GREY:NEVDQ - Post by User
Comment by
ronnie420on May 25, 2021 5:22pm
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Post# 33264682
RE:RE:Recent specialist funds to BUY into NCU >>>
RE:RE:Recent specialist funds to BUY into NCU >>> Thanks Notgnu,
I bought into this company knowing of the history ect. I think I was feeling a bit discouraged with the recent rundown of the SP. I only have 140000 shares avg .225 so not as big into this as most of you on here. I think my patence is getting the best of me lol. I have missed a few opportunities due to my cash being tied up in this stock. Patiently waiting lol .
Notgnu wrote: With knowledgeable guys like these on the buy side I am not relinquishing any more than my 10% trading position at any one time. There may also be other funds slowly accumulating shares before the consolidation (upcoming announcement of ration at June 30 AGM.)
Do not let little technical girations shake you out of your basic position... it could at any moment become difficult to buy a significant position back again without chasing it up.
Just My Opinion (JMO)
N
Notgnu wrote: Fourth Sail:
- 70 million shares, 19 + million warrants (approximated from corp. pres.)
- https://www.fourthsailcap.com/our-work/
- We spend much of our time analyzing the underlying value of cash flows of companies, which is typically where we try to capture upside. Across sectors, we strive to have deep industry knowledge, continuous contact with management teams, and a constant refinement of our assumptions and models.Regal Funds
Regal Funds:
- 31 million shares, 8.5 million warrants (approximated from corp. pres.)
- https://www.regalfm.com/site/About-Us/approach
-
INVESTMENT PHILOSOPHY
Through fundamental research Regal selects shares that it believes are undervalued and are expected to rise in price. In addition, the strategies utilise Regal’s expertise and systems to sell shares that it believes are overvalued and take advantage of a falling share price. This practice is known as ‘shorting’ and sets Regal apart from many other traditional investors as it creates more opportunity for alpha generation.
INVESTMENT PROCESS
The investment process for our funds focuses on a four-step stock selection process, which emphasises the bottom-up valuation of companies.