Nb Private Equity Partners Share Discussion Threads

[essentialinvestor] 28/3/2023 09:44

12 month low at circa £13, although from memory that price was not quite available on the offer.

[riverman77] 28/3/2023 08:31

It was on a much tighter discount than the others (PIN, HVPE, etc) so probably just a reversal of earlier outperformance. Looking interesting though at current levels.

[ali47fish] 28/3/2023 08:19

still dont understand the retrace more than others- is a good time to add or wait

[tag57] 23/3/2023 21:35

There were a lot of single share purchases late this afternoon. someone trying to walk the price down?

[starpukka] 23/3/2023 21:11

Thank you, nexus.

[essentialinvestor] 23/3/2023 19:42

riverman, appreciate the reply, thank you.

[nexusltd] 23/3/2023 18:21

@starpukka. Target yield 3.4% of NAV. 28/02/23 NAV=USD28.09. Target Div USD0.95
Thus @ Offer 1490p, Target Yield= 5.2%

[starpukka] 23/3/2023 17:41

What is current yield here ?

[gopher] 23/3/2023 17:15

Agree but some weakness in PE share prices only to be expected given SVB. Just before there was a little buying in the sector as discounts seemed to be excessive, that bounce has now being wiped out. The dividend here is attractive as not all IT PEs make distributions. Aggressive share buybacks seem an obvious course of action.

[riverman77] 23/3/2023 16:55

On the HVPE discount, it could be its fairly large venture exposure and lack of dividend, but even so a 50% discount is clearly ridiculous. PIN is on a similar discount, and there are a few others in the 40-45 range all with excellent track records.

[chc15] 23/3/2023 14:32

Some chunky sells going through, must be a seller in the mkt, who knows.

[essentialinvestor] 22/3/2023 15:13

I don't understand the NAV discount in HVPE?,
given their record.

Is it their particular reason ..

[chc15] 22/3/2023 14:41

Yes, hoping it doesn't go back there, but I'm just buying some new holdings, in this, and HVPE a few days ago.

[essentialinvestor] 22/3/2023 14:38

Still trading well above the June '22 low,
that looks like the cycle low point for the share price ?.

[chc15] 22/3/2023 13:02

Bought a little at 1535, will add more on any big dips..

[ali47fish] 15/2/2023 17:49

iam not complaining annd what s wrong to wish that comments are used by other readers for the benefit of all- nobody posts for themselves

[tournesol] 15/2/2023 17:31

ali

It's not a good strategy to complain about other posters because they haven't given you what you want.

By all means feel free to make substantive contributions of your own.

[toffeeman] 15/2/2023 15:15

Might I suggest you take little, if any, notice of Hardman

[ali47fish] 15/2/2023 14:44

fine i am interested in posts/ opinions from experienced investors and the decison is finally mine. As this is the PE sector i dont find sources that are reliable except kepler notes or hardman sometimes- my question was addressed to posters here- there is no reasons why a discussion board can't be a source of useful information and my experience on the whole has been positive

[skyship] 15/2/2023 09:20

ali - we can provide you with facts; but you still have to determine what represents value and what doesn't......it's your own personal estimation.

That is why I posted 409 above when NBPE moved into an over-valued state - in my estimation.

[tournesol] 15/2/2023 08:39

ali47

which board are you talking about?

do you mean the board of directors?

or do you mean this discussion board?

and who exactly is your comment aimed at?

[ali47fish] 15/2/2023 08:29

the comments on the board are decrptive not evauative- no very useful to investors/adders

[skyship] 15/2/2023 08:14

GRY = Gross Redemption Yield. All as above...

[rik shaw] 15/2/2023 08:09

Gross Yield to Maturity. i.e a calculation of the annualised percentage return taking into account capital gain/loss and any interest coupon (though there isn't one here)

[ali47fish] 15/2/2023 07:58

gry what's that