Origo Partners Share Discussion Threads

[russman] 13/12/2016 11:51

No skin. But could get a big bonus if value delivered. Doubt there is any offset to their "bad" deals.

[zcaprd7] 12/12/2016 20:22

Oh. So the BoD do have skin in the game?

[russman] 12/12/2016 12:56

Estimate a pro forma balance sheet.I presume the BoD have some carry bonus on realizations of the 2 largest investments.

[zcaprd7] 11/12/2016 14:34

There was a big buy of oppp a few days ago?

[zcaprd7] 11/12/2016 14:26

Hmm, interesting, he's acting as a guardian angel to protect his interests?

[russman] 09/12/2016 12:25

Maybe there is some value left.I suspect Lars is accumualating ZDPs.

[zcaprd7] 08/12/2016 17:00

Is he? Who is he? And why is he lending them money?

[russman] 07/12/2016 13:03

At least Lars is a player.

[russman] 06/12/2016 13:16

Only 1 buyer over nms.Liquidation over 2 yrs.10p in the £ seems a fair punt.

[zcaprd7] 06/12/2016 09:52

It could be the spread moving around. I don't follow the oppps closely enough, but on opp it happens a lot...

[jbfnfn] 06/12/2016 09:18

I was probably just over interpreting some tiny movement on the OPPP shares. There is no real volume on those anyway. I can't buy or sell the OPPP shares online anyway they are not encouraging trading in them. Russman may have a norse proverb that sums up the situation.

[zcaprd7] 05/12/2016 22:51

Interesting question... Russman?

[jbfnfn] 05/12/2016 19:18

Can anyone explain why there were some transactions below the bid on the preference shares OPPP today. In what way was the RNS bad for the OPPP shares as opposed to good for the OPP shares?

[zcaprd7] 05/12/2016 12:04

Better to be safe that sorry?

[russman] 05/12/2016 10:36

Thought we were liquidating by Nov 2018.Why enter into an agreement with a long stop of Dec 2020.How much skin have the Directors got in this game?

[zcaprd7] 05/12/2016 09:06

Happier now russman? Short term finance in place...

[zcaprd7] 02/12/2016 03:06

Interesting. Keep the share price low for a low ball bid?

[russman] 01/12/2016 12:05

If the ZDPs have been reset, why cannot ord shareholders have an updated nav.

[zcaprd7] 01/12/2016 10:35

I can wait till July...

[zcaprd7] 01/12/2016 10:34

Does it matter? The nav has increased, whenever they recognise it... Similarly, although Origo's net asset value fell by approximately US$4 million to US$26.5 million during the Period, US$3.1 million of this movement related to the continued accrued rate of return relating to the CZDPs from US$69.4 million to US$72.5 million. Following receipt of shareholder approval for the Proposals described above, the accrued value of the redeemable preference shares has been reset, with a corresponding increase in the Company's net asset value which will be recognised in the results for the year ending 31 December 2016.

[russman] 30/11/2016 12:44

Try again,

[zcaprd7] 28/11/2016 19:12

March last year I think

[russman] 25/11/2016 12:46

& when are the finals due.June.

[zcaprd7] 25/11/2016 01:06

And 2 years might not be enough, but at least we won't have to hang around much longer...