River and Mercantile UK Micro Capital Investment Company Live Discussion

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delyss 14 Feb 2018

Re: NEW ARTICLE: Investment gifts for th... Investment Trust Newsletter (McHattie) comments "George Ensor . . has been involved with the management of the portfolio since the trust's IPO in 2014, assisted now by Dan Hanbury. . . . . The problem of RMMC shares is that they were so highly rated beforehand, on a large premium of 10.2% compared to the sector average discount of 11.9%. That huge valuation differential probably explains why the shares reacted so strongly to the negative news. On a moderate discount now (at 181p) we estimate of around 6%, the shares are probably priced about right in our view. Should George Ensor be able to continue the trust's fine record . . . then that premium can rebuild over time . . . "

jsan22 07 Feb 2018

Re: NEW ARTICLE: Investment gifts for the fa... PhilipRodrigs was sacked today re. professional conduct issue. bit of a shocker. I had invested in his micro and smaller c funds. The smaller co fund has been taken over by Dan Hanbury, this one by George Ensor, current co-manager.

delyss 04 Sep 2017

Barclays I've had a strange letter from the new (un) SmartInvestor service stating that RMMC 'will no longer be a listed investment with effect from 01 January 100 (yes, that's what it says!). Has anyone else had this? Any suggestions, or should I switch straightaway to iii ?

II Editor 22 Dec 2015

NEW ARTICLE: Investment gifts for the family this Christmas "An investment trust makes a generous and long-lasting present for friends or relatives of any age, so – with an eye to the requirements of the festive season – we have stepped away from sector analysis this month, to make some trust suggestions ..."[link]

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