||EPS - Basic
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Epicure Share Discussion Threads
Showing 76 to 98 of 100 messages
|cannot seem to see the new short code listed QIF|
|I guess its drifted off as sentiment works against Middle Eastern countries as a result of the Egyptian and Libyian situations.
However Quatar is stable and has a real feel good factor at the moment following the World Cup winning bid thus I'm regarding this as a buying opportunity and have dipped a toe in..|
|Could be some news on the way here. Strong possibility of 200% return very quickly indeed...|
|Trying to invest here , any one can help.It is very quiet here|
|Surprised that this had held quite well despite the Dubai fiasco.|
|still trading massively under NAV this vert surprising|
|Certainly seems to have a more promising future than US/UK markets. Nice hedge outside the GBP too.|
|Anyone following this share? See its tipped by RHPS|
|2 trades this afternoon at premium to the bid
14/10/08 14:00 0.6 4,000,000 O 0.5 0.57 Buy
14/10/08 14:00 0.6 8,883,333 O 0.5 0.57 Buy
total value: 77300 quid|
|turning at last?
eqeo and also eqew could be interesting from these levels
eqeo up 9% today
|the nav rose week-on-week
18 Sept 0.9792
25 sept 0.9969
the turning point perhaps for this share?
being the warrants (eqew) would magnify the rise (when it comes)
high risk of course
but, then again, the exercise date is far off (2012), so looks good to me
|Oil rose 12 percent -- the biggest jump in 10 years -- to $117.28, extending a rally sparked by Friday's announcement of the banking rescue plan and a fall in the dollar.|
|oil back over $108|
|full article (Sept 2 2008)
The Qatar Investment Authority (QIA) does not have the best track record as a backer of Britain's blue chips (J Sainsbury and London Stock Exchange to name but two), but as an investor in AIM, the Gulf sovereign wealth fund has fared somewhat better. Yesterday's maiden annual figures show Epicure Qatar Equity Opportunities (EQEO) the London-listed fund into which QIA has sunk $25 million (£13.8 million) to be doing just fine.
Helped by a surging Doha Securities Market the world's second best-performing stock market in the second quarter of 2008 its net asset value (NAV) has risen 41 per cent on the year, bringing in a debut $15.4 million in performance fees. Having raised an additional $85 million last December, the EQEO is now fully invested and has made its first forays into other Gulf States, notably Kuwait and United Arab Emirates. Yet it is EQEO's direct exposure to Qatar's surging GDP growth an estimated 15.5 per cent this year that remains its draw.
The fund is 38 per cent weighted to the country's banks, which have none of the credit problems of their Western peers and provide strong leverage to the Qatari economy. Its industrial holdings are also prospering, reaping the advantage of securing world prices for their output but enjoying low costs from cheap, plentiful gas. With the Qatari stock market trading at 12 times 2009 earnings, despite forecast 30 per cent growth, EQEO's 11 per cent discount to NAV at 111p seems mean. Hold on for more.
|Sept 2 2088
The Qatar Investment Authority (QIA) does not have the best track record as a backer of Britain's blue chips, but as an investor in AIM, the Gulf sovereign wealth fund has fared somewhat better. Yesterday's maiden annual figures show Epicure Qatar Equity Opportunities (EQEO) the London-listed fund into which QIA has sunk $25m (£13.8m) to be doing just fine. With the Qatari stock market trading at 12 times 2009 earnings, despite forecast 30% growth, EQEO's 11% discount to NAV at 111p seems mean. Hold on for more.
|oil at 100$ today|
|Tipped by Tom Bulford in RHPS.
His advice is to buy up to 60 pence.
Converted at 1.98 this equates to
US $1.19, against a current quote
Looks a safe bet to me.
|not after a tip from him!!!|
|Tipped today by Mick Gilligan of Killik & Co in the Sunday Times. Worth a punt?|
|well this hasn't moved any has it !
despite a tip in The Times last week.|
|example of companies about to list on Doha stock market (which eqeo could invest in)
Mannai Corp to list on bourse tomorrow, eyes 'select' marketsPublished: Tuesday, 7 August, 2007, 01:30 AM Doha Time
DOHA: Mannai Corporation, shares of which will start trading on the Doha Securities Market (DSM) from tomorrow, is planning 'selective' regional expansion while keeping options open on acquisitions in the domestic market.
Mannai Corp, which reported 39% gains in its net profit to QR50.12mn in the first six months of the year, also expects its core business to drive growth, according to its medium-term strategy
|example of another (German) fund investing in this region:
Aug 5 2007:
Al Waseela Fund was launched at par at QR10 per unit and the net asset value as on July 15, 2007 for Q-Class and F-Class were QR11.6994 and QR11.6553, respectively. Al Waseela Funds are sponsored by the Commercialbank and managed by EFG-Hermes Financial Management (Egypt) Limited, a leading investment bank in the region.
"The fund is a testimony of Commercialbank's investment banking capabilities and creates greater asset management opportunities.
"During the inception period, the fund managers took the decision to invest 60% of the fund into a relatively attractively valued Doha Securities Market (DSM) and then to finesse actual equity holdings after a comprehensive company visit programme in May.
"The fund was fully invested with only a small exposure to non-Qatari markets as it felt prudent to carry a higher exposure to Qatar relative to other regional markets. At this time many leading companies in Qatar were trading in the range of 10-12 times 2006 earnings with dividend yields higher than deposit rates.
"This approach has been vindicated by the out performance of Qatar in a regional context since the outset. During the initial investment period of the first two months, some drag on the performance was due to the un-invested portion of the fund in a rising market, but this has been partly compensated by the good stock selection.
"After the explosive rally in the market during May, the funds have locked in some short term gains in the leading stocks. The fund has subsequently reinvested these profits and diversified the fund's exposure to specific opportunities outside Qatar.
"This has been facilitated by the funds having custody arrangements in place alongside Oman, Bahrain, Abu Dhabi, Dubai and Kuwait," the bank spokesman said.