3i Share Discussion Threads

[sos100] 16/1/2023 10:10

really poor trading platform!

[cfro] 16/1/2023 09:19

So, they've updated their website - it's miles worse!

Took me a good half hour to work out there was a very thin side-bar on the right hand side to scroll down all my holdings.

No buy/sell buttons by each holdings. That was so simple to use.

If it aint broke don't fix it?

[craftyale] 11/1/2023 13:37

Div also arrived today

[craftyale] 11/1/2023 08:12

14 :)) approach 1 and 3 yr highs

[podgyted] 08/1/2023 18:48

The TU's from BME and NXT suggest a strong Xmas which bodes well for Action.

[craftyale] 06/1/2023 23:38

2023 a good year for iii

[craftyale] 13/12/2022 15:47

3 month high. Come on 14.

[craftyale] 24/11/2022 17:05

Yes, im also a happy iii chap

[sd235] 23/11/2022 22:18

First purchase end of June with small topping up in isa up 20%
Second purchases in general account July and August up 10%.
Excellent figures and still trades on a discount.
Going by the past I would expect a 20%+ premium.
My other holding is hg capital similar purchase dates done nothing...yet!

[chc15] 10/11/2022 09:23

Amazing results considering the environment, Action just cannot be stopped!

[jonwig] 10/11/2022 08:04

NAV 1477p (March 1321p), next divi 23.25p, ex 01/12, pay 11/01.
Only 9% of portfolio underperformed. Follows outstanding numbers from 3IN on Tuesday.

[podgyted] 09/11/2022 23:19

Well let's hope the rout stops tomorrow.

You never know.

But if the NAV goes up from the 1,406p at March, then perhaps there's a chance. All down to Action.

[chc15] 29/9/2022 15:52

Rout going on, I've started my topping up, will keep adding on more big drops..

[jerseyman1] 26/9/2022 10:32

Hopefully the big positives of portfolio balance, Action performance and high non £ income will see off the bears. This IMHO is a great business

[riverman77] 26/9/2022 10:13

Yes pretty safe place to park your money right now, given non GBP exposure and resilient collection of businesses.

[jerseyman1] 26/9/2022 08:31

Action sounds like it is storming ahead

[jonwig] 26/9/2022 07:42

Portfolio update:

Talk of headwinds but Action doing well. 87% of portfolio non-sterling assets.

[roguetraderuk] 22/9/2022 20:25

pepco, another european discounter targeting a similar price bracket if not quite the same product mix trades on 19 times 22 numbers. its been a relative outperformer despite some overhang issues that in theory should be a headwind for the share price so taking that valuation, action is in the same ballpark.

[wad collector] 22/9/2022 20:06

It was tipped in the Times this week FWIW, @1134p, hailing the performance of its holding in Action (A Dutch retailer apparently) . The track record of 3i compensates for the uncertainty of private company valuations they say.

[essentialinvestor] 22/9/2022 17:49

Appreciate the view, thanks.

[riverman77] 22/9/2022 17:40

Just my view, but would expect NAV to hold up pretty well - Action always seems to produce stellar trading figures no matter the economic backdrop, and the rest of the portfolio is fairly defensive (infrastructure, healthcare, discount retailers). Solid long term hold for me and will keep adding on further weakness.

[essentialinvestor] 22/9/2022 17:12

Anyone have a current view here, price, likely NAV given Europe wide recession ?.