Icg Enterprise Share Discussion Threads

[nimbo1] 13/1/2020 11:29

Hopefully it can get through that resistance at 1010 today

[stockstracker] 11/1/2020 15:40

ICG-Longbow SSUP was recently able to restore full #dividend cover following its portfolio transformation https://twitter.com/smallcappick

[slock1] 05/1/2020 05:48

Been buying these since around 2000,Steady climber all the way. Apart the 2008 crash.Much better since ICG.Looking forward to further increases there is still a bit of discount to close down 👍

[its the oxman] 02/1/2020 14:11

Still looking for a run to 1100p.

[nimbo1] 17/12/2019 13:54

was thinking of doing the same but have a lot already. OCI also worth a look - huge discount and underlying NAV wise the best performing trust of the last 12 months... hopefully won't continue

[its the oxman] 16/12/2019 22:00

Added today, this has not jumped much with the market rally, bit of catch up to come, i hope it could jump 10% or so.

[nimbo1] 09/12/2019 15:02

nice move here - not tempted to sell as think now this is 250 with one more decent set of results this could get to under a 5 percent discount...

[nimbo1] 29/11/2019 16:20

APAX has done it - but even here I'm not going to sell it - brilliant combination of growth and income

[nimbo1] 29/11/2019 15:55

Or kept until the discount hits 5% or under

[nimbo1] 29/11/2019 15:55

It will be at 10 soon IMO. Level 2 demand side looks strong for the moment. Not sure where from there but bought this as a long term holding - this is the sort of thing that could be kept forever financial crises depending : )

[its the oxman] 28/11/2019 16:42

Bought in today c.950p. Bit late to the party , but hopefully not too late.

[nimbo1] 22/11/2019 10:30

nice its going to break up (i hope) at some point

[rambutan2] 21/11/2019 20:23

Belated congrats to ICGT which, without fanfare, was promoted to the ftse 250 at the start of the month: https://investegate.co.uk/ftse-russell/rns/greene-king/201910281745013880R/

[skyship] 30/10/2019 17:01

Yes, hindsight a wonderful thing; then, so is a good chart!

[nimbo1] 30/10/2019 16:00

I put 15% in here but as I always find when something so obvious starts moving i think i should have bought more - hindsight

[nimbo1] 29/10/2019 12:09

a lot of value on offer here for the quality

[skyship] 04/10/2019 13:32

RAM - maybe, but not your forensic skills! Interesting chart. ICGT has had 3 step ups and 3 periods of consolidation; these following a 100% rise & 2 x 50% rises. Now looks to have broken through the ceiling; which IMO provides a first target of c980p. Needs first to break through the “Big Figure” resistance at 900p…then should progress. free stock charts from uk.advfn.com

[rambutan2] 04/10/2019 12:33

SKY, you've still got your eagle eyes then!

[rambutan2] 04/10/2019 11:46

As always, a clear view of what ICGT up to: htTps://cdn-icg.azureedge.net/media/1483/july-19-interim-results-presentation-final.pdf This has really gone up a level in quality since the change to ICG management.

[skyship] 04/10/2019 07:35

Oliver Gardey, Head of Private Equity Fund Investments at ICGT, invests £50k with the purchase of 5,557 shares at 889p. Pretty irrelevant this, but the Trades actually show the price paid was 899.667p!

[skyship] 03/10/2019 07:42

ICG ENTERPRISE TRUST PLC - Unaudited Interim Results STRONG PERFORMANCE WITH DOUBLE DIGIT GROWTH IN THE HALF YEAR to end Jul'19: -- NAV per share of 1,175p -- total return of 12.4%

[riverman77] 21/8/2019 20:11

Well sterling down around 7% versus USD since 30 April, so I'd put it slightly higher than 20%, but good value in any case.

[skyship] 21/8/2019 20:05

65% US & Europe. 18.1% discount to Apr'19 NAV. May now be at c20% discount but no more than that. Still, good value as their discount is historically a lot lower.

[riverman77] 21/8/2019 19:05

Looking good value here. With recent fall in sterling I estimate the discount to be around 23%. Around 70% of fund is in non sterling assets.

[brexitplus] 25/4/2019 07:22

Recommended in the Telegraph.