I'm a bit disappointed though thar their body language doesn't seem to be towards a wind down. Their track record of investment isn't that stellar, let's be honest. What do you think?
Certainly the long term numbers aren’t great. I’m very conscious some of the private equity could be slow burn and have been whacked by high discount rates which of course are receding. I’d want to see definite green shoots . Their largest investment Wilson and sons has been a great success - it’s true to say too. OB
Oak have you had a chance to look at the email I sent you?
After that, I have an investment trust where I see 100% upside in 3 years, safe as houses, if it isn't taken out before. I've crunched the numbers on this and happy to share 👍
https://www.lse.co.uk/rns/OCN/update-on-sale-of-interest-in-wilson-sons-sa-ce0qh4ewe7zlu9d.html
a tender offer - fantastic
I'm a bit disappointed though thar their body language doesn't seem to be towards a wind down. Their track record of investment isn't that stellar, let's be honest. What do you think?
Certainly the long term numbers aren’t great. I’m very conscious some of the private equity could be slow burn and have been whacked by high discount rates which of course are receding. I’d want to see definite green shoots . Their largest investment Wilson and sons has been a great success - it’s true to say too. OB
Oak have you had a chance to look at the email I sent you?
After that, I have an investment trust where I see 100% upside in 3 years, safe as houses, if it isn't taken out before. I've crunched the numbers on this and happy to share 👍
Am on the road today and I’m meetings will look at tmrw