optibear schreef: ↑22 augustus 2017, 21:50 Normaal wordt de boekwaarde genomen en deze kan je in de jaarcijfers en halfjaarcijfers vinden. Bij GBL staat dit in koeien van letters op de website.

The discount that our share price trades to NAV has narrowed somewhat from 47.1% to 43.0% between 31 December 2011 and 2012 and we intend to propose some additional initiatives to try and reduce the discount further. In the event that
the discount at which our share price trades to NAV per share exceeds 35% in the three months leading to 30 September 2017, the Directors of Symphony intend to propose to shareholders the sale of investments to distribute at least 80% of
the NAV, if the Directors reasonably consider that the cash proceeds from such sales will be
sufficient to make the distribution.

Maxwell35 schreef: ↑31 augustus 2017, 20:21 Volgt er iemand nog Sapec op?
Er zou op 27/7 een overnamebod geweest zijn door SOCLINPAR SA aan 60 euro per aandeel.
Weet iemand wat dit concreet betekent voor aandeelhouders? Ik heb ze nog steeds in mijn bezit. Ik hoorde ook nog van een bijkomend dividend binnekort, maar ik weet niet precies hoe de vork in de steel zit.
Grtz

laeka schreef: ↑17 juli 2017, 10:02 Aangekocht Socfin aan 26.5 eurokes. (palmolie en rubberboomplantageholding met als hoofdaandeelhouder Vincent Bollore)

Semapa Sociedade de Investimento e Gestao SGPS SA is a Portugal-based holding company engaged in three business segments: Paper and Pulp; Cement and Derivatives, and Environment. The Paper and Pulp business segment, operated by the subsidiary Portucel SA, is engaged in the production and sale of cellulose pulp and paper, as well as in the forestry and agricultural production. The Cement and Derivatives business segment, operated by the subsidiary Secil - Companhia Geral de Cal e Cimento SA, is engaged in the manufacture and sale of cement, ready-mix concrete, dry pre-prepared mortars, precast concrete and hydraulic lime. The Environment business segment, operated by the subsidiary ETSA - Investimentos SGPS SA, is involved in the collection, transport, storage, processing and recovery of animal by-products, as well as in the collection and recycling of used cooking oil. The Company, through its subsidiaries, operates in Tunisia, Spain, Angola, Poland and France, among others.

reteiP schreef: ↑4 september 2017, 10:56 Ik ken de holding zelf niet, maar het is de grootste positie in het Bestinver Bolsa fonds (enkel Spaanse en Portugese bedrijven in dit fonds):
Semapa SA

stockzombie schreef: ↑6 september 2017, 11:20 Wil me wat meer gaan verdiepen in holdings en zit GBL al in de gaten te houden. Welke holdings staan nog op jullie watchlist en hoeveel korting op de IW wensen jullie om de trekker over te halen?