Duke Capital Share Discussion Threads

[panshanger1] 15/7/2024 09:14

Good to see this back at 33 on the bid Would be nice to see a dividend increase in due course

[meanreverter] 13/7/2024 16:19

Research piece by Hardman:

[cfro] 01/7/2024 18:05

I was personally very impressed with today's IMC presentation....

[johnroger] 01/7/2024 14:38

value hound
Thanks for sharing

[tag57] 01/7/2024 07:22

If only IKEA assembly instructions were that clear Carcosa! 🤣

[nickgrant2] 01/7/2024 07:02

Carcosa, transformative! Really appreciate the guidance, many thanks.

[nickgrant2] 28/6/2024 11:33

Thanks for the great summary Riverman. Would love to get hold of the Cavendish note, or any further analysis. Any clues where it is?

THis is on my 'watch' list, has been for a while.

[feddie] 27/6/2024 16:56

Is the Cavendish note always behind a paywall?

[riverman77] 27/6/2024 10:50

Worth reading the Cavendish note from this morning - they point out that FCF actually down slightly over previous quarter and they suspect they are starting to be impacted by some interest forberance (which would also explain increased equity stakes) and higher interest costs on their own debt. Cavendish have accordingly trimmed revenue forecasts for coming year. Have to say I'm slightly less optimistic after going through detail and not tempted to get involved here for time being.

[panshanger1] 27/6/2024 09:37

Interesting to see if Simon Thompson covers this on Friday in the I/CI am inclined to add a few more down here

[riverman77] 27/6/2024 09:31

Suspect they want to have more cash available to invest in new royalties and grow the company - it needs to increase in size to attract a better rating so I can see the case for not increasing the already generous dividend (especially when they have quite expensive debt of their own to service)

[this_is_me] 27/6/2024 09:09

It looks like the dividend will be maintained and there will be no uptick in the payout despite the big increase in free cash flow.

[owenski] 27/6/2024 08:02

Ex Div today.

[cfro] 27/6/2024 07:29

Yep, some really good resutls here i think.

[panshanger1] 27/6/2024 07:09

Results out Seem pretty solid to me at first glance

[spawny100] 25/6/2024 15:02

A bit of buying interest ahead of exdiv. Strange hasn't moved price up yet.

[melody9999] 20/6/2024 22:55

Clear from the trades today that we have a seller ..... 2 chunks at 200 and 250K. Except these, pretty much all buys.

[cfro] 20/6/2024 16:02

Just keep collecting those dividends..

[melody9999] 18/6/2024 19:51

That makes sense to me too LG

[lord gnome] 18/6/2024 16:37

Good trade volume today. Some buying in good size as well. I would guess that we have a forced seller and the price has been run down to attract buyers. Certainly attracted them today. Look for a large trade and then a share price jump to signify that the seller has cleared. Just a hunch.

[shepc] 18/6/2024 14:04

Don't follow the dropUnder 30.5p now, should go ex divi end of the month, hopefully at least staying at .7p that over 9% / yr - bought a few more

[lord gnome] 17/6/2024 12:53

The drip, drip, drip of the share price continues. We look set to visit 30p again.