Nb Private Equity Partners Share Discussion Threads

[ali47fish] 11/1/2023 16:58

badtime what are you on about?

[badtime] 11/1/2023 16:20

Good grief ..movement on the zeros ..total shock ..ok only .5p but unusual lol

[lozzer69] 07/12/2022 16:04

Paying a dividend yield of 4.1 percent according to HL which very handy.

[rik shaw] 24/11/2022 22:33

Up in dollars is good. But pound now stronger so pound value potentially below figure reported.

[ali47fish] 24/11/2022 17:24

no one commenting on the monthly update to nav- good or bad

[starpukka] 02/11/2022 12:15

Thank you Sky, good to hear .

[skyship] 02/11/2022 09:04

SP - they redeem at 130.63p on 30/10/24. Nothing has to be done. 30th of September their other ZDP (NBPP) redeemed; credited to my SIPP a/c the same day.

Their issuing parent company (NBPE) has £1.19bn in Net Assets, providing 17x cover for the £67m redemption. Totally secure

[starpukka] 02/11/2022 08:45

Sky, what are the chances or likelihood you will be unable to redeem NBPS at the given yield in 2 years time ? I ask as someone with no real experience of ZDPS'.

[skyship] 02/11/2022 07:37

ali - sorry, I was responding to badtime's post re the zeroes - NBPS

[ali47fish] 01/11/2022 22:15

sky whch cheap stock

[skyship] 01/11/2022 20:59

Indeed, looks as though all the cheap stock has been hoovered up.

[badtime] 01/11/2022 17:31

Zeros have moved a tad

[ali47fish] 23/10/2022 10:41

thank you sky it was indeed a very impressive presentation

[skyship] 23/10/2022 09:51

True I trade NBPE from time to time when anomalously cheap versus peers; but my favourite NBPE holdings are their ZDPs.

Their NBPP redeemed at maturity on 30th September. That just leaves NBPS which redeems at 130.63p on 30/10/24 - almost exactly 2yrs.

A seller on Friday dropped the offer price back from 118.62p to 117.7p. That price, if still available Monday, provides a 5.29%pa YTM. Great value for a cash corner of a SIPP.

[skyship] 23/10/2022 08:29

NBPE hold surprisingly firm at c1570p on a 35.7% discount; whereas PIN at 243p now on a 50.7% discount. Former may be a hold, just, but PIN look to be a screaming BUY. An excellent presentation to be viewed:

[ali47fish] 23/10/2022 07:52

ned and wife bought sharea at top price -any significance

[badtime] 12/10/2022 10:00

I should say all comments made in good humour :)

[badtime] 12/10/2022 09:33

Your opinion ..mine differs ..thanks for the nuts ...and of course it's my money not yours lol

[adae] 12/10/2022 06:00

Thanks, but that's nuts. Government debt is the risk-free rate, you've almost no margin over it.

[skyship] 11/10/2022 20:06

Agreed; also prefer shorter maturity dates. Also prefer 4.65% to 4.2%. Simples...

[badtime] 11/10/2022 20:03

Already hold TN25..I prefer to have eggs in several baskets with different maturity dates

[adae] 11/10/2022 14:48

hxxps://www.hl.co.uk/shares/shares-search-results/t/treasury-5-07032025-gilt

[adae] 11/10/2022 13:42

Why would you buy these at a 4.8% GRY, when you can get not far off the same from Gilts?

[badtime] 11/10/2022 13:40

Hi..I can't add really to what Sky posted ..sums it up

[skyship] 11/10/2022 13:26

Likewise BT - added to my NBPS the other day after the maturity of NBPP.

A healthy corner of my SIPP - 15x cover and a GRY at 118.65 of 4.8% to maturity 30/10/24 @ 130.63p.

Hope that helps ali...