Dev.Secs. Share Discussion Threads

[skinny] 29/10/2014 09:01

My small purchase not looking too bad after the IMS - above £2 for now.

[leedsu36] 28/10/2014 19:12

Good,well wake up then and please explain to me in laymans terms if you like why the share price is falling through the floor after these superdooper directors buys,a booming property scene etc etc...

Could it be debt....could it be a placing....or have the directors buys actually done this?

Because I'm at a loss to it all,i'm hoping to eventually buy some of these,but wtf is going on?

Is it like Tesco and Jamie Oliver roasting the books again?

[citymohawk] 27/10/2014 12:36

sorry Sky. The child in me seldom sleeps. I'll oblige for sure.

[skyship] 27/10/2014 11:45

Come on CM - just filter him and leave it alone. I suspect everyone else on this thread has already done so. Then you'll be talking to people who actually read and appreciate your input...

[citymohawk] 27/10/2014 10:37

Leeds just in case you haven't seen it yet.



Don't say I didn't warn you. ;)

[leedsu36] 24/10/2014 20:27

So you've had three director buys in the last few months and the share price has gone from £2.50 to £1.80...

Not rocket science is it.

[citymohawk] 24/10/2014 15:08

So that's three director buys in the last few months. Whatever Leeds is talking about its a crying shame he's short at 179. Watch the next spike :D

[leedsu36] 24/10/2014 14:15

He's bought 10,000 shares,not exactly Rockefeller is he.
Seems he's even scared to buy properly.

Desperate to prop share price up.

[skinny] 24/10/2014 11:54

Toying with £2.

[elmfield] 23/10/2014 16:03

Well that is a relief for sky and co,
I am to cautious at the moment!
Very pleased to see the rise though, these have been good to me
over the years, and I hope they carry on as such!

[redhill9] 23/10/2014 15:53

Positive write-up by Tempus in this morning's Times, worth a read if you have access. Suggests DSC as a long-term hold, development profits starting to kick-in, and prospect of cash distributions on top of standard dividends (although personally that would surprise me as I would have expected surplus cashflow to be re-invested).

Maybe my comments this morning above were over-cautious and I'll look to add if imminent share price spike caused by positive comments starts to drift.

[citymohawk] 23/10/2014 15:17

leeds - careful mate. You're about to get plucked out of your short. Don't say I didn't warn you ;)

[citymohawk] 23/10/2014 15:10

watch the spike on the bid ... maybe I'm seeing things on the different exchanges again?

[spittingbarrel] 23/10/2014 13:02

Agreed, presentation looks ok so I've averaged down - again.

[alanji] 23/10/2014 11:11

Very impressive presentation (even if more jam tomorrow). I have topped up to my maximum.

[speedsgh] 23/10/2014 10:50

Another decent-sized purchase by Richard Upton (founder of the acquired Cathedral Group). He bought 50,000 @217.50p on 1/7 + 72,450 @ 205p on 18/8. His current holding (2,734,366) is currently worth c£5.3m so he certainly has his interests aligned with other shareholders. Positive to see him continuing to add to his already sizeable holding.

[redhill9] 23/10/2014 09:53

Good comments scburbs. Looking through the presentation there does seem to be lots of potential, and their projections of emerging value over the next few years are attractive, but I find myself reluctant to take a bigger holding than I have currently (just under 4% of my portfolio).

I think the expenses do look very high in % terms, and not having looked back to analyse any of their historic presentations I'm not sure how much credence to place on their latest projections. The Chairman's comment in the results "We remain confident that significant gains will continue to be generated in the second half of the financial year.........." may be worth using as a review point when the full year results are published - if the second half does indeed report "significant gains" then I may be tempted to increase my holding but in the meantime I think caution should prevail.

[scburbs] 23/10/2014 09:19

Interesting presentation. Lots of residential potential, Ireland looks interesting, but not sure I would want them to go too large there. EY expected to exit Becket House lease in September 2015.

Projects nearly all look great at a property level, but they do need to get more of the profits to drop through to the bottom line. Increasing the run rate of gains up to c.£50m from c.£28m should make a big difference (subject to keeping costs under control).

[badtime] 22/10/2014 22:01

no idea filtered him a while ago

[jl9] 22/10/2014 21:59

I don't respond to ad hominem remarks.

DSC are very bad news. Few of you are getting this even now. My hope is the penny may drop with more of you soon. In the meantime I may continue to post wake up calls to the consternation of some.

[ammons] 22/10/2014 19:35

Why are people responding to this JL9 rubbish?

[spittingbarrel] 22/10/2014 19:24

JL9 - So tell me if you're so convinced this is such a terrible share why on earth aren't you short? You could have made some good money over the last few weeks. The fact that you don't even have the courage to open a position makes me wonder why you waste time on this board. Can you enlighten me?