James Carthew and Matthew Read comment on the latest Saba actions in Patrick Sanders’ article: “Insanity is doing the same thing over and over again and expecting different results. I keep saying that I cannot follow the logic to Saba’s actions, but maybe there just isn’t any.” “This is starting to feel a bit like […]
James Carthew on his bounce back fund Chrysalis in Jennifer Hill’s article: “The discount has narrowed a bit, helped by a significant share buyback programme, but there’s the potential for it to improve further,” and on Bluefield Solar: “I expect the bid price to be a long way north of the current 69p, a 40% […]
James Carthew comments on the latest Saba actions in Linus Uhlig’s article: “Insanity is doing the same thing over and over again and expecting different results. I keep saying that I cannot follow the logic to Saba’s actions but maybe there just is not any.” Read the article here
Matthew Read comments on Saba blocking Herald’s tender proposal in Christian Mayes’ article: “Herald’s announcement says that negotiations are ongoing so we will have to see what comes of these but, by not tendering its shares, the implication is that Saba is looking for something else other than an exit at asset value.” Read the […]
Matthew Read comments on Saba blocking the Herald tender in Tom Aylott’s article: ‘This is a frustrating and confusing development for Herald shareholders, particularly those who like Katie Potts’ strategy and have held the trust for a long time and still don’t know whether they are going to be forced to cash out to avoid being […]
Matthew Read commented on Saba’s latest move in Michael Nelson’s article: “Matthew Read, senior analyst at QuotedData, said that by not tendering its shares, the implication is that Saba is looking for something else other than an exit at asset value.” Read the article here
James Carthew: These top-performing trusts have a lot further to run Fidelity Emerging Markets and Templeton Emerging Markets trounced their peers with high returns last year, and show no signs of slowing. Global emerging markets trusts have had a great run recently – well most of them anyway. Top of the pack are Fidelity Emerging […]
James Carthew comments on activism in Holly Mead’s article: “Normally activists don’t buy enormous stakes and try to force things to happen. They buy smaller stakes, suggest ideas and take other shareholders along with them.” Read the article here
James Carthew comments on the government’s retrospective change in the renewables’ Obligation Scheme in Michael Nelson’s article: “Respondents clearly rejected the premise of both proposals, warned about the potential long-term negative impact on funding of future infrastructure projects, and highlighted the negligible benefit. To only ignore that and press ahead, even with the least worse […]
James Carthew provides data and comment for Matteo Anelli’s article on discounts in Trustnet: “If something is consistently on a wide discount but there isn’t a good reason for it, then something will happen corporately or otherwise to bring that discount down,” Read the article here
