Dci Advisors Share Discussion Threads

[sos100] 15/1/2013 10:51

looking strong again.

[langostino] 09/1/2013 19:11

Doubt it was one buyer. There are lot of investors following this share since Third Point took a stake. Way to go.

[sos100] 09/1/2013 09:05

breaking out.

[empirestate] 02/1/2013 19:53

should be interesting to see who's that 2.3 million was, if it crossed a threshold.

[langostino] 10/11/2012 23:17

I think the NAV is pretty realistic. From what I can remember properties that were sold went at higher prices than holding values. This company now has a chance of turning things round instead of ending with a fire sale. Third Point are one of the smartest investors around and I only bought back in on their coat-tails. I lost money with Dolphin once before but see a lot of upside now from this new low base. They have a hell of an asset, wildly undervalued, that they can feed into the market over the next few years.

[bisiboy] 10/11/2012 18:43

the catch surely is the NAV is not realistic.
if the NAV was real they could have sold assets instead of a placing. the fact they didnt makes me think they didnt want to sell at prices which would have ment reducing the asset value on the remaining holdings.
maybe i am wrong but if i am and they could have sold even on discount it would have been fart less dilutive to shareholders.

[john980] 31/10/2012 16:04

Is anyone familiar with Telford International? Can't find much on them.

[qs9] 25/10/2012 15:01

Interesting article other day, about Russian money pouring into Cyprus....telegraph I think.....

[sammu] 19/10/2012 22:08

Significant dilution due to issuance to favoured placees at a price choosen just before positive news was released.
Still attractively valued.

[sos100] 19/10/2012 13:18

well the chart still looks good.Decent sized buys in the last few days most delayed.

[qs9] 18/10/2012 07:01

Catch is that management have not always delivered and Europe may go "pop", but as both risks diminish, IMO so will the discount. Being funded now and with continued sales, the management issue will take a little time to deliver, and Europe is anyones guess, but obviously some have bought into the potential upside that does exist IMO!

[sos100] 12/10/2012 13:38

is there any other stock on the market that has such a large discount to net asset value?

What's the catch...

[praipus] 08/10/2012 13:56

Good question, what does happen to values when a $9bn hedge fund rocks up? :-)

[qs9] 07/10/2012 07:25

Interested to see people's view on where this could level out. It has had a good run of late, but it is from my opinion an extremely oversold position. the latest fund raising would appear to take a lot of the previous perceived financial risk away, hence the re-rating, yet it still sits at an extreme discount to NAV. Not suggesting it should be too near the NAV, but even a 50% discount would enable this IMO to still double or more from here.

Momentum wise, it is also clear that a seller is out now and the buyers have the momentum which also IMO should help it squeeze higher through demand.

Thoughts?

[praipus] 05/10/2012 14:32

It says resistance at 26p and we are already through that:-)

[praipus] 05/10/2012 14:31

All the indicators here (American website) are 100% buy:-)

[qs9] 05/10/2012 14:18

Agreed, 30p first stop, then no reason to push on from there IMO as ridiculuous discount to NAV following funding security IMO....obviously others agree...

[praipus] 05/10/2012 11:18

Classic momentum trading chart underpinned by value and US hedge fund groupies collecting the cast offs when the US opens:-) It doesnt get much better IMHO.

[qs9] 05/10/2012 10:05

Nice step up again...

[qs9] 04/10/2012 20:26

IMO the fund raising has helped de-risk to some degree therefore people willing to take a punt again IMO. Be interesting to see how near to nav it will get. Even 50% discount to nav provides decent upside IMO.

[praipus] 04/10/2012 15:53

indeed and no resistance on the chart until 35p+

[empirestate] 04/10/2012 15:44

probably everyone considering the value for money, 25p against a 113p NAV and fully funded

[praipus] 04/10/2012 15:25

Seller out?


Who's picking them up?

[empirestate] 04/10/2012 14:53

chart saying short term 30p here, GLA