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Share Name Share Symbol Market Type Share ISIN Share Description
Dragon-Ukr. 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% 12.95p 11.00p 14.90p - - - 0 09:26:38
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Real Estate Investment & Services 0.0 -3.6 -3.0 - 14.16

Dragon-Ukr. Share Discussion Threads

Showing 176 to 200 of 400 messages
Chat Pages: 16  15  14  13  12  11  10  9  8  7  6  5  Older
DateSubjectAuthorDiscuss
29/12/2011
09:48
I like it. As the price paid is far below nav it has added value to my shares. I only recently became a shareholder but I intend to add to this position if funds are available. Can't answer your question. Hope someone else can. Bol
greedfear
29/12/2011
09:47
Looks like they all got tendered at 37p
envirovision
29/12/2011
09:37
pretty good deal for shareholders - average 37.5 did anyone here get any of their shares tendered? - if so what price(s) were you able to get? I wanted to tender some of my holding but my stockbroker did not get the form in in time so this information would be very useful in determening whether my stock would have got tendered or not. TIA
jay083
23/12/2011
17:15
Merry Christmas fellow shareholders!
greedfear
06/12/2011
20:49
so maximum price for tendered shares is 44p. I'm not sure of how well this will work. I would have thought that any large holders that would have wanted out would have used the opportunity of the last tender offer. Buying back shares in the market would be more effective.
jay083
10/11/2011
21:35
Quite, perhaps weiss may be on to it as we speak, things are certainly ripe for discount to NAV to narrow to fairer valuations. There are several things which could be done and this would include a fee reduction.
envirovision
10/11/2011
21:02
I suspect the company was asked to do the tender by Artio and Finisterre, who have been selling for months (note the 'Finisterre rep' on the board resigned in Juluy, probably the real reason was to allow them to deal in the shares at any time). The tender design was clever and if completed in meaningful size would have enhanced NAV for the continuing shareholders. However Bader (a QVT executive, apparently dealing PA) and Weiss probably noticed that they could get the stock by offering certainty and a price near top of tender range. Lack of any meaningful tenders suggests this completely cleared the overhang. Disappointing that we haven't had the NAV enhancement, but Bader and Weiss quite effective operators to have on board. Like others above I don't like the landbank valued at cost and fees charged on that valuation.
charlie
10/11/2011
17:10
What a waste of time that was, I guess they hoped they would have got a lot more. At least it confirms one thing, which is there are no serious sellers down here even in the face of euro meltdown, meaning illiquidity alone has push the share price down here rather than sellers. Perhaps they will try a tender at a more realistic price next time, e.g 70, 80 or 90p !
envirovision
10/11/2011
15:21
surely would have been more effective to do a buy back. anyway it would seem that that selling pressure on the stock has been removed. most probably taken up by Lars Bader as opposed to the 24k tendered!
jay083
01/11/2011
11:15
the costs of the tender offer are a cost to shareholders.As the share price is more than the tender offer there should be zero takeup!
tricia51
25/10/2011
17:17
lol What is it with those guys....
praipus
25/10/2011
17:07
only if you tender LOL. Otherwise it will simply enhance NAV even further. The only problem with DUPD is that its in Ukraine.
envirovision
25/10/2011
16:40
Do you think its prejudicial to shareholder value?
praipus
25/10/2011
16:32
Praipus they did a similar tender in the last market sell off, its not a mistake. I think it was max price of 40p from memory.
envirovision
25/10/2011
16:05
Yep confusing.....do you think the 35p is for the buy back authorisation? Surely the tender offer would be at NAV? Perhaps we will see a revised RNS shortly.
praipus
25/10/2011
14:51
tender offer terms: "The terms of this authority are that the Company will be required to pay a minimum (exclusive of expenses) of not less than 1 pence and a maximum of not more than 35 pence per Ordinary Share." I guess they could try a tender offer at 1 pence. Why limit the tender to 35p?
hugepants
25/10/2011
14:44
Important things to investigate Scburbs. In the meantime EGM to agree a buy back and a tender offer any good? Weiss also buying a few: http://www.advfn.com/p.php?pid=nmona&symbol=DUPD&article=49651807 Tracking the rest of Weiss Asset Managements holdings here: http://www.advfn.com/cmn/fbb/thread.php3?id=24182742&from=3
praipus
10/10/2011
12:14
DUPD starting to look interesting. However, the continued failure to revalue the land prepayments still makes investment very difficult. The company is paying management fees of 1.5% of GAV. There are $124m of land prepayments held at cost (2008) generating fees of $1.9m p.a. out of the total fees which seem to be running at $4.5m p.a. (or c. 7% of market cap). A touch aggressive given the level of activity on the group's assets! Paying $1.9m p.a. for getting permits etc. on the land projects in particular seems crazy! (and I suspect the management company employs someone else to actually do the permits!) There are many property companies where the fees are excessive, but this seems to be the worst I have seen due to such a large proportion linking to a historic cost which is highly unlikely to be the sales value of that land and there appears to be little prospect of any development. Have I missed any updates on these land prepayments since I stopped in here last? Or any updates on why the management fees being paid are not ludicrous?
scburbs
08/10/2011
17:41
Well you could sell this! everyone else seems to. Yes plenty of cash, but companies can be penalised if they hold onto cash that the Market does not believe they can use purposefully. Maybe they should return it to shareholders, or buy their own shares? or raise a dividend? that would really mess up the obvious shorting of these shares.
hectorp
24/8/2011
12:01
At a present valuation of £50m nearly half the market cap is in cash, the other half of the cap is exposure to nearly $250m of land and property. Very interesting, but what to sell? is my harder question.
davydoo
03/5/2011
09:48
I appreciate your comments envirovision. I still need to do the detailed research here, but i like the headlines from the results, and the support that seems there at 58/59p
davydoo
03/5/2011
07:23
Plenty of would be buyers trying for a bargain on the books, no sellers about at all now though. Price should continue to rise. Talking to myself.
envirovision
28/4/2011
19:21
Results out after hours, clearly someone got sight of them at lunch time which explains why that 150K buy order came onto the books. No nasties at all to report of, NAV £1.52p per share including 20p cash. Now even starting to generate income (1.8 usd million net). Extremely positive trading update with most positive outlook I have read in over 3 years: Outlook We expect 2011 to be an extremely important year in the history of DUPD. It should become a crucial point for our residential projects, as first home-owners are moving in our gated communities, which are now offering a combination of high-quality construction standards, completed infrastructure and a unique concept for the local competitive landscape. We expect to commence phased construction of our 65,000 m2 Obolon Residential Towers project, which should bring new quality standards to the local high-rise residential market. Retail property stock in operations within our portfolio is expected to increase by 10,000 m2, through new deliveries under Arricano portfolio, while an additional 34,000 m2 will be under construction in Arricano and Henryland portfolio. This, combined with the fundamental strength of our business model and continuous strategy of being conservative on valuations and leveraging the portfolios, puts the Company in a strong financial position.
envirovision
11/3/2011
23:28
Just a good price. Places such as Ukraine are simply far from investors radars thanks to Euro debt worries, western inflation, high oil prices, middle eastern unrest and now earth quakes. The 60p resistance level should help as support till the results. In the past these have turned a nice profit for me. The company is in fantastic financial shape, overtime one cannot lose.
envirovision
11/3/2011
22:53
ive had these on watch for a long time, anything that particularly tempted you in now enviro?
davydoo
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