Dukemount Capital Share Discussion Threads

[dudleym1975] 26/9/2017 14:43

Apfindley correct

[apfindley] 26/9/2017 11:38

Being pumped by the twitter crew just because it has a low market cap. They will exit with their profits whilst you buy their shares. Same as every other stock they pump, they exit into the rise and disappear onto the next stock. Wasn't the people's operator tpop supposed to be a cert 10 Bagger according to Twitter. It has since lost a further 70% since they pumped it. I could list many many stocks... .......... Beware of twitter Pumpers, they do it for THEIR gain, not yours. .........

[purple11] 26/9/2017 10:08

paul keys‏ @paulkeys5 · 19h19 hours ago


 MorE

#DKE gEOf Darts innint?.....watchlist


xXTiPSXHEETSXx

GETTING U IN

[bullet ant] 26/9/2017 09:26

My baby is making proud again, 2 days in a row. what have I done to deserve this?


BA is always up to no good :(

[bullet ant] 26/9/2017 09:00

C'mon Duke me proud spike to 1p

[market master] 26/9/2017 07:29

DKE- a ten bagger in the making, worth researching!

[ivor hunch] 23/9/2017 11:16

There is an interview on Voxmarkets with Paul Gazzard non-exec director of DKE:
hxxps://www.voxmarkets.co.uk/company/DKE/
He outlines the business model which is essentially based on the differing yields on social housing. DKE will package up high yielding properties and sell them on to institutions looking for yield. The deals will be back to back so not financed by DKE. If it works it does look interesting and there are a couple of deals in the pipeline.Paul Gazzard highlights one reason for buying the shares namely the very low marketcap.
On the other hand TW on Shareprophets points out that two of the directors (one now resigned) have had unsuccessful floatations on AIM before. He is very cynical about DKE, but he is cynical about lots of companies except those in which he is invested.
My view is that it is an interesting idea and I am happy to ride the shares for the time being. The announcement of a second deal (which is supposedly imminent)should push the price up.
Ivor

[cudmore] 22/9/2017 16:32

Was that a sign towards close?? Trades of 1 share. Many say that's a code there is an RNS on its way!

[fillipe] 22/9/2017 11:36

Rise returning....bid/ask 0.50p v 0.55p, although obviously dealable within.
Looks good for a steady upward path,

f

[ivor hunch] 21/9/2017 16:49

Off a bit today.

[market master] 20/9/2017 13:28

Nice steady rise here can see the share price getting nearer to 1p before the news of the next deal is announced

[purple11] 19/9/2017 09:57

...et Dumpe.....

[fillipe] 15/9/2017 16:07

Loads of trades throughout the day for DKE showing on L2.

0.5679p - more or less the full ask, paid for 329k....1559hrs,just now.

f

[colin12345678] 15/9/2017 12:56

5 million buy in 2 trances just printed

[ivor hunch] 15/9/2017 09:08

Thanks for the info

[market master] 15/9/2017 07:52

Mr. Martin Gallagher serves as Managing Director of Construction & Commercial Refurbishment and Director at J. Tomlinson Limited.

[ivor hunch] 14/9/2017 16:59

Does anyone know anything about Martin Gallagher who bought 14 million shares (4% of the issued equity) a couple of days ago?

[arthurdaley69] 14/9/2017 08:20

Nesty, I am not sure you are following their actual model. The idea is to not raise capital to buy the properties, but back-to-back a purchase and sale.
Large Institutions are chasing income, and the income generated from guaranteed contracts from supported living are way too small for any serious player. DKE want to package the income from several properties, and then sell that income to Pension funds. The differential between the income the LA/HA pay to DKE and the level DKE can then package and sell to the Institutions is how they make their money. They are basically looking to keep 1-2% of the revenues, whilst retaining a property which, over time, may appreciate in value.
If the model works, there will be no need to raise capital; the deals get signed with the Local Authority, and simultaneously signed with the Institution.
The key to whether this becomes an investment that works for humble players such as myself, is their ability to make the model work.
If they can, this will be a safe and mildly boring play, that pays a dividend; one targeting a sensible return.
Very early days, and I know the Development site announcement has inherent risks on delivery and cost over-runs, but if they sign the housing association they will be able to sell the income.
I am a holder for the time being.

[nesty1760] 13/9/2017 19:15

The use of Housing associations. When UK brexit the grant money, which housing associations get will be vastly reduced by the Governmemt. This could vastly impact on DKE?
I do a lot of work for Housing associations and they very much resigned things will change in next year / 18 months for them. The market is very cut throat!

My main concern here with DKE is that the model is just primed for being a PLC. Would they want to do this model as a Ltd. Probably not as needing capitial to buy these properties. I can see placings being used quite a bit in the future.
It sounds like DKE are a glorified housing service provider. I can see maybe in the near term words like 'in challenging times' being used in business updates in the future.

Another thing is the people who keep pumping this on twitter. It appears very desperate to get come buying sentiment engaged. DKE on social media pumping, has all the smacks of YOLO, which I called spot on. We all know what happened there.

I am not saying it won't work. This is main market and not AIM, so maybe some stability there?
Though many pi's really need to do their research. See how long you want to remain invested in this sector. Also understand who is trying to get you invested in the first place!

[ivor hunch] 07/9/2017 11:33

New RNS out today. The proposed acquisition looks set to go ahead and the properties will ultimately be sold on to an institution throwing up an estimated net return of £1 million to DKE - which still capitalised at around £1.5 million.
Could be interesting!
Ivor

[ivor hunch] 11/8/2017 09:38

I've come aboard with a small purchase today and will probably add over the months. I like the look of the company and what it's doing. Being in property myself I can see the potential. Some years ago I bought into Sigma Capital SGM at 6p and they now stand at 72p having been over £1. I still hold SGM. I think DKE could prove a similar investment but for the long term. The market Cap is tiny, the management is proven and despite the possibility of a softening in property prices the business plan looks sound.
Ivor

[dudleym1975] 10/8/2017 11:27

Now on losers list

[arthurdaley69] 10/8/2017 11:23

Thanks someuwin...I did not know how to incorporate these into my thread!!