Origo Partners Share Discussion Threads

[iankn73] 24/7/2017 16:11

Yes, I have noticed them. Not sure what they signify though as the share price doesn't seem to move. There seems to be an equal sell for each buy or vice verca.

[zcaprd7] 21/7/2017 01:13

Anyone notice those double 100k buys we keep getting?

[zcaprd7] 20/7/2017 15:45

Nope, not for me. Next load of nonsense if you ask me... Back to opp, I think they have to say "working capital requirements" so it doesn't need distributing to the preference share holders... I'm hoping it sits in a big pot somewhere not in China!

[russman] 20/7/2017 10:45

Easier to sell the best parts.But at least bits are moving.

[spectoacc] 20/7/2017 09:04

$1m & all going to working capital - they need a few more like that just to fund expenses!

Interesting that all they've managed on those two investments is to get their money back - though that perhaps an achievement in itself in China.

[zcaprd7] 20/7/2017 08:38

Another £1m disposed of...

[iankn73] 20/7/2017 08:00

I managed to snap up another small quantity this morning and this is the first buy that the market makers have marked up as a buy as all others have been marked down. Sitting on a nice chunk of shares here and will continue to add as Origo continue to divest their portfolio. I'm hoping the share price will be in a very healthy position in a year's time.

[zcaprd7] 17/7/2017 23:53

Yes, up 35%... Bodes well

[russman] 17/7/2017 10:17

The prefs are moving.A good sign.

[zcaprd7] 16/7/2017 20:36

Looks like lars will make a cool $1m out of this...

[zcaprd7] 14/7/2017 11:39

That will do me... You were questioning the book value estimations a while ago?

[russman] 14/7/2017 11:11

It was about book value.

[zcaprd7] 14/7/2017 07:13

At least they've had a divestment...

[russman] 13/7/2017 10:51

If opp can repatriate the proceeds; the prefs may be worth more.

[russman] 12/7/2017 11:15

You need a full service broker.Obviously costs a lot more.Try the market maker for opp.

[zcaprd7] 12/7/2017 07:34

I believe Hargreaves allow it?

[rjmahan] 11/7/2017 14:05

Does anyone know a broker who will allow deals in the prefs (subject to liquidity) ?

All mine wont let me :-(

[russman] 10/7/2017 11:34

There are more risks.Why did opp take out a loan at these extortionate rates.

[zcaprd7] 07/7/2017 10:14

Hope so, was hoping to see a bit more follow through, surely a 50% discount to NAV is enough to cover the risk?

[iankn73] 06/7/2017 15:34

Punters finally seeing the potential here.....

[zcaprd7] 06/7/2017 07:34

Finally moving in the right direction, or just the spread?

[russman] 03/7/2017 08:39

Celadon or China Rice anywhere near the carrying value would be a turnaround.

[zcaprd7] 30/6/2017 12:55

Yes, but the current market cap is nearly cash and listed stuff (bit of debt I suppose)... They need to get one of the large holdings away this year preferably.