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Oakley Share Discussion Threads
Showing 251 to 274 of 275 messages
|Still been no RNS on the stake sale (/purchase).|
|Hi LM, todays down tick looks like just the ticket for longs, as the potential turn in the share price tomorrow/friday will be up. This takes out the resistance from the overhead trendline experienced by the share price during the previous two sessions.
Things are going really great. cheers
edit, looks like I got the direction of the turn wrong.|
|Tks Bamboo - hope its going well - yes it might consolidate in the 160s - hoping it will push on thro then
|Retaining a chunk, for reasons other than TA.|
|Hi LM, yes it could go higher.
My TP based on Bulkowski's stats for flags, which are normally minimum targets.
Always take stock of the chart, once it spproaches the tp. I'll be keeping an eye out.
Hope some longs have stayed in.
Shame I can't invest here.
ps watch the price action just before 24th, it will likely indicate future path|
|photo hosting sites|
|Mkts allowing, hoping for a bit higher than 164 - gap at 173, shape heights etc|
|Well done, though my feeling is that this may prove to be a real long term holding, though a bird in the hand...|
|Taken my turn in OCL. Happy with 14% in one month|
|:) - was ever thus!|
|Hadn't realised it was discussed on the other thread. @QS99 - Sarasin we think were the sellers, as they'd previously been a seller (dropped to 9.86%), and about 6.5% went through the market in 3 late-reported blocks, all at same price (implying it wasn't some bought, some sold).
BTEM are building a position in something but the dates didn't tally - unless they'd started small a month earlier.
However - there's still no RNS for the holding, when there should be for any stakes over 5%. Even if you could argue several holders of sub-5% split the shares sold, there should at least have been an RNS from Sarasin.
When I spoke to OCL, I got the strong impression they knew exactly who had sold and who had bought, but were keeping schtum - lending weight to the BTEM theory.
Also, Dubens, despite having been involved with the co from inception, has bought almost his entire, huge stake very recently, at ever-higher prices. That says to me: "We've got an activist shareholder join the register, I'd better get some skin in the game PDQ".
All IMO, all possibly b*llocks, but if it is BTEM then OCL's got a lot further to rise IMO.
(Although - Sky - did you read about DCI in BTEM's AR this morning? All those lovely paragraphs for each holding and how much they'd made/will continue to make, then you get to DCI and: "...Are down 84% since we first bought in". :) Can't win 'em all).|
|QS99 - as per my Comment on the PE thread:
|hi, apologies, can't find the piece of thread with the "BTEM" theory....can you summarise what your thoughts are please? Either way, Dubens is throwing some serious £s at OCL>...IMO|
|They can fire these out, but they can't tell us who sold/bought more than 6% of the co, weeks ago, on top of many larger trades later on.
@Sky - starting to wonder if your BTEM theory could be correct.
"Peter Dubens, a Director of the Company, has purchased 250,000 ordinary shares, of 1 pence each in the Company ("Ordinary Shares") at an aggregate price of 150.25 pence per Ordinary Share. As a result, Mr. Dubens is now interested in 1,660,000 Ordinary Shares of the Company, representing 0.87 per cent. of the issued share capital."|
|Sold a few this morning, building up cash in case of shock election result tomorrow.|
|Seen no more huge trades but also as yet no RNS re seller/buyer(s).|
|Tommo has indeed put OCL in the IC today but it's identical to what he wrote earlier in the week, word=for-word as far as I can tell.|
|247k at £1.51; presumably not Tommo's SIPP..
Still waiting for RNS.|
|QS99 - OCL is a Private Equity play, high discounts are endemic. Nevertheless the sector is on a tear and the commonplace 30% discounts have closed in plenty of late.
OCL is a bit of a specialist in the field and one would normally accept that the discount would be higher than the more conventional trusts. The average discount is now less than 20%; but 25% for OCL would seem reasonable.
So if the NAV has climbed to 235p, then a 25% discount gives us 176p. I would be more than happy with 170p.
You can follow the Private Equity runners and riders on the PE thread:
|all depends on what you think the fair discount should be.....IMO....if ST in the IC is right then I'm punting for nearer to £2....let's see|
|As posted a few weeks back, having taken a quick turn @ 141p I changed my mind and bought back in @ 144.5p. So shooting for a higher target; and IMO there is definitely another 10p, perhaps 20p in the locker here....so will stay with it.|
|I'm happy to hold on for a while yet. Normally I'd bank after such a steep rise, but I've done that 3 times in recent months and on each occasion the 6-7% profit I had made would have been 20% if I had held on, so I'm a little less trigger happy at the moment.|
|fair play, nice turn in short order....Dubens buy is what attracted me to this and the massive discount to implied NAV....let's see if this narrowing of the discount has any more legs|