Dji Holdings Share Discussion Threads

[topazfrenzy] 07/9/2016 08:56

Squire, you may have a point but of more importance you are obviously trying to get back in on the cheap lol

[squiresquire] 07/9/2016 07:54

I am not sure if profit taking is going to continue at this rate, but it may be the large buyer who was buying has now stopped.

In any event it has been a huge run for two weeks to go from £1.06 to £1.74

[squiresquire] 07/9/2016 07:51

nasdaq listing will take a few months from here unless they make changes to the material position of the company which would have to be made if it has any material change in its make up. then it would take longer.

[genises] 06/9/2016 21:41

DJI's three most recent announcements of results, new equity funding and director appointments suggest that the momentum of the first half of 2016 could be just the beginning of something much bigger. With the fresh infusion of £29.5m of equity in the bank, CEO Darren Mercer commented in the 2015 Annual Results announcement, "…a number of new material opportunities are being progressed. The Board therefore views the remainder of 2016 and beyond with considerable confidence and excitement."

Appointments to the Board and Executive team announced last week show DJI responding to the need to bolster its team in order to rapidly scale up. A key hire was senior CFO Scott Kennedy. Kennedy began his career at GE Capital, moving on to HSBC where he was Global Head of Business Information, Planning and Analysis. He went on to become CFO of Willis Group Holdings (NASDAQ:WLTW), a Nasdaq listed global insurance brokerage with 39,000 employees operating in 120 countries and revenues over $8 billion. Kennedy is clearly experienced in handling complex systems and has experience on Nasdaq. Along with the CFO, two new directors were appointed, Mr Wei Qi, who is the CEO of DJI's operations in China, and Mr Dong Jinhua who is the founder and CEO of Xinhuatong Software Development, DJI's partner in China.

In the 30 June 2015 annual results statement, DJI reiterated longstanding plans to list on Nasdaq, targeting 3Q16. With a full year's audited results now public, a very good share of the necessary documentation for a Nasdaq listing should be ready for filing with the SEC. Nasdaq rather than London AIM is the logical place for a listing of a company of this kind. Once it is listed, it will be obliged to be a great deal more communicative with the marketplace on its progress and it will be inevitably compared with the likes of WBAI and BABA.

Valuation

DJI is currently trading on a market capitalisation of £172m (US$222m). By comparison 500.com, listed on Nasdaq, trades on a market capitalization of US$715m with a much narrower (lottery service provider) business model.

Alipay, as part of Ant Finance, which is in the same space, has recently privately raised $3.5bn on a valuation of $60bn. Ant Finance is expected to list in Shanghai this year, a high profile event, probably in the range of US$80-$100bn. Ant Finance is then expected to list in Hong Kong next year. In this context, it is not difficult to envisage DJI as the only listed play in Chinese smartphone e-payments, being valued at a market capitalization of at least $2-3bn. This equates to a London share price of £8-£12 (vs its current share price of around £1). The forward growth story suggests valuations that will considerably larger.

I understand that DJI is currently submitting its application to the SEC for the Nasdaq listing. Obviously the listing is dependent upon that application procedure, and I certainly don't want to pre-empt the decision of US regulators. In any event, given that the company is already listed in London, investors can be secure in being able to trade this increasingly liquid growth story.

[someuwin] 06/9/2016 14:08

Many announcements expected soon

"...Today's update is the first of a number of announcements that the Board expects to make in the coming weeks and we look forward to updating the market again shortly."

[topazfrenzy] 06/9/2016 13:27

wla,

Some have made much more than 60%!

It will now need news of Nasdaq listing to push it further since broker target was reached today and understandable some want to bank profits.

Long term hold this one for the BIG jackpot!

[wla2510] 06/9/2016 11:16

After these sharp rises, some profit taking but look at the support each time there is a dip! The gains of the last couple of weeks are just the beginning. For a small investor like me it could be tempting to take a 60% profit from 2 weeks but with what I can see ahead for this I am resisting that temptation. Big gains ahead.

[squiresquire] 06/9/2016 09:21

toyin

Nice of you to be so polite unlike so many thes threads hold, but when there is no news its nice to chat, share and perhaps gain new information. Anyway good luck to all,.

