Hg Capital Share Discussion Threads

[rambutan2] 12/2/2006 20:14

this has risen approx 55p in last couple of weeks. seems to have been some big buys over that time. wonder if we due some news.

[rambutan2] 19/8/2005 21:45

im not really a fan of 3i - too big and too followed.

two ive liked in recent months have been...
rutland, which has some interesting stuff in the pipeline at the mo and can still be bought on a discount.

and the newly named fpea/b, the b shares not the a, are a good fund of funds on a double digit discount.

[raxzi] 18/8/2005 15:34

damanko
Nice to hear. I also value on a bid price although at one time I used mid price and deducted 3% from the final total
The Times gave a short piece on HGT today concluding with a buy.

[raxzi] 17/8/2005 16:58

correction to 4 of 6. HGT realised approx half its holding in Raymarine once its 6 months lock in period ended. (interim report)

[raxzi] 17/8/2005 09:08

rambutan2
Thanks. It's possibly an overlooked and fruitful area. On a slightly different note have a look at CGI (discount has narrowed and the Canadian dollar is a factor) but it has a good recent record. Good hunting.

[rambutan2] 16/8/2005 15:31

hi raxzi, yes, everything in the port will be conservatively valued, that's the beauty of these trusts. worth noting though, that with new ifrs i think that they will need to have listed cos on books at bid price.

re graphite, long-term i dont think you can go wrong on a double digit discount.

when looked at more closely nearly all the pe trusts are different beasts and so i like to hold a spread.

[raxzi] 16/8/2005 12:22

Although shown at a premium, aome holdings are conservatively valued eg Raymarine (reported good profits yesterday) in which HGT holds 27%, are valued at a 25% discount to the market price because of a six months' lock-in period.

rambutan2
Any view on Graphite (GPE)? They are shown on a discount of 13%.

[rambutan2] 14/8/2005 23:52

i follow all the private equity investment trusts damanko, and have held many of them at different times. am a bit wary when they go to a premium though - currently happy to hold hgt but not to buy.

[raxzi] 14/8/2005 21:58

I'm certainly no expert but I wouldn't have minded buying these a couple of years ago. I see a third of their assets is in just four holdings and they now trade at an apparent 4% premium but the unlisted holdings are probably worth more than their valuation. Good luck to you if you hold them.

[damanko] 11/8/2005 21:57

Maybe not at all. For some reason, if a share has not rocketed from almost nothing to, say, ten times that amount, then dived back again...... as most wonder stocks have over the past few years, they're not worth in the region of 30,000 posts.

Funny old world, this investment stuff, eh? I mean..... a thousand pounds in this ten years ago, would now be worth 4.5K+, gosh...... and no post from gurus to help. Can't help thinking....

[damanko] 11/8/2005 21:48

Difficult to believe nobody has picked up on this, is a ten year record like HGT shows of no interest to ADVFN BB experts............ maybe not.