SPICE Private Equity, vormals Apen - 500 Beiträge pro Seite
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Feedback
..ist ein Emerging Markets Private Equity Fund mit gut 40% Discount vom NAV;
habe mir mal ein paar Stücke zugelegt;
war ein Tipp von mopswombard
habe mir mal ein paar Stücke zugelegt;
war ein Tipp von mopswombard
bei Spice (Apen) wird die neue Strategie konsequent umgesetzt (siehe nachfolgende news); aber der Abschlag zum NAV will (bisher) noch nicht weg.
April 16, 2015
SPICE PRIVATE EQUITY LTD FURTHER DEVELOPS ITS EMERGING MARKET PORTFOLIO WITH THE SECONDARY ACQUISITION OF FOUR SOUTH AMERICAN FUND POSITIONS
Zug, 16 April 2015 – Spice Private Equity (“Spice PE”) has acquired limited partner interests in four Latin American focused funds managed by two different general partners. The total private equity exposure acquired is USD 7.9 million.
The interests acquired were a limited partner stake in DLJ South America Partners, managed by Victoria Capital Partners, and, in a separate transaction, three funds managed by GP Investments: GP Capital Partners IV, Magma Fund, and Magma Fund II.
Both secondary transactions represent a further step in the implementation of Spice PE’s overall emerging markets strategy with focus on Asia Pacific, Sub-Saharan Africa and Latin America and are the initial investments in Latin America since the strategic repositioning of the Company.
Overview of the managers
Victoria Capital Partners is a well established Latin American mid-market private equity manager covering Brazil, Chile, Colombia, Peru and Argentina. The team has been successfully investing in the region since 1995.
GP Investments is one of the most established private equity investors in Latin America, having invested in 53 investments across 15 different industries with 45 exits since 1993. GP Investments targets large-cap opportunities with strong potential for management and operational improvements.
For further information, please contact:
Dr. Guido Cornella
Investor & Media Relations
GP Advisors Ltd, Zurich
Phone: +41 44 578 50 50
Email: investor.relations@spice-private-equity.com
Web: www.spice-private-equity.com
April 16, 2015
SPICE PRIVATE EQUITY LTD FURTHER DEVELOPS ITS EMERGING MARKET PORTFOLIO WITH THE SECONDARY ACQUISITION OF FOUR SOUTH AMERICAN FUND POSITIONS
Zug, 16 April 2015 – Spice Private Equity (“Spice PE”) has acquired limited partner interests in four Latin American focused funds managed by two different general partners. The total private equity exposure acquired is USD 7.9 million.
The interests acquired were a limited partner stake in DLJ South America Partners, managed by Victoria Capital Partners, and, in a separate transaction, three funds managed by GP Investments: GP Capital Partners IV, Magma Fund, and Magma Fund II.
Both secondary transactions represent a further step in the implementation of Spice PE’s overall emerging markets strategy with focus on Asia Pacific, Sub-Saharan Africa and Latin America and are the initial investments in Latin America since the strategic repositioning of the Company.
Overview of the managers
Victoria Capital Partners is a well established Latin American mid-market private equity manager covering Brazil, Chile, Colombia, Peru and Argentina. The team has been successfully investing in the region since 1995.
GP Investments is one of the most established private equity investors in Latin America, having invested in 53 investments across 15 different industries with 45 exits since 1993. GP Investments targets large-cap opportunities with strong potential for management and operational improvements.
For further information, please contact:
Dr. Guido Cornella
Investor & Media Relations
GP Advisors Ltd, Zurich
Phone: +41 44 578 50 50
Email: investor.relations@spice-private-equity.com
Web: www.spice-private-equity.com
Antwort auf Beitrag Nr.: 49.462.685 von R-BgO am 31.03.15 11:04:18
Wie hoch ist der corporate overhead (Management-Gebühren), und wie ist die Ausschüttungsstrategie? Nur mit Hilfe dieser Daten läßt sich sagen, ob der Discount angemessen ist.
Zitat von R-BgO: ..ist ein Emerging Markets Private Equity Fund mit gut 40% Discount vom NAV;
habe mir mal ein paar Stücke zugelegt;
war ein Tipp von mopswombard
Wie hoch ist der corporate overhead (Management-Gebühren), und wie ist die Ausschüttungsstrategie? Nur mit Hilfe dieser Daten läßt sich sagen, ob der Discount angemessen ist.
