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?”
Tag: Samuel Terry Asset Management
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”
Firstly, just in case anyone missed it (it is not particularly obvious browsing the company news headlines), there is a request to wind up APW. Fred Woollard from Samuel Terry Asset Management has instigated this, and the expectation is AIMS cannot vote. Continue reading “AIMS Property Securities Fund (APW)”
I meant to write this post when beginning the blog to assist in describing my investment style but it slipped my mind. It resurfaced in my thinking when I recently read a book Margin of Safety, by Seth Klarman. Some areas he cites in the book that are useful to look for opportunities are very similar to what I look for. It would also be great if readers can comment on any current “special situations” they see out there in the markets. Continue reading “WHERE INSTITUTIONS AVOID AND RETAIL INVESTORS FIND BORING”
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)”