Oryx International Growth Share Discussion Threads

[steve3sandal] 23/4/2019 21:28

Tempted by the 21% discount today. I’m hoping this will close. Peter Spiller, Capital Gearing seems to be urging Christoper Mills to do something about it. For not much more than £50m NAS could take this into NAS and make us a near NAV offer. Underlying holdings generally out of favour being U.K. small caps so another potential lever if earnings and PEs pick up. Plenty to like at 770p I feel. Now.....is there anyone out there....? Any thoughts?

[fredhoyle] 21/5/2018 20:59

SPO is a hot stock at the moment after the US Supreme Court Sport betting ruling. It's rebounded, more than doubling in the past month.

[mw8156] 21/3/2018 14:45

they and NAS appear to have come a bit of a cropper on Sportech, though.

[fredhoyle] 21/12/2017 17:02

Chris Mills stock-picking skills speak for themselves, 193% growth over 5 years- legendary. As OIG continues to grow there must be potential for present 14% discount to narrow.

[lignum] 09/5/2017 12:19

Agreed - look at their underlying investments - I don't understand the discount.

[nimbo1] 08/5/2017 10:15

will probably break out shortly - a good performing trust and large discount.

[topvest] 05/9/2015 07:12

It's a logical thing to buy shares at this point of the cycle and very few bargains to be had. I'm not sure wind-up for NASCIT and/or Oryx is on the cards in the near term, but Chris Mills is approaching retirement age so who knows?

[mw8156] 03/9/2015 22:06

looks as though this company is slowly being wound-up with > 5% of the shares being bought in two days ago...

[topvest] 25/7/2015 20:07

Latest NAV is impressive indeed at 618p. In the subsequent events note it mentions that Celsis (virtually zero cost) is subject to an offer worth £8.7m versus the the £6m year-end book value. Very impressive indeed. I am going to start following Chris Mill's purchases more closely. Source Bioscience and Journey are amongst the latest.

[topvest] 11/7/2013 09:31

Results out today. All looks pretty good.

[topvest] 11/7/2013 09:31

Results out today. All looks pretty good.

[topvest] 06/7/2013 12:49

Results a little delayed. Normally out in June.

[stluke] 01/3/2013 08:01

Good news out of CMX this morning with an increased dividend payable to OIG of 7p per share, thats about £220,000!!

[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.