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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

Post by tinman8on May 11, 2013 7:53pm
201 Views
Post# 21368531

Thinking aloud

Thinking aloudFor anyone who bought in at around $2.40 to recover the lost capital would take about 5 years of the current dividend or 10 years if the dividend were cut by 50%. Not very appealing scenerio either wayWhat are the likely out comes of the review ?1. Cut the dividend completely place asset sales on the back burner until market conditions improve.I believe this would be well received by the market with growth investors piling in driving the SP back up substantially over the coming months2. As above asset sales on hold but only a 50% divi cut Not quite so positive as #1 above but any slide in the SP would be short lived and stabilise somewhat above their current level.3. Leave the distribution as it is. - maybe tinker with a drip. - seriously disappoint the market and see the SP decline - probably well below a buck.4. Hope for a buyout or merger - but don't hold our breath. - its abuyers market so no ones likely to come running and even if they did I doubt the offer would be attractive.So to sum up it seems to me that even as a dividend investor the best hope of significant claw back of lost capital would be #1. - JMHO of course. Time will tell>
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