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Origo Share Chat (OPP)



Share Price: 6.125Bid: 6.00Ask: 6.25Change: 0.00 (0.00%)No Movement on Origo
Spread: 0.25Spread as %: 4.17%Open: 6.125High: 6.125Low: 6.125Yesterday’s Close: 6.125


Share Discussion for Origo (OPP)


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HawkA1
Posts: 328
Off Topic
Opinion:No Opinion
Price:7.19
asset realisation...closer
20 Nov '14
Last NAV reported was 15p per share in last reported results.
 
cadburyhill
Posts: 71
Observation
Opinion:Strong Buy
Price:7.19
asset realisation...closer
18 Nov '14
So, this is a complicated picture but, to cut a long story short, we are closer to the point at which assets held by Origo, such as China Rice and Kincora, will start to be sold-off. All an investor has to do is work out if the collection of assets are worth more than the 7.2p per share they currently have to pay (also taking into account the preference shareholders' prior claim on some of any cash realised under certain circumstances). Given the brutality of asset revaluations of assets in this and other China-focused portfolios in recent years, I'd suggest that there is room for comfort here. In addition, the recent relaxation of foreign ownership rules and the fact that the SHCOMP is up 20% from recent lows, should all give more confidence. This is probably a fantastic buy for a retail investor willing to risk a few hundred quid...Of course, if I had the evidence to demonstrate that it's a fantastic buy, the share price wouldn't be down where it is. DYOR, etc. etc.
HawkA1
Posts: 328
Off Topic
Opinion:No Opinion
Price:7.88
Ticktock1984
3 Sep '14
I think the Origo you arre talking about is a new private company. This Origo on this page specialises only in Far East Asian equity, mainly Chinese and Mongolian. If only it were true that this Origo received that money.....
Cheers
GLA
Ticktock1984
Posts: 240
Observation
Opinion:Strong Buy
Price:7.88
Nice
29 Aug '14
According to Riverstone, Origo will acquire exploration licences in the Norwegian and UK continental shelves through farm-ins, licence rounds and focused M&A activity. Riverstone said that Origo plans to participate in the drilling of around 25 exploration wells over the next five years and, where appropriate, bring discoveries towards development and production. - See more at: http://www.morningstar.co.uk/uk/news/AN_1409038166320433700/riverstone-barclays-commit-funds-to-origo-exploration-.aspx#sthash.C1GoZSGb.dpuf
WLondonHunter
Posts: 598
Off Topic
Opinion:No Opinion
Price:7.88
still waiting
7 Aug '14
the right time to enter this one..
cadburyhill
Posts: 71
Observation
Opinion:No Opinion
Price:7.88
View Thread (2)
RE: keep looking at this
13 May '14
we need someone to come in and clean up the capital structure here to free things up. the pref shares really get in the way of the market being able to see value in the ords...
with the benefit of hindsight, the decision to issue them was a bad strategic error on the part of management.
WLondonHunter
Posts: 598
Off Topic
Opinion:No Opinion
Price:7.88
View Thread (2)
keep looking at this
9 May '14
time will come...





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