Origo Partners Share Discussion Threads

[iankn73] 15/5/2017 17:19

Yes, not much in terms of volume. Strange though when so close to results.

[zcaprd7] 15/5/2017 15:41

Not much in terms of volume? Just bought some for my isa...

[iankn73] 15/5/2017 13:44

Quite a lot of selling considering results are due soon. Hope it isn't a leaky ship or cash call.

[iankn73] 15/5/2017 13:02

Yes, I had another small top up this morning.

[zcaprd7] 15/5/2017 12:49

Still dropping, still topping up...

[russman] 12/5/2017 09:58

The ZDP & loan are in USD.
I suppose the portfolio would hedge this USD liability.
Could be a plus, or not.

[russman] 10/5/2017 12:53

& there I was splitting the balance sheet into different currencies.Should have googled it

[zcaprd7] 09/5/2017 13:37

I just put 10.5 cents into Google?

[russman] 09/5/2017 10:40

Have you taken account of the fx movement.

[zcaprd7] 08/5/2017 17:19

8p minimum. Resetting the zdps adds 50% to the latest published nav, excluding any portfolio gains, so that's 10.5 cents a share... New nav to include this, will be published end of June.

[zcaprd7] 07/5/2017 21:56

Well, I doubt Lars would have chucked them all that money to keep it going either, if there wasn't a decent upside. I reckon 8-12p NAV end of June update...

[iankn73] 02/5/2017 13:38

I have no idea similar to Russman. My investment is based on a premise. When looking at their historic investments in China/Mongolia. I'm assuming that the global economy is in better shape than previous years and some of their investments will bear fruit if one has the patience to wait.

And looking at where the share price is. I feel its a risk worth taking. I dont have a massive amount invested here, so can take the hit if I get it wrong.

Good luck all

[zcaprd7] 02/5/2017 12:09

I was asking lankn!

[russman] 02/5/2017 11:13

No idea what & if & when anything has been sold.

[zcaprd7] 30/4/2017 01:40

What do you think the revised nav will be?

[iankn73] 28/4/2017 16:43

Agreed Russman. I'm willing to accept the risk.

[zcaprd7] 28/4/2017 16:03

Spread is shrinking?

[russman] 28/4/2017 11:47

There may be value but no news is the risk.

[iankn73] 27/4/2017 13:58

Just snapped up some more shares this morning. I have been quietly accumulating over the months. I feel there is far more upside at these prices and worth a small risk.

Good luck all

[zcaprd7] 25/4/2017 10:19

Smallest spread we've had for ages...

[russman] 10/4/2017 11:09

The deadline for the accounts is the end of June.A trading update would be appreciated before that.

[russman] 08/4/2017 09:33

Final Results usually mid June.
Trading Update sometimes in March.

[russman] 03/4/2017 11:39

I will check; it is too quiet.