thirty fifty twenty
26 Apr 2018
at 18p great trading update a great trading update today.they have already said that their 3rd biggest investment has increased by 100k,and today they say that the 2 'material movements'so this menas that they are each much greater than 100k each.so added to the profits from the FUM,i reckon that NAV will have increased by close to £1m.the 3 investment all seem very exciting and i think each has potential to be quite large companies. of course proof will be in the actual end results but it does give some confirmation of the credibility of the mgt team that they can pick out 3 such successful investments.in addition, BRH has CASH and a successful FUM business.hard to know what the true value might be ...i think in time either a multiple of the current price ,or c.12-15p if all the investments stall.i was a little early in my call of a chart break in July 2017,but the point remains - if they clear 18p,the upside is blue sky which would be reflective of one (or more) of their three investments really taking off.quite risky and hard to get stockAll IMHO, DYOR + BoLBRH is in my portfolio
II Editor
25 Jan 2018
NEW ARTICLE: A small-cap with plenty of fight "Braveheart Investment Group (LSE:BRH)As befitting Haggis Day in Scotland when we're all forced to recite poetry by a historical figure, thoughts of Mel Gibson immediately spring to mind and his outstanding performance as the countries national ..."[link]
II Editor
24 Jan 2018
NEW ARTICLE: Trends and Targets for 25/01/2018 " BRAVEHEART INVESTMENT GROUP (LSE:BRH) As befitting Haggis Day in Scotland when we're all forced to recite poetry by a historical figure, thoughts of Mel Gibson immediately spring to mind and his outstanding performance as the countries ..."[link]
thirty fifty twenty
13 Sep 2017
at 18p classic chart break out in this tiddler great announcement from BRH this morning.1 of their 3 strategic invetsments is being valued at 5.6m and they have in the books at 300k.They own 46%.So i simple terms this adds c.2m to NAV - thats 7p a share.More importantly is that it will give visibility to the bsuiness and its 3 recent strategic invetsments which will now be scrutinised for furtehr hidden value. Not to mention the legacy investments before th enew mgt team came on board.So in this dot com like world of valuations i think to raise funds at 5.6m opens up the possibility that it might grow to be worth 20m+ , and suddenly the portfolio of investments become exciting.it also gives the management credibility which means they can acquire scale.Their UK VC fund mgt business provides a nice stream of underlying profitability and they say that imminent realisations their will create value.The also have 1.6m in CASH (8p a share)And it is nicely confirmed with a 7 YEAR chart break out on volume as a whole new set of investors come on board.So of course there is mega risk, but I do see downside as being very limited, and upside is a multi bagger, especially if you can get < 20pAll IMHO, DYOR + BoLBRH is in my portfolio (small speculative outside ISA)
II Editor
10 May 2015
NEW ARTICLE: Trends and Targets for 11/05/2015 "This week we're looking at the General Financial Sector which includes Hargreaves Lans, 3i, Schroders, and of course, an especially apt Braveheart. way of an anecdote, a fairly reasonable cause of Scotlands alcohol issues became apparent as ..."[link]
