Author: SG Value Investor

TwinPeak Capital’s 2Q17 NAV Results

TwinPeak Capital’s 2Q17 NAV Results

Below are excerpts from the quarterly report of TwinPeak Capital, a private family office we manage. (Excerpt) December 31, 2016 TwinPeak Capital NAV (the “TWIN”) increased 2.97% versus a 1.27% loss for the iShares Core MSCI Pacific ETF (the “MSCI Pacific”) for the quarter ending […]

Thoughts on UPP recent acquisitions

Thoughts on UPP recent acquisitions

On 5th October, UPP announced the following corporate activity: Acquisition of 58.3% of Canadian-listed Taiga Building Products (“Taiga”) for C$18.9mn Purchase of C$46.0mn principal amount of 14% unsecured subordinated notes issued by Taiga for C$52.9mn Issue of 1 warrant for […]