|Jpel Priv Eqty
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Jpel Priv Eqty Share Discussion Threads
Showing 301 to 324 of 325 messages
Thank you. please do try to get HVPE if you can. tks|
| Late yesterday afternoon, JPEL Private Equity released its August NAV. It was a decent update with the August NAV increasing by 2.1% from July to stand at $1.43 per share. The drivers of the NAV growth was Innovia the producer of the UK’s new polymer £5 note. Innovia increased in value as the EBITDA for the June 2016 year-to-date period was 50% above the EBITDA for the prior year period. It is worth noting that Innovia also features in the Electra PE portfolio, as Electra co-invested £33m in the buyout from Candover in April 2014 (acquiring a 24% stake). Innovia represented 3% of Electra PE’s investment portfolio. During 2016, Innovia also sold its cellophane business to Futamura Chemicals, Japan’s leading manufacturer of plastic and cellulose films. Elsewhere, MTS Celerion has traded well too. The JPEL August NAV was c79% valued 30 June or later. JPEL received distributions of $9.6m in August with no capital calls.
JPEL ($370m market cap) trades on a 23.5% discount. I think this presents an attractive opportunity given what is going on in the name as well as media speculation surrounding Datamars the second largest underlying holding, the animal tagging business.|
Yes, saw that. Numis also keen.|
|tboy hope you seen JPE buy note today from lib.
Yes datamars will be good if come soon|
|Of more interest was the distribution figure of $9.6m or 2.84c per share.
A sale of Datamars would be good news.|
|NAV up another 2.1% at end August:
JPEL Private Equity Limited ("JPEL" or the "Company") has released the Company's Net Asset Value and Month End Review for the period ending 31 August 2016.
Please find detailed below the estimated net asset value per share for JPEL Private Equity Limited as at 31 August 2016: Ordinary Share Class - $1.43|
|and it goes better bid on your post !!|
|It's crazy that they can't be consistent with their NAV releases. They released two sets within 9 days last time!
Hopefully get news of the Tender as well.|
|Tilts - have you asked them why they are so tardy with their monthly NAV statements?
# The last one was on 9th September for July NAV!
# HVPE today announced their September NAV!
Really no excuse; and could even create a bit of a false market...|
That's my thinking, so even though they are double what I started paying...I am still buying.|
|Corporate Activity - so right, the SVI situation has really stirred the pot, so who knows - JPEL could well be a tasty morsel...|
|you might have to wait bit longer for that unless as you said bonus in 311 ?|
|Hopefully NOV and MAY for Tenders, repay the ZDP's in OCT 17, and then some serious repayments. If the NAV is up to $1.50 in the meantime, all the better.
What would be a nice bonus would be some corporate activity.
Would take $1.25 now for the lot!|
Tks. let's hope you right on them timing on tender.|
Many thanks. As a holder for the last three years it looks as if I got my timing right on JPEL(formerly known as JHELL).
Should get news of the August NAV soon, and hopefully details of the first Tender.|
|sky agree what you said but HVPE got most $ earners which we can not buy or get involve otherwise like snapchat and few co on page 25 and 26
plus $£ still works in HVPE favour.
I hold both so does not matter .if either go up. But lot of action after SVI news|
|Jaws - thnx for posting the HVPE link. I was reading through that just the other day and wondering whether their NAV growth stats (see P.10) are actually flattered versus peers as many pay out dividends each year.
HVPE pays no dividend and has no DCM in place.
Still, it was obviously undervalued a few weeks back, so took advantage - but now out as the discount moves to below 20%.|
pl click on middle Capital Markets Session 6 October 2016 .some real good info to read.
I got both JPEL and HVPE.|
Can you send me a link please.|
|AGM is on 28th October.|
Have you seen JPEL info on HVPE last capital market Session on 6 oct page slide 10 and 11.you might like that for info on this what you said in post 300.|
|any one know when is AGM for this
|2 September 2016
JPEL Private Equity Limited ("JPEL" or the "Company") has released the Company's Net Asset Value and Month End Review for the period ending 31 July 2016.
Please find detailed below the estimated net asset value per share for JPEL Private Equity Limited as at 31 July 2016: Ordinary Share Class - $1.40|
|An interesting and informative piece of research from Jefferies today.
Their recommendation remains HOLD, however they use three case scenarios, with their BEAR case still giving an IRR of over 8% during the life of the fund.
From presentations I have seen, it looks as if the portfolio is relatively mature, and conservatively valued, yet JEFF are generally sceptical on the ability to achieve disposals above book.
I have had a wonderful run on the shares, and recently aided by a weak £, but I struggle to find anything that appears to have such compelling value.
$1.25 may tempt me, but Im happy still to buy at the moment. It just makes me wonder where all the stock was coming from last week!|