Icg Enterprise Share Discussion Threads

[deadly] 10/8/2020 14:57

It's getting a move on now at last.

[its the oxman] 06/7/2020 07:12

Strugglingto break free of 750p for now.

[18bt] 17/6/2020 13:44

Not quite sure why we have an update announcement out at 2pm rather than 7am, but ...

Q1 Div of 5p
Seems a good performance over the 3 months, including c6 weeks of COVID. I'm sure -7% in local currency terms will bring the sceptics out as being unbeleivable in its literal sense, but as I've pointed out it is weighted to sectors less affected by COVID than typical PE
Detailed assessment of values on 84% of portfolio and they are not saying that there won't be a further COVID effect

So I think we have to take the statement at face value.

[its the oxman] 08/6/2020 14:15

Feeling more likely to see 900p than 700p now.

[its the oxman] 04/6/2020 09:26

Would love to double up here. So hoping to see 700p again. May need some luck and a few down days.

[18bt] 26/5/2020 10:19

Small top up as significant worldwide exposure - only 27% UK. Relatively gloomy on the speed the UK is opening up, but talking to a few people in Europe, that feels much better. Under exposed to leisure/industrials and decent amount of healthcare and education.

[rambutan2] 01/5/2020 01:59

The well presented results presentation:

[18bt] 30/4/2020 07:48

Delayed share price bounceback. The market does seem to be looking longer term through this crisis now and adopting less a domestic focus. Who knows whether Mr Market is right...

[its the oxman] 28/4/2020 10:39

Also probably a great time for them to reinvest while valuations have come back.

[its the oxman] 28/4/2020 10:38

Decent year end results, obviously nav to be hit come next update, but by how much is anyone's guess. Reckon close to 30% hit myself but whatever it is suspect this will bounce back strongly in time.

[chc15] 15/4/2020 16:45

I added too, the portfolio is fairly defensive, so drop is harsh. Will add if it keeps dropping. Recently added to my 3i holding too.

[its the oxman] 15/4/2020 16:20

Added c.600p , can't predict tomorrow, but surely great value longer term

[rambutan2] 24/1/2020 03:45

3rd quarter results to 31/10 out yesterday. Small drop in nav due to currency but otherwise all looking good.

Updated fact sheet:

[nimbo1] 13/1/2020 11:29

Hopefully it can get through that resistance at 1010 today

[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.