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Share Name Share Symbol Market Type Share ISIN Share Description
Pantheon International Plc LSE:PIN London Ordinary Share GB0004148507 ORD 67P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -5.00 -0.23% 2,135.00 2,135.00 2,140.00 2,140.00 2,120.00 2,135.00 13,933 12:02:25
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Equity Investment Instruments 0.0 -9.9 -21.4 - 1,155

Pantheon Share Discussion Threads

Showing 301 to 323 of 325 messages
Chat Pages: 13  12  11  10  9  8  7  6  5  4  3  2  Older
DateSubjectAuthorDiscuss
23/7/2020
10:39
NAV 2865p for June.
johntobin
19/7/2020
14:59
The issue of dividends has come up at AGMs every time. Well certainly the ones I have been to, which is 3 in the last 4. The argument is that they are developing and growing companies, which means capital growth. I accept the argument and I am happy to see capital growth as a significant part of my holding is outside ISA or SIPP,so I get to sell some and use my capital gain. Usually bed and ISA or bed and SIPP. I am less convinced why they do not do buy backs when they are at such a large discount, and often have been.
johntobin
19/7/2020
14:04
In fact at this level they look to be a good short...
skyship
19/7/2020
14:04
Gavin (Citywire) - the next time you get the chance, instead of allowing her an easy piece of promotion, might you perhaps ask her just why PIN is now just one of only 2 private equity trusts NOT paying shareholders an annual dividend. Cynics will assume that no dividend means an ever-increasing asset value, ergo an ever-increasing management fee. Fairer to shareholders to offer an NAV-based dividend at the rate of, say, 3%/annum. Usually that would deliver a yield of c5%. The traditional response tends to be "Oh well, institutions prefer we grow the assets." There is no evidence for that; and increasingly institutions value INCOME. Sorry, but I believe Helen Steers and the management team are on the take and are ignoring shareholder rights. Until their policy changes, I for one will not be buying their stock.
skyship
13/7/2020
15:28
Pantheon investor presentation July 20. Good overview of PE generally, and their fund as a vehicle to give access. Https://www.piworld.co.uk/2020/07/13/pantheon-international-pin-investor-presentation-july-2020/
tomps2
08/7/2020
08:06
Results are issued for May, based on the assessed values for the end of March The managers' provision is now removed, having been replaced by real values. The provision was pessimistic compared to what has been assessed, consequently there is a big leap in NAV this month. NAV now 2883p, up 5.6% on the month Hopefully as NAV rises and uncertainty decreases, the share price will close the historically high discount of 30%
spangle93
05/7/2020
16:46
Thanks Damanko, I will have a stab. NAV should be up significantly from end of March. So much of PIN is invested in the US and with S+P500 up over 20% and nasdaq up over 35%, admittedly on a narrow group of companies the NAV should be at least the 2900p seen back in March, and higher than the 2950 back last October. Indeed as it has tended to track nasdaq, it should be over 3000p Price is sub 2000p. That is a big discount even for PIN, though other IT like Pershing square that called Covid-19 so well is also at a large discount. If history repeats than it is a time to buy.
johntobin
03/7/2020
18:20
John, No real insight re the NAV. At this time, with these market circumstances worldwide, I doubt that the BOD of PIN has any real clue either. Give it 6 months or so, and a clearer picture should emerge. And it is a saloon, I'm far too old to drive an open top... Regards, d.
damanko
03/7/2020
11:29
Hi Damanko, Im old enough to remember the Triumph Vitesse, is it a convertible or saloon? I guess the conversation about cars is that we have little to talk about re PIN, with no NAV updates. Any thoughts on the NAV?
johntobin
03/7/2020
10:30
Sorry John, For the delay in replying, I've only just seen your post. I once went to an AGM, something like 19 years ago. When PIN paid a £2 'special' dividend. I bought a car with the proceeds. As I'm now a sad old git, I bought a 1963 Triumph Vitesse 1600-6 (look it up, it's a unique vehicle). It's in the garage right now, no tax or MOT necessary, every now and then I take it out, and I've given up being annoyed by hearing "My dad had one of those...". Most people think it's a Herald. Good luck with your investment in PIN. d. PS: I too bought warrants in PIN. And took the option to convert them into shares. What a very good decision that was.
damanko
22/6/2020
22:13
Damanko, do you ever go to the AGM?
johntobin
14/5/2020
07:48
You must have made some awesome gains in that time, damanko, why are you still posting instead of sipping bucks fizz over breakfast in Antibes? ;-)
spangle93
14/5/2020
00:29
A tiny bit BORING to other private investors though John. Just look at the number of posts on this thread since I started it, nearly 16 years ago...
damanko
13/5/2020
14:09
The NAV was end of March,and they made a fair attempt at estimating it. Since then the US market has rallied. The discount could easily be 40%. The reason to buy this company is its long term performance. What it does requires some watching of their presentations but even then most would remain in the dark! It shouldnt be a huge part of any portfolio but a portfolio that is worth its salt should have some venture capital and this is an easy way in. Actually my biggest holding, not because I invested a lot in it but because it has grown so much and so consistently over the years. NOT BORING!
johntobin
09/5/2020
09:47
NAV 2795p! Most people would say any estimates at the moment are pretty irrelevant, especially MF (see 260 above). Buy the dips; but Market remaining stubbornly firm at the moment...
skyship
30/4/2020
12:52
Spangle. I don't know what else they can do. It is based, in part, on what their fund managers tell them something is worth. But the valuations in more normal times are only educated guesses anyway, for the most part. Perhaps, more importantly, there was no suggestion that they would not be able to meet their future funding obligations.
hashertu
30/4/2020
09:00
Difficult to know how to interpret this morning's figures. It's like the management's best efforts to wave a finger in the air. We know it's not as good as the actual number, so we're going to punt how bad we think it may be. Fair play to them for having a go anyway. Plus new investments at surely a favourable time
spangle93
24/3/2020
09:31
Hardman & Co interview discussing their latest report 'Consistency in delivery' - https://bit.ly/2QHG4TN
astonedt
23/3/2020
10:30
Given that most markets have fallen by 30% and many PE companies are in growth areas and so rely on customers making decisions to change their behaviour I think your reading is optimistic sky. I think highly of PIN but the next 2 quarter valuations will be difficult. Suggestion that US unemployment will reach 30% by summer indicates risk of mass bankruptcy. Who knows?
mad foetus
23/3/2020
09:27
Loads of info in today's NAV & Update re Covid-19. If NAV fell back 30% to 2000p the discount hare would still be 31%! So sorely tempted to buy some at 1366p...but finger freezes whenever I get near the BUY button. https://uk.advfn.com/stock-market/london/pantheon-PIN/share-news/Pantheon-International-PLC-Monthly-Performance-Upd/82053160
skyship
03/3/2020
09:52
Article - New boss named hTTps://www.investmentweek.co.uk/news/4011498/pantheon-international-names-replacement-lead-manager-prepares-retire
spangle93
27/2/2020
20:32
A fairly static half year to 30/11, but as always, a well presented and informative report to peruse: htTps://www.piplc.com/investor-relations/results-centre/
rambutan2
20/12/2019
17:54
52k buy @ 2550 end of day. Some ones keen
games
Chat Pages: 13  12  11  10  9  8  7  6  5  4  3  2  Older
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