Partners Grp Share Discussion Threads

[qs9] 03/12/2009 14:29

Still on the blue....

[qs9] 19/11/2009 12:19

Looking good still...

[qs9] 19/11/2009 07:29

No comments?

[qs9] 18/11/2009 14:09

so €5.06 NAV and rising vs €2.7 share price ..anyone not think this is great value???

[alpal2] 17/11/2009 17:25

The delisting has been approved. But it is going to take some time before you realise your full NAV. There is a lock-up until 2011 and then you can sell 5% of your holding per quarter.

That seems to be the downside: Now the upside is that in their latest report PGGO makes much of their present healthy cash position; if this continues, the whole process may well be speeded up. If the markets hold up, a number of their investments may use IPO's to realise cash for PGGO

Any other ideas?????????

[gaz959959] 13/11/2009 00:12

Hass else read about the proposal to de-list the company? I understand that there is a shareholder meeting coming up soon regarding this (In the next few weeks). The information I read indicated that the de-listed shares would also offer shareholders to sell at NAV. if this is true, then I would expect the shares to trade much closer to NAV should the vote be in favour of de-listing. Can anyone confirm if this is correct?

[qs9] 03/11/2009 08:09

Looks like another step up already IMO, buy at £2.38..

[qs9] 03/11/2009 07:33

And another few % today would be great....heading towards £3 me thinks...even then a 20% discount to NAV (which may have risen since)

[qs9] 02/11/2009 14:52

All seems to be ticking along nicely at PGGO...I'll continue posting to myself

[qs9] 02/11/2009 14:00

any views on TP?

[qs9] 02/11/2009 13:30

and the rise continues.....£3?

[qs9] 26/10/2009 10:44

Cannot believe this was around £8 (at today's exchange rate) a year ago!

[qs9] 26/10/2009 08:17

Yup, understand that but with the discount to NAV being so so high, hopefully a marginal difference on forex becomes manageable within people's risk profile.

[colonel a] 24/10/2009 13:24

The £ tanking is only good if you already hold.
Anytime you buy in a foreign currency there's an implied additional gamble.
I'll be over the moon if the discount closes to 30%

[qs9] 24/10/2009 09:28

With £ heading towards parity, has anyone noticed that this means the NAV is approximately £4.50 at September that is before any rises between then and now? SO at £2.10 we are at less than 50% of NAV!

Surely more people would see this as a great buying opportunity? Even a 20% discount would see the shares at £3.50 or 60-70% above todays' price!

[qs9] 23/10/2009 15:36

cheers Colonel A, there restructuring proposals caught the imagination of some as shares were up 10%ish on the back of it. agreed a target of nearer 30% would be fairer

[colonel a] 23/10/2009 14:43

Not aware of any external comment.
Agree there probably is more to come.
They are a decent size but are largely $ based and there are more transparent private equity outfits at sizable NAV discounts.
My initial target was to see the discount below 50% - in current optimistic mode that seems a bit tame.

[qs9] 23/10/2009 14:14

who cares, I'll enjoy the +40p so far....since the £1.65 days...lots more to come IMO

[qs9] 23/10/2009 12:49

Looks a fascinating play and one which obviously people are still buying into.

Any broker note TP?

[qs9] 22/10/2009 08:31

Glad someone else is on here! Looks a bit of an overlooked no branier in my humble opinion..

[colonel a] 20/10/2009 13:43

Yup.
A now rising NAV !

[qs9] 20/10/2009 10:31

Anyone else in? Sitting at massive discount to NAV?

[qs9] 25/9/2009 18:22

Anyone follow these?