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Share Name Share Symbol Market Type Share ISIN Share Description
Apax Global Alpha Limited LSE:APAX London Ordinary Share GG00BWWYMV85 ORD NPV
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  12.00 6.15% 207.00 199.00 201.00 201.00 194.80 195.00 661,717 16:35:05
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Equity Investment Instruments 150.7 144.4 29.4 7.2 1,017

Apax Global Alpha Share Discussion Threads

Showing 101 to 125 of 125 messages
Chat Pages: 5  4  3  2  1
DateSubjectAuthorDiscuss
16/4/2021
18:53
very nice uncrossing trade at 207.. hope it opens around there next week.
nimbo1
13/4/2021
10:52
Yes the sale was a huge disappointment and has weighed heavily. To be fair it was conducted swiftly and may in the long run be more satisfactory than having a seller lurking in the background over many months. I just wonder if APAX themselves could have done something about it. If someone of that size wants out and is willing to sell at below NAV is that not worth holding a tender for to buyback?
makinbuks
12/4/2021
16:14
The numbers on APAX look good to me. Yield, P/E, current price at disc to NAV. There's a lot to like.
jmh4
09/4/2021
15:45
Welcome, I believe you have come in at a very good level. I'm hoping that the recent weakness caused by a substantial sale will reverse in time when we get NAV updates and realisations above NAV
makinbuks
09/4/2021
09:57
Well, my 192 limit order was executed yesterday so I guess I'm in now!
salpara111
25/3/2021
11:43
Private Equity: Where are the real bargains? - HTTPS://it-insider-issue-57-consumer.webflow.io/feature-1 #APAX #CHRY #MNTN #GROW #III #HGT #HVPE #AUGM #SYNC #LMS #ICGT #PEY #OCI
speedsgh
25/3/2021
11:37
Funds advised by Apax to acquire Rodenstock Group - HTTPS://www.investegate.co.uk/apax-global-alpha-ld--apax-/rns/funds-advised-by-apax-to-acquire-rodenstock-group/202103250700053975T/ On 24 March 2021, the Apax X Fund ("Apax X"), in which AGA is a limited partner, announced that it has entered into a definitive agreement to acquire a majority stake in Rodenstock Group ("Rodenstock"), a leading manufacturer of premium ophthalmic lenses. The transaction is expected to close by Q3 2021, subject to applicable regulatory requirements. On a look through basis, AGA is expected to invest approximately €21.3m in the company. Note that these figures relate to AGA's look through position of Apax X's overall investment in Rodenstock and are stated before taking into account any closing adjustments and translated based on the latest exchange rates available where applicable1. Founded in 1877, Rodenstock has been a global leader in prescription lenses for over 140 years, with a strong track record of innovative product development and market leading technologies. Headquartered in Munich, Germany, Rodenstock employs around 4,900 people worldwide and is represented by sales subsidiaries and distribution partners in more than 85 countries. Rodenstock has a strong and growing pipeline of innovation; its patented DNEye Pro technology stands at the core of its business strategy and made Rodenstock the first company to measure the individual shape and size of each eye and use thousands of data points to produce individualised eyeglass lenses, called Biometric Intelligent Glasses (B.I.G. VISION™). The company's portfolio also includes eyewear under the Rodenstock and Porsche Design brands. Apax X will support the Rodenstock management team's vision of accelerating the company's growth through innovation, commercial execution and digitalisation, whilst continuing to deliver the highest level of service to clients and partners. The Apax Healthcare team have a deep understanding of innovative MedTech through prior investments in the space, including companies such as Candela, a pioneering non-surgical aesthetic device company, and Acelity, the global leader in wound-care products.
speedsgh
24/3/2021
11:35
A good opportunity to acquire - great long term potential.
ivor hunch
19/3/2021
12:30
I should imagine the seller is very disappointed with that price, given they were 220 in the market only a few days ago.
makinbuks
19/3/2021
09:27
Seems like a decent buy for sure. If private investors cant get into IPO's why not let someone else do it for you. Barriers for entry pretty high. Will buy more on any weakness, into the bottom drawer. Thanks
theprovosts
19/3/2021
09:23
Private placing price 180p a bit disappointing, hence share price fall, I suppose.
jonwig
19/3/2021
09:21
This is it, I think. Date is right: https://quoteddata.com/2021/03/apax-global-alpha-posts-strong-returns-2020/
jonwig
19/3/2021
09:04
Hi Jonwig, that link isn't working anymore. Any chance you could rout it out again? Seems like a decent buying opportunity this morning. Thanks in advance.
theprovosts
11/3/2021
12:21
Thank you for highlighting that. An excellent read. Very thorough
makinbuks
11/3/2021
09:03
QD Research: https://quoteddata.com/research/apax-global-alpha-limited-abundance-alpha-qd/
jonwig
08/3/2021
14:07
And a huge increase on their own valuation. A well timed float I would say
makinbuks
08/3/2021
09:13
Another uplift on IPO: https://www.investegate.co.uk/apax-global-alpha-ld/apax/initial-public-offering-of-innovage/202103080700134062R/ Not a big NAV rise (€0.04) but part of a consistent pattern.
jonwig
08/3/2021
08:59
Back up now no worries
bis5
07/3/2021
16:35
Why the drop is there something I don’t see ?
bis5
02/3/2021
07:27
Final results: https://www.investegate.co.uk/apax-global-alpha-ld--apax-/rns/2020-final-results/202103020700047821Q/ NAV 219p, so virtually at par. A lot of PE is at a big discount, except 3i at a huge premium. This looks pretty comfortable.
jonwig
05/2/2021
15:37
"Carried interest" is money owed to the partners in the fund which has not been extracted as cash, and on current rules is not taxed. It's nothing to do with borrowing. Given that, I'm still at a loss to explain the valuation.
jonwig
05/2/2021
12:42
Well if I was running a fund and a transaction was proposed that gave the fund a negative net worth, whether theoretical or not I would question why do it. Or at least why do it now as it would appear they have borrowed money and accrued an interest liability in advance of needing it.
makinbuks
05/2/2021
12:23
It says note4, attached to that fund, "Where relevant, the valuations are expressed net of any estimated carried interest payable should the funds hypothetically be liquidated as at 30 September 2020 and 31 December 2020 respectively " I'm not altogether clear about what that means! It's a tiny exposure to that fund, though.
jonwig
05/2/2021
12:05
How come the Apax EUR X fund had a negative value at the beginning of the period?
makinbuks
05/2/2021
08:16
Strong funds valuation gains over the quarter. Four best up 21, 18, 13, 12%. https://uk.advfn.com/stock-market/london/apax-global-alpha-APAX/share-news/Apax-Global-Alpha-Limited-Apax-Funds-Valuations-as/84256433
jonwig
Chat Pages: 5  4  3  2  1
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