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Share Name Share Symbol Market Type Share ISIN Share Description
Icg Enterprise Trust Plc LSE:ICGT London Ordinary Share GB0003292009 ORD 10P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  0.00 0.0% 1,086.00 1,088.00 1,090.00 - 0.00 01:00:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Equity Investment Instruments 6.0 2.1 118.1 9.2 749

Icg Enterprise Share Discussion Threads

Showing 101 to 125 of 200 messages
Chat Pages: 8  7  6  5  4  3  2  1
DateSubjectAuthorDiscuss
18/2/2021
09:45
Suspect that any drop below 1000p will trigger buy backs, especially as they are flush with the Telos cash, so that's probably the floor. Jan year-end results will be published at the end of April, and they will be good. Will be disappointed if we don't see 1100p by the time of the final dividend payment in July, subject to general market conditions.
horseyphil
17/2/2021
11:13
Heading for 1050-1100p trading range imho. May sit there till further updates. Though could be more to go for if discount can close toward 10% on improving quality and returns.
its the oxman
14/2/2021
07:50
I didn't see it either until 4 days after the announcement, because the RNS was released at 2pm, not in the morning. They've done this before, even releasing results and trading updates in the afternoon - no idea why they would do that.
horseyphil
13/2/2021
23:22
Cheers for that, not sure how I missed seeing the announcement, mind you i have been to the opticians this week and been told I need my first pair of glasses.
its the oxman
13/2/2021
11:48
ItO, they put out an RNS on 8th Feb saying they had realised it for cash proceeds of £40m - 29.5p per share uplift compared to the Oct valuation. A multiple of 33x cost! Presumably they still hold Chewy shares as the disposal of that stake will be controlled by BC Partners.
horseyphil
13/2/2021
10:18
Hi horseyphil, not obvious to me but has telos been sold or just listed as it has continued to rise.
its the oxman
12/2/2021
12:25
Makes sense to me, seems the only way is up for a bit.
its the oxman
12/2/2021
11:42
With the gain from the Telos sale, the Jan year end nav should be at least 1275p. The discount to that is currently 21%. If it narrowed to 15% that equates to over 1080p.
horseyphil
12/2/2021
11:04
Breaking 1000p today.
its the oxman
05/2/2021
13:53
Surprised at the response to an excellent update. Looks like the lead manager was too as he bought more. The quality of the portfolio has been transformed over the past 2 years, and reinforced by the recent secondary sale of part of the Graphite Capital holding. The 31st Oct valuations used for Telos and Chewy compared to their much higher current prices would seem to guarantee a further rise in nav when the 31st Jan year end results are published. I expected to see this closer to 1050p on these results, and still do.
horseyphil
04/2/2021
16:03
Added today, wide discount to nav should close but also encouraged by repositioning of portfolio toward high conviction ideas and US exposure. Suspect portfolio returns will strengthen and maybe an argument to be made for a narrowing of the discount going forward.
its the oxman
04/2/2021
09:17
By my reckoning 15% discount to nav is a tad over c.1050p so should climb higher yet.
its the oxman
04/2/2021
08:41
Yes, nice update. Glad I cam onboard at 930p last month. One to keep tucked away.
winsome
04/2/2021
08:31
Nice update. Should pop 1000p.
its the oxman
04/2/2021
07:37
Strong update for Q3 and notes further cash receipts since Qend, but no mention of Dr Martens. NAV at 31. is 1,242 and discount is still 15%.
18bt
29/1/2021
11:06
Wonder if it will benefit from the Dr Martens flotation? It's owned by the Permira V fund in which ICGT is invested. Never seen it referenced, but then I'd never seen any mention of Telos until that rns suddenly appeared when it IPO'd and added 33p to the nav.
horseyphil
28/1/2021
17:33
Hopefully it's signalling that next week's trading update is going to be positive.
horseyphil
28/1/2021
14:28
Not sure why icgt has chosen today to break up 20p above 950p when everything else is down, but this is not a complaint.
its the oxman
15/1/2021
08:22
Trading update on 04 Feb. Huge value being created by chewy and telos alone, with both hitting ath's again yesterday. Positive update should see this move towards and probably through 1000p. Will also top-up if it goes below 900p, but unlikely unless there's a big overall market decline.
horseyphil
05/1/2021
17:27
Chewy and telos still look strong, not sure why this is down, will certainly consider buying more if slips sub 900p
its the oxman
24/12/2020
11:59
Yes the new emphasis on upping the US exposure should pay off and arguably warrant a much narrower discount to nav. So looks placed to do well. Pound will be up or down at various times, can't see it having massive upside v the dollar but who knows with currency.
its the oxman
24/12/2020
11:04
Telos now over $30, so 50% up on 26 Nov RNS. Nice group of US-listed holdings. Management buys suggest they think it's undervalued. Can see a move towards 1000p happening soon, and could even move higher from there depending on the Oct NAV estimate. Will be a bit of a headwind from the rising £.
horseyphil
24/12/2020
08:56
Crept back over 900p this morning. Plenty more to go, not sure how much Ceridian they still hold but that's up also.
its the oxman
21/12/2020
16:15
The large holding in Chewy on the NYSE has doubled in price since ICGT reported its 31st July results, hitting another ath today. Telos shares have also appreciated substantially since the recent RNS, so the 2 in combination should have given the NAV a big uplift. That augurs well for a good increase in the NAV when they report the figures for October in January.
horseyphil
17/12/2020
16:20
Hvpe almost 2000p, icgt feels left behind b6 comparison , think we could move toward 1000p fairly quickly at some point.
its the oxman
Chat Pages: 8  7  6  5  4  3  2  1
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