Private Equity Share Discussion Threads

[praipus] 08/8/2011 19:04

CG Asset Management I think are the guys that run the wonderfully robust CGT Capital Gearing Trust. PEQ I would have thought would have been too racey for them so there must be some pleasant gems tucked away among those 500 underlying.

Increasing to 8%

[praipus] 05/8/2011 16:36

Twitter:

Institutional Venture Partners

[envirovision] 05/8/2011 14:36

I know skype was no longer in there also Linkedin was not in there.

So if Twitter and/or face book is in there, which holding is it I cant seem to find any ?

[praipus] 04/8/2011 19:35

Twitter $8bn!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!:)

[hieronymous1] 02/8/2011 01:07

Investment values Twitter at $8bn
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according to the terms of a fresh $800m investment in the US internet messaging service that has just been completed.

[envirovision] 19/5/2011 14:08

The ePlanet portfolio realised the Skype stake when ebay took it I think from what I could tell.

[envirovision] 19/5/2011 14:07

Jeez Linkedin opens up on its IPO 102%

[praipus] 10/5/2011 21:35

Draper Fisher Jurvetson ePlanet Ventures LP ("DFJ") still in the PEQ portfolio but I can't work out when they will next be revalued.

[praipus] 10/5/2011 21:31

Draper Fisher Jurvetson ePlanet Ventures LP ("DFJ") where the fellows.

From the PEQ website:

16 September 2005
Private Equity Investor PLC, Skype and eBay
Private Equity Investor notes the recent increase in its share price which it attributes to the announcement on 12th September by eBay Inc. of an agreement to purchase Skype Technologies SA, a Luxembourg based company. Private Equity Investor holds a position in Skype through its investment in Draper Fisher Jurvetson ePlanet Ventures LP ("DFJ").

Skype is a telephony company whose subscribers can make free calls to one another over the internet. Its software also allows PC users to make cut price calls to mobiles and landlines.

eBay has agreed to purchase Skype for $2.6 billion in a combination of cash and shares with a further potential payment of $1.5 billion over the next three years based on Skype achieving certain performance targets.

Assuming completion of the transaction Private Equity Investor would receive an equal amount of cash and shares in eBay with a current value in excess of $13 million. Shareholders should note that the eBay shares would be subject to restrictions on sale and the proceeds might also be reduced by DFJ's "carried interest" entitlement of up to 25% of gains made by DFJ as a whole.

[envirovision] 10/5/2011 21:25

Yea hot stuff going on at the moment over the pond in private equity init ?

In fact private equity over there is pretty much on fire right now ! !

To bad we dont have Silver Lake huh, or we might just be 2 Billion dollars richer ! ! !

[praipus] 10/5/2011 21:12

What a coincidence Microsoft buy Skype!!!

[praipus] 10/5/2011 10:27

See AVC thread.

[envirovision] 10/5/2011 09:57

OK no problem, maybe you could return favour. Can you give me your opinion on AVC ?

[envirovision] 10/5/2011 09:56

Can you give me your opinion on AVC ?

[praipus] 10/5/2011 09:13

Thanks for looking. With so many VCT's in the portfolio I assumed at least one of them would be exposed to LinkedIn as in the case of Baidu IPO and Skype sale. Seemingly not the case this time.

[envirovision] 09/5/2011 18:53

cant see anything there, what makes you think that Praipus ?

[envirovision] 09/5/2011 18:37

Nope news to me we have a LinkedIn via a slice of a slice ?

[praipus] 09/5/2011 18:00

LinkedIn $3.3bn IPO anyone know which of the VC's in the portfolio here have a slice?

[praipus] 05/4/2011 18:33

IMHO the EPICOR product set is rubbish so i'm going with the rising tide lifts all boats theory.

[praipus] 05/4/2011 18:32

The underlying here are US based tech VCT's.

[praipus] 04/4/2011 18:15

Stand by for another tech related spike up. APAX has just bought Epicor an ERP vendor.