Antwort auf Beitrag Nr.: 49.836.744 von hk123 am 23.05.15 11:08:08die Gebühren / Overhead sind wohl ähnlich hoch wie bei den anderen !
Auch die Jungs denken zuerst an sich und ihren neuen Hauptaktionär. Sonst hätten die das Ding nämlich schon längst in die kontinuierlich Auflösung wie andere LPEs schicken können.
bei Space (Apen) ist die Geschichte aber etwas anders, dazu musst du dich in die Vergangenheit der Apen rein lesen.
Allgemeine Info zu Listed Private Equity (LPE) gibt es hier: http://www.lpeq.com/Home.aspx
oder einfach mal Fund of Funds und NAV googeln.
Noch was zu Space: der Markt scheint die neue Orientierung langsam aufzunehmen. Zumindest reduziert sich der enorme Discount zum NAV in den letzten Tagen in kleinen Schritten. Noch 2 bis 3 Monate so und das Ding ist endlich fair bewertet. Alles Weitere hängt dann von dem Verlauf der Investments ab.
Wer also mittel bis langfristig jetzt in Emerging Market investieren möchte; kann das über Space relativ günstig machen. Vielleicht ist es auch eine Spekulation auf die weitere Reduzierung des NAVs. Für alle anderen würde ich eher sagen Finger weg.
Auch die Jungs denken zuerst an sich und ihren neuen Hauptaktionär. Sonst hätten die das Ding nämlich schon längst in die kontinuierlich Auflösung wie andere LPEs schicken können.bei Space (Apen) ist die Geschichte aber etwas anders, dazu musst du dich in die Vergangenheit der Apen rein lesen.
Allgemeine Info zu Listed Private Equity (LPE) gibt es hier: http://www.lpeq.com/Home.aspx
oder einfach mal Fund of Funds und NAV googeln.
Noch was zu Space: der Markt scheint die neue Orientierung langsam aufzunehmen. Zumindest reduziert sich der enorme Discount zum NAV in den letzten Tagen in kleinen Schritten. Noch 2 bis 3 Monate so und das Ding ist endlich fair bewertet. Alles Weitere hängt dann von dem Verlauf der Investments ab.
Wer also mittel bis langfristig jetzt in Emerging Market investieren möchte; kann das über Space relativ günstig machen. Vielleicht ist es auch eine Spekulation auf die weitere Reduzierung des NAVs. Für alle anderen würde ich eher sagen Finger weg.
Antwort auf Beitrag Nr.: 49.837.449 von skbond am 23.05.15 15:15:36
Dein Beitrag klingt sehr geheimnisvoll. Wo genau sollte ich mich einlesen, und was steht denn in dieser Vergangenheit, das Spice von all den anderen fund or fund, Dachkonstruktionen, geschlossenen Gesellschaften, holding companies usw. auszeichnet? Und auf welcher Grundlage und Berechnungsmethode beruht Deine "faire Bewertung"? Das Ding scheint keine Kündigungsfrist oder Laufzeit zu haben, d.h. das Kapital ist für immer gebunden. Wie kannst Du auf eine faire Bewertung kommen, ohne den Barwert der direkten und indirekten Managementgebühren für alle Folgejahre bis in alle Ewigkeit zu berechnen? Oder hast Du das alles gemacht und verschweigst es nur in Deinem Beitrag?
Zitat von skbond: die Gebühren / Overhead sind wohl ähnlich hoch wie bei den anderen !
bei Space (Apen) ist die Geschichte aber etwas anders, dazu musst du dich in die Vergangenheit der Apen rein lesen.
Allgemeine Info zu Listed Private Equity (LPE) gibt es hier: http://www.lpeq.com/Home.aspx
oder einfach mal Fund of Funds und NAV googeln.
Noch was zu Space: der Markt scheint die neue Orientierung langsam aufzunehmen. Zumindest reduziert sich der enorme Discount zum NAV in den letzten Tagen in kleinen Schritten. Noch 2 bis 3 Monate so und das Ding ist endlich fair bewertet. Alles Weitere hängt dann von dem Verlauf der Investments ab.