[neurolodger] 06/9/2016 08:12

Let us hope it reaches £2 end of this week

[wla2510] 06/9/2016 08:12

Bought some more yesterday. Based on secured future earnings, this is good for £2.50 - £3 in next 6 months and perhaps 3-4 times that if you hold for 2-3 years IMHO

[toyin] 06/9/2016 07:39

Guys

Please stop pushing other stocks on this thread.

All the best

[squiresquire] 06/9/2016 07:38

ripple

Cheers , also have PROX, they are currently being re-rated and it looks as if they may be in a new field of advertising, its just possible it could be huge. Google backing them in what is claimed to become a 30-40 billion dollar market by 2020. PROX have grabbed London and stitched up all the prime spots. Brilliant manoevre.

[ripplevale] 05/9/2016 22:09

squiresquire. Probably a good call if you got into PANR at below 90p. Shocking sell off; seems unjustified and will take months to recover fully IMHO. Tomorrows US trading should be of interest and still hopeful of a 10-15% rebound quite quickly if people re-read the RNS and consider the positives over the next few weeks. Like DJI very much and also invested but would like to see some revenues and the NASDAQ process being validated by end of the year.

[genises] 05/9/2016 21:47

Car insurance
PICC Property & Casualty, China’s largest car insurer, with about one-third of the market, generated more than ¥100 billion ($15.9 billion) in premium revenue from the auto business in 2011.

Electricity

The five majors, and their listed subsidiaries: The five majors are all SOEs directly administered by SASAC.[26] Their listed subsidiaries are substantially independent, hence counted as IPPs, and are major power providers in their own right. Typically each of the big 5 has about 10% of national installed capacity, and their listed subsidiary an extra 4 or 5% on top of that.

China Datang Corporation
parent of Datang International Power Generation Company (SEHK: 991; SSE: 601991)
China Guodian Corporation ("Guodian")
parent of GD Power Development Company (SSE: 600795),
China Huadian Group
parent of Huadian Power International Co., Ltd.
China Huaneng Group
parent of Huaneng Power International (NYSE:HNP)
China Power Investment Corporation ("CPI")
parent of China Power International Development Limited ("CPID", 2380.HK)

Water

China has a policy of universal metering, including metering of individual households in apartment complexes, where most urban residents live. Metering in urban areas is now relatively widespread with an average of 90% connections being metered. Some cities are experimenting with pre-paid debit cards that residents must put into their meters in order to receive service.

[genises] 05/9/2016 21:18

Most mobile phone services are prepaid. Pre-payment can be made by buying a card (50 or 100 yuan) and calling the mobile phone provider, or through commercial banks. When out of town, pre-payment is not easy, usually solved by calling a friend in your own town to add money.

[genises] 05/9/2016 21:11

Amid rapid growth in China for mobile payments and services, DJI is identifying new sectors to address, utilising its robust technology platform and growing user base from which to build diverse and complementary revenue streams. The Directors believe that recent announcements by major Chinese corporations capitalising on this huge opportunity to offer a wide offering of mobile services, such as payments and money transfers to their large user bases, reinforces DJI's strategy to become a significant internet technology portal.

In addition, the Xinhuatong venture has reached agreement with a number of new channel partners, all of whom are major Chinese organisations, to develop substantial new revenue streams based on DJI's robust and secure technology platform. These agreements are expected to launch in September 2016 and will begin to contribute to revenues shortly thereafter, as well as offering access to each of the partners' large and established user bases.

[topazfrenzy] 05/9/2016 18:29

Of course, many of us early birds are delighted with DJI's performance so far, but if it gets to a £2 Billion plus valuation by 2019 then £10 plus share price is on the cards, so still very early going within the bigger picture. This is a strong hold in my book!

[squiresquire] 05/9/2016 16:23

sold just a few DJI at £1.70 to buy 50k in PANR at earlier today, Just love bull markets.

[someuwin] 05/9/2016 16:00

Now the 2nd highest volume day ever.

[kkrriiss2] 05/9/2016 15:30

170.185p to sell dummy trade

[jasonwise1] 05/9/2016 15:14

Can anyone see the daily trades?

[kkrriiss2] 05/9/2016 15:07

Follow the money

[someuwin] 05/9/2016 15:05

Another huge volume day. Heading towards 2 million traded.