Oryx International Growth Share Discussion Threads

[stluke] 25/2/2013 16:24

With thursday the last day of the month I am optimistic that Feb 2013 will see a further increase in the NAV of the fund, JNY continues to move up and I expect news shortly to support this, likewise with MEC which is looking to finish the month strong after taking a breather of late.

Results out from GLE on thursday as well could provide a bonus!

[stluke] 25/2/2013 16:01

January 2013 figures just out, NAV up £1.9m approx and per share now £3.61 up 13p.

[stluke] 12/2/2013 07:57

Been short on time of late but overall Jan 13 was a further strong month on the listed equities side with the main movers being MEC up approx 25% and GLE up approx 8%, no real fallers apart from minor weakness in BQE and AUG.

Feb 13 has started well with JNY by far the best perfromer so far.

Hopefully we will have Jan 13 NAV statement quicker this month which I am led to believe it will be.

[stluke] 01/2/2013 08:26

Will try and do a January summary at weekend when got more time but initial thoughts are its been a further month of growth, Decembers NAV statement was finally released yesterday which although slightly smaller than of late still saw a increase of 8p to £3.48 compared to current mid price of £2.75.

[stluke] 19/1/2013 11:16

Further buy backs and strength of portfolio gives confidence to add further for sure, seems Mr Mills was right when he said MEC should recover now up 28% since start of year!

[battlebus2] 18/1/2013 15:58

Yep looking really great atm.

[stluke] 18/1/2013 15:51

Nice move up today, totally supported by my recent postings, I would like more consistency in the date of NAV statements but feel happy they will represent my thoughts.

GPG and MEC going some at the moment supporting what should be a good Jan 13!

[stluke] 15/1/2013 20:58

Mid month update, I have omitted the non and minor movers!

MEC + 21%
AUG + 12%
QRT + 9%
ECK + 8%
GLE + 6.5%
NARS + 4.5%
CVSG + 3.5%

BQE - 4%

As you can see a very good start to the month with BQE the only faller of substance and even then it is not huge, a couple of weaker stocks of late have made really good comebacks this month in MEC and AUG.

Should hopefully get Decembers NAV statement any day now which I predict will see an increase on November, see post 58.

[stluke] 15/1/2013 10:38

Active day yesterday across the portfolio, starting with BQE which released a rather satisfactory TU which didn't impress the market as valuation is quite high there, fell by just short of 10% which was disappointing, moving forward 2013 should be good so expect it to consolidate before moving forward again.

However against this we saw GLE continuing to power forward, CVSG starting to climb again to new 52w highs, MEC also continues it's recovery of late.

[stluke] 11/1/2013 08:11

Good updates from GLE and MEC this morning both currently blue, GLE really looks set for a strong year and as the second largest holding in the fund bodes well for OIG, further advances from BQE and recent buy back building pressure here again also.

[stluke] 10/1/2013 13:42

North Atlantic NAV just out which has seen a further rise for december, as many of the compenents of the fund are the same, including OIG itself I would suggest my prediction of a further rise could come to reality soon.

[stluke] 09/1/2013 14:37

Well my hunch proved right with regard the share buy back, this is a strong indication from management that the the fund NAV is growing and the share price will start to play catch up.

Mecom really pushing on again today ahead of friday's IMS.

[stluke] 08/1/2013 20:18

Well after an initial slow start to the year things have started to gather pace with a number of holdings ticking up, should also get an interesting update from Mecom on friday.

Hopefully we will get Decembers NAV statement mid month in line with November update and what Harwood produce for North Atlantic instead of the end of the month which they have previously done.

Noticed some larger mid priced trades going through of late as well which could be share buy backs, if this is the case it would be very positive.

Up to just over 4,000 shares here now and will add further on clarification of the above.

[stluke] 31/12/2012 12:54

Well I hope everyone had a good xmas, the markets have now closed for another year and more specifically December.

Of the UK equities in the portfolio 11 advanced, 4 declined and 3 were unchanged during December so another strong performance to follow previous months.

The best performers were BQE and ASTO but also saw 5-10% gains from GLE, MEC, NARS, TIG and ODX.

The only significant faller was QRT down approx 12.5%, the remaining three were down around 1% only.

Its nice to see some minor buying during december with a fairer value starting to emerge, hopefully this will continue into a prosperous new year!

[stluke] 20/12/2012 12:27

News from NARS, ASTO and SPH today all resulting in the share price up, looking positive!

[stluke] 18/12/2012 13:06

Seems to be some action over at Mecom (MEC) this morning, OIG did specifically mention that they expected a "major" recovery there over the next few months so could be one to watch.

Although only half way through the month so have to be careful but it is looking good for a further decent increase in the NAV of the fund.

[stluke] 18/12/2012 09:32

I see Mr Mills has got himself a NED role on the Bioquell (BQE) board.

Nice tick up from ASTO this morning and GLE keeps pushing towards the £1.80 mark.

[stluke] 15/12/2012 09:19

I have no idea gucci myself, I do see lots of little sells going through so quite likely.

[gucci] 15/12/2012 00:56

any old Baltimore share holders here? - any idea what the consolidation of BLM to OIG was.
I have 6 OIG shares - I think possible consolidated from 2000 BLM shares. Does that sound right?

[stluke] 14/12/2012 14:15

Cheers again Praipus.

Nice AGM/Trading update from CVSG today OIG largest holding, should go along way to support the recent rise and see further consolidation at its current level.

[praipus] 14/12/2012 12:30

No problem all done.

[stluke] 14/12/2012 11:35

Thats great Praipus, the only one missing was IFP, thanks for doing this.

[praipus] 14/12/2012 11:16

Hi StLuke I've updated post 7 as requested let me know if i've missed anything. Thanks for pointing out the changes required. P.

[stluke] 13/12/2012 16:49

Nice to finally see some blue here which I believe is long overdue!!

[stluke] 13/12/2012 12:50

Agreed topvest, although I would say that certain holdings have been outperforming of late and that is where Harwood's skill comes in over and above the general market.

Will try and get hold of Praipus to update thread for recent additions and disposals.

CVSG the largest holding in the fund has its trading statement out tomorrow so thats something to look forward to plus CMX has yet to release finals which should also be strong.