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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
  -20.00 -0.95% 2,090.00 2,075.00 2,090.00 2,110.00 2,075.00 2,095.00 69,860 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 201 to 225 of 325 messages
Chat Pages: 13  12  11  10  9  8  7  6  5  4  3  2  Older
DateSubjectAuthorDiscuss
18/9/2016
13:45
I think it got a mention on your thread LM, in discussion about large discounts.
hpcg
18/9/2016
11:50
for some reason this kept missing my screens - lovely brexit breakout :) FPEO also interesting in the private equity space ATB LM
luckymouse
16/9/2016
02:53
PINR climbed a quid yesterday, although remain £2 behind PIN. At some stage that discount will close right up.
rambutan2
25/8/2016
16:24
Share price certainly not taken a summer hols, as the offer hits £15 today. hTTp://www.piplc.com/system/files/newsletters/pip-newsletter-july-2016.pdf
rambutan2
04/8/2016
11:46
I've sent it to you Sky
mad foetus
04/8/2016
11:39
Quite a leap for PIN. Do you have the amended values for a few others?
skyship
04/8/2016
09:27
Stifel have issued a note about PE funds generally today and have increased their fair value on all of them: for PIN it has risen from 1410 to 1590.
mad foetus
03/8/2016
16:22
These went a tad too far when hitting 1440/50 as the NAV discount dropped to 23% - overbought versus peers. Still look rather rarefied on a 25% discount; however as a long-term hold who could ever criticise PIN. Well perhaps me for one as I believe they should be paying a dividend...
skyship
03/8/2016
12:53
I topped up today. Have this one in the "buy and forget" draw.
mad foetus
01/8/2016
12:12
I added more today, mostly PINR. It is liquid enough at market size. I'm happy for them to use their excess distributions to buy back at such a large discount as well. This is as good an exchange rate hedge for those with a GBP basis as anything, and it looks like low oil prices are here for a while to come yet which is stimulative.
hpcg
01/8/2016
11:59
Here you go: hTTp://www.piplc.com/system/files/newsletters/pip-newsletter-june-2016.pdf
rambutan2
01/8/2016
07:15
NAV = 1873.6
eeza
01/8/2016
01:06
Damanko, you can still post, whatever your share ownership position. This board doesn't suffer from poster overload! Personally, i'm happy to continue to hold PIN, it being a more conservatively and shrewdly run vehicle than was the case in 2008. And my skill set doesn't include market timing, unfortunately. The June nav is the y/e one, hence the longer than usual wait i suspect. For those happy to be locked in for long periods, note that PINR is on a bigger than usual discount to PIN.
rambutan2
31/7/2016
07:45
Damanko - sorry to read you may be leaving us for a while. I daresay all of us who have invested through the Market crashes of 1974/5 & 2008/9, will from time to time worry that the Great Bear will go on the rampage again. We've also had flash crashes on occasions in between those savage Bear Markets. Both short-term corrections & Bear Markets will inevitably hit again; but surely impossible to predict just when. But Damanko is of course quite right, when they do hit the tide goes out for all stocks regardless of Fundamentals. With global QE & absurdly low interest rates, it's a difficult time for those like me needing to make money for their drawdown pensions!
skyship
28/7/2016
10:34
Hi MF. Last post (honestly). See edited header re NAV etc ... When I started this thread I was working in Libya, for a seismic company engaged by oil majors, the company was earning many hundreds of thousand dollars each week, employing hundreds of people. In 2011 all the vehicles were appropriated by one side or another, the compound was subsequently bombed out of existence. The company no longer exists. The country is now a failed state. Funny old world we live in. Moving on, and regarding your latest comment, a friend of mine (France based, though British) now holds 5% of his portfolio in gold, and 5% in silver. He's not usually the brightest button on a jacket, but what he's done has given me pause for thought. If and when the sheep start their jump, and PIN (as it did in 2008/9) falls with them, I just may dip my toe in again. We'll see ... Seeyer. damanko
damanko
28/7/2016
07:38
Good luck to you damanko. I must say, I have no idea what the future holds, but I have about 10% in gold stocks, which is a pretty hefty insurance. PIN is fantastically well diversified, but as you say, if the market falls off a cliff, it takes everything with it.On another matter, where is this months NAV? It should show a big currency uplift but is running late!
