Share Name Share Symbol Market Type Share ISIN Share Description
Pantheon International 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
  -10.00p -0.48% 2,090.00p 2,080.00p 2,090.00p 2,100.00p 2,090.00p 2,090.00p 106,064 15:28:29
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Equity Investment Instruments 15.5 -2.8 -20.7 - 1,132.04

Pantheon International Share Discussion Threads

Showing 251 to 275 of 275 messages
Chat Pages: 11  10  9  8  7  6  5  4  3  2  1
DateSubjectAuthorDiscuss
27/3/2018
21:42
Let me just dump some selective reports ... hxxp://c.ymcdn.com/sites/www.calalts.org/resource/resmgr/docs/Preqin-Special-Report-Privat.pdf hxxps://www.torreycove.com/wp-content/uploads/2018/02/2018-Outlook-FINAL.pdf hxxps://www.penews.com/articles/deals-may-get-bigger-and-bolder-in-2018-20180108 hxxps://www.rolandberger.com/en/Publications/pub_european_private_equity_outlook_2018.html https://www.forbes.com/sites/antoinedrean/2018/01/24/ten-predictions-for-private-equity-in-2018/#5600e6f2319e I get the overall impression that bargains are scarce and the discount is necessary.
cordwainer
23/3/2018
08:04
Discount here makes this a decent port in a storm imo
mad foetus
12/3/2018
13:27
Agree rambutan, this is a long term hold for me, as I suspect it is for most. I will buy more if the markets ever crash and the discount gets silly, but otherwise they are tucked away and almost forgotten about.
mad foetus
10/3/2018
17:23
And worthy of note were the two recent additions to the board both buying into the story to the tune of £743k each - so enough to hurt. Mr Singer: http://uk.advfn.com/stock-market/london/pantheon-international-PIN/share-news/Pantheon-International-PLC-Director-PDMR-Sharehold/76862523 and Mr Burgess: http://uk.advfn.com/stock-market/london/pantheon-international-PIN/share-news/Pantheon-International-PLC-Director-PDMR-Sharehold/76862522
rambutan2
10/3/2018
17:21
Recent interims. Nothing to dissuade me from continuing my long term hold. htTp://www.piplc.com/system/files/rrp/reports/pip_interim_report2018_1.pdf
rambutan2
06/3/2018
17:50
Is joining the 250 with effect from 19th of this month. hTtp://www.stockchallenge.co.uk/ftse.php
rambutan2
21/12/2017
02:43
So is the US tax reform good, bad or indifferent for Pantheon ?
cordwainer
30/10/2017
18:53
And just realised that it will be neck and neck between PIN and HVPE as to who will be higher in the ftse. A bit of healthy competition between the two might drive some extra shareholder friendly measures. hTTp://www.stockchallenge.co.uk/ftse.php
rambutan2
30/10/2017
18:31
All got passed at today's GM, so on wed PIN's mkt cap will grow by approx £400m to tip it just over the magic £1bn - ftse 250 entry will follow: Redemption of Redeemable Shares and Issue of ALN On 31 October 2017, in accordance with the terms of the ALN and as further described in the Circular, the Company will redeem 9,055,100 Redeemable Shares from the Investor at a price of 2,208.7p per Redeemable Share (being the NAV per share as at 30 September 2017 (the Valuation Date for the purposes of the ALN)), amounting to GBP200 million in aggregate (the "Redemption Proceeds"). The Redemption Proceeds will be applied in full to the subscription for the ALN which will have an initial principal value of GBP200 million. The balance of the Investor's holding of Redeemable Shares will convert into Ordinary Shares on a one for one basis as part of the Consolidation. Admission Application has been made for 21,242,434 New Ordinary Shares arising on conversion of the Redeemable Shares to be admitted to the premium segment of the Official List of the FCA and to trading on the London Stock Exchange's Main Market for listed securities. Admission is expected to take place at 8.00 a.m. on 1 November 2017. Following Admission, the Company will have a total of 54,304,447 Ordinary Shares in issue, each carrying one voting right. http://uk.advfn.com/stock-market/london/pantheon-international-PIN/share-news/Pantheon-International-PLC-Result-of-EGM-and-Class/75967581
rambutan2
10/10/2017
14:15
I had a "cunning plan" to invest in PINR shares in a SIPP I intend to open in January, buying at a discount and hoping for either a redemption call before I retired, or something like what has just been announced. Oh well... standard PIN it shall be then.
vacendak
06/10/2017
18:46
All the info/docs on the share consolidation: hTTp://www.piplc.com/investor-relations/proposed-share-consolidation?popup=true
