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Daejan Share Discussion Threads
Showing 726 to 750 of 750 messages
|retsius - yes looking good.. you haven't jinxed it yet!!! I couldn't figure out if that rally in the last few minutes was real or not???? Will find out Monday I guess....sometimes you get strange moves in the last minute due to unlisted trades or market makers leaving and there only being one left... Well with the NAV up about £5 in the interim period there was some stock price catching up to do.. being in touching distance of £100 NAV is significant.....
If we can get above £100 at the next NAV release in July that will be worth getting the champagne out for!!!|
|7% rise in the week,not too shabby,turnaround of £1.90 in the last hour of trade!
Just what we have come to expect from DJAN!
Still excellent value play .
I hope you will forgive me if I give a very quiet cheer to the rise in share price today!!!!
I am now in profit after a very long drought!
|you are forgiven.. stock closed at £59.55. Amazing to me that anyone would sell at around these levels but there you go..|
Lol story of my life!!
|retsius - you jinkxed it!!!! Shares now down at £58.... next news update in July 2017... a reasonable chance we will be above £100 in the NAV then (i.e. for the end of March)|
|Storming finish. Hope to push past £60 next week . GLA.
|Malcolmmm - if it gets to £100 NAV and a decent dividend increase next year then that should trigger interest. However, July is when full year results will be announced and that is a long-way off.|
|You never know, Santa's rally is on its way hopefully and Fat Prophets rate then as a buy|
|interesting that the NAV is up £5 from 31 March to 31 September but the stock is flat...one day this share will be in vogue but it seems like a long way off...|
|Well it is my lucky day. Just topped up and BOOM!
Skyship,I knew there was value here.
|Someone liked the figures £500000 splashed out 10 min ago.
Excellent figures today. Have not scoured the accounts yet but as you say NAV at £95!
I wasn't expecting the accounts for another week so it came as a pleasant surprise this morning.
These results are really good especially with the American exposure and strength of the dollar.
What we need now is Simon in the IC to revisit the stock and give it his blessing!
|NAV at £95.81... much better than I had dared to hope..... can't be long before we are through the £100 mark|
|SKYSHIP - you would tie your capital up in Daejan for the very simple reason that it has been successful at long-term value creation. U&I and BLND have not.|
|So, let's assume for the sake of argument an NAV of £89.
At an share price of £57 this would be trading at a discount of 36% and on a yield of a mere 1.6%!
This compares with, say, Market Blue Chip Belwether stock BLND on a discount of 32% and a yield of 4.9%. Or secondary investment/development play UAI on a discount of 42% and a yield of c7%.
On that basis - why would you leave your capital tied up in the private pension fund of the 80%+ controlling family, who draw salaries of over £1m from their own pension fund, but restrict dividends to outside shareholders of just 1.6%!!
I've been following this appalling company for nigh on 50yrs. In that time the discount has swung from extremes of 55% to 25%. Sure, there are times when you can trade it for the swing in the discount; and also trade it for the cyclical swings in the commercial property sector. But far better to play any other stock in the sector rather than risk being becalmed in the doldrums of Daejan!!!
Get out now, buy a few UAI and look back in 3-4months time - as shall I...|
|i estimate a small NAV increase lets say £91.75|
|retsius - yes I think the US assets may provide a 2% boost. Then the UK assets will be less of a drag at about 76% of the portfolio and are partly outside of London. So that might be a negative 3% drag. With the dividend having been paid I think we are maybe looking at a 2% NAV decline in the first half.|
|GPE results today. Assets written down by 4%. If that was applied to DJAN that would translate to NAV of £86.50 per share.
This reduction in assets is about the norm for the property cos. Reporting this week.
Of course DJAN has a large exposure to the US and this should mitigate the Uk revaluation total
|Room for one more? :)|
|Well, I have drawn a cork from a bottle of Taylors 1977 which is in a decanter in readiness for tonight to share with some friends. Couple of bottles of 2007 St Emillion Grand Cru with the beef, a little champagne with pud and port will round it all off nicely, methinks.
Tend to buy my wine at auction these days.|
|Well done you - totally disproves that old stockmarket shibboleth "Never average down". I too ignore that one - actually ignore most rules. If it feels right for you - DO IT!
Love vintage port - but a very occasional LBV is my treat. Out here in France you can only find Tawny or Ruby - and pretty basic stuff it is. Port is a Brit thing; and of course all the great producers are Brit owned.|
|Skyship - I did particularly well from Shire, Halma, AG Barr, IGG, Alliance Technology Trust, Scottish and Southern but the star of the show was Oxford Biomedica. I had owned shares in that for a few years before and just kept averaging down. And somewhat rashly, I bought some more in the company around sort of Feb/March time only to watch the rice fall and averaged down again. I bought them at about 2p and sold 75% my rather decent holding at 4p. The final disposal was at 6p on the way down from highs.
I am back in the red overall this year at the point of writing...... off 0.46%. It seems off that my traditional defensive equities, Imperial Brands (was tobacco), and Glaxo don't seem to be putting up any fight so I rather am inclined simply to do nothing and let things simply settle down as they invariably will.
My typical transaction is £10k and the aggregation of dividends from holdings allows me to add 1 new holding each year. There are 31 UK equities in my portfolio at the moment plus some investment trusts and other instruments which are dealt on US, Tokyo and other exchanges.
Rather hoping that my investment in several cases of Port will be beneficial....., not for me, but for my sons.|
|dividend received and set to be reinvested...not that this is exactly a high dividend yield share....|
|Probably not far off the mark. It will certainly be well above £56,that's all I can predict!
Get your divvy today TTTE?