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|Equity Investment Instruments
Dunedin Ent.IT. Share Discussion Threads
Showing 251 to 272 of 275 messages
|Barwon Equity Partners - Private Equity & Property investors - now has a 7.26% holding in DNE.
|"..just picked the wrong sectors." You are very generous Topvest. Personally I vote with eeza on this one. I view Dunedin management as incompetent and on the take. It seems as though the whole Dunedin structure is managed for the good of its managers, not its stockholders.
Glad to be out...|
|Think they have just picked the wrong sectors. Reminds me a bit of Candover, but hope its going to turn out a lot better than that one.|
|The management are, probably, the most inept in the sector. Would you give them a job? I would say that they are unemployable. Look at their record. Over any period you can mention they have vastly underperformed their peer group.
The CEO, at each results presentation, has always expressed surprise (disappointment) with the results. Almost a cut & paste each time.
"Well, unfortunately, another disappointing performance from DNE". As if it's the Co's fault, and nothing at all to do with the totally useless, unfit for purpose management. Whilst they charge 2.9% for abject failure.
They know full well they are pariahs in the sector, and unemployable, so they are going to stretch this out to infinity - if not beyond. IMO.
However, don't want to de-ramp as I sold the residue of my holding almost immediately I read " disappointing, no returns in the short term", at a small loss. I was expecting a better performance & a tender with the half year, given their earlier optimistic murmurings about interesting short term opportunities for realisations. Now off the watchlist, and BB deleted.
Good luck to all who stay the course.|
|You think they'll be that quick?|
|It's 475p of assets, allegedly in wind-down, for 320p, but can't disagree re disappointing performance - and can't tell whether NAV is going to start turning up sometime, or is in continual decline.
Not sure what "short term" is either - 3 months? 6 months? A year? We know there's returns coming, but clearly in the equally vague medium term.
Was never comfortable with "at least 7 years" for orderly wind-down - seems that's one of the few things the board will keep their word about!|
|Agreed, disappointing. Decided to cut my small loss and move on...|
|Normal service from DNE again - disappointing performance, you'da guessed it.
"The current forecast timing for realisations and new investments suggests it is unlikely that there will be further distributions of capital to shareholders in the short term."|
|Just received email from DNE.
We expect to issue the RNS this afternoon for the DNE Half Year Results to 30 June 2016.
|"...Active ownership and with a strong focus on value creation and transparency."
Wonder if they'll do anything about the bleeding-us-dry fees...|
|Doesn't seem to be doing it any harm at the moment.
These people are now involved:
12% - HTTP://www.lind-invest.dk
4.84% - HTTPS://barwon.net.au|
|Not just below 3%, but out completely. So that overhang gone. Imho.|
|Legal & Gen doing the selling, now below 3%.|
|17% given away by someone.|
|Lind add another 120k - 12.5%.
Also new fund holding , Barwon, take initial 1mill shares for 4.8%.|
|Lind added ~250k - above 11%|
|yes, 10,000 shares for deputy chairman Brian Finlayson.|
|£30k Director buy @ 310p
So obviously no news imminent.|
|Ah - yes - Mad Foetus also noticed this move in other ITs. I suppose the possibility of a £10m sale in one chunk was enough to tempt them to overlook the cr*p value they were achieving. Nice business for the buyers.|
|A few of the big life/pension cos are knocking back their IT stakes - suspect due to the move to buy really, really expensive bonds instead, to "match liabilities". Create liabilities more like.|
|Really bizarre sale by L&G - 300p!!! At least they got their 16p special dividend...|