Origo Partners Share Discussion Threads

[nuney123] 22/12/2010 12:47

Bought a few of these last week at 40p. They were recommend in a Charles Stanley newsletter last month. By the few posts on the board it would seem the company has few private followers yet seems to be a very good way to get into a fast growing area. Am i missing something?. They seem to have good asset backing..

[looky] 09/12/2010 18:30

They have started today a series (for about 10 days) of institutional meetings - that is the trigger

[m.t.glass] 09/12/2010 10:38

News seems to have been enough to trigger a breakout from recent plateau, if it holds.

[m.t.glass] 09/12/2010 07:23

Origo Partners Plc ("Origo") is pleased to announce a US$1.7 million follow-on
investment in Niutech Energy Ltd ("Niutech"), previously known as Jinan
Eco-Energy Ltd, in connection with Niutech launching its first co-developed
plastic recycling plant in China...

...The joint venture has the potential to become one of China's largest
plastic-to-fuel recycling operations...

..Niutech has also made considerable sales progress in the last few months by
signing material contracts with customers in India, Thailand, Estonia and
Poland...

..We expect Niutech to emerge as a leading global player in the plastic to fuel recycling space..

[praipus] 25/11/2010 13:12

Many thanks, thought Ecofin (ECWO,ECWZ,ECWL,ECWZ) was in there now.

[praipus] 25/11/2010 11:47

Where is the best place to find who the major shareholders are here (the list in the header is out of date I think)?

[mangal] 25/11/2010 10:43

Tipped in the Shares Magazine today.

[tenapen] 15/11/2010 17:34

It does not take long for OPP to spend their money ;-).

[tenapen] 28/10/2010 12:10

Its nice to see that we have a large % holder, selling down their holdings (Spearpoint ltd) and yet we are still rising.

Welcome Credit Suisse Group, a big name :-)

[micmac303] 28/10/2010 10:34

RNS Number : 1097V
Origo Partners PLC
27 October 2010

27 October 2010
Origo Partners Plc ("Origo" or the "Company")
Holding in Company
The Company was notified on 27 October 2010 that, as at the same date,
Spearpoint Limited ("Spearpoint"), within its nominee, Secure Nominees Limited,
holds 19,387,740 ordinary shares in the Company ("Ordinary Shares"),
representing 6.41% of the issued share capital.

[shroder] 27/10/2010 15:17

RNS Number : 1093V
Origo Partners PLC
27 October 2010

27 October 2010
Origo Partners Plc ("Origo" or the "Company")
Holding in Company
The Company was notified on 26 October 2010 that, as at the same date, Credit
Suisse Group AG ("Credit Suisse"), holds 13,101,379 ordinary shares in the
Company ("Ordinary Shares"), representing 4.3% of the issued share capital.

[tenapen] 26/10/2010 13:56

Steady buying today is taking OPP higher.

[tenapen] 25/10/2010 14:30

Good post's and thank you for posting.

[robards] 25/10/2010 13:25

And don't forget this one:

Citywire


Where to find unconstrained China exposure

by Stephen Peters on Oct 20, 2010 at 09:33

Part of the early history of investment trusts was one of providing growth capital to developing markets. The names of many trusts today still remind investors of this, even if the mandate has long since changed (it is a shame, for example, the evocatively named Tramways of Montevideo trust no longer exists).

China and India are undoubtedly two of today's developing markets. JP Morgan's China and Indian trusts are two of the bigger trusts investing in those countries, but following a recent presentation it is clear both are managed with more than one eye on their respective benchmarks.

Having produced some uninspiring (relative) performance, we feel the two trusts could meet the needs of investors seeking active management more than they do presently. We don't believe we are alone in this view, and it would be a shame if they were only seen as trusts in which to trade the discount.

While there are a number of smaller cap companies and trusts that invest in the two countries, one that we are particularly interested in is Origo Partners.

The firm was created in 2009 out of the merger of the management company and a fund it launched a few years previously. The new company is mainly a growth capital private equity company that seeks to take advantage of two areas where it sees rapid Chinese growth – namely demand for resources and environmental or clean technology solutions.

Founded by a Norwegian and a Swede, it is based in Beijing with a team that includes Chinese nationals. China is the company's main investment focus.

RM Williams is an Australian company that grows produce to meet the increased Chinese demand for agricultural commodities. Management are excited about the potential of Unipower, which makes lithium ion batteries for electric vehicles, an area of rapid growth in China.

It has signed deals with regional governments in China to launch renminbi-denominated private equity funds, which the regional government and the company will invest and also seek outside capital.

These are also interesting from the perspective of earning the firm recurring management and performance fees, as well as giving it introductions into businesses in areas of China outside of the well covered coastal regions.

The focus on natural resources led Origo to have a number of investments in Mongolia, and it recently set up an office in Ulan Bator. The company has stakes in coal and copper operations in the country, with Origo's stake in Gobi Coal & Energy being one of its biggest holdings.

It also founded a corporate finance joint venture in Mongolia, looking to take advisory roles in its future mining related initial public offerings.

We think the management are very switched on, have purchased a portfolio of very interesting companies and are aware of the need for them to demonstrate the key ability to sell as well as buy in the near future.

Of course, such a stock presents numerous potential risks, from political interference, operational problems from holding companies through to management change and discount volatility.

