Duke Capital Share Discussion Threads

[eentweedrie] 02/9/2019 10:47

have you considered that perhaps there are more than just Graham Neary who have the same view?more likely it was the kiss of death - being tipped by IC, that has brought it down!!

[toadhall1] 02/9/2019 10:34

It only dropped because Graham Neary announced on Twitter and his Stocko small cap report that he has re-evaluated his risk and sold. Lemmings followed, making similar announcements. I think they’ve over-estimated the concern. True cash on cash yield is 18% for DUKE which some interpreted as being a sign of a distressed borrower, but that doesn’t just represent interest rate to the borrower as the rate includes an element of capital consistent with a royalty. It’s also a relatively small investment to Mcap and by restructuring DUKE has reduced risk. Remember this was one way of the royalties it purchased as part of portfolio.

[eentweedrie] 02/9/2019 09:56

but its the fact that they had to restructure the original deal that makes it look bad...

[rik shaw] 02/9/2019 09:25

?? It was only a restructuring of one investment.

[eentweedrie] 02/9/2019 08:45

seems to be tanking somewhat - hmm maybe the restructure not a good sign?

[bageo] 30/8/2019 19:32

sure HL will let you buy Woodford funds instead! Says something about HL

[davr0s] 30/8/2019 19:28

Lol - I was getting quotes all day - were posters trying to buy the whole company?

[eentweedrie] 30/8/2019 16:58

wasnt able to get a quote through HL

[bageo] 30/8/2019 16:44

daily volume around 400,000 shares .... eent don't know what you mean buying or selling is fine.

[eentweedrie] 30/8/2019 16:12

can't buy any for love or money!

[eentweedrie] 30/8/2019 13:03

Massive 400,000 share dump yesterday

[piedro] 30/8/2019 12:33

If you're in now you can wait for the next fundraising.
:-)

[bothdavis] 30/8/2019 08:56

Why do you hope it drops? Going to invest at lower levels?

[eentweedrie] 30/8/2019 08:20

back to the 30's?

[carcosa] 29/8/2019 11:14

Have had a response from the company following an email enquiry regarding the Temarca and Trimite increases. So top marks for responding in a speedily manner.

The company essentially said that because Duke investors were never told about the original deals regarding the Capital Step portfolio companies they issued today's RNS even though it was a small investment increase.

For deals prior to the Capital Step portfolio there was full disclosure at the time of investment, and no requirement to issue RNS's for small additional investments in those companies (i.e. Temarca and Trimite)

[piedro] 29/8/2019 09:25

Good question
I first noticed them in the RNS of 28/05/2019

[carcosa] 29/8/2019 09:09

Where are the RNS's for:
Temarca increase from Euro 9m to 10.7m ?
Trimite Increase from GBP9m to 10m ?

[owenski] 29/8/2019 07:12

Sounds like a good move, de-risks the P&D royalty and potentially opens up growth verticals in the parent group.

[santos123] 25/8/2019 12:09

Thanks Macc1 for the link, very interesting.

[mikkydhu] 23/8/2019 11:05

Many thanks for the short video. Communications from the company are always most helpful.
Congratulations,too,on the recent update: all partnerships without exception seem to be doing very well.

I have a question about Duke's ongoing relationship with its partners. Obviously, at the selection of a new partner stage, there must be close involvement between Duke and partner. But what happens after that? On the one hand Duke says it allows the partner the freedom to have complete control of their business. On the other hand, the term "partner" is used which implies a degree of involvement in the partner's business. Does Duke have a say when the partner needs to make major decisions, eg regarding expansion or a change in strategy?

I look forward confidently to the next results.

[macc1] 22/8/2019 12:17

Hi all,

We produced this short intro for Duke Royalty. It's a general intro into the company & explores how royalty finance works. Not a specific piece for investors, but I thought this might be useful to some:

[pireric] 16/8/2019 17:52

I think the point you should consider f15 is that much of that growth is bought in via acquisition or cash stumped upfront for a royalty deal

So earnings growth not really that useful when thinking about P/E here IMO