Oakley Share Discussion Threads

[rambutan2] 19/12/2013 11:46

Bit of a coup! And explains the rise...

Neil Woodford, the country's best-known fund manager, who oversees more than £20bn of savers' Isas, pensions and other money, is to join little-known Oakley Capital.
The firm, based in west London, says it manages "over $1bn" (£610m) in assets and has a focus on private equity investment and corporate finance. It does not currently run a division through which private investors can access mainstream equity funds.

[jlo10] 06/9/2013 19:28

SARASIN AND PARTNERS LLP add 2m to take them over 5%

[azalea] 27/8/2013 08:11

In May 2013 directors Wetherhill bought 20k @ 157p and Keys 10k @ 149.4p. In the same month the company bought back 2,946,300 @ 150p.

[jlo10] 27/8/2013 01:17

Well Simon T from IC seems to like it again

"So with Oakley's shares marking time at 149p, the share price discount to net asset value is a hefty 24 per cent. Now a discount of that magnitude would be in order if Oakley's investments were underperforming. But that is clearly not the case. In fact, to date the Limited Partnership has exited four of its portfolio investments, achieving an internal rate of return of 43 per cent on invested capital and an eye-catching 14 per cent uplift in realisation proceeds above the previous book value of those investments. In other words, Oakley shares are not only trading on an unwarranted share price discount to net asset value, but the book value of its investments look very conservative. It also has a sizeable cash pile, which mitigates risk. A value buy."

[warrensearle] 16/4/2013 12:13

Interesting ...http://www.manchestereveningnews.co.uk/business/business-news/daisy-group-buy-two-data-2597276

[warrensearle] 11/4/2013 17:06

Finals out on the 23rd April

[jaws6] 14/2/2013 15:31

blondeamon
tks for that info,now has moved up on that.

[dudishes] 27/9/2011 07:57

altom, don't have access to I.C. mag. What did they say?

Bought these last year @ 78 (own 30K). Switched investment from Daisy to this, the main outfit. Wise I think, but do I trust D and Co, no chance!

In Bermuda November, will I get to meet management, no chance!

Based in Bermuda but think Dubens has never visited? He has the right to correct me of course.

Bought out Eurotel (apparently lost most of their customers since), Admiral would not support.

Bit of a downer I'm afraid, but if successful in the future, you were right to invest in OCL rather than DAY.

cheers

[altom] 04/9/2011 22:45

I have only just become holder after reading I.C. a week ago. There seems fairly little downside to me and enormous upside if/when general economic climate improves. This is a very quiet thread. Any opinions outthere ?

[altom] 04/9/2011 22:44

I have only just become holder after reading I.C. a week ago. There seems fairly little downside to me and enormous upside if/when general economic climate improves. This is a very quiet thread. Any opinions outthere ?

[liquid millionaire] 25/3/2011 08:00

Friday 25 March, 2011Oakley Capital Inv.
Investment in Emesa B.V.
RNS Number : 6049D
Oakley Capital Investments Limited
25 March 2011





25 March 2011



Oakley Capital Investments Limited



Investment in Emesa B.V.



Oakley Capital Investments Limited (AIM: OCL), the AIM-listed company established to provide investors with access to the investment strategy being pursued by Oakley Capital Private Equity L.P. (the "Fund"), today announces that the Fund has acquired a significant majority stake in Emesa B.V. ("Emesa"), a leading e-commerce company active in the Dutch online leisure market. As part of the transaction OCL will be providing €15.4m of senior and mezzanine financing with the Fund providing an additional €11.85m of equity financing to fund the acquisition and further expansion in the Dutch and European market. Management and the main founder will retain a significant stake in the company.

Emesa was ranked as the fourth fastest growing technology company in the Netherlands in the Deloitte Technology Fast 50. It is a leading online consumer auction platform in the European leisure industry which enables online customers to find and book leisure deals such as short holidays, weekend breaks, spa/beauty visits, event tickets and restaurant visits. Emesa operates three websites in the Netherlands (VakantieVeilingen.nl, InpakkenEnWegwezen.nl and Actievandedag.nl) and in 2010 received over 63 million visits to its websites and completed over 950,000 transactions. The Company has grown significantly since its foundation in 2004 and currently has over 4.4 million weekly newsletter subscribers. The Fund believes Emesa is well-positioned to achieve further growth in the Netherlands and expand into other European markets.

The Dutch online travel market is estimated to be worth between €3bn and €4.3bn and is expected to grow at circa 7% per annum through to 2014 according to PwC estimates.

The Fund is providing financial and strategic support in a buyout of Emesa to support management in taking the company to the next stage of its development.



Peter Dubens, Director of Oakley Capital Investments Limited, said,

"We are delighted to be backing a talented and entrepreneurial management team in a rapidly developing, high growth technology business which has developed a unique and innovative sales channel for the leisure market. The business is well positioned to continue its excellent growth trajectory in the Netherlands and has excellent potential for international expansion. "



Marc Muller, CEO of Emesa, said,

"This the logical next phase in Emesa's development. Over the past couple of years we have prepared the organisation for further expansion. However, further growth, both domestically, and further afield, requires more capital and expertise than we have had access to until now. We are very happy to have found an experienced and entrepreneurial partner and shareholder to support us with the next stage of our growth."

-ends-



For further information please contact:



Oakley Capital Investments Limited
[phone]

Peter Dubens





Financial Dynamics
[phone]

James Macey White / Edward Bridges





Liberum Capital Limited (Financial Adviser & Broker)
[phone]

Steven Tredget / Steve Pearce







About Oakley Capital Investments Limited ("OCIL")



Oakley Capital Investments Limited is a Bermudan based company listed on AIM. OCIL seeks to provide investors with long term capital appreciation through its investment in Oakley Capital Private Equity L.P. and, over time, through co-investment opportunities.



