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SVI Svg Cap.

735.00
0.00 (0.00%)
03 May 2024 - Closed
Delayed by 15 minutes
SVG Capital Investors - SVI

SVG Capital Investors - SVI

Share Name Share Symbol Market Stock Type
Svg Cap. SVI London Ordinary Share
  Price Change Price Change % Share Price Last Trade
0.00 0.00% 735.00 01:00:00
Open Price Low Price High Price Close Price Previous Close
735.00 735.00
more quote information »

Top Investor Posts

Top Posts
Posted at 07/10/2016 12:56 by rambutan2
Cerrito, how about HVPE? It will be the only PE fofs in the ftse 250 with SVI gone. It's a high quality outfit and the best performer in the sector since it listed in 2007. And the discount is still in the 20s. Its website and investor info is good.
Posted at 19/9/2016 14:18 by atholl91
C, Letters of intent are non-binding. Think HVPE will lose unless they have 40% minimum owned. Even if the bid fails I think the floor is 650p which is a 13% disc to NAV. SVG is my largest PE holding by some margin & I will sack any money manager whose firm accepts this offer. HPVE are at a 23.5% disc which tells you what investors think of their PE fund picking ability. The HPVE board should be working flat out on ways to on narrow this & never get HGT 10% disc to NAV out of their minds.
Posted at 25/3/2016 01:51 by rambutan2
Good set of results this week:
Posted at 12/8/2013 10:39 by cerrito
Much better result than I had anticipated in terms of the NAV. Three reasons. I had not focused in on the Prosieben Sat situation; the issue of the partial sale of SVG Advisers; also remember that of the increase in valuation of £ 196.4m, 54.8, came from FX gains with £ weakening against both the US$(1.625 to £1.512 in H1) and the Euro(0.81 to .86 in H1).
Not surprised at all by the continuing gains since June 30.
Obviously in a strong financial position..perhaps too strong..and to be honesy would by just as happy if they went into rundown mode rather than making new commitments.
Interested to see that H1 performance of their SVG Diamond portfolio-the more leveraged bit- was + 13.8% in H1 compared to + 20.6% of their MBO portfolio.
Note no mention in the Chairman's statement of a dividend but given sizeable discount to NAV continues to be more efficient to return capital by buy back.
Rather frustrating that given Arysta is 14.7 % of the portfolio we know so little of them as they are a private company.
A bit spooked by repeating what we had been told already namely that the proceeds of Permira's sale of Hugo Boss are going to reduce leverage at the intermediate holding company Red and Black-did not know that this holding of Hugo Boss was so leveraged and not sure how I could have known with publicly available information. Illustrates the pitfalls of retail investors investing in pe, especially in this case where there are few concentrated holdings.

I will be remaining with what I have following this am's announcement
Posted at 12/12/2012 19:46 by deepvalueinvestor
Now on my radar due to activist investor interest but I must admit that the large holding in Hugo Boss didn't fill me with glee. However, like DNE it looks as though management will take action in 2013 to narrow the discount. I don't like getting late to the party but I might be tempted in.
Posted at 26/11/2009 16:40 by cerrito
From Richard Fletcher in yesterday's Telegraph
Restlessness over SVG investment
Shareholders in private equity investor SVG, the largest investor in Permira, are, I'm told, growing increasingly restless following the decision to invest a further €40m (£36m) in the P25 fund.
For SVG and its chairman Nicholas Ferguson the investment makes perfect sense: though not of course because SVG just happens to earn a fee for managing P25. It also, I guess, suits Permira: P25 invests in Permira funds.

A small number of shareholders are, however, less happy. Back in January when Ferguson asked cash-strapped investors for an odd £170m he insisted that he was not anticipating making "new fund commitments".

Eleven months – and one strategic review – later, that pledge appears to no longer stand.
Posted at 28/8/2009 07:45 by alanrex
ok results, fall in nav but indications could be the bottom or close to the bottom with the trend being up from here on in. focus on capital return is good but tempered by the long lead time on exits. personally think that long term investors from here could do very well indeed.


all imo dyor.
Posted at 18/7/2007 16:47 by okosling
Börse Inside, a leading publisher of stock market research in Germany for private investors, has this company as a top pick, and has now sent this out as an e-mail to their wider mailing list (i.e. private investors who are not paying subscribers), rather as UK-Analyst do in UK.

This e-mail includes data from recent forecasts by leading UK brokers, and as this does not seem to have been given on this board previously, I include a few snippets:

Merrill Lynch study of 4 July - Strong Buy Case - price target increased from 1064p to 1100p.

A day earlier, UBS saw a 'buying opportunity' (at 872p) and reiterated their price target of 1010p.

At end June, JP Morgan named it as one of their top two favourites in the UK venture capital sector.

Merrill Lynch forecast EPS of 157p for current year (= P/E 5.85), 204.7p for next year (= P/E 4.49), and 316p for 2009 (= P/E 2.9!). Price / Book Value ration currently 0.90, forecast to fall to 0.58 by 2009. Described by Merrill Lynch as "deep value at current share price".

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