Dci Advisors Share Discussion Threads

[john980] 16/7/2012 16:36

So, SC Fundamental Value holds 4.28% of the stock... this is the place where David Einhorn started his HF career (after DLJ)... supposedly old style value investors (Einhorn mentions them briefly in his book)..

[gary1966] 19/4/2012 13:51

Standard Life totally out of these now. Looks like Lloyds and OAM account for 19m approx. Wonder where the other 12.5m went..

[john980] 01/2/2012 12:02

I was looking at the Jan 27th announcement where OAM European Value Fund disclosed a 3.3% interest in DCI and found some interesting comments about Dolphin at the fund's website. Link below if anyone interested.

[27howard] 30/1/2012 12:52

Blue, look at the chart it's rock bottom and not risen for a long time.

Blue again

[mike_f] 26/1/2012 14:39

Yes I just noticed that, maybe they are taking up all of the shares being sold down? Looks like 15p is the price they are converting at though as many of of the large trades have gone through at that price.

[hugepants] 26/1/2012 14:37

thanks Mike
Lloyds have increased their holding today.

[mike_f] 26/1/2012 14:26

That is one of the big risks IMO HP yes, if Greece can sort out the mess somehow then this could be a fantastic recovery play.

[hugepants] 26/1/2012 14:24

Is the risk here that Greece has to leave the euro and reinstate the drachma. Then the value of the Greek projects plummets?

[27howard] 26/1/2012 14:20

Correct Mike

Well almost perfect they have took 10 million of them, still leaves quite a
few to be accounted for.

I can see a trade here but when, spread dont help.

[mike_f] 26/1/2012 09:20

Yes it would appear that way. Maybe Lloyds have taken the shares on at a discounted price as howard mentions above?

[27howard] 25/1/2012 21:47

Roper



There is the seller of their whole stake.

Interesting, i'm guessing the latest holding buyer might have took them
at 15p.

[roper] 25/1/2012 21:43

Well for every seller there's a buyer...but 15p's the clue...

[27howard] 25/1/2012 15:48

They cannot all be sales.

[roper] 25/1/2012 15:30

Another 8m printed....can't believe this hasn't got more followers...the easiest short of the year so far

[27howard] 25/1/2012 15:21

3 mil sold at 15p well below price.

[27howard] 05/1/2012 21:04

Took small punt...83p target ...23p to buy

Panmure Gordon reiterated its "buy" recommendation for Dolphin Capital Investors (DCI) with a target price of 83p, ahead of tomorrow's third quarter update. The broker expects the real estate investment company to report a net asset value of 164p per share, down from the interim level of 170p due to the impact of currency movements. Panmure notes that development of the firm's four advanced projects is on budget and believes that the current 84% discount to NAV significantly undervalues the company. Dolphin shares inched up 0.25p to 26.75p

[dicko80] 22/3/2011 08:06

online limits (selftrade)

buy 5k @ 40.9

sell 125k @ 40.3p

[dicko80] 21/3/2011 18:50

Sustainability in Greece

Greece's sovereign debt crisis may have driven its government to introduce a wide-ranging austerity package, but the country's luxury property developers continue to build with confidence – and in an increasingly sustainable manner. Not one but two extensive, high quality sustainable resort developments are taking shape on Greece's mainland Peleponnese coastline.

The Peleponnese is considered to be the country's most exclusive region, and also one of the most beautiful, where rolling green hills tumble down to meet the azure Aegean Sea. White sand horseshoe shaped bays link the coastline, drawing sun worshippers to its shores – and latterly luxury property developers. A place not to despoil, then.

The first of the two resorts to come to notice is Aman Villas at Porto Heli. Aman Villas at Porto Heli features a stylish, boutique hotel as the resort's centrepiece.

A LIMITED number of spectacular designer residences are for sale, on lots averaging two acres, each with elevated vistas out to the sea and shaded bougainvillea pergolas for lounging on the large terraces next to a private swimming pool.

Villa owners will be able to utilise the hotel's services, which include an extensive spa, boutique shop, art gallery, gourmet dining and tennis courts. Owners will also have exclusive access to the resort's private Beach Club, set on a breath-taking beach in a totally unspoilt bay, a few minutes' buggy-ride from the resort.

Not only is there a great attention to luxury at Aman Villas at Porto Heli, the developer also has a serious commitment to developing the resort in an environmentally sensitive manner. Practices include sustainable resource management to minimise energy and water use, emissions and waste production, and green architecture by integrating local or traditional architectural influences, introducing low built up areas and bioclimatic principles, for example green roofs.

