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I've made a tidy profit from RSE, but you don't really need to own it full-time. The share price won't move much until one of the public companies is taken over and the next RSE tender offer is announced.

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Thanks Oak. Looks like the ultimate cannibal stock. Have you come across any other stock that has reduced its share count like RSE including tender offer?

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Delta, there's quite a number doing so - but none to the extent of RSE. The next best example is CGEO and after that IP Group. I'd also suggest to look at ESO which has only just begun buy backs but where cash and listed equals the market cap:

https://theoakbloke.substack.com/i/148297792/cgeo

https://theoakbloke.substack.com/p/ipo-yeah

https://theoakbloke.substack.com/i/145405380/eso

Another one that another reader pointed out yesterday (but I've not looked at in depth yet) is TFG - Tetragon

Hope that helps

OB

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