rambutan2
28/9/2017
09:50
Yes, agree. Have been waiting a long time for this, and the structure would appear to be a positive as it reduces the long tail exposure.
rambutan2
28/9/2017
07:11
Fantastic news for PINR holders.
tiltonboy
08/8/2017
11:53
Nav up 17%, share price up 40% and great cash generation. Another good year (11mths) for PIN/R: htTP://www.piplc.com/system/files/rrp/reports/annual_report_and_accounts_2017.pdf
rambutan2
25/7/2017
11:30
Really not sure what to make of PIN's recent share price performance. They've certainly gone off the boil and now at 1760p are on one of the highest discounts in the sector - back up to 19.6%. Of course they've come a long, long way since just 16months ago when down at 1200p, so a period of consolidation could be considered healthy. So though tempted by the relative value, I reckon I'll wait awhile: https://uk.advfn.com/p.php?pid=chartscreenshot&u=kxUuN90lZ0BtsR8ZgLt%2B0NywS0VpYNI1&kslash=s
skyship
12/7/2017
12:35
Yes, a good month, and a good year. Note that this is the Y/e, an 11 mth one, as was previously end June. htTP://www.piplc.com/system/files/newsletters/pip-newsletter-may-2017.pdf
rambutan2
12/7/2017
07:48
Pantheon International Plc ("PIP") announces an unaudited net asset value ("NAV") per share at 31(st) May 2017 of 2,189.9p, an increase of 85.4p (4.1%) from the NAV per share as at 30(th) April 2017. Valuation gains (69.4p, 3.3%), investment income (3.7p, 0.2%) and foreign exchange movements (15.1p, 0.7%) were partly offset by expenses and taxes*(-2.8p, -0.1%).Nice to see it driven by valuation gains.
mad foetus
10/3/2017
10:52
With sterling weakness the NAV should be up another 4% at the moment, widening the discount once more.
mad foetus
13/2/2017
10:26
British Empire (BTEM) has exited its position in PINR. Nothing sinister, they just do not see the discount narrowing in a significant way anytime soon. BTEM has enjoyed the ride though as they acknowledge in their latest factsheet: "We added to existing positions in Jardine Strategic, Tetragon, Fondul Proprietatea, and Riverstone Energy, and sold out of Mitsui Fudosan, Ecofin Global, and Pantheon Redeemables entirely. Our holding in these Pantheon shares was first acquired on a 45% discount in 2011 and added to over the years for an eventual IRR of 18%. We still think the discount is overly wide and like the prospects for the portfolio, but prefer to focus our investments in the listed private equity sector on funds with greater concentration and visibility on the underlying holdings. Http://www.british-empire.co.uk/content/uploads/2017/02/British-Empire-2017-JAN.pdf
vacendak
12/1/2017
08:08
Stifel have upgraded today with a new target price of 1865 (up from 1540). I think currency changes will add at least 50p to the last published NAV.
mad foetus
04/1/2017
01:33
cordwainer, here you go... http://uk.advfn.com/cmn/fbb/thread.php3?id=26570589
rambutan2
03/1/2017
22:56
PE thread, where is that ? had remarkably lucky break with PIN, buying in on 27 June 2016 because of massive 30% discount at the time. huge beast of a fund though, and I've no idea how to judge this type of fund other than maybe it's NAV acts like a global p.e. tracker since its a fairly diverse £billion or so, or why there is such disparity of discount / premium among other p.e. funds.
cordwainer
21/12/2016
08:51
Hope to find the time to post my NAV Table on the PE thread today, though perhaps will wait for the weekend. Agreed, discounts are closing in across the board. One standout is HGT, now at 1515p on just a 3.9% discount to the 1577p NAV!
skyship
21/12/2016
08:25
My point exactly tilts, I think managers are having to think about how long they can get away with quoting an NAV that is very conservative. After all, if the NAV is 30-35% below true value, and the share price is 20% below the NAV then anyone can come along and make a bid of 25% above the share price and it will stand a chance of succeeding.
mad foetus
21/12/2016
07:59
JPEL/ELTA sold Innovia yesterday, resulting in a 32% uplift!
tiltonboy
Chat Pages: 11  10  9  8  7  6  5  4  3  2  1
Your Recent History
LSE
GKP
Gulf Keyst..
LSE
QPP
Quindell
FTSE
UKX
FTSE 100
LSE
IOF
Iofina
FX
GBPUSD
UK Sterlin..
Stocks you've viewed will appear in this box, letting you easily return to quotes you've seen previously.

Register now to create your own custom streaming stock watchlist.

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

P:40 V: D:20180919 04:06:23