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| Share Name | Share Symbol | Market | Stock Type |
|---|---|---|---|
| Pantheon International Plc | PIN | London | Ordinary Share |
| Price Change | Price Change % | Share Price | Last Trade
|
|
|---|---|---|---|---|
| 2.00 | 0.67% | 302.00 | 15:01:46 |
| Open Price | Low Price | High Price | Close Price | Previous Close |
|---|---|---|---|---|
| 301.00 | 301.00 | 304.50 | 300.00 |
| Industry Sector |
|---|
| EQUITY INVESTMENT INSTRUMENTS |
| Top Posts |
|---|
Posted at 24/3/2025 13:40 by skyship Over the weekend took a look at APAX, CTPE, ICGT, PIN & Wendel. Decided to buy APAX as they've had a bit of a sell-off recently - now oversold down at 121p on a 41.8% discount and a mammoth 9.1% yield. An added bonus - NO STAMP DUTY. |
Posted at 24/3/2025 08:51 by 1968jon Skyship, I have disagreed with you for years regarding a reason for PIN's discount being the lack of dividend. No need to rehash those old arguments....It will be interesting to watch the effect of the announcement today of OCI that they are cancelling their nominal dividend policy to increase share buybacks. Sorry to go off-topic ali47fish (smiley face) |
Posted at 23/3/2025 12:29 by ali47fish please focus on pin and leave others out- i dont get any insight form the posters here otherwise |
Posted at 22/3/2025 16:15 by apple53 Hi SkyYes I have been tracking the fall and the underperformance vs HVPE. Admittedly this was after PIN had its best performance around the time of the big tender; nonetheless it has lagged HVPE over most time periods. I agree with your estimate of a 2.5% hit for dollar weakness (end of Jan to now). Overall it looks it may now be cheapest amongst its peers vs NAV, maybe rivalled by ICGT, with HVPE just behind. |
Posted at 22/3/2025 15:10 by skyship Of course their performance has not been great over the past 3yrs; though admittedly 2022/23 were difficult years.What annoys me is that they're pouring so much cash into buybacks rather than opting to pay a reasonable dividend. |
Posted at 22/3/2025 14:24 by skyship $ down 2.5% in March; so can't help but feel that the 6.2% fall in PIN might be a tad overdone. Might grab a few on Monday... |
Posted at 28/8/2024 02:17 by rambutan2 John Burgess is a PE vet, and was a founder partner of buyout shop BC Partners, which now has many billions under management. So, he must be immensely wealthy, hence a Malta based trust, but also no fool when it comes to investing in PE, with access to multiple opportunities. The fact that he's happy to buy a load of PIN at this time is indeed a sign of confidence. |
Posted at 01/8/2024 09:04 by spangle93 Annual Financial ReportNAV per share grew by 6.1% during the full year. Valuation gains across the entire portfolio and NAV accretion from share buybacks were partially offset by unfavourable currency movements, given that PIP's portfolio is predominantly USD-denominated. However Share buyback programme of £200m was completed just after the financial year end. During the year to 31 May 2024, £196.7m was invested in share buybacks which added +4.7% to the NAV So unless I'm putting 2+2 together in an inappropriate way, the NAV from growth, after costs, was 1.4% |
Posted at 26/7/2024 20:38 by spangle93 Boo - PIN seems to be the only PE trust that didn't get a good boost today |
Posted at 02/1/2024 13:32 by lynton3 ali47 - To answer your question - yes, I have read the article, and posted the link because I thought others would find it interesting. It supports and adds to my previous research on PIN.I hold PIN as part of the growth section of my portfolio. It is one of five PE shares I hold - PIN, OCI, HVPE, ICP, HGT - and PIN is my second largest holding of these. I am happy to hold all of these PE shares as a group, and I look upon them as long term, buy-and-hold investments. From my perspective, they offer a high degree of diversification and have long track records of outperforming leading indices. They have all performed fairly well over the last year - though HVPE is a bit of a laggard. So, PIN fits nicely into my portfolio, but it may not suit other investors with different perspectives. |
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