Share Name Share Symbol Market Type Share ISIN Share Description
Oakley Capital Investments LSE:OCL London Ordinary Share BMG670131058 ORD 1P (DI)
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +0.00p +0.00% 157.00p 156.00p 158.00p 157.00p 157.00p 157.00p 48,846.00 07:57:18
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Equity Investment Instruments 5.4 -1.7 10.0 15.7 321.54

Oakley Share Discussion Threads

Showing 276 to 299 of 300 messages
Chat Pages: 12  11  10  9  8  7  6  5  4  3  2  1
DateSubjectAuthorDiscuss
21/2/2017
06:47
https://www.nytimes.com/2017/02/21/fashion/london-fashion-week-alexa-chung-oakley-capital.html
mad foetus
03/2/2017
10:15
ST updated his 2016 top 10 bargain shares last night, OCL was one of them, it under performed but he regards it as anomalous and a buy. This was yesterday so today's TU couldn't or shouldn't have been known:- "...However, despite making massive returns on some of its investments, and in the process lifting NAV per share by around 15 per cent in the past 12 months, Oakley’s share price discount to NAV has actually widened from 27 per cent to 30 per cent since I recommended buying the shares. This compares with a historic average of 20 per cent for the fund since inception and a current discount of 24 per cent for the direct private equity peer group (ex-3i). That’s anomalous and can no longer be justified by the lack of a dividend as Oakley’s board has just paid out a maiden dividend of 4.5p a share in respect of the 2016 financial year, and expect a similar payout this year, too, so the shares now offer a respectable dividend yield of 3 per cent. I would also flag up that Oakley’s investment team has been making some potentially lucrative new investments, including the purchase of a portfolio of European real estate websites. These businesses have several key features including strong underlying structural market growth in their segments, are asset-light, which supports strong cash conversion, and offer potential to accelerate performance through effective management, especially around marketing. I wouldn’t bet on Oakley hitting pay dirt again, but rated on a massive discount to book value the shares are worth buying."
paleje
03/2/2017
10:06
Woodford's involvement always puts me off a bit! But agree OCL seems a good LTBH; the recent move to paying a dividend makes a difference too.
spectoacc
03/2/2017
10:00
Hi MF Apart from the discount, the thing that attracted me most was the top ten shareholders. woodford owns 20%, invesco and Ruffer have large stakes and so do a number of other institutions. I can only see the discount narrowing. The large director buy was encouraging too.
jimbowen30
03/2/2017
09:52
Hi Jim. I have previously spoken to brokers who have spoken to Dubbens and looked at the underlying assets and was told that this was a great longer term investment. It looks cheap now but it is also important that it is not in the picking up pennies in front of steamroller category as some pe funds can be.
mad foetus
03/2/2017
09:47
I bought a small holding the week before last, so surprised they haven't tanked! Discount seems too big imo.
jimbowen30
03/2/2017
08:06
Pretty solid, I've topped up on the strength of that.
mad foetus
03/2/2017
07:22
"Update for the 12 months ended 31 December 2016 -- NAV per share (unaudited) expected to be in the range of GBP2.33 - GBP2.35, representing an increase of at least 16% on December 2015 (GBP2.00) " Also reiterated re share placings: " Treasury Shares Placing Subsequently to the year end, the Company sold 15m treasury shares at a price of GBP1.57 per share compared to an average acquisition price of GBP1.46 per share. All of the remaining 2.1m shares held in treasury have since been cancelled. The total number of shares in issue is therefore 204,804,036. The dilution impact of this on the NAV per share is approximately 2.5%, or 5.9 pence (2015 dilution: 1.4%, 2.9 pence). The Board will maintain its policy of share buy backs as part of discount control management and will not in future sell stock from treasury nor issue new shares at material discounts to NAV."
spectoacc
01/2/2017
12:48
25/01/2017 13:06 Alliance News TAKING AIM: Liberum Impressed By Time Out's Digital Revenue Growth LSE:TMO Time Out Group 25/01/2017 09:10 Alliance News Time Out Says 2016 Revenue To Be Ahead Of Prior Expectations
luckymouse
25/1/2017
19:27
Should go up when we know the asset value for the end of December. This is due before the end of January.
poacher45
25/1/2017
07:22
TMO results ahead of expectations. I think OCL is a buy and hold, the directors buys and sales from Treasury put a pretty solid floor at current price.
mad foetus
24/1/2017
12:19
Reassurance? We'll see what the TU looks like but with them now dividend paying and the the qty of director buying and their discount to NAV, they seem cheap. I bet Simon Thompson will cover them in the coming week or 2, he was saying buy at 150p pre xmas.
paleje
24/1/2017
11:50
Interesting last para - no more pre-emptive share issues ======================================================== Disposal of Treasury Shares Oakley Capital Investments Limited(1) (AIM: OCL, "OCL" or "Company") announces that on 24 January 2017 it sold 15,000,000 ordinary shares at 157p per share from treasury to institutional investors for settlement on 7 February 2017. The average acquisition price of shares held in treasury was 146p and sale proceeds will be invested in line with the Company's investing policy. Following this sale OCL holds 2,108,843 ordinary shares in treasury which the Board intends to cancel as soon as is practicable. The number of ordinary shares in issue less the total number of treasury shares is therefore 204,804,036. Going forward the Board will maintain its policy of share buy backs as part of discount control management and will not sell stock from treasury nor issue new shares at material discounts to NAV.
skyship
23/1/2017
15:35
Very substantial director buying here over recent months and some north of 160p, I don't think I'll be selling, trading update before end Jan.
paleje
23/1/2017
15:20
Not sure it's a bad thing? Issuing them at 157p, nothing really in way of dilution, more funds to play with. Would rather they raised this way than eg discounted placing.
spectoacc
23/1/2017
15:18
Hmm - explains the recent weakness. Decided to lighten my holding.
skyship
23/1/2017
15:13
Oh dear...issuing 17m shares out of treasury!
tiltonboy
02/1/2017
10:30
Yep. That's a huge buy for a NED
guyswonga74
31/12/2016
17:16
A non executive Director making her first purchase by buying 61000 shares @164.5p is a great end to the year and bodes well for the recent good run continuing. Let's not forget our NAV is now north of 235p and we get a dividend, so there is a lot of upside from here.
888icb
31/12/2016
15:49
Another huge director buy at 164.5p
guyswonga74
30/12/2016
10:14
Prv Eq Sector
luckymouse
29/12/2016
09:29
Yep but can sell all for 160.15 so must be a big delayed buy. Still massively discounted to nav
guyswonga74
29/12/2016
08:15
Down about the XD but had been a nice climb up to here.
spectoacc
28/12/2016
09:32
Oakley is continuing its rise this morning and is currently at 161p a level last seen in August 2015. However there is still plenty of upside with the NAV at the 235p+ level.
888icb
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