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Regal Partners Ltd V.RPL


Primary Symbol: VGIPF

Regal Partners Limited is an Australia-based company, which operates as specialist alternatives investment manager. The principal activity of the Company is the provision of investment management services, specializing in alternative investments. It is engaged in managing a diverse range of investment strategies covering hedge funds, private markets, real and natural assets, and capital solutions on behalf of institutions, family offices, charitable groups and private investors. The Company has seven alternative investment management businesses: Regal Funds Management, PM Capital, VGI Partners, Taurus Funds Management, Attunga Capital, Kilter Rural, and Merricks Capital. The Company operates offices across Australia, Asia, United Kingdom/Europe, and North America.


OTCPK:VGIPF - Post by User

Comment by DayOfReckoningon Feb 27, 2013 2:16pm
353 Views
Post# 21050017

RE: strikes me odd . . . WCP vs RPL

RE: strikes me odd . . . WCP vs RPL

Indicator, WCP telegraphed their move to the dividend model much better to investors and converted at the best sustainability ratio in the patch, so it was easy to get the street "on side" from the get go. Unfortunately for some RPL holders the change was "sprung" on them and they didn't like it. We are still enduring the process of this shareholder transition... It takes time to turn around that many shares. Then you couple this with the fact that WCP is twice the size and look around at how small caps under $1B EV are getting "shot first" you get to where we are now.

 

Mason Granger was just on BNN, and re-iterated what Nuttall has already stated: RPL management is being VERY conservative, and should slam the numbers for Q1... Year Ends won't mean much, so you probably won't see any big move up in share price UNTIL May / June or later. But if you crunch the numbers over and over as I have, then its fine to wait it out and collect monthly.

 

People selling shares for $2.10 are simply throwing them away, IMO. If anyone isn't happy with this, feel free to throw yours away too... In the longer run in won't matter to me ;)

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