Logistics Development Share Discussion Threads

[lpavlou] 05/2/2024 13:13

Market thanks Esken will dump their shares, but doubt it very much. We will all benefit from the lower share price and hope Dbay ramp up the buyback to maximise NAV

[lpavlou] 02/2/2024 22:36

Pleased they have upped the quantity of shares being purchased. I expect them to sell their stake in TMG soon for 100 percent profit

[kirmich] 02/2/2024 06:18

Upped the daily purchases to 180.000, almost 31 million shares repurchased by now. Reassuring trading update by Alliance Pharma, but not reflected in the share price of Alliance.
Waiting game and will be buying in the 11's as well.

[lpavlou] 31/1/2024 17:56

You can now buy at 12.25p. If it drops back into the 11's again I'll be topping up

[briggs1209] 30/1/2024 10:33

Yes, I bet DBAY's patience outlasts Esken's balance sheet.

[lpavlou] 29/1/2024 21:51

Now that Esken have sold the biomass business, there's very little income generating assets. The airport is going to continue to lose money and can only be funded from non core asset sales which includes property and LDG shares. They are probably waiting for 15p+ and probably 17p, but may run out of money by them. Dbay not in any rush

[briggs1209] 28/1/2024 13:07

The slowly approach may well be better than last year.

I suppose they may need a chunk in reserve in case Esken get desperate and have to sell their stake at speed.

[lpavlou] 27/1/2024 14:54

28 percent of the buyback completed in 9 months mainly from PIs Looks like they will run it into next financial year too

[lpavlou] 22/1/2024 21:26

Looks like they are buying at 13p. Whilst frustrating the share price has stalled. Every purchase is accretive to NAV

[riskvsreward] 22/1/2024 19:45

Worryingly the ceo bought about 130 K shares as recently as in December. Does he really know how the business is run? Perhaps Chris Mills was assured by the ceo. Cannot see how a big stake of almost 7% is bought without talking to the management especailly he had already had over 5% before buying the new stake.

[riskvsreward] 22/1/2024 19:29

Indeed great timing! Looks Like Chris Mills has bought the stake which is very unusual bad luck for a shrewd invester in him!

[lpavlou] 22/1/2024 14:26

Wouldn't surprise me if they buy back in now the share price has tanked

[+eysenck] 22/1/2024 08:17

They timed the Trifast exit very well.

[lpavlou] 19/1/2024 19:45

Buyers have retreated, so share price has drifted back.

[briggs1209] 11/1/2024 16:04

Got quoted 13.7 to sell and 13.8 to buy

Will hopefully continue to re-rate up to 17/18 p

Underlying assets looking better

[lpavlou] 10/1/2024 17:15

13.4p today. Wee getting near to the level where some investors are bailing out, hence more volume today

[lpavlou] 09/1/2024 14:23

100% profit on TMG at current SP

[lpavlou] 05/1/2024 19:39

Looks like they had to pay 13p today. The highest price for a while.

[+eysenck] 03/1/2024 16:19

And there doesn't look to be any today either

[lpavlou] 03/1/2024 09:10

No buy-back yesterday. Can't remember the last time they didn't buy back any shares. Could be the RNS is delayed or a change of tactics

[galles] 02/1/2024 09:02

Back to 13p soon

[lpavlou] 30/12/2023 00:36

Whilst it's frustrating the buybacks have reduced, they are trying to mop up shares not bid for them. There were quite a few purchases this morning which would mean they were tipped. These are still very cheap and I'll be waiting for 17p before selling which will still be a discount to NAV

[tyranosaurus] 29/12/2023 13:04

Why are these going up ?
Have they been tipped ?
No doubt they will still be buying back at this price.
They seem incapable of NOT buying back every trading day.

[lpavlou] 22/12/2023 19:42

They are also £800k up on TMG. Just APH where they are losing money