With net assets of only £90 million, it is also currently quite a small company. We are very aware of all of these potential pitfalls, but think the company is well worth taking a look at when looking at how to play the long-term Chinese growth story.

[shroder] 25/10/2010 08:20

FT: Laugh if you like, but Mongolia is a serious play

By David Stevenson

Published: October 22 2010 16:28 | Last updated: October 22 2010 16:28

I've been talking up the imminent arrival of Mongolia as a hot new investing destination for years now, usually to hoots of derision.

Last week, though, I had not one but three separate confirmations that Mongolia has finally become the newest "in thing" in the fickle world of investing. The first indicator was at an event for a City think-tank called the CSFI. This august institution usually doesn't talk much about adventurous investing and certainly not about Mongolia but at a gathering of Big Bears – pessimistic types predicting a coming financial storm – the subject of Mongolia came up.

While most of the speakers were rather predictably banging on about gold, one talked about the growing supply issues facing the global resources sector and the fact that Mongolia seems to have most of the easy access mega projects worth investing in. Crucially, its canny political leadership has no intention of being gobbled up by either the Chinese or the Russians in a resources land grab and is busily playing off each of these superpowers. For example, a new railway project linking Mongolia's vast coal deposits to its chief customer in China goes all the way to the border but has been built using Russian track gauges.

A couple of days later, another development caught my attention – namely that one of the most successful international stockpickers, James Barstow at Aurora investment trust, has made a big bet on a Mongolian oil play called PetroMatad, which is itself attracting huge attention among the speculative small-cap brigade on the London market. Barstow has also made big bets on London- listed West China Cement, which is an indirect play on the infrastructure and resources boom in neighbouring Inner Mongolia (source of most of China's coal reserves) and Shaanxi province. It's best to see the Mongolia story as part of a wider regional narrative that includes the Chinese resource-rich provinces of Xinjiang and Inner Mongolia, as well as the state of Mongolia proper.

The clincher for me, though, came with the news that a specialist investment research firm called Eurasia has launched ̴1;. . . wait for it  .201;. . a Mongolian equity tracking index. Now before we all fall over ourselves to issue buy orders for that lesser-spotted Mongolian exchange-traded fund, I should say that the index is still a vulnerable, young waif, comprising an odd mixture of hugely speculative miners and a few financial services groups. But its launch speaks of a new mania gripping the Asian markets. Barely a week goes by without some Hong Kong-based outfit announcing it's about to launch a big new Mongolian division. I've heard of aircraft arriving in the Mongolian capital, Ulan Bator, crammed full of bankers, mining execs and stock promoters all desperate to come up with the next Big Mongolian Thing.

I'd suggest that the fun and games have only just begun when it comes to this landlocked, resource- rich country. I'm absolutely certain that we'll see some specific Mongolian funds emerge which that offer investors a more attractive play on this frontier market – at the moment all but a handful of the companies on the Eurasia index are very specific resource exploration companies. The biggest opportunities will be in the broader service economy sector as well as in real estate and infrastructure. But I predict the multiplier effects of billion-dollar projects will cascade into the small, illiquid local stock market, triggering a massive bubble.

Origo's chief executive Chris Rynning says: "It is inevitable that Mongolia will experience bubbles with international investors charging in, creating immediate domestic wealth and rapid asset appreciation." He adds the important caveat that "a lot of Mongolian companies look very pricey already. I think many of them will struggle to meet their production targets, mainly because of slower-than-expected infrastructure build-out".

[e-mail]

[mangal] 20/10/2010 15:22

Wouldn't take much to take this back to placing price.

[tenapen] 20/10/2010 12:24

:-)

1,200,00 trade at Mid. I guess it will be a buy !

over hang gone !

[shroder] 20/10/2010 11:17

n/p tenapen, onwards and upwards :-)

[tenapen] 12/10/2010 18:25

Again OPP show good business sence and turn a profit :-).

Thanks for the links Shroder.

[shroder] 12/10/2010 08:07

Nice,

__________________________________________________________________________________

Portfolio Company Placing and Partial Exit



TIDMOPP

RNS Number : 2194U
Origo Partners PLC
12 October 2010


12 October 2010

Successful Portfolio Company Placing and Partial Exit

Origo Partners ("Origo") today announces that its portfolio company HaloSource.
Inc. ("HaloSource" or "the Company") has completed a successful Placing ("the
Placing") of new shares to institutional investors in connection with its
proposed initial public offering ("IPO") on the AIM market of the London Stock
Exchange. HaloSource, which is valued in the proposed IPO at US$160 million
(approximately GBP100 million) post new money, raised gross proceeds of US$50
million which will be used to fund the Company's expansion plans.

Origo invested US$10 million in HaloSource in July 2008, to assist the Company
in meeting rapidly increasing demand for its water purification and treatment
business from emerging markets including China. Including warrants, which were
granted at the time of the original investment into the Company, Origo had a
total shareholding of 15.4% prior to the Placing.

Based upon the Placing price of HaloSource's shares, the proposed IPO delivers a
79% uplift on Origo's original investment. In line with Origo's accounting
policies, the investment in HaloSource was valued at equal to cost in the
non-audited accounts for the period ended 30 June 2010.

[shroder] 11/10/2010 12:38

Good site for Halosource, plenty of news which may at some stage include details of forthcoming IPO.