Princess Private Equity Share Discussion Threads

[tiltonboy] 19/1/2015 14:03

Page 83 of 92. I will not lift the piece from their review, but here is the summary:

"In our view Princess has made some interesting direct investments, and these
typically account for a more meaningful proportion of the portfolio. The underlying portfolio is showing good progress, with the largest 50 underlying holdings showing aggregate LTM EBITDA growth of 12.8% and is valued at around 10.5x, with debt at 4.4x. With the shares trading on a discount of 17.9% and yielding 7.8% we believe that Princess is one of the most interesting opportunities in the listed PE sector"

Hopefully JPMorgan Cazenove will not mind me quoting their words.

[rcturner2] 19/1/2015 13:59

If there is an analysis behind the recommendation, could you possibly copy it from the email please?

[tiltonboy] 19/1/2015 13:58

I had an e-mail from them. It's part of their Investment Companies Annual Review.

[rcturner2] 19/1/2015 13:54

Do you have a source for that pls?

[cwa1] 19/1/2015 13:15

Cheers, thanks for that tilts.

[tiltonboy] 19/1/2015 12:53

PEY one of JP Morgan's investment trusts of the year.

[tel5] 09/1/2015 23:27

not got anything yet with interactive investor

[rcturner2] 06/1/2015 09:43

I got 20.9p with td waterhouse. Paid on the 18th December.

[cwa1] 06/1/2015 09:19

Got 20.88(rounded) from idealing

[envirovision] 06/1/2015 09:11

I got 0.777 pence to the Euro or 21p per share (only received yesterday)

[stemis] 06/1/2015 09:04

My dividend worked out at 20.6p/share, so an exchange rate of 1.31 (Selftrade). How did anyone else do?

[cwa1] 31/12/2014 08:57

Well, idealing have finally coughed up, though still showing as Euros which should have an FX sweep later today to convert in to Sterling at a miserly rate :-(

[eithin] 30/12/2014 12:33

Paid today CS.

[skyship] 30/12/2014 12:12

Nothing from YouInvest yet...zzz...

[danieldruff2] 30/12/2014 10:11

It's been paid into my Halifax account

[gingerplant] 30/12/2014 09:00

It came into my Selftrade / Equiniti yesterday.

[envirovision] 30/12/2014 08:57

Nothing in sip deal yet, this is turning into a competition.

So Sip Deal and Idealing neck and neck, anyone else ?

[cwa1] 30/12/2014 08:49

Morning All

Broken record I know-but still not received any dividend. I know there's a currency conversion and Christmas got in the way/the snail they used to send the cheques was really busy, but this seems a bit excessive!

[bodlan] 23/12/2014 09:46

I have two accounts with this share in. H/L paid out on the 17th but Halifax still waiting!!

[eithin] 23/12/2014 09:12

Your assumption is absolutely right – I’m afraid that you will need to allow a few days for the currency conversion from Euro to Sterling to complete before we can receive the dividend and credit it to your account. It can take up to a week or possibly two for this to occur, so there may be a noticeable delay in receiving the dividend

[envirovision] 23/12/2014 00:10

Im with sipdeal and nothing. I did ask them about it once and they just they have 21 days under the fsa terms.

[skyship] 22/12/2014 17:47

Exactly - it's a foreign currency divi - so always a few days delay...

[eithin] 22/12/2014 16:07

Just contacted Charles Stanley awaiting call back.omething
to do with Euros to £Stg...

[cwa1] 22/12/2014 15:38

Anyone had a sniff of the dividend yet? Still waiting at idealing.