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The quoted NAV of £4.12 at 31/07/17 is now already worth close to 10% more due to Luceco rise in sp since...
Makes good reading....might make a top up tomorrow....
Just topped up.
then I dare you to pass these by!
ESO's interims also out today. Very conservative as usual. Need to have very sophisticated knowledge of co accounts to read 'behind' these private equity figures. P2U still not ready for float. My guess is at least 18mths away from any first announcement. Would need to show rising profits for at least two years and my guess is that they are perhaps at break-even now. ESO is likely to have found at least one other shrewd investment before then. Even now, no trades showing. Amazed at how 'beneath the radar' they are!
As of now no-one has traded these today! I suggest you read the DOUBLE PAGE spread in The Times today about Whittard of Chelsea - 100% owned by ESO!!!!! If that isn't enough, the Luceco Interims just out show profits up 25% and a maiden interim divi. They continue to hold 24% of stock. The SP was at a standard private equity discount of around 30% to net assets. I reckon with a little bit of a whisper these could say cheerio to £4 and still be at a fat discount.to the assets.
From the accounts I see their Luceco stake alone is worth eso's current mcap and they also have nearly £40m cash on top of that along with Whittard and pharmacy2u........seems like an overall bargain....as well as it being the best performing trust over 5 years.....from what I can see pharmacy2u is about £2m of the pf is that right ?
Good coverage from Citywire
ESO website very quiet for a while. Expect a bit of excitement soon but I know NOTHING!
Went into Whittards of Chelsea in Regent St St James the other week, one of theirs. Very classy shop. Spent plenty. Why not? This is making me plenty. Did you know that a good leaf tea can be reused many times and lose very little flavour? I have just had my fourth cup of their Rooibus Bluebury tea out of one home-prepared bag kept a week! Looked at that way the 'expensive' tea goes a long way and it is extremely good, P.S If anyone reads this, look at the current price! And it is at a 30%+ discount to asset value!
Talk about below the radar!! !If anyone ever reads this its still pretty much a no-brainer even though they are more expensive now .Pharmacy2You likely to be floated off in 1-2 years and most of the present value covered by their nearly 25% stake in their wildly successful float, Luceco.
Talk about below the radar!!!
SP crawling back and the directors know the figures altho results not due til May, Website not exactly updated daily so you have to watch the price and dive in if it looks like its fallen too far. Likewise if there's a big buy or co buying back shares, Cannot see why these are weak.
I told you a month ago. Price now is 280p to buy. Seems no-one watches this one except me! Now they are awash with cash and saleable assets, haven't a clue where they will spend it next but I'm delighted to hold.
Four directors each paid 270p each for shares we could have bought then for 242p. I am already in but I find that intriguing. Any suggestions?
RNS Number : 5779K EPE Special Opportunities PLC 31 July 2013 EPE Special Opportunities Plc Interest Payment on Convertible Loan Notes (CLN) EPE Special Opportunities Plc is pleased to announce that pursuant to RNS Number 4489K made on 15 July 2011, the Company has today paid interest due to Convertible Loan Note holders of GBP0.0375 per CLN with a record date of 12 July 2013. Enquiries: EPIC Private Equity LLP James Henderson Tel: +44 (0) 20 7269 8862 IOMA Fund and Investment Management Limited Philip Scales Tel: +44 (0) 1624 681 250 Numis Securities Ltd Tel: +44 (0) 20 7260 1000 Nominated Adviser: Stuart Skinner / Hugh Jonathan Corporate Broker: Charles Farquhar This information is provided by R
big trades,showing az a sell...
Trading Update 29 December 2011 The board of EPE Special Opportunities plc ("ESO plc") notes the recent press speculation regarding Past Times Holdings Limited ("Past Times"). The board confirms that the investment in Past Times (held via ESO Investments 1 LP, a limited partnership in which ESO plc is the majority partner) is under review. The outcome of the review is not expected to have a material impact on the Net Asset Value ("NAV") of ESO plc (last release date 30 November 2011 at 84.63p). The next NAV will be released for 31 December 2011, along with a fuller trading update, in early January 2012. The remainder of the portfolio is trading broadly in line with or ahead of expectations. The only other retail sector investment, Whittard of Chelsea, is trading well and has made significant progress since 2010, demonstrating like-for-like sales growth of 3% in UK retail, 52% internationally and 37% online.
http://www.investegate.co.uk/Article.aspx?id=201112290700166925U