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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 bigbank91on Jun 07, 2013 7:27pm
117 Views
Post# 21499652

RE: RE: RE: If management is silent, call them...

RE: RE: RE: If management is silent, call them...

agreed. in general the yield has nothing to do with sustainability.

sustainability has to do with cash flow and POR.

also agreed notwrong,

at this time for long term holders a cut in the dividend to a 100% all in with guidence to increase production year over year will be great and you will see a sp rise as investors will buy.

I do think mgmt knows this and will put a plan forward, It is odd that they are waiting to cut the dividend as its costing RPL much needed cash.

as I have said before there are worse things than high debt if  you have assets and if the market hates high debt it could be a great time to buy as you get an undervauled stock.

the selloff is due to US redemtions in funds as investors jump on the dow s+p. also a bit of shorting going on by US hedge funds as the theme is Canadas banks might be weak.

sprott is buying but is probably also dealing with redemtions and has no cash left.

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