Origo Partners Share Discussion Threads

[russman] 30/6/2017 12:02

Just remember the rps get the first $12m.

[zcaprd7] 30/6/2017 08:37

Agreed. I suppose the 0.5p per share of listed stuff might get frittered away in running costs, but at least that gives them a buffer...

[iankn73] 29/6/2017 22:32

As much as there are still obvious risks here. Origo have some very interesting investments within their portfolio. Global market conditions are gradually improving and we can see commodities demand increasing over the years, specifically copper. They have a significant stake in Kincora copper as well as some clean tech industry stocks which the Chinese government are supportive of.

With a current NAV @ $46M = approx 10p per share and a current market cap of approx $7.8m @ 1.6p per share. This stock is definitely worth a punt at these prices. IMO

I will continue to add as I'm sure my patience will be rewarded in due course.

Good luck all.

[zcaprd7] 29/6/2017 10:51

And it looks like China rice will be disposed of before November 2018.

[zcaprd7] 29/6/2017 10:47

So it's worth 10p a share and 0.5p of that is in listed equities, I know there remains a lot of risk, but...

[zcaprd7] 29/6/2017 10:31

50% increase to 13 cents a share is what I had...

[russman] 29/6/2017 08:20

Nav @ 13c was better than I estimated.
Overheads are still too high.
Hope cash is realised quick.

[russman] 28/6/2017 11:33

Friday 30th June is the deadline.

[iankn73] 27/6/2017 08:53

I'm expecting the results this week. It looks like they are going to leave it to the very last minute. Here is hoping for some positive reading.

[zcaprd7] 27/6/2017 08:05

Do they have to announce year end this week, or is that when the usually do it?

[zcaprd7] 23/6/2017 11:58

Yes. It was all over the place. The actual spread is very different...

[russman] 23/6/2017 11:19

It appears very easy for the market maker to move the spread & therefore the midprice.All I can see are trades at 1.5p

[zcaprd7] 22/6/2017 14:40

Erm, it was up by the same amount yesterday, it's just back where it was?

[russman] 22/6/2017 13:53

Prefs are down today by a similar percent.

[russman] 22/6/2017 13:40

Slipping fast on lowish volume.Too risky for me.

[zcaprd7] 21/6/2017 16:18

Hope so, but will probably restate nav, using end of December data? An update of the portfolio would be nice, especially China rice. I notice Chinese stocks are being included in the MSCI, not sure if that helps?

[russman] 21/6/2017 12:09

Wonder if opp give an up to date nav.

[zcaprd7] 20/6/2017 18:52

In for a few more today...

[russman] 04/6/2017 13:40

No idea. No news to understand what may be happening.

[zcaprd7] 02/6/2017 10:49

Well, finally, we're in June... Looking forward to the restated nav, and hopefully no cheeky asset write downs!

[zcaprd7] 25/5/2017 11:38

And back, is it just advfn that messes with the spread?

[zcaprd7] 24/5/2017 18:32

Spread back again...

[russman] 19/5/2017 11:26

Not exactly "so close" then.

[iankn73] 17/5/2017 14:37

Expecting results at some point next month.

[russman] 17/5/2017 10:42

& when are the results due?