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Buy Starvest at 13p says UKMicrocap.com Starvest (SVE) is an investment vehicle run by small cap mining specialist Bruce Rowan. The investment case is simple. If you want exposure to soaring commodity prices and a company whose shares are trading at a massive discount to net asset value then Starvest is for you! As at 13th December Starvest's net asset value per share was 24.01p. This had rocketed from 11.28p at the end of September due to a stellar performance from a number of its investee companies. That means at the current share price of 13p Starvest shares trade at a huge 46% discount to net assets. We would expect some kind of discount in the shares to reflect the illiquidity of the companies in which Starvest is invested. But we believe that the current discrepancy is far too much considering the potential that some of the investee firms have and the very strong outlook for commodities. BUY. |
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| aus der Diskussion: | Starvest der Mineninvestor |
| Autor (Datum des Eintrages): | XIO (29.12.10 11:32:59) |
| Beitrag: | 122 von 128 (ID:40772318) |
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