Duke Capital Share Discussion Threads

[bend1pa] 15/3/2024 13:15

Well if IC recommend this, I'm definitely out.

Happy to sell at over 33p today. The shares have done little since Aug 2021, other than fall sharply then fluctuate in the lower 30s for the past 18 months. Waste of time. The recent rise is probably down
to the IC rec as mug punters buy in. At least made a half-decent profit including div, which I wasn't expecting, but I won't be buying DUKE again.

[panshanger1] 11/3/2024 11:52

Big line gone through

[metis20] 07/3/2024 17:03

Very useful to see the Fairmed exit is likely to generate IRR in the high teens. That was not clear to me from yesterday's RNS.

Fabrikat exit at IRR 36% looks to be their 2nd highest exit IRR - see slide 14 of

[riverman77] 07/3/2024 11:31

Looks like 2 very good exits - surprised no reaction at all to the share price, but think this is back in buying territory after recent weakness.

[melody9999] 07/3/2024 08:42

Yeah they should just provide standard info on exit - or explain why that is not possible / appropriate. Both RNS look positive though.

[this_is_me] 07/3/2024 08:02

You could always contact them and ask.

NEIL JOHNSON ceo 01481 231 816 or write to him or NIGEL BIRRELL, (CHAIRMAN)

47/48 Piccadilly
1st Floor
London
W1J 0DT

[senttothegallows] 07/3/2024 07:52

36% IRR excellent result for Duke once again

[piedro] 07/3/2024 07:48

Feeling duped.

Yesterday's announcement was ambiguous and
today's does not give an exit price.

[peter27] 07/3/2024 07:14

Contrast today's Fabricat announcement with yesterday's announcement and draw your own conclusion.

[peter27] 06/3/2024 13:53

Given the transparency we normally get I was surprised there was so little information and no comment on IRR.

[senttothegallows] 06/3/2024 10:55

TIDMDUKE

RNS Number : 7443D

Duke Royalty Limited

01 July 2021

1 July 2021

Duke Royalty Limited

("Duke Royalty", "Duke" or the "Company")



-- The EUR10 million royalty is a 30-year senior secured financing, with monthly payments commencing immediately in July 2021 on Duke's typical investment terms.

[peter27] 06/3/2024 09:24

Website says £10m.

[melody9999] 06/3/2024 08:11

invested E10M in Fairmed rpyalty on 010721 and since then Duke has received monthly royalties, plus E1.4M gain on exit

[senttothegallows] 06/3/2024 07:23

Successful Exit of Investment in Fairmed Healthcare AG



Duke Capital Limited (AIM: DUKE), a leading provider of hybrid capital solutions for SME business owners in Europe and North America, is pleased to announce the successful exit of its investment in Fairmed Healthcare AG ("Fairmed"), a Switzerland-based provider of high-quality generic prescription medicines, over-the-counter pharmaceuticals, dermocosmetics and dietary supplements in various EU countries.



Overview



· Headline cash consideration of €11.4 million, providing Duke with additional liquidity for new deployments into its pipeline of long-established, profitable businesses

· Payment of €6.0 million has been received with the balance of €5.4 million to be paid by 31 March 2024

· This represents the seventh exit for Duke, delivering its sixth profitable exit. The exit of Fairmed is at the upper end of the expected rate of return for Duke with no equity participation

· Duke's financing solution enabled Fairmed's management team to retain its minority equity stake, while receiving the capital to support the expansion of its product portfolio

· Duke's investment exit was facilitated by Fairmed's majority owner, Strides Pharma Global Pte Ltd, a fully owned subsidiary of Strides Pharma Science Limited ("Strides"). The prepayment of Duke's investment paves the way for Strides to initiate the next phase of its European strategy, utilising Fairmed to expand and strengthen its presence in the region

[peter27] 06/3/2024 07:21

Fairmed exit at a small cash loss. Additionally management time and opportunity cost.

[santos123] 05/3/2024 20:12

Very interesting ramellous.

[ramellous] 04/3/2024 18:01

Duke is nearest example to an annuity share. According to ii.

[piedro] 04/3/2024 15:40

Quite a surprise.

"Duke Capital Limited, a leading provider of hybrid capital solutions for SME business owners in Europe and North America, is pleased to announce it has increased its equity stake in United Glass Group ("UGG") from 30.0% to 73.8% through a £2.9 million secondary share purchase from existing shareholders."

That is just about a buyout with
money to splash without repayment

[shepc] 22/2/2024 17:17

Think some of those trades at the end were buys not sells, I know mine was @ 30.6pName amended to Capital, still a good buy with Divi over 9 percent

[gregb] 16/2/2024 20:34

If anyone would like a free ticket to the Mello event, enter the promo code: Corp100 at the checkout.

[davidosh] 16/2/2024 11:12

Duke Royalty are on the MelloMonday show next week

5:00pm James Ashton, CEO at the Quoted Companies Alliance presents What is the QCA?
5:30pm Company presentation by Poolbeg Pharma
6:00pm Company presentation by Time Finance
6:30pm Trading Update from Duke Royalty
6:50pm BASH Panel with Mark Simpson, Kevin Taylor & Graham Neary

[btgman] 12/2/2024 15:13

From Trading statement December 2023

Trading Update

Based on current trading, Duke expects to achieve recurring cash revenue* of GBP6.3 million in Q3 FY24. This represents a 12% increase on Q3 FY23 (GBP5.6 million) and an increase on the prior quarter, Q2 FY24, which saw the Company deliver record recurring cash revenue of GBP6.2 million.

AIMHO
GLA
BTG

[34adsaddsa] 12/2/2024 12:36

I'm getting downvoted, but I haven't heard any counter argument. Why do they keep gaining equity stakes in companies they've lent money to?

Are the companies just giving the equity away?
Do Duke think the underlying businesses are just amazing investment opportunities?

I think the answer is the obvious one: The companies are giving up equity because they're struggling to cover repayment costs to Duke.

[34adsaddsa] 12/2/2024 09:34

Yes there is, because otherwise it could be obvious they couldn't afford the repayments.