Nb Private Equity Partners Share Discussion Threads

[skyship] 16/11/2020 10:50

Excellent NAV Update from NBPE - and the share price responds accordingly.

[its the oxman] 28/8/2020 21:34

Now overdue a push toward 1000p. Lagging behind harbourvest and icgt,

[badtime] 21/8/2020 10:26

Have a fair few zeros otherwise I’d be interested in the ords

[skyship] 20/8/2020 12:51

31 July 2020 NAV per Share of $17.83 (£13.72 @ 1.31) increased $1.07 or 6.4% from the previously issued 30 June 2020 monthly NAV estimate of $16.76

[its the oxman] 20/8/2020 10:07

Bought in a few days ago sub 900p. Seems far too big a discount for a well managed fund. Time will tell but should have significant upside from these levels.

[deadly] 15/7/2020 08:11

This has notably underperformed wrt HVPE and others over the last few months, but not obvious why.
Discount of 34% compared with 21%. Seems good value given its long term record.

[tiltonboy] 29/6/2020 15:22

badtime,

...lol...

[badtime] 29/6/2020 14:44

Ah I saw one at a million...not yours then :)

[tiltonboy] 29/6/2020 14:37

My trade hasn't marked yet.

Thanks for the info.

[skyship] 29/6/2020 13:46

Yes, saw that trade, so just topped up with another 5k at that level.

This link shows the cover at 11.4x & 11.8x:

[tiltonboy] 29/6/2020 13:41

Paid 104.47 for the 24's.

Trying to find the cover for each series, but struggling!

[skyship] 29/6/2020 13:22

Tilts - Glad to see you in there. As you will have seen, I've bought into both NBPP & NBPS. In these bizarre times the GRYs between 4.4%-5.4% are a useful replacement for the redeeming BBYB.

[badtime] 29/6/2020 12:08

Which ones did u go for?

[tiltonboy] 29/6/2020 11:03

Picked up a few ZDP's this morning.

[badtime] 06/4/2020 10:20

Toe in on the zeros today

[badtime] 01/4/2020 20:45

Ords up zeros down..hmmm

[alpal2] 26/3/2020 14:03

Will they be allowed to give current value update at presentation?

[novision] 26/3/2020 11:19

Presentation here: hxxps://www.nbprivateequitypartners.com

Pg 17 lists investments at Fair Value - says total $1069.5, so I guess you can do the maths? But it as at 29/2/20 so prob down (much) more since then.

[skyship] 26/3/2020 10:46

Impossible to say what the current NAV might be as requires declarations from a host of managers. For a pure guess I would say c850p, ie down c40%, so a discount of 24.7%.

[alpal2] 26/3/2020 08:44

Anyone done a preliminary analysis of the presentation; current NAV?

[novision] 24/3/2020 19:37

Ouch! Bit of an irritating price performance. Hope the investor call on 26th will shed some light.....

[rambutan2] 06/12/2019 18:31

As NBPE is a near pure co-invest vehicle, I thought the below interesting.

See pg12 of presentation for chart: Co-investment fund vs buyout fund performance



And worthwhile article on the subject:

[mad foetus] 18/7/2019 10:16

Good call here sky

[nimbo1] 17/7/2019 09:17

about to move higher

[nimbo1] 17/7/2019 06:57

Nice, given the pound action yesterday and today the time to strike on this one!