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Share Name Share Symbol Market Type Share ISIN Share Description
Dragon-ukrainian Properties & Development Plc LSE:DUPD London Ordinary Share IM00B1XH2B90 ORD 1P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +0.00p +0.00% 9.90p 9.00p 10.80p - - - 0 12:02:29
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Real Estate Investment & Services 0.0 -3.6 -3.0 - 10.83

Dragon-ukrainian Propert... Share Discussion Threads

Showing 326 to 349 of 400 messages
Chat Pages: 16  15  14  13  12  11  10  9  8  7  6  5  Older
DateSubjectAuthorDiscuss
13/1/2015
11:04
Last looked at these 12 months ago. Thought they looked reasonable value but put off by unknown cost of completing part developed assets. Price was 36p so I guess I would be down 21% now.....
stemis
29/12/2014
15:59
Bought a few for the 3.5p dividend. Record date is 9th january and payment on 22nd january Currently valued at 30% of last stated NAV of 78p
hugepants
04/12/2014
14:57
Bought and sold these following Weiss in and out for a small profit. Followed Lars in but sold out due to a change of strategy (I needed the money) in July. Looking at the chart I was lucky. Lars hasn't sold any so there is I suspect intrinsic value here for the long term. After WWII and the German history it is a shame that the EU and the Russians can't be a bit more Humane. tolerant, sensitive and civilised in their negotiations with one another. A friend who visits Russia on business says they hate the Germans and I suspect Europe by inference of Merkel's influence on the EU.
praipus
04/12/2014
12:50
will look cheap again at 8 pence imo
envirovision
30/4/2014
11:34
Highly probable. Oh dear another quote "all that is written is advertising"
praipus
30/4/2014
10:21
Was it addis the makers of cheap floor mops and buckets?
envirovision
30/4/2014
08:34
Who was it who said "if there is blood on the streets buy"? Not that I've got the courage to.
praipus
02/3/2014
17:39
I thought Simon Thompson said hold - like the underlying but still can't justify Ukraine given dispute with Russia.
rjmahan
25/2/2014
18:43
It was a Simon Thompson at IC induced spike, price target is 57p
irishmatt
25/2/2014
15:27
Lars Ernst Bader bought 10.27% on 28/1/2014 I wonder if he is back for some more http://uk.advfn.com/p.php?pid=nmona&symbol=DUPD&article=60832833 I track the rest of his hoildings on the WAM thread :-)
praipus
25/2/2014
15:20
dunno but I dont mind if they do it again:-)
praipus
25/2/2014
13:04
tipped somewhere?
tricia51
27/1/2014
08:24
Changed my mind on this due to the political situation - getting out at a profit on my additional position, pretty much flat on my added position. hxxp://deepvalueinvestments.wordpress.com/2014/01/27/dupd-he-who-turns-and-runs-away/ Rob
rjmahan
23/1/2014
19:20
Yes I saw that however equally in the agreement the manager makes more money the more they distribute - so no incentive to invest where there is no positive ROI. The agreement also says: Once effective, the Third Management Agreement will expire on 31 December 2016, with two automatic extensions of twelve months each, as follows: -- if by 31 December 2016, Distributions of at least US$42.4 million have been made (being 80 per cent. of US$50 million multiplied by 1.06), the Third Management Agreement shall continue until 31 December 2017 at which point (and subject to the bullet point below), the appointment of the Manager shall expire automatically; and -- if by 31 December 2017, Distributions of at least US$63.6 million have been made (being 80 per cent. of US$75 million multiplied by 1.06), the Third Management Agreement shall continue until 31 December 2018 at which point, the appointment of the Manager shall expire automatically. So I anticipate bulk of the MCAP in the next 2 years.
rjmahan
23/1/2014
15:25
Have you noticed this section of the EGM announcement? "The adoption of the New Investing Policy is not expected to result in any distributions to Shareholders in the short term as its implementation is likely to require the Company to retain existing cash resources to fund its on-going working capital and running costs (including the fees payable to the Manager) and investment in certain of its existing development projects in accordance with the New Investing Policy." So you might want to apply a discount to their cash balance, unless you are certain that the Ukranian property development that it will be used to finance won't lose money.
hoveite
23/1/2014
15:05
I also treat the NAV with a great deal of suspicion - if you look at my blog post you can see £16m in cash and £19m of Arricano - this is virtually the MCAP on its own - from 2 investments which are transparent.
rjmahan
23/1/2014
14:26
Even if they can achieve 60% return of nav that would be a good investment over a few years IMO. The currency risk will be in dollars I imagine as all of the past deals have been done in dollars so even if the local currency devalued should not be a problem, of course there are risks though so you pays your money I guess and takes your choices. It looks like there is someone not prepared to wait though and is holding the price back selling I think otherwise I'm sure this would be well be over 40p already
envirovision
23/1/2014
13:47
I would treat the NAV, and also the ability to sell the properties with a great deal of suspicion. Add in the currency risks, and it's not the value it first appears to be. One would hope there is sufficient margin of error to make a profit, but it's not for me at these levels.
tiltonboy
23/1/2014
13:14
Yes I have some.
envirovision
23/1/2014
12:19
Still think there is substantial value at these prices - agree with envirovision NAV realised possibly £1 - more or less a 3 bagger. hxxp://deepvalueinvestments.wordpress.com/2014/01/23/dupd-beginning-to-realise-but-price-not-rising/
rjmahan
23/1/2014
10:35
Do you hold?
stemis
23/1/2014
08:18
Liquidation then nav around £1 interesting move. Wonder how long it will take to it?
envirovision
09/10/2013
11:12
Looking at the large sales on Friday kambrook, although there was a fair bit of size the bid didn't budge i.e. someone has been happily mopping the shares up. Good potential from this low level imo.
protean
09/10/2013
10:53
Currently 35.75p to buy so just above ST's buy recommendation then. 57p from here would certainly be a chunky move in % terms. There director obviously believes there is good upside with his recent £44.7k purchase. ST may update his tip in light of the half-year report and director purchase and that in itself could give price another boost. The shares shot up like a rocket last time he covered the company.
protean
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