Oryx International Growth Share Discussion Threads

[praipus] 24/9/2012 14:30

Thanks StLuke they look good some have been on the radar before ASTO and GPG.

[stluke] 24/9/2012 14:13

Hi Praipus,

I have attached codes where possible as some are currently unlisted.

Cvs Group Plc 7.85 - CVSG
Bioquell Plc 6.84 - BQE
Gleeson (M.J.) Group Plc 6.67 - GLE
Guinness Peat Group Plc 6.36 - GPG
Orthoproducts Ltd 4.99
Augean Plc 4.96 - AUG
Journey Group Plc 4.29 - JNY
Eckoh Plc 4.28 - ECK
Quarto Group Inc 4.26- QRT
Catalyst Media Group Plc 4.14 - CMX
Assetco Plc 3.80 - ASTO
Innovation Group Plc 3.76 - TIG
Sinclair Is Pharma Plc 3.23 - SPH
RPC Group Plc 2.75 - RPC
Nastor Inv Ltd Zero Redeem Prefer Shares 2.61
Mecom Group Plc 2.42 - MEC
Bionostics Holdings Ltd 2.40
Celsis Ag 2.09
Bavaria Industriekapital Ag 2.09
Sinav Limited 1.99

Thanks for adding these it will help show how well a number of their holdings are currently performing.

[praipus] 24/9/2012 13:40

Twenty Largest Equity Investments at 30 June 2012

% Net Assets

Cvs Group Plc 7.85
Bioquell Plc 6.84
Gleeson (M.J.) Group Plc 6.67
Guinness Peat Group Plc 6.36
Orthoproducts Ltd 4.99
Augean Plc 4.96
Journey Group Plc 4.29
Eckoh Plc 4.28
Quarto Group Inc 4.26
Catalyst Media Group Plc 4.14
Assetco Plc 3.80
Innovation Group Plc 3.76
Sinclair Is Pharma Plc 3.23
RPC Group Plc 2.75
Nastor Inv Ltd Zero Redeem Prefer Shares 2.61
Mecom Group Plc 2.42
Bionostics Holdings Ltd 2.40
Celsis Ag 2.09
Bavaria Industriekapital Ag 2.09
Sinav Limited 1.99

81.78
------









Orthoproducts Ltd




























Nastor Inv Ltd Zero Redeem Prefer Shares



Bionostics Holdings Ltd
Celsis Ag
Bavaria Industriekapital Ag
Sinav Limited

With thanks to Stluke for help with EPIC code's.

[stluke] 21/9/2012 07:25

A much bigger holding MJ Gleeson also have results out this morning which look very promising for the future, shares up 8%

[stluke] 21/9/2012 07:18

Only a small holding for OIX but results from ESS very good today with share price up 29%!

Edit - Now 50% up and could be the start of a strong recovery.

[stluke] 19/9/2012 10:40

Just came across this one through my holding in Eckoh which has recently been very profitable to myself and OIG by the looks of it, they still hold 15,000,000 shares valued at £2,137,500 today, they originally cost them £1,556,847 for 21,260,000 shares with the difference of 6,260,000 being sold over last couple of months for £925,000 approx a very nice return!!

Lots more research to do but have taken a small position today with a view to increasing.

[wexboy] 31/1/2012 16:05

Hi folks,

Continuing my series on activist investors and other catalysts. Latest post highlights over a dozen listed activist funds/vehicles that you can invest in, including Oryx Intl:



I hope you'll take a look (and plse don't hesitate to comment or email me).

Cheers,

Wexboy

[praipus] 19/1/2011 18:50

kiwi2007 have you got any of these or are you following CGT too?

Also noting your interest in absolute return and value have you seen my all new "Tracking the Arbitrageurs" thread?

[kiwi2007] 14/1/2011 03:16

This month, we return to a small underresearched
hidden gem trading on a wide
discount to its strongly performing asset
value. While its investment objective is to
generate absolute returns and consequently
has a low sensitivity to markets, it has kept
up with its competitors investing in smaller
UK companies in the recent market strength.
It retains a concentrated portfolio of special
situations with approximately 70% in UK
listed investments, 20% in UK unlisted
investments and the balance in Germany and
the US. The approach is very value driven
with a strong reputation of taking an activist
approach in crystallising value from its
portfolio holdings. A case in point is the
recent takeover of its largest investment,
music distributor Chrysalis Group, at a
valuation of more than 50% higher than the
carrying value. We believe that there are a
number of similar value creating
opportunities within the portfolio which on a
near 20% discount looks anomalous.
Certainly the investment manager and Board
believe so as they have been buying in
shares for cancellation regularly over recent
months. In line with our strong preference,
its investment manager, Christopher Mills of
JO Hambro, also has a sizeable personal
holding in the fund.
Despite these attractive characteristics, the
fund continues to trade on a wider discount
than many of its competitors, hence the
hidden gem tag. To date, it has largely been
ignored by investors, is not covered by any of
the major brokers and remains tightly held by
shareholders. We see the recent discount
narrowing continuing.

Up 20% since SVM published this report.

[praipus] 09/11/2010 15:19

Got some of these via a holding in Capital Gearing Trust PLC CGT.

[cottlet] 24/4/2009 06:33

Looks like an upturn on the chart. wonder why.

[ben nevis] 07/11/2008 19:55

I suppose some guy is paying himself to "look after" this fund..

there's enough money for HIM I suppose.

For me, it isnt even enough to pay the broker to sell it

Crazy world, bloody loss.

[vaneric] 15/2/2008 17:24

Perhaps there will be more input to this thread than the former OIGC one. V.

[vaneric] 15/2/2008 17:22

Perhaps there will be more input to this thread than the former OIGC one. V.