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Share Name Share Symbol Market Type Share ISIN Share Description
Dukemount Capital Plc LSE:DKE London Ordinary Share GB00B6WZDF03 ORD GBP0.001
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  0.00 0.0% 0.15 - 0.00 00:00:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Real Estate Investment & Services 2.4 -0.3 -0.1 - 1

Dukemount Capital Share Discussion Threads

Showing 926 to 944 of 1500 messages
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DateSubjectAuthorDiscuss
23/5/2021
21:16
Turbotrader2
What
Are you
Thinking?

troutisout
23/5/2021
18:13
Oh and PS your ramp was just bad timingLol
turbotrader2
23/5/2021
18:13
Oh glad you're outSee you trying to re enterGoing to be fun
turbotrader2
23/5/2021
13:58
Hedgehog,
If you are going to use my posts, let me just add that I have since been very disappointed with the direction and progress and feel we have been led up the garden path a bit. I sold out my holding a few weeks back when I heard some of the comments from conversations being had with management as they tried to get PIs to vote through the AGM resolutions. So sorry but I have changed my view and therefore cannot agree to my previous post.

On a couple of other points, I believe I know of the 6m seller on Friday and the payment from Wavertree was reduced by the Covid delay costs and the figure I believe received was less than £300k. We don't know what or whether they have received anything for West Derby project yet.

I would still be prepared to re-enter DKE, but would first need a decent explanation of what is going on, especially financial forecasts and would need to see good short term traction and although these gas peaking projects are interesting, Gazzard seems to imply in his interview that they will take quite a while to fund, permit and build the plants and only once built with offtake agreement in place can they then be revalued to leverage their value to invest in more projects.

troutisout
22/5/2021
19:32
dave454522 May '21 - 20:15 - 219 of 220 0 0 0
"Problem with the logic of a 6 mil worked buy at 0.511p is you need 6 million of sales below that price to fill it. ... "


But in theory it could be the market maker selling. If they obtained stock recently by buying the warrants that were exercised at 0.5p (see 10.3.21 RNS).

Ultimately, all stockmarket trades are both buys and sells, i.e. a shareholder buying/selling, and a market maker buying/selling.

But frankly, I'm not really bothered whether it was a 'buy' or 'sell'.

The important thing is that you often find that a large trade like this marks the bottom, be it a 'buy' or 'sell'.

hedgehog 100
22/5/2021
19:15
Problem with the logic of a 6 mil worked buy at 0.511p is you need 6 million of sales below that price to fill it.

You had no sales below that price when it showed and late on two sales totalling 181k or £1k were sold at 0.505p well after the 6 mil was printed.

I'm not here to deramp the stock but that was 100% a sale.

dave4545
22/5/2021
19:11
But if you look at the time of the trade, 14:55:10, you would see the quote at that time is 0.52p - 0.55p and that makes the trade a bleedin' obvious sell. The DKE share price fell 11.3% on the day too, another bleedin' obvious sign of selling. Oh, and the trade price of 0.511p was the 4th lowest of the 68 trades that day, how much more obvious does it have to be, it was a bleedin' sell.
lr2
22/5/2021
18:55
This chart, which is also featured in the thread header, actually shows the 6M. trade (in blue) as going through at a few minutes before 4.30p.m. yesterday, when the share price was 0.51p (0.5p - 0.52p):
hedgehog 100
22/5/2021
16:55
Spread at time was 0.52-0.55p

But for some reason on the trade data they adjust it to 0.5-0.52p and it goes through
the buy column when it's clearly a sale

dave4545
22/5/2021
16:53
I'd say 99.9% certain that 6 million was a sale.


Sorry

dave4545
22/5/2021
16:08
A massive six million DKE share buy (£30.66K.) yesterday afternoon has been reported:

Date Time Price Currency Volume Trade Value Trade type Trade flag Venue Of Publication MIC
21.05.21 14:55:10 0.51 GBX 6,000,000 30,666.00 Off-Book P LRGS XLON XLON
https://www.londonstockexchange.com/stock/DKE/dukemount-capital-plc/company-page?lang=en

That's over one per cent of the company.

And at DKE's current share price of 0.51p, its market capitalisation is just £2.45 million.

Most of that could be covered by £2M. cash coming in soon for completion of its first two projects, which would leave everything else in for nearly free.

