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NAV Uplifts
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- Lemon Slice
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NAV Uplifts
More good news on NAV rises following on from Pembroke, 5 of the Albion vct's have announced good uplifts this morning, AAVC was the only one which has not had a RNS today but they have just paid a tasty special divi so that was already announced.
On top of that Amati is up today as is Maven 3 vct so a pleasing few days for vct investors.
On top of that Amati is up today as is Maven 3 vct so a pleasing few days for vct investors.
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Re: NAV Uplifts
While NAV uplifts are very welcome, let's not kid ourselves about investment performance. Markets are getting bubbly if not already there.
How long this goes on for I have no idea but it'll reverse at some stage as it always does.
The lesson from 2007/08 was to keep investing in quality at deep discounts to NAVs. Emotionally much harder to do than now.
plus ça change, plus c'est la même chose
How long this goes on for I have no idea but it'll reverse at some stage as it always does.
The lesson from 2007/08 was to keep investing in quality at deep discounts to NAVs. Emotionally much harder to do than now.
plus ça change, plus c'est la même chose
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- The full Lemon
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Re: NAV Uplifts
Markets are bubbling because there is surplus money - being printed by government like there's no tomorrow.
This is what inflation has looked like so far this century. It started with house prices and a credit bubble, then moved on to other assets.
This is what inflation has looked like so far this century. It started with house prices and a credit bubble, then moved on to other assets.
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- Lemon Quarter
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Re: NAV Uplifts
UncleEbenezer wrote:Markets are bubbling because there is surplus money - being printed by government like there's no tomorrow.
This is what inflation has looked like so far this century. It started with house prices and a credit bubble, then moved on to other assets.
I don't think it is just that. The biggest factor, I think, is the ludicrously low level of interest rates. The return on, and therefore valuation of, equities has to be in relation to the return on/valuation of the alternatives, ie cash and bonds. By comparison to bonds the return on equities continues to make them seem very attractive, so until the negligible/negative return on cash/bonds changes I doubt that equities will weaken.
If and when interest rates do return to 'normal' levels, things could get very ugly very quickly.
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- Lemon Half
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Re: NAV Uplifts
scrumpyjack wrote:
If and when interest rates do return to 'normal' levels, things could get very ugly very quickly.
Particularly for bonds.
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- 2 Lemon pips
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Re: NAV Uplifts
Thank you for this information Barchid.
May I ask how you were alerted to it? I subscribe to alerts from Investegate for all my holdings and a few others on my watchlist but didn't get anything. The Albion announcements still don't seem to be on Investegate at all although I eventually found them elsewhere.
Best wishes,
Steve
May I ask how you were alerted to it? I subscribe to alerts from Investegate for all my holdings and a few others on my watchlist but didn't get anything. The Albion announcements still don't seem to be on Investegate at all although I eventually found them elsewhere.
Best wishes,
Steve
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- Lemon Slice
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Re: NAV Uplifts
Steve
advfn or vox are quick to alert one to a relevant rns, in my experience, they both offer that facility.
Hope this helps ?
Rgds
advfn or vox are quick to alert one to a relevant rns, in my experience, they both offer that facility.
Hope this helps ?
Rgds
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Re: NAV Uplifts
Barry Ritholtz has recently been providing some interesting commentary on venture capital. Suggests we may be at or around 1996 at today's stage of the cycle relative to the internet bubble.
https://ritholtz.com/2021/09/venture-ca ... verywhere/
https://ritholtz.com/2021/09/venture-ca ... verywhere/
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- 2 Lemon pips
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Re: NAV Uplifts
Maybe so, but we're at a quite different point to 1996 in respect of the debasement of fiat money vs other assets -- property, gold, shares, VCTs.....
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