Ontvang nu dagelijks onze kooptips!

word abonnee
Van beleggers
voor beleggers
Uitgebreid zoeken

Beurscodes, betekenis en hulp bij zoeken

Europa

AEX
Euronext Amsterdam
BRU
Euronext Brussels
PSE
Euronext Paris
LIS
Euronext Lissabon
CHX
CBOE Europe, grote(re) EU aandelen
NAV
Investment Funds (NAV)

Noord-Amerika

NYS
New York Stock Exchange
OTC
CBOE BZX Exchange (US)
TSE
Toronto Stock Exchange

Kunt u een instrument niet vinden?

Zoek dan via de zogenaamde ISIN code. Elk instrument, aandeel etc. heeft een unieke code.

Kies vervolgens - wanneer er meerdere resultaten zijn - de notering op de beurs van uw keuze.

Waar vind ik die ISIN code?

Google de naam van het instrument, aandeel etc. met de toevoeging 'ISIN'.

Als zoeken op ISIN code geen resultaten oplevert hebben wij het instrument of aandeel niet in onze koersendatabase.

desktop iconMarkt Monitor
  • Word abonnee

  • Inloggen

    • Geen account? Registreren

    Wachtwoord vergeten?
Markt vandaag Koersen Forum Premium IEX Expert
Home  /  Forum  /  Koffiekamer  /  Tetragon Financial Group nieuwe kanshebber

Koffiekamer« Terug naar discussie overzicht

Tetragon Financial Group nieuwe kanshebber

Volgen
949 Posts
Pagina: «« 1 ... 41 42 43 44 45 ... 48 »» | Laatste | Omlaag ↓
  2. forum rang 10 DeZwarteRidder 13 november 2014 13:36
    quote:

    RT 76 schreef op 13 november 2014 12:40:

    Tetragon Financial Group (TGONF) Q3 2014 Results - Earnings Call Transcript

    seekingalpha.com/article/2677185-tetr...
    On Slide 5 here shows a schematic of what I’ve just described. And you will see that we’ve recently expanded this with two new businesses on the asset management side, albeit, in very different asset classes and a very different stages of evolution.

    First, in September, the company announced that it would be forming a new business, focused on mining finance, and we discussed this at the company’s Investor Day. The slides that we used on that day are available at the TFG website, so I don’t plan to go through that again today.

    However, I would note that this is a start-up business. We’re planning to long-term rewards, and now we do not expect any material profitability or fee income in the near future from this business to TFG Asset Management. Obviously as we make investments, we will expect returns on those investments.

    Second, TFG announced recently the entry into definitive agreements for the acquisition of Equitix Holdings Limited, a U.K. infrastructure asset management business. We’re excited about this acquisition, and I think now is an appropriate moment to go into more details of the company and the deal itself.
    Source: Tetragon Financial Group (TGONF) Q3 2014 Results - Earnings Call Transcript
  3. forum rang 4 shaai 13 november 2014 22:01
    ja, en helaas waarschijnlijk geen buybacks meer dit jaar:

    Paddy Dear
    The question is as follows. Cash levels keep rising, “let’s assume further U.S. CLO rundown” Equitix may use further a $100 million of cash in the first quarter of 2015, but what is the plan for excess cash? Either further fund management acquisitions or share buyback?

    And the reason I wanted to keep this slide up is, I think that I see our cash slightly differently. As we said earlier in the presentation, we’ve put out – at the end of quarter we had about $309 million of free cash. And obviously, if we have to fund the full amount of Equitix of the balance sheet, which would be $240 million give or take, that would actually leave relatively short amount, probably $60 million, $70 million of cash available on the balance sheet.

