORMING IN JULY.”

COMPANY HOLDINGS UPDATES – MEL, KBC, AIK, ELD, UPG, AIQ.

I am catching up about writing a few more details on some of the companies I owned that have had some news of significance over the last couple of months. Here are some thoughts, forgive me if at times it appears I have written this a few weeks ago as this may have been the case in some instances. Continue reading “COMPANY HOLDINGS UPDATES – MEL, KBC, AIK, ELD, UPG, AIQ.”

COMMENTS ON RECENT TRADES – AAC, MVT, CYB, HHV, GVF, EVN, KBC, AGF, SSM, WCB, RNY.

I have been posting about more general themes of investing styles of late so now I wanted to get up to date in terms of providing more detail about recent trades, or news on companies I own. Continue reading “COMMENTS ON RECENT TRADES – AAC, MVT, CYB, HHV, GVF, EVN, KBC, AGF, SSM, WCB, RNY.”

Various recent portfolio changes

I would have to admit I am quite staggered by the moves we have seen since Brexit. I am not surprised that the market found some support given the initial panic, but to post new highs so quickly together with highs in bonds and in the gold price was a shock to me. Continue reading “Various recent portfolio changes”

Holdings updates – AIK, KBC, AIQ, MEL, GVF,VNL:LN

AIK – They announced another rights issue which I am again more than happy to participate as it is for growth opportunities that they are paying cheap multiples for that offer plenty of synergies. Continue reading “Holdings updates – AIK, KBC, AIQ, MEL, GVF,VNL:LN”