|Electra Private Equity
||EPS - Basic
||Market Cap (m)
|Equity Investment Instruments
Electra Private Equity Share Discussion Threads
Showing 76 to 94 of 100 messages
|Is anyone happy with this new Board? - I think the Sherborne lot are RUBBISH. Why are we throwing the towel in on an investment strategy that has returned 13% per annum long term. It really is a nonsense. I'm going to vote against everything they propose, not that it will make any difference! Looks like this is the end of Electra Partners and the team will disband.|
|I think Sherborne are going way to far here. Electra is a top performing private equity investment trust. We do NOT need a change in investment manager. Its about time other holders fought back.|
|Mr Bramson is going for the jugular by increasing their holding today to 30.51%!|
|Please Mr Bramson pull the rabbit out of the bag soon!|
|Thank you Mr Bramson for the 38p dividend!
Of course what Bramson recognized is that the valuations placed on the investments in the books of Electra are of about 2.5x income.
The investment values are carried at a really low amount and if a valuation in the region of 8-10+x were to be applied, which might be realizable, the value of the trust would more than double.|
Wonder what's gonna happen. any ideas? liquidation, tender offer, bid?|
|Sherborne have increased their stake to 22% now, and the trust discount has subsequently dropped from over 16% to 4.6% within a month.
This is similar to what happened to the share price back in March when Sherborne first announced their interest, only for their proposals to be rejected at an EGM in October.|
|nice share price rise over the last month or so; does anyone know why?|
|£60 per share valued by Sherborne! Investors would be stupid to vote against the proposed changes!
At least Sherborne show vision, worthwhile to go along with!|
|Action at last?|
|Sherborne now have 18.39% (6,501,235 shares) of the company which at current price of £27.20, has a value of £177M and which no doubt shows a marginal profit on their purchase costs, but I am sue that they are anticipating much larger profits, by perhaps breaking the trust up or demanding a hefty repayment of capital.
Lets hope something good will happen soon.|
|With the share price now not far off NTAV, I'm out of these and swapped into another with a bigger discount. Can't fault long term performance and may be back in if discount widens again.|
|Activist investors always good to put the burners under a share price short term, though whether good long term is another matter|
|Nice rise today on news of Sherborne taking big stake...
|agree plus esure still to go ,more to come ?|
|Great announcement today re binding offer for Allflex - uplift of over £100m to NAV offselt by £38.6m of carried interest provision.|
|well now back to 2208 to add|