Wer also mittel bis langfristig jetzt in Emerging Market investieren möchte; kann das über Space relativ günstig machen. Vielleicht ist es auch eine Spekulation auf die weitere Reduzierung des NAVs. Für alle anderen würde ich eher sagen Finger weg.
Dein Beitrag klingt sehr geheimnisvoll. Wo genau sollte ich mich einlesen, und was steht denn in dieser Vergangenheit, das Spice von all den anderen fund or fund, Dachkonstruktionen, geschlossenen Gesellschaften, holding companies usw. auszeichnet? Und auf welcher Grundlage und Berechnungsmethode beruht Deine "faire Bewertung"? Das Ding scheint keine Kündigungsfrist oder Laufzeit zu haben, d.h. das Kapital ist für immer gebunden. Wie kannst Du auf eine faire Bewertung kommen, ohne den Barwert der direkten und indirekten Managementgebühren für alle Folgejahre bis in alle Ewigkeit zu berechnen? Oder hast Du das alles gemacht und verschweigst es nur in Deinem Beitrag?
Trading Spotlight
Update aus Q2:
Der innere Wert beträgt gem. AG 37,83, kaufen kann man zu 23,5.
also ein Discount von 37 %.
Der innere Wert beträgt gem. AG 37,83, kaufen kann man zu 23,5.
also ein Discount von 37 %.
für 2015
wird mal wieder ein kleiner Gewinn ausgewiesen...
Antwort auf Beitrag Nr.: 52.223.545 von R-BgO am 19.04.16 13:43:04Zug, 4 January 2017
In pursuing Spice’s new strategy as per the Investment Guidelines amended on 5 July 2016 (please refer to the press release section on our website), Spice Private Equity Ltd (the “Company” or “Spice”) announced today that its subsidiary Spice Private Equity (Bermuda) Ltd completed a series of transactions (the “Transactions”) by the 31 December 2016 for the sale of seven assets (the “Portfolio”) including all primary fund investments, simplifying cash management for the Company and creating further space for new direct investments. The Company remains active in searching for interesting investment opportunities and is currently pursuing a strong pipeline.
The Portfolio sold by the Company comprises all primary fund investments (Navis Asia VII, Northstar IV, Baring Asia VI, Carlyle Sub Saharan Africa Fund and Helios III), and two co-investments (Altico Capital and Rede D’Or). The total reduction of outstanding commitment was of USD 15.3 million (as per last published information on 31 October 2016 adjusted by calls and distributions until closing), leaving the Company with only mature funds and direct investments with minimal expected capital calls to be made out of remaining outstanding commitments.
The Portfolio was sold for a cash consideration of USD 31.1 million, above its cost generating a gain of approximately 6.0% during the holding period of such portfolio. The impact on the Company’s NAV (as per last published information on 31 October 2016) will be minor and approximately -0.5%.
In pursuing Spice’s new strategy as per the Investment Guidelines amended on 5 July 2016 (please refer to the press release section on our website), Spice Private Equity Ltd (the “Company” or “Spice”) announced today that its subsidiary Spice Private Equity (Bermuda) Ltd completed a series of transactions (the “Transactions”) by the 31 December 2016 for the sale of seven assets (the “Portfolio”) including all primary fund investments, simplifying cash management for the Company and creating further space for new direct investments. The Company remains active in searching for interesting investment opportunities and is currently pursuing a strong pipeline.
The Portfolio sold by the Company comprises all primary fund investments (Navis Asia VII, Northstar IV, Baring Asia VI, Carlyle Sub Saharan Africa Fund and Helios III), and two co-investments (Altico Capital and Rede D’Or). The total reduction of outstanding commitment was of USD 15.3 million (as per last published information on 31 October 2016 adjusted by calls and distributions until closing), leaving the Company with only mature funds and direct investments with minimal expected capital calls to be made out of remaining outstanding commitments.
The Portfolio was sold for a cash consideration of USD 31.1 million, above its cost generating a gain of approximately 6.0% during the holding period of such portfolio. The impact on the Company’s NAV (as per last published information on 31 October 2016) will be minor and approximately -0.5%.
