Member Info for SD235

Struggling to see a reason for todays 4% fall in CGEO and 2% fall in BGEO. Specially as TBC hasn't moved?

I normally just check Georgia today newspaper.

https://georgiatoday.ge/court-hands-down-final-verdicts-in-october-4-peaceful-overthrow-case/

Nothing really there.

Anyone any ideas. I am hoping to find other ways of spotting the cause of share price moves in Georgian companies.

I want this long term holding.

80p may have got them the purchase but I wouldn't have been happy with it.

I would take a short term sell at 110p no less. But I am sure there would have been sufficient sellers around 80-90p.

Railpen has quite a short time to get this consortium together.

There may already be a reasonable amount of pension on the shareholder register already.

Either way I don't consider it a forgone conclusion that they will loose.

Worth remembering there is 57 companies in the portfolio.

Some may turn out to be dogs but then you have istesso, this could be worth on it's own more than the present share price.

Remember one company final return was 53 x cash. In this case they own 57% of istesso.

"[u][b]

However, the management are, at best, inept, at worst self-serving with no interest in their shareholders, and that is the major risk factor.[/b][/u]"

Exactly as I see it. I might add dodgy

Now we know why there has been no buybacks since November. That might have pushed the price above 69p

This offer is ridiculous, what is going on? Surely the directors should be saying exactly that? Maybe they think life will be easier for them if they are a private company?

Either way there is little chance of the price rising above 69p as buyers will be worried that they could be taken out at 69p.

RESI shareholders totally ripped off.

I own both in roughly equal proportions. So a loss on one side and gain on the other.

Soho getting the assets dirt cheap including 3.49% loan fixed till 2040 if I recall correctly.

Arrato are a solid management company.

Yep RESI shareholders definitely ripped off.

If receiving 57p that's a terrible price. Less than NAV I actually sold some on the day winddown was stated for 61p.

As I also hold SOHO I am not loosing but it is hardly a gain. Just a transfer of a loss to a gain at another company.

Note the retirement portfolio is worth £108 million. You are receiving £93.6 million

Well know 60p plus here.

93.6 million at 72p per SOHO (actual price) and 13.5 million for the shared ownership.

I own both shares in roughly equal proportions. So I won't loose out.

Only 21% have said they support it, so upto you to vote it down ...if you want.

With the spread the way it is, I will just sit it out.

Not sure about this.....I own both!

More news.

https://www.ipgroupplc.com/news-and-events/ip-group-news/2026/2026-06-16

This is merely the start of a phase 2 study into a drug.

Things to note:

As well as it's study use it appears to have multiple other uses.

IP Group own 57% of the company.

Exactly, tough it out for a couple of years. I think there are better options elsewhere. Based on me selling when they were 10% down. At 25% down I will hold on with the remainder of my shares....for now.

There appears to be a lot of people on here who say they knew the dividend was going to be cut??

Yeah right and you still held on?

Sold early doors at 10% down. Alas only 3 quarters. Lucky all the same. Surprised it fell so far.

Worth noting it will take 2 to 3 years to sell the assets. That's the numbers vh global puts on its winddown and there assets look superior AND they have no debt.

As far I am concerned there are better options out there.

Worth revisiting in the future though.

Roughly on a 60% discount now.

Up 2%. Maybe the market would SABA to f off.

At least in this case!

SABA reducing. Hopefully won't reduce share price.

Https://presentations.investormeetcompany.com/investor-meet-company/ct-private-equity-trust-plc-annual-general-meeting-3ceaae6c5f02?bmid=f3c648b6b7b6

Finished at 11am. Will be available as recording.

Basically about the team they put together to buy secondaries. Well started on this. Appears they can buy at a discount.

I was looking at this when it was on 20% premium and it held up well. Reality eventually kicked in and it fell to a discount and I bought.

It's full size purchase ie long term.

Unlike the majority of the stock market it's a buy and forget or at least the closest equivalent.

My view buy now, interest rates will fall and that will be an extra tail wind.

4% dividend and 6% yearly increase is about as good as it gets for a low risk long term hold.

Get a grip directors!

Sotonspike

Agreed far to long a process.

But chance to buy more cheap (an assumption obviously) and of course to pick up a descent dividend.

On the other hand, a sale would allow me to take advantage of the fall in the market.

Overall GET A GRIP.

Looks like Paul Scott was right!