Digital 9 Infrastructure Share Discussion Threads

[redhorse2020] 10/3/2024 15:03

Not planning to follow him. Too late for that as I'm already heavily invested in this one sadly. Just impressed he'd actually made money here and hoping this will finally turn a corner. I don't actually follow any investors - perhaps I should start! :-)

[genista71] 10/3/2024 13:45

James Carthew is a mouthpiece for the industry..he is not a good investor and definitely not one to follow!!

[redhorse2020] 10/3/2024 12:48

Like I say, I think James Carthew must've loaded up very recently in the teens, seems like a lot of people are calling the bottom on this one. Hopefully they're right....

[redhorse2020] 10/3/2024 12:46

Haha, gotta admire the positive thinking though ;)

[b1nky] 10/3/2024 11:28

Averaging down. Whilst still showing a loss overall. Cannot be described as making money!!

[alan pt] 10/3/2024 11:03

Making money with some good short term trades is quite possible. I bought around 9th Feb at under 15p, so that would be getting close to 50% profit currently

Just a shame that I still hold the much larger number bought at much higher prices :)

[redhorse2020] 10/3/2024 08:34

Thanks, interesting listen - sounds like James Carthew has bought in and is actually making money which is rather impressive with DGI9! Presumably must have invested fairly recently unlike most of us....

[invisage] 10/3/2024 08:14

hxxps://money-makers.co/2024/03/09/money-makers-podcast-09-mar-2024/


DGI9 mentioned in money makers podcast

[invisage] 08/3/2024 22:45

Evil Diaries: The Gabfest Continues

A few days ago, Victor Hill, my Master Investor colleague and arguably one of the best financial writers in the country, who majors on big caps as part of illustrating his macro thesis, mentioned a small cap, DGI9. I did not understand it since the argument for buying revolves around what view one takes of the insane discounting to net asset value that generally obtains in London. I put aside his comments.

However, a few days later, my contact, Barnaby, whose judgement I respect, comes on strong with exactly the same highlighted situation. DGI9 are now circa 18p to buy. But although there has clearly been some exposure going on here for some time I suspect that in due course there is rather more to come. Perhaps tuck into some.

hxxps://masterinvestor.co.uk/evil-diaries/evil-diaries-the-gabfest-continues/

[williamcooper104] 08/3/2024 19:25

Change of control is probably on the bank debt Shouldn't be a problem

[invisage] 08/3/2024 11:19

Just over 2 weeks for the EGM to wind down the company..... Not long to go really and should hopefully start to build some momentum as we get closer to both events.....

[invisage] 08/3/2024 11:18

Verne will complete in 3 weeks.....


As a result, all closing conditions related to the Verne Transaction have now been satisfied. Although, at this stage, the Change of Control Consent is still conditional, the Company is confident that all conditions which will need to be met have either already been satisfied or will be satisfied shortly before completion of the Verne Transaction. Closing of the Verne Transaction is now expected to take place before the end of Q1 2024. The Company will update the market in due course upon completion.

[spectoacc] 08/3/2024 10:52

I bet we all understand it a lot better now than when we bought in mind ;)

Can't see Verne not going through.

[redhorse2020] 08/3/2024 10:50

What makes you say that? The one thing I'd say about DGI9 is that absolutely no one knows what's going on! :-)

[cc2014] 08/3/2024 10:39

But the bigger issue is that retail punters will be the last to know what's going on with Verne. I expect the DGI9 ship to be very leaky.

[cc2014] 08/3/2024 10:38

Verne completes this month = 30p +
Verne falls apart = 5p

Verne does not complete this month and starts to drag on = back below 20p

[alan pt] 08/3/2024 09:45

Oh, you don't want to listen to me on this one, I've been overly positive on it too many times, to my cost!

Promising sector, quality assets, horribly mismanaged. Though at least there are signs that the windup is actually being better managed, rather ironically

It's hard to see how it can fail to bounce when Verne completes (which now seems 90% certain), though there will likely be a wave of sellers into any significant bounce. But 30p certainly seems achievable, 40p might be a push

[skyship] 08/3/2024 08:43

Mercifully never joined into this one. However, now seeing quality posters like Alan PT, RAM, Riverman & Wc104 endorsing at this level; I have decided to make a first small allocation entry @ c22.8p.

An initial short-term recovery to the 30p level looks achievable - 30% upside.

[rambutan2] 08/3/2024 03:29

skinnypope, re Arqiva swaps - annual cash payment in june calculated by reference to the march rpi figure.

Watch from 1hr 56mins:

[williamcooper104] 07/3/2024 17:34

Yep the VLN is non recourse so no obligation to settle it with cash from other sources

[truant2tb1] 07/3/2024 17:28

Interesting. I'm now long... smalls as wellLooking for a 2x

[redhorse2020] 07/3/2024 17:13

Can't accrued interest on the VLN be settled from any future distribution by Arqiva itself rather than from the sale of other D9 assets? I'd have thought that prioritising distributions to shareholders from any future sales would be better aligned with the new objective of the fund if possible.

[williamcooper104] 07/3/2024 16:35

With Tripple point in charge can't rule it out alas

[loglorry1] 07/3/2024 16:32

@skinny - I have no clue but I think as long as V completes people won't loose money buying here. The upside is very hard to work out but could be 2-3x (from here) if we are lucky. I suspect they'll come out with a NAV a bit higher, than yours, but the market will discount it quite a bit.