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| Share Name | Share Symbol | Market | Stock Type |
|---|---|---|---|
| Oryx International Growth Fund Ltd | OIG | London | Ordinary Share |
| Price Change | Price Change % | Share Price | Last Trade
|
|
|---|---|---|---|---|
| -10.00 | -0.92% | 1,080.00 | 11:42:25 |
| Open Price | Low Price | High Price | Close Price | Previous Close |
|---|---|---|---|---|
| 1,090.00 | 1,080.00 | 1,090.00 | 1,090.00 |
| Industry Sector |
|---|
| GENERAL FINANCIAL |
| Top Posts |
|---|
Posted at 29/4/2024 11:03 by spartacus mills By my reckoning the running NAV on OIG is now over £18. There have been big positive moves since the end of March in Tribal, Centaur, Hargreaves, Carr's and Pinewood Technologies. So at a traded price of £11.80 the discount is >35% - basically as high as it has ever been, and a really good entry point. Once the Investment trust winter comes to an end (perhaps we are already past the worst?) then OIG will come back very strongly. Medium term Chris Mills will not last forever and a merger with Odyssean and Stuart Widdowson would be a natural move that the market would love and would go a long way to eliminating the discount |
Posted at 27/5/2021 19:48 by donald pond It's been a strong month for EKF and RENX, and there will be the free shares in EKF spin off Trellus in the next NAV. Of course OIG may also buy in at IPO. CIR also had good news this week so I wouldn't be surprised if the next NAV showed a big uplift. |
Posted at 30/3/2021 09:38 by ingroid Have you read the EKF figures and trading update today, which are very special.OIG has 12% its biggest holding ! |
Posted at 08/2/2020 22:41 by steve3sandal In my view the discount is nothing to do with a dividend or dividend cover.Circa 50% of this IT is owned by North Atlantic Smaller Companies and it’s market capitalisation is too small to be of interest to institutional holders or researchers. So it’s not liquid, it’s not widely known or owned and shareholders can’t really influence anything. There is a small risk that NAS could take it private and offer less than full NAV. So it’s typically been on a 20 -30% discount despite a pretty decent track record. I own it for the skills of the manager and capital growth. It might eventually be subsumed into NAS around NAV if and when Chris Mills hangs up his boots and the rest of the Harwood enterprise is perhaps sold to one of the mega Cap PE, FM giants. It’s a bit of a secret stock we just like to keep it to ourselves and accumulate when no one is looking. |
Posted at 10/12/2019 08:50 by spectoacc Took a painful below-market 881 on the rump I had left - good luck holders, particularly on Friday.Keeping NAS so still got some peripheral OIG exposure, and hope to be back if I'm wrong about the election result. |
Posted at 09/12/2019 15:40 by spectoacc Yup, bet this morning as it happens! Got 8/1 on Labour minority. I can't see a scenario where Labour get a majority - nor do I think they want one, they want the Tories to "own" Brexit first - and seem barely to be campaigning in Scotland where they'll be lucky to win one or two seats.But I don't see a Boris majority, and possibly Labour largest party, and see the downside of going a little into cash as being small - yes, the spread on OIG in particular is a pig, but I think the markets (& £) have mostly baked in "more Boris", and I think they're wrong. (Advantage of a little repositioning is lost gains; disadvantage of betting is lost stake). |
Posted at 20/11/2019 10:38 by spectoacc @strathroyal - apologies, I meant how much of NAS's NAV is OIG, ie if it's 12% of NAS, then a 1.2% rise in NAS's NAV would come from a 10% rise in OIG's. |
Posted at 20/11/2019 10:30 by strathroyal I've got a few of OIG's holdings on my watchlist so I know some have done well lately (AUG and ERGO for example)but they are also duplicated in NAS and therefore would reflect in that nav as well. Would agree that they were cheap in the 700s but whether they are cheap now I'm not so sure.Just to correct one thing though, NAS own 51.86% of OIG (RNS 11/01/19) |
Posted at 20/11/2019 10:18 by spectoacc True, altho the NAV from NAS yesterday was to 31st Oct, and we're now on 20th Nov. Also NAS have 9% (or 12%, depending where you read) of OIG, so a 1% rise could reflect a decent OIG rise.I am, however, also sceptical of HL figures. Fwiw at 892 mid from yesterday, they reckon discount 27.7%, NAV 1190. That's an enormous increase from the 1035 last reported NAV, & don't see what has risen that much. Still - OIG is cheap! :) |
Posted at 20/11/2019 10:04 by strathroyal Difficult to see that the discount has stayed that wide. NAS published their own nav yesterday and the equity accounting method, which I think includes their stake in OIG, is up less than 1% for the month.Undoubtedly the share price was a bargain in the top 700's when unfortunately I didn't have any cash available. Having come into funds this week, I've added to my own NAS holding. |
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