Epe Capital Partners (JSE: EPE) share price, discussion & sentiment

EPE up 3.22% today to R5.45, though I'd want to see what's driving the move before getting excited. At these valuations there's room to run if they're actually executing on growth.

EPE sitting at R5.85 feels like a fair entry if you believe in their unlisted portfolio picks. Private equity plays are tough to value but if management can keep pulling decent returns on those deals without getting hammered by load-shedding risk, there's real upside. Takes patience though, not a quick flip.

EPE holding up better than the Bulls defense, ngl

EPE's been consolidating around R5.85 for a while now and ngl the nav discount is still sitting ugly compared to similar pe players. Thing is their underlying assets have actually grown but the market just doesn't wanna pay for it, eish.

Spent last night on the AFS. Balance sheet's cleaner than expected honestly.

EPE creeping up 0.56% today but the financials sector's been under pressure with rate uncertainty. At current levels, need to see if they can sustain momentum or if this is just noise before the next earnings print.

R12 minimum by end of month, easy money

Do you think the nav per share actually means anything when theres almost no liquidity. Checked the last few sens releases and the deals are taking years to exit. Could be wrong but that feels like a holding pattern not a growth story.

epe sitting at r4.99 and the nav is nowhere near that, so either the market knows something about the underlying portfolio or the discount gets wider. private equity holding plays are tough when you cant see inside the box, ngl.

EPE sitting at R4.99 feels like the market's punishing it for being illiquid and hard to value, which is fair enough for a PE shop with most capital locked in unlisted assets. But compared to where Brait or even Redefine were trading during their rough patches, this pricing looks like it's swung too far the other way. If management can actually exit a couple of those portfolio companies cleanly over the next 18 months, NAV should tell a different story.

EPE sitting at R5.55 with most of the portfolio stuff still unlisted, so you're basically betting on management's ability to unlock value over time. ngl the illiquidity is a feature not a bug for a hold, but nav per share needs to actually move for this to make sense long term.

nah but epe at R5.55 is starting to look cheeky, especially if they keep finding decent unlisted assets to bolt on. private equity outfits work when the boss actually knows where to dig and doesn't just shuffle paper around.

Epe's got that Bulls grinding energy, slow build wins matches

Been digging into EPE's recent deals, quite lekker.

mate, EPE sitting at R5.65 but the nav per share is what, north of R8 on the last reporting? that's a proper disconnect. problem is nobody knows what half these unlisted holdings are actually worth, could be zombie assets or could be diamonds. private equity black boxes like this need real price discovery and they're just not getting it on the JSE.

Look, EPE is pre-revenue but the fundamentals on the PE side are there, comparing this to how Brait looked in 2010 before they went massive. Balance sheet is clean and management knows how to find value in unlisted stuff. Bears shorting at R5.65 are impatient, this compounds over years not months.

EPE's got the pace of a Pirates midfielder right now, all promise no delivery

EPE's nav per share keeps getting hammered and the portfolio companies aren't pulling their weight, ngl. At R5.65 you're basically buying a bag of unlisted assets that nobody's pricing in properly. The thing is if they get even one decent exit in the next couple years it could rerate hard, but that's a big if. Better plays out there for now imo.

Pulled the latest SENS releases, balance sheet still solid for me

epe sitting at r5.65 is basically asking you to bet on them finding diamonds in the rough while the rand tanks. private equity plays are marathon races not sprints, so if you're here for quick moves you'll just get frustrated and sell at the bottom like everyone else does.