Antwort auf Beitrag Nr.: 49.462.685 von R-BgO am 31.03.15 11:04:18mit kleinem Gewinn raus
Antwort auf Beitrag Nr.: 55.927.721 von R-BgO am 11.10.17 13:00:44Thread: Rimini Street
für 2017 mal wieder rote Null;
notiert rund 40% unter NAV
notiert rund 40% unter NAV
Spice Private Equity, Ltd. to invest in The Craftory, Ltd., a next generation consumer goods company established to back challenger brands
Zug, 11 May 2018.
Spice Private Equity, Ltd. (“Spice PE”) hereby announces the signing of an agreement by which Spice PE, indirectly through an affiliate, has committed to invest up to $60 million in The Craftory, Ltd. (“The Craftory” or the “Company”), a next-generation consumer goods company established to back challenger brands.
Spice PE, together with other investors, will provide The Craftory with nearly $300 million of permanent capital. Spice PE will exert significant governance at The Craftory with direct representation at The Company’s board of directors.
The Craftory is a revolutionary concept: a new investment company dedicated entirely to backing disruptive new challengers in the consumer goods space.
Founded by Elio Leoni-Sceti and Ernesto Schmitt, plus a dedicated team of brand and digital experts, The Craftory presents the new model of growth in fast-moving consumer goods: its capital is permanent, its principals are entrepreneurs and brand experts themselves, and its focus is on amplification: multiplying the impact and reach of its brands from tens of thousands to hundreds of millions of consumers, without compromising the brands’ mission or purpose.
The Craftory delivers amplification through focus on the following three skills: expertise in brand creation and storytelling, expertise in digital activation platforms, and expertise in scale-up efficiency. The Company has the capital, expertise, knowledge and empathy to amp the challengers in its portfolio employing these value pillars.
“These are immensely exciting times for bold, mission-driven entrepreneurs taking aim at Big Business in consumer goods. The tide of history has turned. Consumer preference goes to brands with a story to tell and a genuine purpose to achieve” said Leoni-Sceti. “Think of the Craftory as a virtual Google Campus for challenger brands: a home for like-minded entrepreneurs sharing the same values and mission, supported by the capital and expertise they need to succeed at tremendous scale” said Schmitt.
“The consumer goods space is transforming quickly in the face of new technologies and evolving consumer desires. We believe this investment in The Craftory represents a unique opportunity for Spice PE to diversity its asset base by investing alongside seasoned professionals with the relevant skillsets and industry relationships to enable the boldest challenger brands to become global leaders” said Antonio Bonchristiano, Chief Executive Officer of GP Investments, Ltd.
The Craftory will be based in London and will focus on acquiring & scaling high-growth consumer brands with more than $10 million revenues in health and beauty care, personal care (including male grooming and feminine hygiene); health food and snacks; beer, wine & spirits; tea, coffee and soft drinks; chocolate; household care; perfumes & fragrance; pet care; and any blended, multi-category plays.
Zug, 11 May 2018.
Spice Private Equity, Ltd. (“Spice PE”) hereby announces the signing of an agreement by which Spice PE, indirectly through an affiliate, has committed to invest up to $60 million in The Craftory, Ltd. (“The Craftory” or the “Company”), a next-generation consumer goods company established to back challenger brands.
Spice PE, together with other investors, will provide The Craftory with nearly $300 million of permanent capital. Spice PE will exert significant governance at The Craftory with direct representation at The Company’s board of directors.
The Craftory is a revolutionary concept: a new investment company dedicated entirely to backing disruptive new challengers in the consumer goods space.
Founded by Elio Leoni-Sceti and Ernesto Schmitt, plus a dedicated team of brand and digital experts, The Craftory presents the new model of growth in fast-moving consumer goods: its capital is permanent, its principals are entrepreneurs and brand experts themselves, and its focus is on amplification: multiplying the impact and reach of its brands from tens of thousands to hundreds of millions of consumers, without compromising the brands’ mission or purpose.
The Craftory delivers amplification through focus on the following three skills: expertise in brand creation and storytelling, expertise in digital activation platforms, and expertise in scale-up efficiency. The Company has the capital, expertise, knowledge and empathy to amp the challengers in its portfolio employing these value pillars.
