Daejan Share Discussion Threads

[sirhedgealot] 10/10/2014 10:01

LAS has higher leverage, this is still cheap by the numbers but admittedly not as cheap anymore.

[skyship] 09/10/2014 16:14

ST tips them again today - nothing like a little piece of press loyalty to help sustain an share price - though not working with his other favourite, family-controlled propco LAS!

The lesson as ever is to sell into any tip-inspired rise.

[markgahagan] 09/10/2014 10:59

I have bought in a couple of times in last 2 weeks. Based on discount to NAV really. Good company at a good price. IMHO

[retsius] 09/10/2014 10:03

Anybody about? ST in the IC still rates Daejan a buy(8/10/14)Xdiv. next Thurs.

[retsius] 22/9/2014 09:57

Freda
Yes it does somewhat look like that but you have to remember there was a relief rally after the Scottish Ref. vote.
The one off gain underpins a rising share price and we still have Simon T.to pronounce on the gain.
R.

[freda] 22/9/2014 08:58

Very welcome indeed. Unfortunately however, the the market moved on Friday to news announced on the following Monday. It doesn't help the credibility of the company.

[retsius] 22/9/2014 07:57

One off gain of £8 million for the half year.
Very welcome news.
R.

[retsius] 19/9/2014 13:30

Nk104
Check out 'Best Gainers' for 7 days.

[nk104] 19/9/2014 12:55

I had noted today's move but couldn't see any immediate reason. Hopefully DJAN will just keep on keeping on.

[retsius] 19/9/2014 12:48

Bulletin Board very quiet.Due 3 month update anytime soon which should confirm steady progress.Nice rise so far today reaffirming good weekly momentum.
Relief rally after the Scottish Referendum vote.
R.

[retsius] 05/9/2014 19:35

Anyone going to the AGM next week? Would like to hear any info if possible.
R.

[jlo10] 01/9/2014 17:39

A sudden flurry of interest today with some biggish buys.

[topvest] 25/8/2014 18:16

Yes, Berkshire Hathaway doesn't do corporate governance by the book either. Daejan directors play things in a similar way - large personal holdings and not overly greedy on remuneration. This is a nice property company.

[mw8156] 25/8/2014 14:33

low gearing
doesn't comply with the corporate governance code but unashamedly says why not
excellent long-term track record
run for the long term
lee has no shares presently.

[retsius] 25/8/2014 12:40

Mw8156

Missed the FT for the first time in a long while as I am on holiday.JL..always worth reading and he used to praise Djan but I thought he had sold out his holding.Could I ask what he was saying? Article could not be found on the FT website.

Many thanks
R

[mw8156] 23/8/2014 22:06

'one of the safest property co investments', a/c lord Lee in today's FT.

[rogerbridge] 19/8/2014 08:04

Recently bought in for my SIPP.

[retsius] 14/8/2014 12:39

Starting to show some signs of life.Grossly undervalued IMO.Should have terse trading statement next week on progress.

[sirhedgealot] 08/8/2014 18:01

This is a wonderful business. :)

[retsius] 06/8/2014 11:26

DDAM
Have studied the annual accounts.I am not an accountant but in my eyes they look outstanding.
They have invested recently in American property which should ensure good income for the future,let out Africa House,and debt levels are reassuring low.
Good share to hold as the marked wobbles.
R.

[topvest] 05/8/2014 10:54

LOL...absolutely. It would nice to be one the way to being a billionaire from their careful management of Daejan. Shows you what can be done if you invest prudently in property (without excess leverage) over 50 years.

[trytotakeiteasy] 05/8/2014 09:56

my carefully considered analysis is that I would like to be a member of the Freshwater family.....

[dandanactionman] 31/7/2014 18:43

Dear allAnnual report appears to be available on I will studying this weekend, anybody else got any thoughts?