Overview
Origo Partners is a private equity investment company, focused exclusively on growth opportunities created by the urbanization and industrialization of China. Origo Partners’ investment strategy is focused on the natural resources and renewable energy/clean-tech sectors. They say they generally prefer Chinese profitable expansion-stage companies; we also consider earlier stage-opportunities, particularly in the metal and mining space.
Origo Partners has developed a significant presence in Mongolia to supply Chinese demand for natural resources. In Mongolia its focus is on coking coal, copper, gold, iron ore and related infrastructure opportunities.
Research History
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11 May 2018 1 min read
QuotedData’s investment companies roundup – May 2018
QuotedData investment companies roundup – May 2018 – is our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of April 2018. Kindly sponsored by Baillie Gifford. India Capital Growth has experience a rebound in performance in the past month, as […]
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18 Apr 2018 1 min read
QuotedData’s investment companies roundup – April 2018
QuotedData investment companies roundup – April 2018 – is our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of March 2018. Kindly sponsored by Baillie Gifford. Stock markets have suffered their first meaningful fall for nearly two years. At the quarter end, […]
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31 Jan 2017 1 min read
QuotedData – 2016 review of the year
Our review of 2016 includes performance data, significant moves in discounts and premiums, money raised and money handed back, major news stories and links to the research we have published including our guide to investment companies. 2016 Annual roundup
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08 Dec 2014 1 min read
Commodities & Natural Resources
Specialist Commodities and Natural Resources Please click on the link above for the first of what will be a regular series of articles focusing on a particular area of the investment companies market. This month the theme is the Specialist Commodities and Natural Resources sector.
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10 Jan 2014 3 min read
Private equity funds in 2013
2013 was a year of mixed fortunes for the listed private equity sector. Some funds did exceptionally well but others, particularly those exposed to emerging markets saw falling NAVs and widening discounts. The recovery in 3i : III ‘s share price following the disclosure of Sherborne’s stake building in the fund pushed it close to the […]
News
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07 May 2020 1 min read
QuotedData’s morning briefing 7 May 2020
In QuotedData’s morning briefing 7 May 2020. As IAG (parent company of British Airways) says it does not expect to see 2019’s level of passenger demand for flights again until 2023 and BT suspends its dividend for the previous and current financial year – dealing another blow to UK equity income investors: Origo Partners says that […]
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28 Jun 2019 2 min read
QuotedData’s other news 28 June 2019
In QuotedData’s other news 28 June 2019 Origo Partners results to end December 2018 (ancient history now) show its NAV halving from 3.9 cents to 1.8 cents, down to: – (i) write offs of the company’s investments in Celadon, Gobi Coal, Staur Aqua, Fram, Six Waves, and Unipower; (ii) realised losses from the company’s sale of its […]
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17 Oct 2016 1 min read
10 YEARS OF PA: The birth of infrastructure funds, to property in turmoil
The investment company sector has changed considerably over the past ten years, as back in October 2006 we were still enjoying the dying days of the credit boom. read more here
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11 Mar 2016 2 min read
Origo suspended
Origo Partners announced on 8 March 2016 that, whilst the Company’s articles of association include a requirement for the Company to have redeemed US$12 million of convertible zero dividend preferences shares (“CZDPs”) by 8 March 2016, it is not in a position to redeem US$12 million of CZDPs at the current time. The 8 March […]
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16 Nov 2015 1 min read
Asia ex-Japan investment trust discounts widen
The economic slowdown in China is impacting other countries in Asia and the developed world, and hopes of growth in consumer spending and the services sector coming to the rescue are fading. Rebalancing the economy away from infrastructure investment and traditional industrial drivers, while cushioning the services sector and allowing new industries to develop, is […]
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30 Sep 2015 2 min read
Origo proposes restructuring
In November 2014, Origo shareholders approved a revised investing policy, under which the Company is now, through an orderly realisation programme, seeking to divest its entire portfolio over a period of no longer than 4 years at such time and under such conditions as the independent directors of Origo may determine in order to maximise […]
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16 Jul 2015 1 min read
Small company investment trusts got election boost
Investment trusts specialising in smaller companies were among the top performers of the past few months after a decisive election result improved confidence in the sector, new research shows. But commodity and Asia-focused investment trusts were among the stragglers as investors shunned stocks exposed to an economic slowdown in China or a US rate rise, […]
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14 Jul 2015 1 min read
New line of attack from Brooks MacDonald in zero dispute with Origo
Yesterday Origo Partners announced that the Isle of Man Court handed down judgment in favor of it, regarding a complaint raised by Brooks MacDonald in relation to terms of convertible zero dividend preference shares issued on March 8, 2011. Today Brooks Macdonald Asset Management (International) Ltd., notified Origo Partners that it was making a claim against it. Brooks Macdonald believes […]
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08 Jun 2015 1 min read
Origo results reflect difficult year for commodities in 2014
Origo Partners has published results for the year to the end of December 2014. Over the course of 2014 the net asset value fell by 60% but, of course, this was a long time ago now. Towards the end of the period the fund switched to focus on realising its portfolio. Since the end of […]
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19 Jan 2015 1 min read
Brooks MacDonald’s Origo resolutions defeated
Origo Partners has announced that all the resolutions put forward at the Extraordinary General Meeting on Friday were defeated. Brooks MacDonald requisitioned the meeting in November with the aim of removing Origo’s existing directors (except Chris Rynning) and appointing Brett Miller and Rhys Davies with a mandate to sell off Origo’s assets. The announcement says that between […]
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14 Jan 2015 1 min read
Origo now externally managed
Origo Partners has announced that eleven employees, including Chris Rynning and Niklas Ponnert, have resigned from the company and eight of these are now employed by Origo Advisers Limited, three employees had their employment contracts terminated at a cost to Origo Partners of $21,000. Origo Advisers Limited has now taken up the reins of managing […]
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17 Nov 2014 1 min read
Brooks MacDonald requisitions Origo meeting
OPP : Brooks MacDonald requisitions Origo meeting On Friday Brooks MacDonald’s spat with Origo reached a new high as it requisitioned a meeting of Origo’s shareholders at which it will propose that all of Origo’s directors, with the exception of Chris Rynning (the Chief Executive), are removed and Brett Miller and Rhys Davies appointed instead […]
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20 Jun 2014 2 min read
Origo Partners : OPP – dispute with Brooks Macdonald
Origo Partners has responded to a press release put out this morning by Brooks Macdonald (one of its largest investors). The two are already in dispute about Origo’s convertible zero dividend preference shares (CZDPs – NB you won’t find these on our zeros sheet as they are a more complex beast than most zero issues). […]
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17 Jun 2014 1 min read
Origo Partners : OPP – results
Origo Partners has today released its results for the year ended 31 December 2013. The net asset value back then was $0.39 (down 20% from $0.49 at the end of 2012). The main reason for the fall was a 50% write down in the value they put on their holding in Gobi Coal & Energy. […]