“These are immensely exciting times for bold, mission-driven entrepreneurs taking aim at Big Business in consumer goods. The tide of history has turned. Consumer preference goes to brands with a story to tell and a genuine purpose to achieve” said Leoni-Sceti. “Think of the Craftory as a virtual Google Campus for challenger brands: a home for like-minded entrepreneurs sharing the same values and mission, supported by the capital and expertise they need to succeed at tremendous scale” said Schmitt.
“The consumer goods space is transforming quickly in the face of new technologies and evolving consumer desires. We believe this investment in The Craftory represents a unique opportunity for Spice PE to diversity its asset base by investing alongside seasoned professionals with the relevant skillsets and industry relationships to enable the boldest challenger brands to become global leaders” said Antonio Bonchristiano, Chief Executive Officer of GP Investments, Ltd.
The Craftory will be based in London and will focus on acquiring & scaling high-growth consumer brands with more than $10 million revenues in health and beauty care, personal care (including male grooming and feminine hygiene); health food and snacks; beer, wine & spirits; tea, coffee and soft drinks; chocolate; household care; perfumes & fragrance; pet care; and any blended, multi-category plays.
Antwort auf Beitrag Nr.: 57.662.898 von R-BgO am 30.04.18 15:24:21Spice Private Equity, Ltd. to propose launch of dividend program starting in 2019
Zug, 29 May 2018.
As part of its long term strategy to maximize shareholder value, the board of directors of Spice Private Equity, Ltd. (“Spice PE”) continuously assesses alternatives to optimise the return of capital to shareholders. After thorough consideration, the board is pleased to announce that it intends to propose the creation of a dividend policy starting in 2019.
The program would have a three-year term, ensuring predictability as well as gradually increasing dividends. The objective is to propose minimum target payouts of USD 5.0m, USD 5.5m and USD 6.0m in 2019, 2020 and 2021 respectively, with the specific payouts to be decided based upon Spice PE’s liquidity position, the performance of its investment portfolio and the board’s assessment of new potential investments or divestments. Based on the current number of shares outstanding and the share price as of 29 May 2018, the proposed minimum target payout of USD 5.0m in 2019, if declared, would represent an annualized dividend yield of 3.52%. Any specific annual dividend payments will be brought to shareholders for approval at the appropriate Annual General Meeting.
Zug, 29 May 2018.
As part of its long term strategy to maximize shareholder value, the board of directors of Spice Private Equity, Ltd. (“Spice PE”) continuously assesses alternatives to optimise the return of capital to shareholders. After thorough consideration, the board is pleased to announce that it intends to propose the creation of a dividend policy starting in 2019.
The program would have a three-year term, ensuring predictability as well as gradually increasing dividends. The objective is to propose minimum target payouts of USD 5.0m, USD 5.5m and USD 6.0m in 2019, 2020 and 2021 respectively, with the specific payouts to be decided based upon Spice PE’s liquidity position, the performance of its investment portfolio and the board’s assessment of new potential investments or divestments. Based on the current number of shares outstanding and the share price as of 29 May 2018, the proposed minimum target payout of USD 5.0m in 2019, if declared, would represent an annualized dividend yield of 3.52%. Any specific annual dividend payments will be brought to shareholders for approval at the appropriate Annual General Meeting.
Antwort auf Beitrag Nr.: 57.862.575 von R-BgO am 30.05.18 07:45:27
Divi scheinen sie wirklich vorzuhaben.
GB ist da,
es wurde viel investiert, fast alles im Bereich Food.Divi scheinen sie wirklich vorzuhaben.
Antwort auf Beitrag Nr.: 60.225.631 von R-BgO am 29.03.19 08:21:35
Die aktuelle Marktkapitalisierung sollte bei einem Kurs von ca 20 und 5,3 Mill. Aktien bei ca 100 Mio CHF sein;
Falls sich der NAV nicht geändert hätte, wäre das eine deutliche Unterbewertung!?
NAV verglichen mit Kapitalisierung
Auf der homepage wird der NAV per März 2019 mit ca 200 USD angegeben http://www.spice-private-equity.com/investments-portfolio/po…;Die aktuelle Marktkapitalisierung sollte bei einem Kurs von ca 20 und 5,3 Mill. Aktien bei ca 100 Mio CHF sein;
Falls sich der NAV nicht geändert hätte, wäre das eine deutliche Unterbewertung!?
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