Nb Private Equity Partners Share Discussion Threads

[skyship] 09/2/2022 08:53

....constantly editing as prices changed!!!

[skyship] 09/2/2022 08:48

At 1720p the discount = 20.6%; but actually a tad expensive versus:

CLDN (3630p) on 23.5%; ICGT (1250p)on 23.2% & PIN 320p on 22.9% ....all on Dec'21 valuations of course.

[ali47fish] 09/2/2022 08:45

nav says down in update and share price goes up - how does one read this

[scottishfield] 07/2/2022 18:43

Yes, a poor start to the year.

[chc15] 07/2/2022 18:18

Bit of a large drop towards the end of day, will be adding more tomorrow if drops further..

[skyship] 05/2/2022 14:49

You may find it useful to read posts on the Private Equity thread - the epic is PE.

Note my comments on NBPE in my post there today.

[ali47fish] 05/2/2022 14:26

not so simple for me I'll keep watching it or wait for the next nav- markets are not very turbulent now so your guess is as good as mine!

[skyship] 05/2/2022 12:06

ali - would be interested to hear of the eventual outcome of your deliberations.

Personally I don't think there is a strategy to develop here. The shares are simply a BUY, HOLD or SELL depending upon your view of where Markets are headed. QED!

[skyship] 05/2/2022 10:11

ali - start with this:

[ali47fish] 04/2/2022 13:40

I am recent here -can someone long comment on what triggers the ups and downs - are the majority of investments in tech?

[essentialinvestor] 24/1/2022 15:23

Very fortunate to have so many exits last year, lets hope they reinvested wisely.

Bought back in today, very small amount as don't know where NAV may settle on a
market shake out.

[chc15] 24/1/2022 10:07

PE getting dragged down, will be buying this, and adding on dips. Auostore down 10%

[chc15] 21/1/2022 13:51

Yeh suppose so. Listed Pe co's are quite high beta, so can get hurt more in mkt falls, but if u long term its ok.

[riverman77] 21/1/2022 12:54

Autostore is probably only around 4% of NAV now (after recent falls). And that's assuming they haven't reduced their position, which is possible. Therefore a 6% fall today (on top of earlier falls this month) seems an over reaction to say the least!

[chc15] 21/1/2022 12:45

Autostore getting battered, will drop further if this tech fall continues.

[riverman77] 21/1/2022 11:43

Bought back in - sell off look way overdone. A further fall in Autostore shares price and general market weakness this month means NAV may fall a bit this month - but nothing to justify a 12% drop fall in share price this year.

[aishah] 20/1/2022 11:07

Why is this on such a wide discount to NAV?

[chc15] 19/1/2022 09:37

Although ex div tomorrow, so prob fall further..

[chc15] 19/1/2022 09:32

Be watching this, maybe a good time to buy in? Autostore been hit this week.

[riverman77] 13/1/2022 13:56

I guess December itself was a bit soft with NAV down around 2%. This came after a stunning year but I guess this was already priced in. The NAV fall seem to have been driven by a steep fall in the Autostore share price in December, which is their biggest single position (around 7%). Autostore not fallen further since then so that's good news.

[cwa1] 13/1/2022 13:37

It was the URL that wasn't the catchiest, not the RNS itself I fancy...

[ali47fish] 13/1/2022 13:02

what do you mean not the catchiest-thought the numbers were good unless all this is already baked into the price- so why the retrace?

[spangle93] 13/1/2022 07:49

Not the catchiest URL



But 41% NAV increase in a year (to £22.71) and a dividend hike of 15% on August (to 47c) isn't too shabby

14 full and partial realisations in 2021 at an aggregate 83 % uplift to carrying value at 31 December 2020 and a 3. 3x multiple of cost

[skyship] 03/1/2022 09:25

Link to the recent EDISON research now in the Header

[madmix] 29/12/2021 18:56

Any idea what %age of NAV is our exposure to Autostore?

Edit: Found the answer above.

"Based on the announced IPO price (NOK 31) and current foreign exchange rate(2) , NBPE's holding in Autostore would be valued at $130.6 million, a $54.6 million uplift ($1.08 net NAV per share uplift) to the 31 August 2021 vaulation of $76.0 million. The Autostore valuation will be updated in the 30 September 2021 Fact Sheet which will be released in the coming days. A minority proportion of NBPE's holding was sold in the IPO."