    What is more likely we believe is we need to fund $140 million. And so that does give some freedom, but actually if you then start looking through the opportunities that we would like to invest in – obviously, we have some commitments already to real estate, but the likely commitment that we want to make to new issue CLOs and indeed to mining finance, not to mention the other pieces that I’ve run through here, you can see that we don’t consider ourselves to have excess cash. We have some freedom, but much less than we’ve had previously. And so I think that’s how I would describe our cash situation at the moment.
  4. Stapelaar 13 november 2014 23:48
    Het is dudelijk dat de lage marktwaardering ze niets doet, terwijl ze imo via buybacks meer waarde kunnen creeren dan met hun wilde investeringsplannen. Komt allemaal wat megalomaan op mij over.
    Pas als hun aandelenpakketten vrij ter beschikking staan en ze beginnen te denken over cashen wordt het ook leuk voor de aandeelhouders.
    Eigenlijk had ik toch wel gehoopt op nog eens 50 mln buyback begin volgend jaar.
  5. forum rang 4 shaai 14 november 2014 14:34
    grotendeel eens: ik denk niet dat het ze niets doet, maar misschien is onderwaardering vooral vervelend voor hun ego. Ik denk wel dat ze af en toe kansen grijpen qua tender, omdat dat NAV accretive is, maar ze zijn ook bang dat de free float dan wel heel klein wordt. Ik denk dat ze het liefst een US listing willen, en dat ze denken dat dat de onderwaardering sowieso wel oplost. En op de lange termijn ook het groei dividend. Ik ben met je eens dat een tender wel de snelste en beste waarcreatie kunnen zorgen, maar dat hun grootse plannen nu even voorgaan. Then again, wat ze hebben gekocht groeit wel snel in AuM en doet het niet snelcht, dus misschien is dat ook beter voor de LT dan een one-off qua tender. Nu zijn die boetieks ook te koop, omdat banken uit die business moeten. EN ze zoeken wellicht ook nu, omdat de 'oude'CLO 1.0 business afloopt/aflost, en zie die cash ook goed moeten inzetten. Ik sluit een buyback nog niet uit, maar voorlopig bouwen ze liever aan de asset management business
  6. [verwijderd] 26 november 2014 11:59
    LONDON, Nov. 26, 2014 /PRNewswire/ -- Tetragon Financial Group Limited (TFG) is a Guernsey closed-ended investment company traded on Euronext Amsterdam N.V. under the ticker symbol "TFG".

    In this monthly update, unless otherwise stated, we report on the consolidated business incorporating TFG and Tetragon Financial Group Master Fund Limited.(1)

    Net Asset Value Estimates as of 31 October 2014
    (Amounts provided are unaudited and subject to change)

    (in millions except per share data)
    Estimated Fair Value of Investments:

    $1,335.2
    Cash and Cash Equivalents:

    $404.8
    Net Other Assets / (Liabilities):

    $44.2
    Estimated Net Asset Value:

    $1,784.2
    TFG Legal Shares Issued and Outstanding:

    135.6
    U.S. GAAP Net Asset Value per Share: (2)(4)

    $18.65
    Pro Forma Fully Diluted Net Asset Value per Share: (3)(4)

    $16.72
    Investment Composition:

    As of the end of October 2014, the company held investments in the equity tranches of U.S. and European CLOs, U.S. senior secured loans, asset management businesses, hedge funds, real estate funds, equities and CLO mezzanine tranches, with the remainder of the net assets held in cash plus or minus certain net other assets or liabilities. Derivative mark-to-market gains and losses are contained within net other assets or liabilities.

    Investment Composition (continued):

    The geographical allocation of TFG's CLO, direct loan, equity and real estate fund investments was weighted primarily towards the United States, at 80.0% of such assets as of the end of October 2014. European exposure was approximately 18.2% and Asia was approximately 1.8%. TFG's ownership of asset managers, and investments in certain hedge fund vehicles are excluded from the geographic allocation above as they span more than one region.

    Calendar:

    See the TFG website for the latest calendar - www.tetragoninv.com/investor/calendar...

    For further information, please contact:

    TFG:
    David Wishnow/Greg Wadsworth
    Investor Relations
    ir@tetragoninv.com
    Press Inquiries:
    Sard Verbinnen & Co
    +1 212 687 8080
    tetragon-svc@sardverb.com
    This release does not contain or constitute an offer to sell or a solicitation of an offer to purchase securities in the United States or any other jurisdiction. The securities of TFG have not been and will not be registered under the U.S. Securities Act of 1933 (the "Securities Act"), as amended, and may not be offered or sold in the United States or to U.S. persons unless they are registered under applicable law or exempt from registration. TFG does not intend to register any portion of its securities in the United States or to conduct a public offer of securities in the United States. In addition, TFG has not been and will not be registered under the U.S. Investment Company Act of 1940, and investors will not be entitled to the benefits of such Act. TFG is registered in the public register of the Netherlands Authority for the Financial Markets under Section 1:107 of the Financial Markets Supervision Act ("FMSA") as a collective investment scheme from a designated country. This release constitutes regulated information ("gereglementeerde informatie") within the meaning of Section 1:1 of the FMSA.

