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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
  4.00 2.0% 204.00 206.00 207.00 207.00 201.00 201.00 222,756 16:35:14
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Equity Investment Instruments 150.7 144.4 29.4 7.2 1,002

Apax Global Alpha Share Discussion Threads

Showing 51 to 73 of 125 messages
Chat Pages: 5  4  3  2  1
DateSubjectAuthorDiscuss
17/12/2019
15:06
let all my shares go this am and yest. will chase other investment trusts with wider discounts but same / better underlying nav performance. been a nice trade
nimbo1
25/11/2019
21:42
hope so! 2 of the best performing trusts underlying editda growth wise (their holdings) and nav wise - ICG and Oakley are on huge discounts - oakley especially looks like a great buy here given the director buys.
nimbo1
25/11/2019
14:13
These have been well bid for following the recent Q3 results but there could still be more to come when compared to the other equally decent private equity trust, BMO (ticker BPET). APAX disc. 8%, BMO disc. 4%. APAX div 5.4%, BMO div 4%.
ec2
06/11/2019
07:13
Q3 results again look strong: https://www.investegate.co.uk/apax-global-alpha-ld--apax-/rns/quarterly-results-for-30-september-2019/201911060700023792S/ Presentation on website gives NAV as €2.15 (191p... stronger GBP?)
jonwig
16/8/2019
10:13
Hi Jonwig, i agree the increase in NAV here looks appealing and reading the report some of their portfolio appears to have significant traction. The discount although widened by historical standards for APAX isn't actually that large compared to the sector NBPE, SLPE. The funds which don't pay a dividend seem to have less of a discount HVPE for example.
nimbo1
14/8/2019
15:24
Half-year report: https://www.investegate.co.uk/apax-global-alpha-ld--apax-/rns/2019-interim-report-and-accounts/201908140700049417I/ Nav at 30/06 was €1.88 which would now be 194p. A 20% discount looks far too high even in these markets. Div would annualise to ~9.7p if 5% of NAV.
jonwig
30/7/2019
07:41
Apax Funds quarterly valuation: https://www.investegate.co.uk/apax-global-alpha-ld--apax-/rns/apax-funds--valuations-as-at-30-june-2019/201907300700061052H/ Look at the uplifts over just the last three months: between 5 and 13%!
jonwig
22/5/2019
07:08
There's an Investor Day today, with a webcast and presentation pdf here: https://www.apaxglobalalpha.com/investors/results-reports-presentations/ Ithink the presentation has been up for a while.
jonwig
15/5/2019
08:10
Yield is over 5.5% at these prices.
rcturner2
08/5/2019
07:48
Excellent results.
rcturner2
08/5/2019
07:34
Q1 results to 31/03 look pretty decent with 8.7% return in the quarter and 17.2% over last twelve months. Part of this was € weakness. I estimate the nav at 31/03 to be €2.01, or 172p at today's FX. https://www.investegate.co.uk/apax-global-alpha-ld/apax/quarterly-results-for-31-march-2019/201905080700042923Y/
jonwig
29/4/2019
10:51
You can meet the managers of Apax Global at the Mello Trust and Funds Show. We all have discounted tickets available from ShareSoc, full members get an originally £49 ticket for the reduced price of £24.50 - hTTps://www.sharesoc.org/blog/education/learn-from-experts-at-the-mello-investment-trust-and-funds-conference/
sharesoc
05/3/2019
08:04
FY results: https://www.investegate.co.uk/apax-global-alpha-ld--apax-/rns/2018-final-results/201903050700138103R/ "Total NAV Return1 was +7.1% (+5.4% constant currency) reflecting strong operational performance of the Private Equity portfolio and a positive contribution from Derived Debt" - pretty respectable numbers for a bad year in the markets.
jonwig
26/2/2019
20:01
Today's sales add 3.6% to September's adjusted nav. Ignoring forex and any other movements, that means nav is now 176p. Annual results on 5 March.
jonwig
19/12/2018
19:21
Yes, a pleasant surprise! But NAV was 170p at 30/06, so still at a discount (like most PE sector).
jonwig
19/12/2018
18:51
Promotion to the 250 explains some of the recent rise, see rns above. Thank you shire
getscenic
30/11/2018
03:58
For my info: htTps://www.apaxglobalalpha.com/media/1078/aga-prospectus.pdf
rambutan2
22/11/2018
11:40
Here is your chance to meet with Apax Global Alpha: Using this unique discount code, ADVFN25, you will be able to get £25 off at Mello London 2018, a 2 day investor conference from the 26th – 27th November 2018 at the Clayton Hotel, Chiswick, London. Http://melloevents.com/mello-london/ Tickets are normally priced at £99 for two days and £79 for one. Type in ADVFN25 as the discount code. Many Thanks and take advantage of this premium offer. See you there.
advfn_sales
07/11/2018
10:09
Yes, very happy this morning. Should see a steady reversal upward now
yopf
07/11/2018
08:13
Yes this bit was pretty good: LTM Total NAV Return was +11.6% (+11.9% constant currency), reflecting strong performance of the Private Equity portfolio
jonwig
07/11/2018
08:11
Good update from APAX today. I have doubled my holding.
rcturner2
01/11/2018
09:15
The board were clever enough to recognise that the market was overbought so I'm hoping they lightened the load and bought back in in time for the latest bull run. Results next week.
yopf
26/10/2018
10:20
Thanks Jon I'm looking for a modest return on what I see as a low-risk technical situation backed up by strong financials from the company. APAX looks way oversold to me now and I hope/expect a reversal as we approach results.
yopf
Chat Pages: 5  4  3  2  1
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