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Share Name Share Symbol Market Type Share ISIN Share Description
Oryx International Growth Fund Ltd LSE:OIG London Ordinary Share GG00B3BTVQ94 ORD 50P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  25.00 1.39% 1,830.00 1,800.00 1,860.00 1,830.00 1,805.00 1,805.00 16,776 12:13:55
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
General Financial 10.4 8.1 57.0 32.1 257

Oryx International Growth Share Discussion Threads

Showing 126 to 150 of 150 messages
Chat Pages: 6  5  4  3  2  1
DateSubjectAuthorDiscuss
28/5/2021
08:37
I also bought in last week. I also hold RMMC and MINI. I still think UK small/micro caps have some legs for the foreseeable after the double whammy of brexit and covid. Still not out of the woods.
drdre
27/5/2021
20:50
I'd also add that RMMC has swung to a premium recently: that was on a 20% discount not long ago. So perhaps attention is swinging towards true small cap funds and the discount here could disappear entirely Whatever, buying last week has turned out very well!
donald pond
27/5/2021
20:48
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.
donald pond
27/5/2021
19:57
Response to press speculation regarding Augean plc ("Augean") Morgan Stanley Infrastructure Inc. ("MSI") notes the recent press speculation regarding a possible transaction involving Augean and confirms that it is in the preliminary stages of considering making an approach to Augean regarding a possible offer for the entire issued and to be issued share capital of Augean. 9% of the fund
novision
27/5/2021
19:53
Boom! closed that NAV gap with a vengeance. Up 7% ??
novision
21/5/2021
12:13
Added this week, but crazy discount given long term performance and I think EKF and RENX are both very exciting companies. They've both had good weeks, plus the spin off shares in Trellys are being ipo'd so next NAV should show a sharp rise
donald pond
13/5/2021
13:45
7.2% NAV growth since last month's update. Total assets are getting quite chunky now at £250m.
psync
30/3/2021
10:38
Have you read the EKF figures and trading update today, which are very special. OIG has 12% its biggest holding !
ingroid
11/2/2021
11:15
Discount back to 13% based on last month's NAV at 1563 and a quote I just got for 100 shares at 1359p. Interesting how that compares to BlackRock Throgmorton, the only UK small-cap trust to beat this over 3 years, and trading on slight premium. I guess marketing could be factor in that. Still, not complaining or tempted to jump ship just yet. Hopefully they can keep up the good performance here.
psync
22/1/2021
14:54
Incredible - mix of performance & discount coming in. And boy, has it come in - 20% was standard for a long time, now trades at par.
spectoacc
22/1/2021
14:48
....and up another 40% in 5 months. Small premium to NAV now.
novision
11/8/2020
17:04
Bit of a bounce back here and now an alltime high....
novision
10/2/2020
15:57
Spot on Steve- reason is lack of liquidity -with only circa 14 million shares in issue the majority of which are held by NAS and insiders, the free float must be just a few million. So in the event of corporate activity I wonder what are the downsides here for ordinary shareholders? Not getting full value perhaps although less of a problem in a stock deal.Apart from Chris Mills + fellow directors do we know who other shareholders are? Must be a few institutions I would have thought- if so, we have a degree of protection.
fredhoyle
08/2/2020
22:41
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.
steve3sandal
08/2/2020
20:18
Have been looking at this and also the North Atlantic Smaller Companies trust (NAS). On the face of it they both look bargains to me but their income isn't large. Do people think it is the income doubt that has brought the wide discounts?
chinahere
23/1/2020
11:00
NAV published today (£11.91) shows a 4.6% increase to Dec 31,2019 in one month from end Nov 2019. Discount has widened again to 20% -ridiculous given Chris Mills legendary skills in identifying exciting early stage growth opportunities.
fredhoyle
10/12/2019
08:50
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.
spectoacc
09/12/2019
15:40
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).
spectoacc
09/12/2019
15:33
if you have a gander at the betting it looks like a labour minority is about 10/1 and a labour majority is about 40/1. if youre worried about comrade corbs i reckon that mightve been an easier way to make a buck!!
ssahoy18
09/12/2019
15:03
Sorry all, been selling today - I don't see Boris getting back in.
spectoacc
04/12/2019
11:07
still looking nice and perky. should be getting the half year report sometime in the next couple of weeks, so will be interesting to see what theyre thinking
ssahoy18
03/12/2019
16:34
Dunno, but they also picked up 8% of CIR a fortnight ago. Funnily enough, hold plenty of CIR and a fair few Oryx.
spectoacc
03/12/2019
14:21
What do you think about the investment in INFA?
dekle
26/11/2019
10:35
looks good to me, ergomed, hargreaves and augean which is collectively 20% of their nav are all up double digits again since the NAV just published. and more smaller winners. there'll be another big writeup in the next NAV so i see more momentum here
ssahoy18
26/11/2019
08:19
I see the NAV was reported as £10.78, vs HL est of 1163 - however, that's only to 31st Oct (OIG's), so not necessarily any clearer! Think I'll just stick with "It's cheap" :)
spectoacc
Chat Pages: 6  5  4  3  2  1
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