So it looks well undervalued and oversold, and ripe for a massive rebound next week.

hedgehog 100
22/5/2021
13:25
A useful post from the original DKE thread, which is worth repeating, with thanks:

1savvyinvestor 10 May '20 - 10:22 - 630 of 684 0 3 0

"DUKEMOUNT CAPITAL PLC
#DKE

Price 0.8-0.85 at time of writing 4/5/20

What does DKE do?
First bit of essential DD is the audio file below from a company presentation about 1 year ago. It’s a bit long but you’ll understand the company much better after.
https://drive.google.com/file/d/1__TVdbR2YnTWAoBwzwz5_q_FKTvKalkY/view?usp=drivesdk

From the website “The purpose of the Company is to acquire, develop and manage portfolios of properties which may in some cases be sold onto institutional investors on a sale and leaseback basis and which are already backed up by long-term operational tenants at a rent, which where possible, is CPI linked”

The first of these are at Wavertree and West Derby in Liverpool. Wavertree is in the final completion stage (hopefully finished in the next month or so) and West Derby is on route to be completed by August. The company received a bonus of £500k-£1mill on completion of each project so in the next few months they’ll have at least £1mill more cash in the bank.
Sounds like a great business but this part isn’t the reason to buy. They are making a step change in deal size and scope.

The next stage is Independent Retirement Living and Extra Care involving universities nursing students.
“Dukemount is in advanced discussions with a number of parties involved in this area and has once again partnered with architects HLP Design who are internationally renowned for their work in this sector and MDA consultants. To extend the range of its long-dated income proposal, and the size of the projects, the board has completed its due diligence on the retirement and extra-care sector creating DKE Care and Leisure Ltd (DCL). DCL will not be the operator in either of these two sectors but will seek expert operators in each sector on a project-by-project basis.
An interesting development in these talks has been with universities who offer nursing degrees. We have proposed developing retirement villages and extra care accommodation either on campus or close to the universities, potentially freeing up capital for them and offering valuable practical work experience for their students”
Next essential piece of DD is hxxp://dukemountcapitalplc.com/documents/DKE%20online%20pdf%20v6.pdf

Layman’s terms
DKE bring together universities who offer nursing degrees and Pension Funds who want to buy long term income. Everyone benefits.
The university gets new nursing student accommodation built (which makes it more attractive to students) and a care home on or near their land in which the nursing students can gain first hand nursing experience (makes them more attractive to students). They also gain financially from land sales and Care home profits. The pension funds are able to buy a very long dated income lease on the care homes to have a fixed return over the long term. This is something all pension funds want but is increasingly hard to come by.
From the audio file the deals are around £150-200mill and DKE get around 20% of this per deal. There are at least 12 in the pipeline and 3 basically finished. At the time of the presentation pdf “Dukemount presently has three financiers willing to forward fund each deal”. So we know there are at least 3 pension funds fighting it out and more than one deal on the table.
Once one deal completes the likelihood of more completing dramatically increases.

Who is the Team for the University Deals?
Architect – Hansell Lloyd Partnership.
They have literally written the book on Design for Dementia in cooperation with a number of universities. hxxp://www.hlpdesign.com/publications/257-design-for-dementia
There isn’t a better architect to design these homes or university accommodation.
Project Management – MDA Consulting
hxxps://www.mdaconsulting.co.uk/projects - Have vast experience in Health and Eduction building
Legal and funding – Hamlyn Reeve
Alfred Long who runs Hamlyn Reeve is on the board of DKE Care and Leisure (the sub of DKE who are doing these deals)
hxxp://hamlynreeve.co.uk/services.html - Again there is vast experience in this very niche field
Builders – Likely to be John Turner Construction
They are the builders on the current projects. hxxps://www.johnturner.co.uk/sectors
Again vast experience at building multimillion£ projects for universities and healthcare.
COVID Risk
Clearly covid is a risk for all businesses. It can cause time delays. However conversely it may play into DKE’s hands…
Universities are losing overseas fee paying students and urgently need additional income. There is also a push for extra nurses and for those nurses to work in care homes.
Pension funds are finding it difficult to buy long term income with interest rates being so low.

Placement risk
DKE has just undertaken their only placement form listing on the MAIN MARKET (NOT AIM).
This was primarily to employ additional staff to complete DD on additional deals. In the next few months they will get £1mill+ from the initial 2 properties completing so I think the risk of additional placement is extremely low. If there is one it will be for a very good reason. Indeed DKE is up 100%+ from this recent placement.

Overall
This is a main market listed company with an mcap of £3-4mill. They have a proven track record of property develpement and have gathered together a best in class team to complete multiple large deals. Each deal is a x10 from the current size and if 1 happens the likelihood of more is virtually certain. This is a share for the ISA+SIPP and to watch and wait. It truly has x100 bagger potential"

https://uk.advfn.com/cmn/fbb/thread.php3?id=41267056&from=630

hedgehog 100
21/5/2021
12:17
Into the 0.40s we go
daar
20/5/2021
09:09
Good grief! An interview:-

Https://www.voxmarkets.co.uk/articles/traders-cafe-paul-gazzard-non-executive-director-dukemount-dke--5480f2f/

ged5
20/5/2021
08:12
0.60p -

punt -

tomboyb
20/5/2021
07:56
Sub 0.50s next.....
daar
20/5/2021
07:54
going down moron


i had the last laugh moron

jackjackpaul
20/5/2021
07:43
It's you're, moron.
dplewis1
20/5/2021
07:16
All to come now, pr, interviews, website launch
drmaccers
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