Nb Private Equity Partners Share Discussion Threads

[whilstev] 03/3/2022 16:30

Received straight after I posted.

[novision] 03/3/2022 11:28

mine arrived in ii this morning

[whilstev] 03/3/2022 10:10

Not received my divi yet (due 28th Feb). I am with II. Anyone else waiting for theirs ?

[essentialinvestor] 22/2/2022 10:16

Bought back the 480 shares I sold at the open for approx 15 pence less.
It only equates to a £70 reduction in my holding cost, but every little helps
as the saying goes. Very fiddly and usually CBA's doing something like that.

[chc15] 21/2/2022 19:59

Added here and HVPE, don't feel too confident about it, agree tough mkt!

[badtime] 21/2/2022 19:49

Looking to take a few but can't make my mind up between this and PIN ...hmmm

[skyship] 21/2/2022 16:46

EI - Discounting the NAV by 4%, the same as the January fall, would take the NAV back from 2166p to 2080p. The discount would fall from 29.1% to 26.2%. So a 10% fall in the discount.

I don't anticipate a fall of that degree - unless Putin really does go totally doolally. Why cripple the Russian economy when he has all he wants by just scaring everybody.

[essentialinvestor] 21/2/2022 16:35

Had 2 small lots today but would be a little cautious on their NAV % discount,
might be wise to allow 10-15% off that.

This can bounce hard as we have seen previously.

[skyship] 21/2/2022 16:25

Added at 1533p. NAV discount 29.1%!

[essentialinvestor] 21/2/2022 12:32

Very tough market atm.

[skyship] 21/2/2022 12:12

Toe back into the water at 1547p. Still 32% CASH....

[essentialinvestor] 21/2/2022 11:58

£15.25 on the bid, that did not take long!.

[essentialinvestor] 21/2/2022 11:15

Gary, speculation on my part, no crystal ball unfortunately!,
but there are numerous reasons to be cautious on markets atm as Toffee may
have been alluding to.

[gary1966] 21/2/2022 11:07

So now £15.25 the target.

[toffeeman] 21/2/2022 10:17

>> EI maybe so, maybe random luck - but I am being very cautious at the moment.

[essentialinvestor] 20/2/2022 17:29

Toffee, good call on the £15.75.

If this level does not hold perhaps looking tp last October's £15.25 area.

With significant exposure to tech firms NAS direction plays a big part here
as previously mentioned.

[essentialinvestor] 16/2/2022 12:57

Bounced back quickly following the late January dip, share price increasing to over £18 a share.

The late Jan price about matched that seen late yesterday.

To expect £18 perhaps a tad optimistic given market conditions since!, but we may see
some support?.

A lot perhaps depends on what the Nasdaq does.

[essentialinvestor] 15/2/2022 17:45

Largest holding is in constellation brands?, owner of Cinch, We Buy Any Car etc.
Assume that valuation is based on the last fund raise but given
the CAZOO share price since then, may be downside scope now.


Mentioned last year their main PE backers may we wise to cash in while
market conditions remained so supportive for this type of business, markets
have now moved in to a more selective phase on those assets.

Hopefully backers have not missed a window of opportunity for an exit.
Might be relevant to the NBPE NAV discount.

[toffeeman] 15/2/2022 17:16

If you are a believer H&S target 1575

[skyship] 15/2/2022 16:04

Certainly looking oversold on the MACD; but could easily fall further. May find support on the 2000day SMA @ 1600p


free stock charts from uk.advfn.com

[essentialinvestor] 15/2/2022 16:00

Had a small amount, some investors anticipating the cycle is turning?.


Heard someone who works in PE say it's been akin to
free money for the sector recently and that phase is ending.

Some of the extraordinary overvaluation in lower quality tech stateside is beginning
to unwind, but that process is far from over imv.

[gary1966] 15/2/2022 15:56

Yes trying to decide if good value at this level or more falls to come.

[chc15] 15/2/2022 15:41

Must be a big seller, large drop, mkt blue

[riverman77] 09/2/2022 09:39

Alifish - NBPE already fallen around 12% ytd so I guess this was more than priced in, hence muted reactions today.

[chc15] 09/2/2022 08:55

Yes some odd movements going on here, up and down quickly, weird.