Buy
Sell
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
  -20.00 -0.95% 2,090.00 2,075.00 2,090.00 2,110.00 2,075.00 2,095.00 99,860 16:35:11
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Equity Investment Instruments 0.0 -9.9 -21.4 - 1,130

Pantheon Share Discussion Threads

Showing 276 to 300 of 325 messages
Chat Pages: 13  12  11  10  9  8  7  6  5  4  3  2  Older
DateSubjectAuthorDiscuss
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
12/12/2019
08:35
Hardman interview discussing the above note - http://bit.ly/38rXf37
astonedt
26/11/2019
20:46
A bullish case: In our 6 September initiation report on Pantheon International (11.9% average annual NAV growth since 1987, PIP, ticker PIN), we noted i) PE funds earn better returns than quoted companies, ii) PIP is investing in the right parts of the PE market, iii) the benefits from being in the Pantheon family, and iv) a structured fund selection process. PIP gives investors access to the whole PE market, with strong corporate governance. In this note, we explore the impact of holding PIP on a range of portfolios, across a range of scenarios; we conclude that performance would be improved and significantly less volatile. There are risks (see below), but the discount makes the risk/reward anomalous, in our view... htTps://www.hardmanandco.com/research/corporate-research/history-of-value-added-to-portfolio-by-holding-pantheon/
rambutan2
19/10/2019
09:03
Remember that PI's annual NAV stats always have to be discounted somewhat as they pay no dividend - elsewhere 3%-6% achievable. HVPE too pays no dividend - they are the last two standouts.
skyship
17/10/2019
19:03
Thanks Tomps2. I love the fact you give a podcast option on pi - I subscribe. I think of it as a greener option! Saves my iPad battery, I can listen radio style from room to room or on the street, or in bed with no screen glare. If I then decide I need to see the slides, well I can take a watch when convenient. A brilliant service for the pi.
rambutan2
17/10/2019
13:22
Pantheon International’s presentation at Mello May 19. Helen Steer gives a great overview of the private equity markets, then Andrew Lebus talks about the performance of Pantheon over the last 30 years. Https://www.piworld.co.uk/2019/10/17/pantheon-international-presentation-at-mello-trusts-funds-may-2019/
tomps2
17/10/2019
10:36
Pantheon International’s presentation at Mello May 19. Helen Steer gives a great overview of the private equity markets, then Andrew Lebus talks about the performance of Pantheon over the last 30 years. Https://www.piworld.co.uk/2019/10/17/pantheon-international-presentation-at-mello-trusts-funds-may-2019/
tomps2
26/9/2019
09:07
Spangle. Doubt you will see the discount reduce anytime soon. Too much uncertainty in the world and, in my case at least, an investment in PIN is an act of faith given how difficult it is to decode the end of the fund of/fund of... chain. Anyway, the valuation gains March to June are welcome. Sorry didn't respond to you about JSE. My mind was occupied by family/social stuff (all happy). I am overweight oil and gas, so am not prepared to put new money in. JSE, and now PTAL, are high on my watch list, awaiting recycled money. They look very promising.
hashertu
26/9/2019
07:17
PIP announced an unaudited net asset value ("NAV") per share at 31 August 2019 of 2,949.4p, an increase of 101.8p (+3.6%) from the NAV per share as at 31 July 2019. You'd think some kind of discount closing is overdue? It's around 23% now according to my calculations
spangle93
19/9/2019
11:18
Analyst Q&A with Hardman & Co - http://bit.ly/31zMTdw
astonedt
12/9/2019
05:52
Much appreciated, Rambutan2 o/t @Hastertu - did you get anywhere with JSE? Another one in the same vein is PTAL, also unusual among AIM oilers in that 1. It's a Ronseal company, doing what it says on the tin in terms of delivery promises 2. It's currently delivering 4,000-5,000 bopd, with a fair netback at current Brent, but this should double by year end when new facilities are due to be commissioned, and double again by end 2020. But it executed a cash raise earlier this year to drive this growth so it's unlikely to need to visit the market again soon 3. It's talking about paying 4% yield once this happens 4. Its producing field in Peru is one of the simplest I've seen, a bit like JSE's Montara but without the gas cap 5. It should be due a sizeable reserves upgrade next time they are reviewed, because the recovery factor is conservative vs analog fields It also has juicy exploration prospects, which JSE doesn't at this time, which aren't in the current valuation.
