Duke Capital Share Discussion Threads

[ducatiman] 19/6/2025 14:34:21

If they’ve maintained the divi Ged there should be no surprises in the results.
Can’t believe I managed to buy at 24.5 a few weeks ago.
Another case of Burgundy locked in 😂.
GLA, duc.

[ged5] 19/6/2025 10:00:10

Dividend of .7p maintained.

The ex-dividend date is 26 June 2025 (date of results), the record date is 27 June 2025 and the payment date is 14 July 2025.

So still a near 10% return on investment. Even better for those who bought on the recent lows. Now we just need a decent set of results.

[panshanger1] 03/6/2025 09:45:17

Treading water here Finals 25/6

[cestnous] 23/5/2025 11:11:25

And down we go again.Was at this price in 2021 . Consistent capital loss.

[renewed1] 09/5/2025 09:45:37

Yes those dips are nice...chance to stock up at 26p..Now ready for return to 31p!!!
Add the divi and my kind of return!!

[woodhawk] 08/5/2025 16:22:51

Nice to see an upturn here - let's hope DUKE is heading back over 30p where it belongs. The current 10% yield has got to be increasingly valuable in light of a now likely rapidly decreasing bank rate.

[panshanger1] 17/4/2025 12:29:44

LG I am more inclined to think it's the general small cap malaise - although you never know !My small cap funds in general are having a terrible run as is AIM the index Would like to see some insider buying to give me confidence to add down here though

[rogerrail] 16/4/2025 15:23:21

I would be happy with 2/3 .

[waterfall city] 16/4/2025 13:57:23

I have often thought if they paid say half the dividend and re invested the rest back into the portfolio they would achieve a growing dividend and capital growth without the dilution.

[melody9999] 16/4/2025 11:24:23

Thanks for that Ged5. Elsa - re: the potential write-off, please tell me your source and which company would seem to be at risk?

I am minded that in COVID days with no one travelling and fearing enclosed spaces, DUKE had an investment in a river cruise ship company! Nevertheless they managed an exit with little capital loss -2% IRR as I recall.

[lord gnome] 16/4/2025 11:16:07

I've always found it beneficial to listen when the market is trying to tell me something. In this case, one of three things is happening - but I don't know which.We could have a distressed seller dumping stock to raise cash.We could have something nasty lurking hasn't yet been made public.It could just be suffering from small cap malaise like a lot of other perfectly healthy companies.Whatever, it's always concerning when you see your investment dripping away day after day.

[ged5] 16/4/2025 10:43:30

Thanks Elsa I find it difficult to track the progress of the investments so not sure which one you're referring to as the potential £5m write-off.

Looking back at the 2024 Hardman research note page 6 all investments have increased in fair value with just one or two with a slight dip from 2023 to 2024.

Receipts from hybrid capital investments is estimated to increase over the next three years.

As Melody has quoted from the trading statement from two weeks ago there is strength in the business model.

So I'm not sure where this sudden negativity is coming from.

[elsa7878] 16/4/2025 10:09:06

Isn't the problem here that none of their investments recently has made a decent return, so while you get a nice yield the profit they make just covers their costs and the dividend. Theres no NAV increase to keep the share price moving up.
Might have missed something but recent returns have been small and now a £5 million potential write off on one.

[melody9999] 16/4/2025 09:54:26

I bought back in a couple of weeks ago when it looked like things were on the turn. Attracted by the yield which at 2.8p is now well over 10%.

At the last update on 31/3 Neil said: "Despite the UK's stickier inflationary pressures, we are pleased to report that we are on track to achieve a solid year-on-year increase in recurring cash revenues for Q4 FY25. This performance reflects the strength of our business model in navigating challenging market conditions...."

Well the inflationary pressure has reduced,but some underlying businesses may need to work through the tariff environment.

I am minded that DUKE successfuly navigated through challenges in the past (eg COVID) and see no reason that they will not continue as usual. In which case my investment thesis remains and this is an opportunity.

[lord gnome] 15/4/2025 16:32:36

Yes, very disappointing share price performance. It was starting to look a bit firmer after the orange chaos but gave it all back this afternoon. What lurks behind the sudden sell-off this time?

[cestnous] 15/4/2025 13:12:33

Too much capital depreciation here to make the dividend worth it. Just waiting for break even to get out. At the moment it looks like a long wait, no wonder it’s being sold down.

[ducatiman] 11/4/2025 19:00:41

As long as they hold the divi Ged looks like a no brainer.

[ged5] 11/4/2025 12:15:34

Quarterly dividend due to be paid Monday. If repeated each quarter then 10.77% of today's offer price. Beat that on the high street.

[ducatiman] 04/4/2025 14:21:06

Thank you Donald, lol.

[janicem] 02/4/2025 16:28:39

I'm loving the markets right now ?Cashing in on the 'ups' and buying in the 'downs'.

[piedro] 02/4/2025 16:11:33

"Trumpish tariffs"

Many stocks I follow seem to have been effected by fears of the fallout from the
activities of President Trump.
Some have business in the US, others buy or sell goods to the US.

I suspect that DUKE has irrationally been added to that class.

[spawny100] 02/4/2025 13:21:17

1184 well it worked - I've just bought a few and looks like others taking advantage of this drop. I've been doing well lately shuffling funds into shares when they hit 10%+ dividends and waiting for sanity to return to the price!

[this_is_me] 02/4/2025 07:59:11

At this rate 'the knife could hit the floor' at around 20p.

[lord gnome] 02/4/2025 07:12:46

Please explain how any tariffs would affect Duke and why they could have a disproportionate effect on the share price compared to the wider market.I don't see that as a cause.

[piedro] 02/4/2025 01:19:26

"Nothing in the public domain to cause selling or a price drop"

You think not?
What about Trumpish tarriffs?