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$1.92 vgi partners global investments limited

Ann: Becoming a substantial holder, page-21

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mrriesq

849 Posts.

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01/08/23

16:11

Post #: 69103359
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Originally posted by EarlyRetiree: ↑

Rob might not have a job when he comes back from holidays....

Street Talk

Geoff Wilson follows Saba Capital into VGI Partners LIC

Geoff Wilson is at it again, hunting for battered listed funds. But this time around, he seems to be taking cues from New York hedge fund Saba Capital.

Street Talk understands Wilson Asset Management was one of the buyers for a 14.4 million parcel of VGI Partners Global Investments crossed by stockbroker Taylor Collison at 2:05pm on Tuesday.

The line, worth about 4.2 per cent of the LIC, traded at $1.70 a share. That was a roughly 18 per cent discount to the underlying portfolio’s value.

While WAM would be way under the substantial mark, it would be interesting to see if it buys more. And if it exchanges notes with Saba Capital, which has several big-ticket fund manager fist fights under its belt and Arnold Bloch Leibler on its arm.

The VGI LIC – now owned by Regal Funds Management – holds a long/short portfolio of global stocks.

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Nice!

It was actually closer to a 17% discount (than 18%), but the AFR must have been in a rush ;-)

VG1 Price at posting: $1.75 Sentiment: Hold Disclosure: Held
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(20min delay)
Last $1.92		Change -0.005(0.26%)		Mkt cap ! $579.2M

Open	High	Low	Value	Volume
$1.92	$1.92	$1.91	$549.8K	287.1K

Buyers (Bids)

No.	Vol.	Price($)
1	23095	$1.92

Sellers (Offers)

Price($)	Vol.	No.
$1.92	7167	3

View Market Depth

No.	Vol.	Price($)
1	23095	1.915
1	10701	1.910
1	16000	1.905
2	26500	1.900
3	41900	1.880

Price($)	Vol.	No.
1.920	7081	2
1.925	125770	5
1.930	28679	2
1.935	25000	1
1.940	75000	3

Last trade - 12.11pm 04/06/2024 (20 minute delay)

VG1 (ASX) Chart