Digital 9 Infrastructure Share Discussion Threads

[donald pond] 02/1/2024 11:40

Bought a few here. The board are carrying out a strategic review, a new Ned has thrown in a few years salary, communication has been appalling. A 50% rise from here seems achievable to me and it would still look cheap.

[bagpuss67] 22/12/2023 09:12

That's not very festive William...

.. perhaps though it could work for the directors with the objective of rescuing the "company" or I guess they could use a moratorium to hold the creditors at bay whilst they complete the Verne sale..) ;

[williamcooper104] 22/12/2023 09:09

The share price would rise if their RCF lenders appointed an administrator :)

[hindsight] 22/12/2023 09:07

Yes paying fees for incompetence is my pet hate
Try to console myself others have done that in the price now but time will tell

[williamcooper104] 21/12/2023 18:55

Junior they are; and we are paying their not inconsiderable tuition fees Some of which they could divert into DGI common

[riverman77] 21/12/2023 18:35

Perhaps they don't have any funds to be loading up - the management team all looked very junior so they might not have amassed huge wealth.

[williamcooper104] 21/12/2023 18:28

Take your point re the NED; but the directors not loading up is worrying

[donald pond] 21/12/2023 16:40

It is a pretty big vote of confidence. I don't know Brett Miller but he seems to be a full time NED. Without checking I'll guess that his salary at DGI9 is around £50k, so he has put in 3 years after tax salary. If it was the manager it would be a half hearted gesture, but there is no pressure on him to invest: IIRC most of the other directors haven't.

[spectoacc] 21/12/2023 15:46

Pre-volcano.

[williamcooper104] 21/12/2023 15:45

Couple hundred grand Not derisory but not a huge vote of confidence

[spectoacc] 21/12/2023 15:28

Tucked away:

" Following the announcement on 14 December 2023, Mr Brett Miller purchased a further 200,000 shares in the Company at a price of £0.3035 per share on 14 December 2023. This brings Mr Brett Miller's total holdings in the Company to 400,000 shares as of today."

[hindsight] 21/12/2023 14:42

ghhghh

"Arqiva valuation is geared by the debt, a 20% EV uplift gives 70p per share, a 20% drops to only 10p."

Can I ask did the note layout how the rate curve effects Arqiva valuation ?

[loglorry1] 20/12/2023 10:12

The flip side is all that cheap green electricity generation from geothermal power. I guess you can't have everything!

Run your AI compute engines on lava with the risk they get vaporised at any time ;-)

[hugepants] 20/12/2023 09:27

No one likes a volcano erupting next to their data centre.

[cc2014] 19/12/2023 08:35

Beautiful pictures:

[bagpuss67] 19/12/2023 08:07

Assuming this eruption is as people have said some was from the data centre..

[williamcooper104] 19/12/2023 08:06

Oops Volcano eruption clearly not helping

[williamcooper104] 18/12/2023 11:45

The Santa rally is in My DGI holding is in the black (We shall forget the stop losses along the way of course)

[bagpuss67] 18/12/2023 08:30

hxxps://open.substack.com/pub/theoakbloke/p/deep-deep-into-arqiva-part-of-dgi?utm_source=share&utm_medium=android&r=u31rw

[tsmith2] 18/12/2023 08:23

Do you have the link tia

[bagpuss67] 17/12/2023 15:36

It's quite common in PE structures to have this sort of structure. Anyway. Personally I find Oaks analysis pretty good..

[hindsight] 17/12/2023 10:50

bagpuss67 thanks for saying, its how I too have always thought the financial engineering debt works there. Oaks value way too high in my book but its clearly not zero