SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Safeguard Scientifics SFE -- Ignore unavailable to you. Want to Upgrade?


To: ncs who wrote (1075)2/7/1998 12:05:00 AM
From: John Arnopp  Read Replies (1) | Respond to of 4467
 
As of close today, my NAV spreadsheet shows $32.63, a premium of $2.38! (Remember, includes DocuCorp at $5.) You can view the HTML file here: bluering.com

Also, of interest is that in the Thermo Opportunity Fund (AMEX: TMF)annual report that I just received, they now hold 15,000 shares of SFE, up from 5000 last report. They also hold 3000 shares of OAOT, but no other rights companies. TMF is a closed-end mutual fund that invests in Thermo Electron (TMO) spin-offs and private placements (at least 75%) and other industries related or companies that practice a similar spin-out strategy, but they do not invest in TMO itself. It's nice to see that they recognize the value of Safeguard - enough to have them make up about 2% of their portfolio!

I believe good things will come in '98.

--John