spangle93
12/9/2019
02:09
Paid for report: htTps://www.hardmanandco.com/wp-content/uploads/2019/09/Pantheon-International-Initiation-of-coverage-11.9-average-annual-NAV-growth-since-1987-6-Sept-2019-2.pdf
rambutan2
07/8/2019
17:26
Spangle - NBPE & HVPE used to pretty well track each other on their discount. NBPE now an outlier in the sector and should soon recover back to a sub20% level. See all of them on the PE thread.
skyship
07/8/2019
17:22
Spangle. I bought GPK when they were listed in the UK and decided to keep them when the moved to the states listing. JSE. I will have a look. Thanks
hashertu
07/8/2019
15:32
@hashertu - thankfully for my finances in retirement, the oil stocks are just a guilty addiction with a very minor part of my portfolio, plus a lot of learning about parts of the industry I don't usually deal with. I think it's enhanced my professional ability though not my wallet. GPK is only on the NYSE, I believe? So I probably wouldn't go there. The best run that I hold, which is also one of the most undervalued on present status let alone future, and has some very competent followers on ADVFN, is JSE, dual listed on AIM and TSX. The next quarter's figures should be out soon, and should be higher than anticipated because of the timing of the liftings from the vessel, plus they were talking earlier in the year about paying a maiden dividend in Sept, which could also make it more attractive to insti's. @Skyship - had a look at NBPE after you'd flagged it, but there was something that stopped me, will have to check back as the recent fall back makes it a more attractive entry
spangle93
07/8/2019
14:29
"has agreed a more intensive marketing plan with the Manager's dedicated investor relations team with the aim of extending the Company's reach to potential new buyers and boosting demand for its shares." DREAM ON! The best way to reduce the discount is to offer shareholders a dividend. But that would reduce the fund and so reduce the manager's fees. So don't expect a dividend anytime soon. That said, PIN seems to be performing perfectly respectably on a mere 18.3% discount. NBPE yields 4.1% and yet trades on a 25.3% discount...
skyship
07/8/2019
10:58
Spangle. Don't know how much effort they should put into narrowing the discount. It will only ever be a one off gain, and compared to the annualised performance over 32 years, it is small. On the bright side, it is one of my better investment decisions, certainly better than Nighthawk!!! If you want a well run O&G company, have a look at Geopark.
hashertu
07/8/2019
07:36
Annual Financial report notes www.investegate.co.uk/pantheon-intl-plc--pin-/rns/annual-financial-report/201908070705011593I/ The Board remains frustrated by the continuing share price discount as it believes that this does not reflect the Company's track record both on a medium and long-term basis.... The Board is committed to narrowing the share price discount and, to this end, has agreed a more intensive marketing plan with the Manager's dedicated investor relations team with the aim of extending the Company's reach to potential new buyers and boosting demand for its shares.
spangle93
11/7/2019
07:24
Yes, excellent, and nearly 15% in the year to end May. Though half of the monthly gain was forex movement, which can be a temporary positive.
spangle93
Chat Pages: 13  12  11  10  9  8  7  6  5  4  3  2  Older
ADVFN Advertorial
Your Recent History
LSE
PIN
Pantheon
Register now to watch these stocks streaming on the ADVFN Monitor.

Monitor lets you view up to 110 of your favourite stocks at once and is completely free to use.

By accessing the services available at ADVFN you are agreeing to be bound by ADVFN's Terms & Conditions

P: V: D:20200930 23:17:06