Registered:
4/12/15
Seen:
47 mins ago
Followers:
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Comments
1002

Occupation: Retired

Interests: Commodities, Funds, International Stocks, Private Equity, Property, Stocks




JohnEustace's Latest Blogs

I just received a message from Hargreaves Lansdowne that states in part:“New regulation being introduced on 1 January 2018 will affect dealing in some of your holdings.The new regulation requires that issuers of certain types of investments (known as ‘Packaged Retail Investment and Insurance Products’ or ‘PRIIPs’) must publish a Key Information Document (or KID) if they are available to private investors.Without a KID, private…



JohnEustace's Latest Comments

The writers at FT Alphaville have turned their attention to the valuation of another Woodford holding, Benevolent AI. https://ftalphaville.ft.com/2019/06/17/1560748882000/Inside-BenevolentAI--the--2bn-tech-company-backed-by-Neil-Woodford/ Also relevant: https://blogs.sciencemag.org/pipeline/archives/2018/04/23/benevolentai-worth-two-billion

The FT has caught up too: https://www.ft.com/content/024cfc4a-8df6-11e9-a1c1-51bf8f989972

Graham, Why do you prefer to hold Record (LON:REC) over Alpha FX (LON:AFX) ? I usually prefer the disruptor over the disrupted!

pka, From reading around the web, it seems someone put $50m into it at the enhanced valuation. Who they were, whether it was completely fresh money from a truly greater fool, I have no idea, but I would think it worth asking about if I was a regulator. Or an aggrieved investor thinking about a class action case. As someone commented elsewhere this company is…

I see that Industrial Heat is one of the holdings that he listed in Guernsey to keep below the limit for unlisted companies in his fund. So technically it no longer counts as unlisted. But as only his holding is listed on this small exchange there is no liquidity or dealing or actual market valuation until he tries to sell some. https://citywire.co.uk/wealth-manager/news/revealed-woodford-lists-unquoted-stakes-offshore-to-stay-below-limit/a1216022

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