3i Share Discussion Threads

[essentialinvestor] 27/9/2021 08:03

Action growing like a weed.

[jonwig] 27/9/2021 07:08

Update very positive: https://www.investegate.co.uk/3i-group-plc--iii-/rns/update-on-portfolio-and-capital-markets-seminar/202109270700099814M/ presentation live at 2pm, and will be recorded for website.

[essentialinvestor] 22/9/2021 08:12

Action is going to be a huge payday, probably within the next 18 months approx would be my take fwiw.

[jonwig] 22/9/2021 08:11

Thanks - I missed that. Here he is, Peter Wirtz: https://www.3i.com/our-people/peter-wirtz/

[truffle] 11/8/2021 12:32

At or around new highs recently. Great company with excellent management IMO, but DYOR

[craftyale] 11/8/2021 06:30

Sold my holding in Pfizer. Buying 3i. Fantastic that the thread here is quiet, normally a great sign. Boring but exciting. GLA.

[cfro] 10/8/2021 10:05

Anyone else experiencing login problems this morning?

[essentialinvestor] 22/7/2021 14:47

Simon has transformed group returns and that's an understatement.

[jonwig] 22/7/2021 14:41

Jersey - in PE, choice of investments in the first place is worth a lot! Managers' delivery in presentations is quite unexciting - and take that as a compliment to them.

[jerseyman1] 22/7/2021 12:58

Not saying they aren't, but I don't imbue management with greatness because of good financials normally, but having said that this lot have done really well in the last 4/5 years

[chc15] 22/7/2021 10:34

Indeed, all good here, top quality management.

[jerseyman1] 22/7/2021 08:49

Cracking couple of days with credit rating confirmation and trading update

[jonwig] 22/7/2021 08:03

Q1 performance - https://www.investegate.co.uk/3i-group-plc--iii-/rns/fy2022-q1-performance-update/202107220700060517G/ Strong, esp. Action (of course!). NAV increases to 1,063p (12.2% tr over quarter) after rising from 804p to 947p in last (pandemic) year. Premium fully justified.

[jonwig] 09/7/2021 14:33

brwo - you're on the 3i company thread, not Interactive Investor! However, since you mention it, I agree. You can bypass it by using the rescue code, but I think all brokers will need to employ two-factor authentication.

[brwo349] 09/7/2021 14:04

The worst thing about this broker is requiring to type in a code sent to your mobile phone every time you log in. Fine if you trade once a week but not acceptable if you trade 5 times a day. Terrible service.

[truffle] 13/5/2021 09:13

Excellent in the circumstances. This comment from Simon Borrows says it all: We enter our new financial year in the knowledge that we have a high quality investment portfolio with broad exposure to sectors with strong underlying growth, as well as a net asset value grounded in 'through the cycle' valuation multiples, rather than reflecting some of the very high valuations we are witnessing in markets at present. We are also maintaining strong price discipline and avoiding the exuberance seen in many of today's transactions as we add to our high-quality portfolio."

[chc15] 13/5/2021 09:00

Great results, shame announced when the ftse drops over 100 points!

[jerseyman1] 13/5/2021 08:29

Really strong results, particularly after a couple of material costs as you say. Bodes very well for post COVID performance

[jonwig] 13/5/2021 07:20

FY results: https://www.londonstockexchange.com/news-article/III/results-for-the-year-to-31-march-2021/14974847 Looks remarkable to me, with an 18% rise in NAV despite FX loss and pension costs. But a 27% nav premium will probably dampen progress.

[grity] 04/5/2021 12:28

App is down again so flipping frustrating. Time to change broker

[chc15] 11/4/2021 09:00

Indeed, has been quietly ticking up, one of my biggest holdings. Its all about Action I guess..

[truffle] 08/4/2021 13:36

The share price seems to be just about at its highs, give or take, after a generally torrid year all round in 2020. But perhaps not very surprising for what appears to be such a well managed company. Long may it continue.

[peterpiper313] 29/3/2021 09:29

Anyone got any thoughts, effects or info on big buy/sell transactions by Directors?