[ADVERT]
Share Name Share Symbol Market Type Share ISIN Share Description
Standard Life Private Equity Trust Plc LSE:SLPE London Ordinary Share GB0030474687 ORD 0.2P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  15.00 3.12% 495.00 471.00 492.00 495.00 495.00 495.00 36,338 16:35:20
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Software & Computer Services 4.7 2.7 0.8 618.8 1,309

Standard Life Private Eq... Share Discussion Threads

Showing 26 to 50 of 75 messages
Chat Pages: 3  2  1
DateSubjectAuthorDiscuss
07/7/2020
12:38
Https://www.slpet.co.uk/en/latest-article
jaws6
14/4/2020
11:29
hTTps://www.thetimes.co.uk/article/private-equity-is-licking-its-lips-at-prospect-of-takeovers-x5s7vxzmw
bluemango
01/4/2020
20:13
why will the discount get bigger? It has I agree....but why?
johnhelme2704
19/3/2020
19:46
Will get even bigger
robizm
17/3/2020
11:27
Dropped sharply last 2 days, have topped up via SL online. On big discount now.
chc15
29/1/2020
18:11
edison research issued yesterday hTTps://www.edisongroup.com/wp-content/uploads/2020/01/Standard-Life-Private-Equity-Trust-Maintaining-its-track-record.pdf
spangle93
23/1/2020
11:50
Totally o/t but as there's only a few posters, hope that's not a problem Sky - if you're out of PE, have you ever looked at PSSL. Different line completely - making loans to companies requiring capital - but again a counterpoint to "equities". They had a bad start but reads to me like different management is gently turning the ship around, which isn't yet reflected in the price, plus dividend increase of 20% to 7% shows confidence.
spangle93
23/1/2020
10:57
Likewise - thnx for that useful commentary above RAM. Personally out of PE at the moment, other than a small "bounce" punt on LMS as the discount has widened out to 44% and the current share price is covered by cash and their holding in the former manager GHE (Sp 38p - Cash 31p - GHE 8p - NAV total c68p). Would also buy LTA, but YouInvest now charge 1% in and 1% out for the currency; so a 2% penalty for buying any foreign currency stock! As for all the others, will once again wait for a discount anomaly.
skyship
16/1/2020
08:03
Thanks for taking the time, ram - great insights and much appreciated.
spangle93
15/1/2020
21:30
SLPE has remained a primary investor in mid buyouts, whilst the rest of the sector have retuned their strategies over the last decade, either to having a better mix (ICGT, PIN, HVPE), or to specialise in directs/co invests (PEY, NBPE) which gets rid of commitment issues/cash drag/leverage, which caused such havoc in 2008. And also of course cuts costs. HGT has always just invested direct into its own funds, as has OCI and APAX. So, currently I'd put SLPE last on the list, due to it having the least control over its destiny and relying on one strategy for returns. Although I'd expect a gradual broadening out of investments now they are part of the greater Aberdeen PE operation. However, I'm not saying it isn't a good vehicle and quite capable of outperformance, but I prefer the greater control, to varying degrees, of the others. Personally, as a long term hold, I think HVPE is the pick of the fund of funds and HGT of the directs. But imho all of them are very well run, all slightly different, and all worth buying if their discount gets out of line. The sector really took on board lessons from 2008 and I think now offers a classy line up. Of course, the real test will be the next big downturn, but I'd bet that it won't cause the life threatening melt down amongst trusts we saw last time.
rambutan2
15/1/2020
20:14
Which do you consider to be better, ram? I also hold PIN, but I like the dividend with this stock, so the discount closing is welcome too.
spangle93
15/1/2020
20:06
Hi SKY, well I took your advice and sold out at 392p today for a quick 12%. Not my usual style, but I don't want to hold SLPE long term as I prefer others in the sector.
rambutan2
14/1/2020
07:35
RAM - a well timed purchase - well done; now take the turn at the Apr'19 double top!
skyship
14/1/2020
04:14
Nice jump up to close at 380p bid, taking it to a mid teens discount more on par with sector comp.
rambutan2
09/1/2020
17:44
Solid set of results, and a slight closing of the discount. Having bought in at 340p recently, am happy to hold.
rambutan2
08/1/2020
20:05
I noticed the relative lag as well and bought in recently - discounts have come in a lot on similar peers (PIN, HVPE, ICGT, etc) - this has similar track record to most these so would expect this to re-rate.
riverman77
08/1/2020
20:01
Expecting results tmrro. On a circa 20% discount this hasn't enjoyed the rerating of the rest of the sector. Perhaps some results info will give it a boost.
rambutan2
09/12/2019
14:57
I imagine they will say with results this week? L2 makes it look like the rug is going to be pulled price wise (sometimes best point top buy!) - may present a nice entry point as someone keen to sell and buyers not queuing up yet... Not currently holding but am interested once again as a trading buy
nimbo1
09/12/2019
14:43
Did they keep Action or take the cash? As it’s 6% of the nav i think they should have said. imho
rambutan2
09/12/2019
14:02
a buy again at 320p? The Nav hasn't really kicked on here (obviously sterling bounce hurts) but now it is one of the PE trusts with the widest discounts.
nimbo1
18/7/2019
15:48
finally catching a ride on this one : )
nimbo1
19/3/2019
11:51
Direct link to Edison note hTTps://www.edisongroup.com/publication/broader-capability-expands-the-opportunity-set-2/23637
spangle93
19/3/2019
11:34
well I missed the breakout i thought may happen! moved into HVPE for the sipp.
nimbo1
27/2/2019
10:10
you are absolutely right - I've sold for the moment, hope to buy back again in 325 area. Will probably kick on now ; )
nimbo1
14/2/2019
07:22
Unlikely - 350p seems to be a major resistance level; and today's news of a 3.5% fall in the NAV to 411.2p (mainly due to the Euro weakness) will hardly help matters! At 350p the discount falls to 14.9%, rather out of step with its peers.
skyship
Chat Pages: 3  2  1
ADVFN Advertorial
Your Recent History
LSE
SLPE
Standard L..
Register now to watch these stocks streaming on the ADVFN Monitor.

Monitor lets you view up to 110 of your favourite stocks at once and is completely free to use.

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

P: V: D:20211018 21:21:33