churjones
25 Feb 2018
Re: Views anyone? The optimum words are exactly "does any body know " after the banking debacle of RBS, lloyds and recently Carillion, does anyone really know whats going on behind a balance sheet, i bought in all the latter in good faith, as a sound longer term buy, just like ELTA, if your judgement is made like mine on the clouded evaluation of possibly deceitful accounts, then basically hard luck and try a Zebras tail, some other more irrational method of deciding what to buy, as accounts are not necessarily the safest route. regards
Stepenwolf
25 Feb 2018
Re: Views anyone? Hello ChurjonesI had owned this for several years during which the return has been fantastic. I sold out after the last cashback waiting fir opportunity to buy in againOn Friday share price dropped a little more to £8.90 which is just above 12 month low of £8.70I would buy in a shot if i believed the NAV declared was really -55%Does anyone know the truth about the NAV?
churjones
24 Feb 2018
Re: Views anyone? I've just bought into ELTA on the basis i see more not on offer than is actually being put out as information from the company, there is a good margin against asset value to share price and SIGB still hold a large number of shares , a good indication of a substantial amount being left on the books as far as value goes or else they would have sold out, add to that the opportunity to be involved in a potentially growth company when they relinquish trust status, and you might have a reason to buy. Although i consider the portfolio overweight in certain areas generally it offers good value for the future in my opinion. i have every intention of increasing my holding and missed that opportunity with the recent falls
Stepenwolf
19 Feb 2018
Re: Views anyone? Hi FolksStillholdimg out at share price of £9.02 - what are views of other contributors - worth a punt?
Richygm
06 Feb 2018
Getting interesting... N/T
QuelFromage
03 Jan 2018
Re: Views anyone? ... sorry, as suggested by Stepenwolf.
QuelFromage
03 Jan 2018
Re: Views anyone? HL have an estimated NAV per share of 1,114.00 and an estimated price discount to NAV of -16.02%The latest NAV reported by Electra themselves is 2,028.00 (23 October 2017).I reinvested the first big divi but not the most recent one - waiting as suggested by Richgym.QF
Richygm
21 Dec 2017
Re: Views anyone? The figures are not correct. They have not been updated.
Stepenwolf
21 Dec 2017
Re: Views anyone? I sold all my holdings a while back at 9.41 and now have the dividend of £9.14 too waiting for the share price to fall lower before buying everything back. Is that a decent strategy ? Is the discount at current price of £9.20 REALLY giving a discount to NAV of 53%. Seems too good to be true to be able to buy at 53% discountAND a yield of over 11%Any advice as to the truth would be greatly appreciated Thank you for any insights.
Richygm
21 Dec 2017
Re: Views anyone? Incidentally, can this site please update its factsheet for this share?
Richygm
21 Dec 2017
Re: Views anyone? With the management saying they do not think anything is worth investing in at present, and hence the lack of news here of any kind, I can see this shareprice drifting further. Worth watching and getting in if they become cheap.
QuelFromage
18 Dec 2017
Re: Big investors buying Chiles was referring to the Witan Investment Trust and Prudential not the £7k director buy ... although "recent" depends on your perspective.Witan IT still have 1.2% of their portfolio in Electra which I think dates from 2010.[link] Prudential have invested recently[link]
Richygm
08 Dec 2017
Re: Big investors buying c.£7000. Well, that's not a major vote of confidence, is it?
Chiles
07 Dec 2017
Big investors buying Recent news shows that both Witan Investment Trust and Prudential have been buying recently. Their research will have been serious and professional. This tends to encourage me and I have bought today.Today's report to the market is short on data and detail but also provides a note of optimism. The shares also offer a useful bit of variety to a portfolio.
Richygm
02 Nov 2017
Re: Views anyone? Always difficult to suss these things. I'm staying out but watching closely.
