Oryx International Growth Share Discussion Threads

[charlotte2020] 09/12/2024 20:14

You are welcome. Couldn't be more buried away on there. Happy reading.

[c3479z1] 09/12/2024 19:57

thanks Charlotte 2020

[c3479z1] 09/12/2024 19:22

no, the report itself is not?

[charlotte2020] 09/12/2024 19:02

Yes it's on there under Regulatory News

[c3479z1] 09/12/2024 17:26

has anyone seen the half year report?
it's allegedly posted on the website but I can't find it!

[thaiger] 14/10/2024 13:35

Spread on this is too wide!!

[strathroyal] 24/9/2024 08:37

I see that there have been a number of director and family buys here in the last couple of months so no surprise to see that one or two of their holdings are now seeing corporate action, today both NIOX and NAHL.

[bscuit] 15/5/2024 20:12

ST Alpha yesterday

[spooky] 10/5/2024 09:34

NAV 18.33. I know the shares usually trade at a discount but...........

[steve3sandal] 29/4/2024 11:59

Son of Mills runs Oryx. I imagine he’s been in full training for a while and will have the clout in all things Harwood eventually. I like all their stable of ITs.

[spectoacc] 29/4/2024 11:51

Mills has been buying in small amounts, & of course NAS holds c.53%. Not sure that doesn't make NAS the buy, for the double discount?

[spartacus mills] 29/4/2024 11:03

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

[spectoacc] 18/10/2022 14:19

@healthtech - the definition of a long-term investment is a short-term one gone wrong.

They've only returned to the discount they used to trade at, having (amazingly) gone to par.

[charlotte2020] 17/10/2022 21:57

The shares look cheap vs last reported NAV of c£13.65. Why aren't the managers buying back their own stock. They have a mandate to buy back up to 10% of the share capital. Performance woeful although not surprising in this market. Perhaps the management need to communicate better with their shareholders. Their website is like something from the late 90s!

[healthtech] 17/10/2022 11:33

Unique buying opportunity. This is a long-term (over 5 year) holding.

[spectoacc] 17/10/2022 10:00

No one? Not a holder, but keep an eye on it.

[spectoacc] 17/10/2022 07:19

Why the drop? Sellers down to 910p.

[spectoacc] 24/2/2022 15:44

Never should have been anywhere near a premium! Historically over 20% discount, which is back where they are.

MMs having a laugh with an 1150/1250p spread - not getting inside at all, getting quoted 1250p to buy.

[charlotte2020] 14/2/2022 17:59

Really don't know but the shares are trading at a wide discount to NAV having traded at a premium in the summer. Not really the market for smaller cap growth holdings which are getting smashed

[pauloufc1969] 14/2/2022 17:33

Thoughts on what's going on with the fund? Recent falls much greater than in the underlying holdings....

[mw8156] 08/11/2021 19:17

has a stake in interactive investor.

[novision] 27/10/2021 19:13

looks like some of the larger underlying investments have pulled back - e.g. renalytix and red centric - some investors probably anticipating a NAV fall...

[dekle] 20/10/2021 06:11

John Baron announced a reduction in holding to it's subscribers may have had an effect