Rit Capital Partners Share Discussion Threads

[arja] 13/4/2021 13:01

hope you are right panshanger1 but it has come off today after consolidating at 2230 level and unable to kick on. in two minds whether to hang on or exit ! ( smile )

[panshanger1] 13/4/2021 05:06

Monthly update on NAV for March released mid April Normal with this trust Should be a significant uplift as mentioned earlier

[arja] 12/4/2021 09:47

pansanger1,
no mention of an announcement on "www.investegate.co.uk" this week . lost momentum in last few days unfortunately .

[arja] 07/4/2021 15:52

thanks sport and as no overhead resistance it is worth holding until it falters even
though it moves painfully slowly .

[panshanger1] 07/4/2021 08:57

End of March NAV should be interesting though Next week would have thought

[arja] 07/4/2021 08:42

near ATH as pensanger mentioned above . But with NTA only being announced occasionally, it could be dangerous to hold in a way

[arja] 07/4/2021 08:41

chart looks good and NOOR situation and ne

[a1samu] 06/4/2021 14:15

On 12.3.2021 JPM calling this overweight with NAV of 2550p after Coupang IPO.

[robertball] 31/3/2021 08:08

Coupang stable

[a1samu] 30/3/2021 20:51

Received Annual Accounts this morning, with notice of AGM 2021 dated 29 March 2021.

[panshanger1] 22/3/2021 08:24

New ATH 2430

[kiwi2007] 18/3/2021 06:25

Nothing in it that we don't already know. However Questor does rate RIT a BUY.

Coupang unsurprisingly heading closer to it's floatation price, closing at $43.29 in the US..

[panshanger1] 18/3/2021 05:48

Questor covering RIT in Telegraph today

[olliemagern] 15/3/2021 15:02

Coupang must have been on the books at around $15.3 per share.
A !00% increase would be $30.6, and a 200% increase would be $45.9.

[a1samu] 15/3/2021 13:33

First invested in Coupang in 2018 when it was shown at a value of £56.3M. It was at a value of £56.4M in 2019 and at £72.9M @ half year 2020. At 31.12.20 this holding was valued at £140.8 or $192.2..

[kiwi2007] 15/3/2021 01:56

So Coupang were on the books at $22.4'ish ? Is that right? Big jump if so.
Anyway, even though this is my biggest holding by far in any market and I do expect Coupang to drop back a bit, I did top up again at last orders.

[olliemagern] 12/3/2021 15:02

Coupang South Korea's answer to Amazon was priced at $35 in yesterdays IPO, and closed at $49.25 on first day.
Raised $4600m and now valued at $84,500m.
Coupang delivers around 3 million orders per day.

Coupang at $49.25 means RIT NAV is now 2511p.
If Coupang stabilises at $47.2 means RIT NAV would be 2500p

With private investment gems like this, RIT should trade at NAV or a small premium, maybe next month...

[aspringo] 12/3/2021 11:51

Agree as youve said a profit is always good, but when buying this you're not looking at a racy investment, so if selling and recycling the money, where are you putting it?

[panshanger1] 12/3/2021 10:41

Yes - fair enough some profit taking after a nice run NAV update at end of March will be interesting Recent moves don't take into account likely uplift and still offering great value IMO GLA

[essentialinvestor] 12/3/2021 08:23

I'm all out on that, luck to holders.

[panshanger1] 12/3/2021 08:14

An increase of 8.4 % in RIT NAV!Superb

[this_is_me] 12/3/2021 08:04

So that is why the share price shot up yesterday!

[18bt] 12/3/2021 07:16

What a cracking update on NAV and the uplift expected from Coupang

[panshanger1] 11/3/2021 08:15

New all time high Still well under NAV for this under appreciated trust GLA