So committed is the developer to sustainable principles and practices it is a founder member of Sustain Worldwide (www.SustainWorldwide.com), a membership organisation of property and leisure tourism developers and professionals working in the sustainability arena who are committed to building sustainably and in consideration of their impact on the environment and local communities.

The environmental initiatives at Costa Navarino, the second luxury resort in development on the southwest Peleponnese, overlooking the Ionian Sea, are impressive. An over-arching environmental management system covers sustainable water and energy management practices, integrated waste management, an extensive recycling program and environmental programs for the preservation of biodiversity and the protection of ecologically important habitats in the resort's vicinity.

The broader development plans for the vast resort – there is one kilometre of beachfront alone at just one of the several phases – include 5-star deluxe hotels, luxury residences, conference facilities, spa centers, and signature golf courses. The first phase, Navarino Dunes, was launched last year, and is the setting for The Romanos, a Luxury Collection Resort and The Westin Resort, as well as The Dunes Course, Greece's first signature 18-hole golf course, Anazoe Spa, conference centre and many other activities.

The second phase, Navarino Bay, will open in 2013 and will showcase a Banyan Tree all-pool-villa resort, an 18-hole signature golf course, The Bay Course – open from summer 2011 – as well as another five star hotel. Freehold properties for sale at Costa Navarino will include spacious villas with private swimming pools built on large plots of land within Navarino Dunes and Navarino Bay. They will be launched for sale later this year. Prices are to be announced.

Rest assured such is the quality and attention to detail being demonstrated at Costa Navarino, the property prices are likely to be significant. They are similarly not inconsiderable at Aman Villas at Porto Heli, starting from €3m for a significantly sized property with top of the range specifications and finishes.

But if the rest of the world seems troubled by the "Greek tragedy", Dolphin Capital Investors' Katerina Katopis remains sanguine: "In every way we can we have protected ourselves from the turmoil," she said. "Quite simply, we are developing a true international quality resort, with the best of everything and no expense spared on sustainability.

"Particularly for Porto Heli area and for the Aman Villas project, we have been seeing an increased interest from foreign buyers, primarily because of the location and because Porto Heli is established as the 'Hamptons' of Greece, but also because it is the first product of its kind in Greece: it is the first such high end product to come in the market and it's the first villa integrated resort by Aman in Europe."

[dicko80] 21/3/2011 16:48

update tomorrow......

just added some more

GLA

[dicko80] 16/3/2011 20:02

Venus Rock Resort planned for development on island of Cyprus

Venus Rock Resort is planned to become a centre of excellence for sport and property. It is already one of the most desirable locations in the Pafos area and one favourable for lifestyle and property investment.

Utilising the finest and most sought-after development site on the island and featuring more than 850 metres of beachfront, Venus Rock is one of the largest seafront resorts in Europe, in a setting that brings together the latest in contemporary, upmarket design, whilst drawing on thousands of years of history and heritage.

Brought to you by Aristo Developers, the leading property developer for over 30 years on the island of Cyprus and member of the Dolphin Capital Investors Group of Companies, the size of this breathtaking valley site ensures every property will enjoy privacy and unparalleled amounts of outdoor space, essential for a truly Mediterranean lifestyle. With property footprints taking up only 20% of the individual plots, swimming pools, large terraces and landscaped gardens, this will allow the investor to make the most of the climate.

Unique, peaceful, winding through dramatic settings and a cliff backdrop with views to the ocean - two new fantastic 18-hole golf courses lie at the heart of Venus Rock. These new courses have been designed to ensure that, whether you are a professional seeking to play some of the toughest holes available, or an amateur out to enjoy a relaxing day with friends.

Tony Jacklin, four times Ryder Cup captain, winner of the British Open and US Open, has personally helped design the two courses at Venus Rock, influencing every aspect, from the placement of the tees, to the shaping of the fairways and positions of the bunkers. The new courses will be designed to complement the natural characteristics of the area to make the most of the secluded valley setting with views over to the Mediterranean.

[empirestate] 09/3/2011 13:45

22nd March for the stats then. hopefully they finalised the full amount of the convertible bond issue. this normally gets a right up in the press so should look to improve after stats are out as long as the report reads well.

[brownie69] 04/2/2011 15:28

Firming upwards again on good vol. A buy of 200,000 at 42p looks sweet.