Dawnay Day Carpathian Share Discussion Threads

[hectorp] 07/8/2008 18:15

Aleman if that is the case it would signal relative weakness to resume in the Euro.
Not what we would wish? however falling rates suggests the Eurozone is in much better fettle than the UK or US who are stuck. Perhaps overall, it could be good news.
Also falling rates infers cheaper future repayments from DDC? is that probable? Of course, lower rates infers European investors may seek out better rates investing in shares...

H.

[cbeadle] 06/8/2008 09:48

Off we go!

[cbeadle] 06/8/2008 07:46

Should breakout upwards then I would have thought

[aleman] 05/8/2008 23:07

Recent triangulation suggests imminent action as sharply declining resistance meets sharply rising support.

[hectorp] 05/8/2008 21:23

You out then- w?
You did say you were coming in around 60p.
Did DDC buy at the TP of the cycle? I suspect not quite, 2-3 years ago they started .

[williebiz] 05/8/2008 18:47

Overstated NAVs at the root of it, shopping centres in CEE springing up like mushrooms and DDC bought @ top of the cycle

[hectorp] 05/8/2008 18:45

Thats fine: so we have to 65p to look forward to. !
Oh well 10-15-20% yield plus 15% cap gain to 65p, is that sufficient return for me to be invested in what is a risky time in the markets? 30% over the coming year?
IN this climate it would be rather decent.
Note the same Broker states DCI to be undervalued relative to NAV by at least 65%. So what does Cyprus have that Poland doesn't, Panmure whizzkids?
I'm in both, but still..

[crawford] 05/8/2008 11:39

Reiteration broker forecast today:

Date Broker name Old price target New price target Broker change
05-Aug-08 Panmure Gordon 65.00p - Reiteration

[aleman] 05/8/2008 11:33

Too late - the vote is for Carpathian plc. Note - if we vote for plc instead of P.L.C., does the one with the poor grammar have to stand legally?

[hectorp] 04/8/2008 19:11

Needs to be Carpathian properties.

[aleman] 04/8/2008 11:05

Circular is now being posted for the name change. I think Carpathian Limited is not a brilliant idea. There is already Carpathian Resources (CPNR) and Carpathian Gold (CPN).

[bisiboy] 01/8/2008 21:12

ic have lost their way a bit in this bearmarket and have mad some very bad calls.

[hectorp] 01/8/2008 16:24

Investors Chronicle: European Commercial property starts to weaken ( article). They mention Spain... well we know that.

However the same rag tipped DDC last week.

[hectorp] 01/8/2008 07:46

lol too,
but 'CARP' ? oh well.

[hectorp] 31/7/2008 19:37

Aleman - the main thing is the epic will be different. We will, need a new EPIC.
Perhaps we will need to be 'Carpathian Property'.

[cnx] 31/7/2008 18:08

as i suggested .........phoenix must rise again...........eventually

[aleman] 31/7/2008 11:39

Carpathian could be an awkward choice of name since there is already a resources company called Carpathian.

[topvest] 30/7/2008 22:51

Bought a few of these today. All the Dawnay Day companies look good value now that they can start afresh with a new name.

[cezary] 30/7/2008 10:41

Warsaw, Poland July 30, 2008
Euro adoption in the case of a small and open economy, such as Poland, may result in opening of the GDP gap, due to a too low level of interest rates as for a converging economy, according to a report prepared for the NBP.

"An economy like the Polish one, ... starts with a low productivity level, but has a fast productivity growth rate," the report's author Grzegorz Koloch said at a news conference. "It implies that the natural level of an interest rate in a converging economy ... is higher than for the eurozone."

"There are problems tied to it, such as the demand gap that will tend to be open, what might be interpreted as a consumption boom, what will result in an increase in inflation," he added.

[hectorp] 29/7/2008 19:07

lol edmund. He agreed with me to go!

[edmundshaw] 29/7/2008 18:41

How do yo tacitly fade?

I won't get any sleep tonight, I just know it! :)

[hectorp] 29/7/2008 18:04

fugs
its not urgent to debate or for the company to discuss the yield situation short term unless valuations were tumbling - and they do not appear to be so.
Rather, we are in the fortunate position of being a company with very high yield simply because circumstances have stuffed the share price ( DD activity etc).
Notice too ( he whispers).. where are the recent detractors? even Williebiz who was a decent critic, is on board. Fraudy Ydderf, has tacitly faded.