Dji Holdings Share Discussion Threads

[charlesdarcy] 12/9/2016 17:46

So SS where do you see things going next 7 days ?

[squiresquire] 12/9/2016 17:39

charles

Thats in the price its already been RNSd

[charlesdarcy] 12/9/2016 17:20

Big drop in the last 2 trading days , if company has any good news they need to jump on it otherwise it be 1.20 or less this week , Nas is very important news ?

[nurdin] 12/9/2016 15:58

Just added a few more

[kkrriiss2] 12/9/2016 15:09

Topaz 60p ? Whats going to half its value

[higherp] 12/9/2016 14:52

I agree, this is a blip and no cause for panic.

[and11] 12/9/2016 14:23

There is plenty of market appetite for this stock in the US! No issues holding it back...all about timings which will be revealed sooner than later... Sit tight it will happen...

[topazfrenzy] 12/9/2016 13:35

If there is no Nasdaq listing due to little market appetite, then this will go back down to 60-80p imo

I have become bearish pending this essential listing and strong immediate revenue.

Sorry to be so blunt.

[fafa48] 12/9/2016 11:18

The whole market is down today. DJI is a good punt. MMs make share price in up and down. Recent a few days is on down side. However 140p is on my Fib -50% (last leg up from 23 Aug) mark. So IMHO the further down side is very limited. I bought DJI today.

BUY !!!

[nfs] 12/9/2016 10:34

Us market fell a lot on Friday at the view of rate rises
This I think this drop relates to a fear that the IPO might not happen in the near future ,because Ipo's can be postponed until market conditions are as close to goldilocks as they can be
I think it's simply a wobble

[neurolodger] 12/9/2016 09:56

Drops before news so any rise after news is diluted! MM tree shaking???

[and11] 12/9/2016 09:23

Crazy drop this morning..no reason for it, but good time to top up...news coming

[ayesha4] 12/9/2016 08:34

I'm extremely confident on these.

[wla2510] 12/9/2016 08:11

Buying opportunity!

[and11] 10/9/2016 18:58

Amusing!!! I hope he's caught with his pants down...this is an aggressive market place & massive, but DJI are well placed through there agreements with large private companies & govenment bodies... All about timings & DJI are here early...news coming very soon. Hold tight...

[kkrriiss2] 10/9/2016 18:25

@MarkketMakers I have a very small short in DJI now. Have to be careful shorting small caps. They can fly for no reason.@Connor_Davidson I don't do shorts on small caps.Says he's not short here

[mirandaj] 09/9/2016 11:37

Very Importantly "The Group works with Chinese government agencies at national and provincial level"

[the prophet] 09/9/2016 10:35

vegpatch

The info coming back from reports by MW re the fund-raising is that the institutional investors did extensive due-diligence, including seeing DJI's operations on the ground in China.
As ever, please dyor, can't post the report as subscription site, but it was MW's 'DJI in the money' report published 19/07.

[and11] 09/9/2016 10:10

It's just interesting how you can take a view & act on it based on a young guy that posts something on Twitter & claims to write for seeking Alpha...seeking Alpha have written a couple of very positive pieces on DJI. So why didn't this peice get posted on seeking Alpha sight... Anyway! GLA...

[vegpatch] 09/9/2016 09:40

Topazfrenzy is being realistic. A new piece of information has emerged and he has changed his view. Not completely, but slightly. No harm there.

My question is how many companies that provide software get a cut of the revenues ? The ones I could name were ARM Holdings which historically earned c6c per chip, WorldPay which earns around 21bps from enabling the transactions of its customers, although it does bare some risk which I dont think DJI does. Amazon does, but they also provide all the physical infratsructure. Most software companies charge on the basis of licence fee x number of users.

I guess my issue boils down to whether
a) the revenue model of 0.2% of all revenues is likely to remain that high over the longer term and
b) why should all the Chinese people pay all their mobile phone top ups, water bills etc over just one app, presumably there is lots of competition?

If you can answer yes to both questions its a BUY, if not.....


PS dont rely on institutional shareholders. How many of them have actually been to DJIs offices in Cheshire, let alone seen their JV in China. The answer will disappoint you, of that I am almost 100% certain (although there is a v small chance I am wrong)

[toyin] 09/9/2016 09:35

topazfrenzy

Four days ago you said verbatim, "This is a strong hold in my book!" And now because somebody on twitter says it's a turnip you sell and move on, that's not a good strategy.

All the best.

[topazfrenzy] 09/9/2016 09:19

and11,

I do not want to buy back whatsoever before figures come out, I am sounding the alarm, which is what these boards are for, I know however that some like to belong to 'cults' and therefore repeat hymns regardless of the realities on the ground.

Yes I did change my mind after the twitter flag, and am very glad I did, I shan't be posting much here any more but to adhere to something so blindly, that does not even have actual earnings figures yet, is foolish I believe. The Nasdaq listing may not happen at all at this rate and if it does you still need super figures (and fast) to warrant any decent valuation, as you will all be diluted much further with the listing.

GLA and I wish you well!

ps: The Nasdaq listing has been promised previously, since 2014 I believe, just a thought, nothing to worry about however I'm sure. Years investing in small caps have made me sceptical very fast I'm afraid.

[and11] 09/9/2016 09:07

Topazfrenzy it's like listening to s broken record with you. It's obvious you won't to buy back again at a much reduced price!!! Of course there are big commentator as in all markets. What your missing this market it very much in its infancy in China with less than 15% of bill payments being processed online... If l was you I would re-read the last 6 months of rns's from DJI to have a more balanced view... The forecast numbers stated by DJI are for a very small % of this market place, which iS a huge amount.... This is an untapped market place which DJI have successfully been able to get into at a very early stage...long way to go with this share & revenues will start to flow from payment processing, sports booking services & lottery when it comes back online...GLA

[the prophet] 09/9/2016 09:01

topazfrenzy

you're having a laugh, if DJI are mentioned in the same breath as Alipay and Tencent then I'm very happy.

This was your post, what, 4 days ago:

DJI Holdings - DJI
topazfrenzy - 05 Sep 2016 - 18:29:48 - 1230 of 1298
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!

And now, off the back of some 12 yr old news and a few bits of nothing from someone who, as far as I can see, has got no track record, you've changed your mind!

Personally I will stick with these guys views, some quality names here:



Darren Mercer 29,191,266 14.1
Fitel Nominees Limited 12,666,697 6.1
Henderson Global Investors 10,562,189 5.1
Fidelity International Ltd 10,051,505 4.9
Capital Research & Management 8,451,000 4.1
Hadron Capital LLP 8,420,000 4.1
Hargreaves Lansdown 5,901,126 2.9
HSBC Private Bank 4,725,759 2.3
North West Business Finance 4,644,850 2.2
Deutsche Bank 2,981,321 1.4