About Oakley Capital Private Equity L.P. ("OCPE")



Oakley Capital Private Equity L.P. is an unlisted UK and European mid-market private equity fund with the aim of providing investors with significant long term capital appreciation.



The Limited Partnership's investment strategy is to focus on buy-out opportunities in industries with the potential for growth, consolidation and performance improvement. The Limited Partnership seeks to invest in companies with scale in their industry subsectors, thereby creating a sustainable earnings stream which should command a premium on exit.



About EMESA



Emesa is one of the largest E-commerce companies in the Netherlands with several websites for searching, comparing and booking good deals for holidays and trips. Emesa weekly reaches over 4.4 million inhabitants of the Netherlands, who have subscribed to the email newsletters. The websites of Emesa have more than 63 million visitors per year.



Key Figures

• Total number transactions 2010 circa 950,000

• Number of employees: 120 (March 2011)

• All auctions start at €1

• Emesa has over 3000 partners supplying leisure product








This information is provided by RNS
The company news service from the London Stock Exchange

[borderriever] 02/3/2011 15:12

Talks have been going for a while now,hope this sale goes through at a juicy price.

[liquid millionaire] 18/1/2011 09:25

Yes TOPINFO but if you have X amount of money i.e. a lot you can't put it all in to sh*t or bust small caps and miners [as much as i love 'em!] so stocks such as AVS and OCL are your sleep at night stocks that our dear leader CR loves so much [well at his age and all that!]

[liquid millionaire] 18/1/2011 09:23

OCL will no doubt perform TOPINFO but is most probably more for the main CR thread as it will be a few % every day as opposed to 100% that we expect here!

Joking apart though can see at least a 1X BAGGER from OCL and more likely a 2X or 3X BAGGER this year.

OCL are similar in this imho to AVS ~ well undervalued companies that will get re-rated and where you can sleep at night!

[hello dolly] 18/1/2011 07:54

A well timed RNs to say the least!

[topinfo] 18/1/2011 07:03

Nice!!!

DJ Oakley Capital Investments Limited Trading Update

TIDMOCL

RNS Number : 6114Z

Oakley Capital Investments Limited

18 January 2011

18 January 2011

Oakley Capital Investments Limited

Trading Update for the 12 months ended 31 December 2010

-- NAV (unaudited) expected to be in the range of GBP1.64 - GBP1.67

o Over 16% up from year ended 31 December 2009

o Over 18p up from 30 June 2010

Oakley Capital Investments Limited (AIM: OCL, "OCIL"), the AIM-listed company established to provide investors with access to the investment strategy being pursued by Oakley Capital Private Equity L.P. (the "Limited Partnership" or the "Fund"), today announces a trading update for the 12 months ended 31 December 2010.

The Limited Partnership's portfolio of investments comprises Daisy Group plc, Verivox Holdings Limited, Headland Media Limited, Monument Securities Limited, BDO Investment Management Limited and Time Out Limited. Oakley Capital Limited, OCIL's investment adviser, estimates that the Company's net asset value per share, which is subject to the completion of the 31 December 2010 audit of both the Limited Partnership and the Company, will be in the range of GBP1.64 to GBP1.67. The OCIL net asset value is made up of cash, the investment in the Limited Partnership and loans provided to a number of the portfolio companies.

Peter Dubens, Director, commented:

"The second half of 2010 has been very busy for the Limited Partnership with its first realisation in the Fund and two new investments, in BDO Investment Management and Time Out. The exit was from Host Europe Corporation Limited, the Fund's previous largest investment, for total consideration of GBP222 million, after a holding period of just 31 months.

"The Fund's portfolio companies continue to perform well with an improvement in underlying profitability in the remaining investments driving an increase in net asset value per share of at least 14p in the year."

For further information please contact:

Oakley Capital Investments Limited [phone]

6900

Peter Dubens (Director)

[dudishes] 18/1/2011 02:49

G'day, did mention that I had switched investment from DAY (subsidery), to the actual owners (OCL) Aug 09, post No5 explains.

Suggested it on DAY (daisy) thread but got negative responce.

I had heard that Virovox was the crown jewels, hence up for grabs, also note that Daisy could be a second, but it will probably take several years, if at all.

Yes shares are tight with OCL, sure Gar etc...will ofload a few if the price is right, me too, 36K on offer, if the price is right?

cheers

[hello dolly] 17/1/2011 23:02

top info

Surely this is huge?

How can you explain the lack of buying?

[topinfo] 17/1/2011 22:44

Well you had plenty of chance to get in after the news today. Big mark-up 2moro as price tag massive for just this one single investment that they are selling!! And just look at what they paid for it. Thats some investment.
Woooohoooo!!

Oakley poised for comparatively large gain on Verivox

LONDON (SHARECAST) - AIM-quoted Oakley Capital Investments Ltd (OCI) has confirmed that there are potential buyers for German price comparison website Verivox.

There is talk of a £340m valuation for Verivox, which would yield an enormous gain for OCI.

OCI is a quoted investment company that offers exposure to the portfolio of Oakley Capital Private Equity LP, which acquired 51% of Verivox, a specialist in energy and telecoms price comparisons, in December 2009. Most of that stake was acquired from Independent News and Media for €16m, plus €1m of deferred consideration. A 2% stake was bought from founding management.

The value of Verivox was revised upwards in the 2009 accounts. OCI's share of the gain was £8.2m. Strong trading meant that there was a further gain of £6m chalked up at the interim stage. Even so, the balance sheet value is still much lower than the valuation being talked about for Verivox.

Investment bank Merrill Lynch is advising on the potential sale.

[protean] 17/1/2011 21:08

"There is talk of a £340m valuation for Verivox, which would yield an enormous gain for OCI."