    (1) TFG invests substantially all its capital through a master fund, Tetragon Financial Group Master Fund Limited ("TFGMF") in which it holds a 100% share.
    (2) Calculation is with reference to U.S. GAAP Shares outstanding (approximately 95.7 million), which is determined by reducing TFG legal shares issued and outstanding by approximately 12.8 million shares held in treasury, 16.6 million shares held by a subsidiary and 10.5 million shares held in escrow, all subject to rounding.
    (3) Calculation is with reference to Pro Forma Fully Diluted Shares outstanding (approximately 106.7 million), which is determined by adding to U.S. GAAP Shares outstanding, shares held in escrow of 10.5 million and the number of shares corresponding to the applicable intrinsic value of the options issued to the Investment Manager at the time of the company's IPO (0.5 million).
    (4) The NAV per Share calculation is after accruing for the dividend relating to Q3 2014. Any adjustments to net assets or shares resulting from the optional stock dividend program will be reflected next month upon the issuance of the applicable shares.

    SOURCE Tetragon Financial Group Limited
  9. forum rang 10 DeZwarteRidder 26 november 2014 12:22

    Tetragon Financial Group Limited (TFG) Monthly Update For October 2014
    PR Newswire
    Tetragon Financial Group Limited 4 hours ago

    LONDON, Nov. 26, 2014 /PRNewswire/ -- Tetragon Financial Group Limited (TFG) is a Guernsey closed-ended investment company traded on Euronext Amsterdam N.V. under the ticker symbol "TFG".

    In this monthly update, unless otherwise stated, we report on the consolidated business incorporating TFG and Tetragon Financial Group Master Fund Limited.(1)

    Net Asset Value Estimates as of 31 October 2014
    (Amounts provided are unaudited and subject to change)

    (in millions except per share data)

    Estimated Fair Value of Investments:


    $1,335.2

    Cash and Cash Equivalents:

    $404.8

    Net Other Assets / (Liabilities):

    $44.2

    Estimated Net Asset Value:


    $1,784.2

    TFG Legal Shares Issued and Outstanding:


    135.6

    U.S. GAAP Net Asset Value per Share: (2)(4)

    $18.65

    Pro Forma Fully Diluted Net Asset Value per Share: (3)(4)

    $16.72

    Investment Composition:

    As of the end of October 2014, the company held investments in the equity tranches of U.S. and European CLOs, U.S. senior secured loans, asset management businesses, hedge funds, real estate funds, equities and CLO mezzanine tranches, with the remainder of the net assets held in cash plus or minus certain net other assets or liabilities. Derivative mark-to-market gains and losses are contained within net other assets or liabilities.

    Investment Composition (continued):

    The geographical allocation of TFG's CLO, direct loan, equity and real estate fund investments was weighted primarily towards the United States, at 80.0% of such assets as of the end of October 2014. European exposure was approximately 18.2% and Asia was approximately 1.8%. TFG's ownership of asset managers, and investments in certain hedge fund vehicles are excluded from the geographic allocation above as they span more than one region.
  10. [verwijderd] 26 november 2014 12:28
    quote:

    Jan Pal schreef op 26 november 2014 12:04:

    [...]

    Ja klopt, die ruimte lijkt er wel te zijn,
    maar waarom komt die stijging dan maar niet?
    Ik weet het helaas niet, maar het kan in ieder geval genoeg stijgen.
    Het lijkt mij zeker interessant voor andere investeringsmaatschappijen om Tetragon bij deze koers over te nemen.
949 Posts
Pagina: «« 1 ... 41 42 43 44 45 ... 48 »» | Laatste |Omhoog ↑

Meedoen aan de discussie?

Word nu gratis lid of log in met je emailadres en wachtwoord.