mad foetus
27/7/2016
21:46
Last post (without the bugle). I sold my remaining holding in PIN recently, so 27 years since I bought the share when it was called GT Ventures, at a little south of 90 pence. That's what I call a long term holding. Personal reasons of course, I don't really need the money but it'll go into the bank, making nought point whatever we are rewarded with these days for being prudent. I have a feeling that when the Brexit nonsense dust settles, a cliff may suddenly appear on the stock exchange, and as we saw in 2008/9, all stocks suffer, whatever their merits or strengths are perceived to be, company & business wise. When one sheep jumps off a cliff ... you know the rest. Good luck to all holders and traders in PIN, particularly SKYSHIP, rambutan2 and mad foetus, I wish you all the best, having enjoyed your posts and your opinions over the years. We may not always have shared the same opinion, but we always agreed to disagree, a crucial thing amongst adults. Go well all of you, and I trust your investment in PIN is - over the years, as successful as mine has been. damanko
damanko
20/5/2016
14:33
Good strategy IMO. I've done the same with PEY and SEP recently. In the PE space I topped up my LMS yesterday after reading the AGM statement. They are already at £15m cash - so halfway toward the amount needed for their next Tender. Also they sold down 42% of their remaining Weatherford stake. NAV discount at 28.4% - for a liquidating trust that has to be attractive.
skyship
20/5/2016
11:13
I just sold the trading top up for 1298 - still have my main holding but nice to scalp a couple of grand. I am doing this more and more - finding things I want to hold for the long term but trading them round the edges.
mad foetus
20/5/2016
08:07
Pantheon International Plc ("PIP") announces an unaudited net asset value ("NAV") per share at 30(th) April 2016 of 1,730.6p, a decrease of 16.4p (0.9%) from the NAV per share as at 31(st) March 2016. Investment income (0.4p) and share buybacks (14.9p, 0.9%) were offset by valuation losses (-0.8p, -0.1%), foreign exchange movements (-28.7p, -1.6%) and expenses and taxes* (-2.2p, -0.1%). Well, share buybacks added over 14p as nw calculated. Forex against us this month - I'm not bothered about that, you win some and lose some. Everything else de minimums.
mad foetus
05/5/2016
09:25
I've topped up at 1251 today: looking at the historic charts when the share price was 1250 in Jan 2015 the NAV was around 1500 - now it is around 1750. Silly discount imo.
mad foetus
21/4/2016
20:32
yes, pleased to see a board set on increasing shareholder value rather than aum, very well done. I wish others would take the same path.
mad foetus
21/4/2016
19:02
Rammy. Totally agree. If NAV is "correct" this adds over 14p per share to NAV of remaining shares I think. NW
nw1234
21/4/2016
18:12
Serious buyback of PINRs, £18.4m spent. But at over 30% discount. Great investment. Well done board. The Company announces that on 21 April 2016, it purchased in the market 1,600,000 redeemable shares of 1p each ("Redeemable Shares") at a price of 1,150.0 pence per share for cancellation. Following this transaction, there are 33,062,013 Ordinary Shares and 30,297,534 Redeemable Shares in issue, none of which are held in treasury. In total, since the Company started buying back shares in August 2011, it has acquired, for investment purposes, 4,459,000 Ordinary Shares and 7,676,000 Redeemable Shares, representing approximately 16.07% of the shares then outstanding.
rambutan2
21/4/2016
11:51
my initial entry was on the bounce up above 1200p and i've added few times as the discout was rather silly. It continues to look good value so i'm holding for now. The real threat is any severe downturn in the global economy so i've a strict stop loss. woody
woodcutter
Chat Pages: 13  12  11  10  9  8  7  6  5  4  3  2  Older
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