Origo Partners Share Discussion Threads

[russman] 01/11/2017 13:42

The zdps have control.

[zcaprd7] 31/10/2017 15:19

The plot thickens, looks like the board better represents the interests of both the preference shareholders and the normal equity shareholders...

[zcaprd7] 31/10/2017 14:23

Spread tightening...

[zcaprd7] 25/10/2017 17:46

Armstrong? As in the same people from St Peters holdings?

[russman] 18/10/2017 08:59

Was up until closing trades.

[zcaprd7] 17/10/2017 14:17

Can't see any rise in oppp?China rice deal is the one I'm waiting for...

[iankn73] 16/10/2017 11:23

If Kincora copper hits the jackpot with a large copper find. This will fly IMO.

I have a stake in both.

[russman] 16/10/2017 11:09

The prefs moved higher.Usually good news follows.

[zcaprd7] 13/9/2017 09:16

Russman, you are remarkably well informed!

[russman] 13/9/2017 07:59

Wonder why Hiroshi did not talk about Anzu London Ltd.
Maybe because it still has a charge outstanding.
Or because it was struck off.

[zcaprd7] 13/9/2017 07:47

Hmm, interesting new NED?

[zcaprd7] 12/9/2017 11:17

As they've reduced the nav a fair bit over the last few years, it must be close to actual realisation value, what price for the whole lot? Or do you reckon they'll extend the duration (remembering back to the Lars loan repayment backstop date)?

[zcaprd7] 12/9/2017 10:42

The total timeframe for the whole process used to be a minimum of six weeks, but could be longer if DTA benefits need to be claimed.http://www.ecovis-beijing.com/en/blog-en/articles/940-how-to-repatriate-capital-out-of-china

[russman] 12/9/2017 10:33

More worried that opp cannot repatriate the cash to pay the bills.

[zcaprd7] 12/9/2017 08:44

Or not? Nav reduced to 8p a share odd, talking about flogging the whole portfolio?

[zcaprd7] 22/8/2017 00:04

Yes, not sure about that last sentence, says 20% earlier on. Needs correcting!

[russman] 18/8/2017 07:51

OPP own between 5 & 20% of Moly World.
Not very precise.

[zcaprd7] 17/8/2017 17:43

They are being very "chatty" about their investments...

[russman] 15/8/2017 11:24

About right.

[zcaprd7] 14/8/2017 12:54

They had 30% valued at $5m... Now they have 25% of 17.21m. To be fair, the kincora share price has dropped in the last month or so, so about right?

[russman] 14/8/2017 10:32

So were opp diluted to 25%.What is the valuation in the accounts compared to the placing price.

[zcaprd7] 07/8/2017 16:00

Back down we go...

[russman] 27/7/2017 10:52

They are crosses.

[zcaprd7] 27/7/2017 07:21

Oh, it's a sell and buy, someone moving it into a sipp or isa perhaps?