Direct naar Forum

Markt Vandaag

Stijgers

instrument koers absoluut verschil relatief verschil
Avantium 1,850 +0,13 +7,56%
EBUSCO HOLDING 0,849 +0,05 +6,52%
Pharming 0,714 +0,04 +6,33%
THEON INTERNAT 11,180 +0,46 +4,29%
Alfen N.V. 12,280 +0,43 +3,63%
Basic-Fit 22,640 +0,68 +3,10%
TomTom 4,960 +0,15 +3,08%
Galapagos 26,820 +0,76 +2,92%
NX FILTRATION 4,765 +0,14 +2,92%
FASTNED 17,240 +0,46 +2,74%
Fugro 20,620 +0,50 +2,49%
Eurocommercial Properties 25,450 +0,60 +2,41%
RENEWI 7,660 +0,18 +2,41%
Sif Holding 12,400 +0,28 +2,31%
NSI 20,950 +0,45 +2,20%
Brunel 8,510 +0,18 +2,16%
Nedap N.V. 57,200 +1,20 +2,14%
CM.COM 6,500 +0,13 +2,04%
ALLFUNDS GROUP 5,330 +0,11 +2,01%
ASCX 1.185,48 +23,00 +1,98%
SIGNIFY NV 20,840 +0,40 +1,96%
AMG Critical Materials N.V. 14,640 +0,28 +1,95%
ArcelorMittal 20,530 +0,38 +1,89%
ABN AMRO BANK N.V. 15,930 +0,28 +1,79%
OCI 27,070 +0,47 +1,77%
B&S Group SA 4,630 +0,08 +1,76%
ASR Nederland 43,410 +0,74 +1,73%
TKH 36,680 +0,62 +1,72%
Aperam 24,000 +0,40 +1,69%
Kendrion 12,080 +0,20 +1,68%
ASML 734,000 +11,60 +1,61%
Akzo Nobel 58,280 +0,92 +1,60%
ASMI 567,200 +8,60 +1,54%
JUST EAT TAKEAWAY 12,235 +0,18 +1,54%
HEIJMANS KON 23,250 +0,35 +1,53%
Wereldhave 14,940 +0,22 +1,49%
AALBERTS NV 34,520 +0,50 +1,47%
Flow Traders 18,310 +0,25 +1,38%
Corbion 23,880 +0,32 +1,36%
Aegon 5,442 +0,07 +1,34%
IMCD 157,100 +1,90 +1,22%
BESI 113,150 +1,35 +1,21%
ING 16,436 +0,18 +1,13%
Sligro 12,900 +0,14 +1,10%
PostNL 1,208 +0,01 +1,09%
RANDSTAD NV 42,250 +0,45 +1,08%
AMX 892,04 +8,98 +1,02%
DSM FIRMENICH AG 120,450 +1,05 +0,88%
PROSUS 32,460 +0,27 +0,85%
Air France-KLM 8,268 +0,07 +0,83%
KPN 3,727 +0,03 +0,81%
Accsys 0,645 +0,01 +0,78%
AEX 899,60 +6,35 +0,71%
Wolters Kluwer 156,400 +1,10 +0,71%
SHELL PLC 30,510 +0,21 +0,68%
BAM 3,602 +0,02 +0,67%
ForFarmers 3,190 +0,02 +0,63%
ADYEN NV 1.312,000 +8,20 +0,63%
EXOR NV 98,550 +0,55 +0,56%
Arcadis 65,150 +0,35 +0,54%
Van Lanschot Kempen NV 41,300 +0,20 +0,49%
NN Group 44,600 +0,19 +0,43%
WDP 25,140 +0,10 +0,40%
UNILEVER PLC 58,600 +0,22 +0,38%
Vopak 42,300 +0,14 +0,33%
UMG 23,600 +0,06 +0,25%
SBM Offshore 16,120 +0,04 +0,25%
ACOMO 17,220 +0,04 +0,23%
Fagron 19,080 +0,02 +0,10%
Philips Koninklijke 27,830 +0,01 +0,04%
Ahold Delhaize 30,910 +0,01 +0,03%
AZERION 1,500 0,00 0,00%
CTP 16,680 0,00 0,00%
Vastned 24,500 0,00 0,00%

Dalers

instrument koers absoluut verschil relatief verschil
Heineken 82,520 -0,52 -0,63%
INPOST 16,920 -0,08 -0,47%
JDE PEET'S 20,680 -0,08 -0,39%
RELX 43,080 -0,04 -0,09%
vlag naam koers verschil relatief verschil
AEX 899,60 +6,35 +0,71%
AEX GR 3.515,38 +24,81 +0,71%
Germany40^ 18.685,20 +166,81 +0,90%
FTSE 100 8.273,09 +32,12 +0,39%
EURO50 4.844,15 0,00 0,00%
US30^ 41.409,10 0,00 0,00%
Nasd100^ 19.505,20 0,00 0,00%
US500^ 5.624,89 0,00 0,00%
Japan225^ 36.470,90 0,00 0,00%
VD-NEW 14,63 -1,47 -9,15%
#/^ Index indications calculated real time, zie disclaimer