Share Name Share Symbol Market Type Share ISIN Share Description
Oakley LSE:OCI London Ordinary Share BMG670131058 ORD 1P (DI)
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -0.50p -0.27% 184.00p 182.00p 187.00p 184.50p 184.50p 184.50p 17,386 16:35:15
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Equity Investment Instruments 7.7 44.9 22.0 8.4 376.84

Oakley Share Discussion Threads

Showing 51 to 74 of 75 messages
Chat Pages: 3  2  1
DateSubjectAuthorDiscuss
21/9/2018
19:37
Had another little nudge from ST. Only downside to holding it ;)
spectoacc
06/9/2018
07:40
Results:- https://www.investegate.co.uk/oakley-capital-inv---oci-/rns/half-year-report/201809060700039198Z/ Christopher Wetherhill, Chairman, Oakley Capital Investments Limited "OCI has delivered a strong start to the year, driven by three successful exits that contributed to a 19% increase in the Oakley Funds. This in turn has resulted in the company's NAV growing by 6% and a total shareholder return in the period of 14%. Oakley Capital has taken advantage of a strong pricing environment while continuing to demonstrate its ability to identify attractive investments at compelling valuations, through its unique network." Peter Dubens, Managing Partner, Oakley Capital Limited "The talented management teams we partner with continue to surpass our expectations. There is no better demonstration of this than the 3.9x money multiple achieved following the disposals in the past six months. The remaining portfolio companies continue to perform well and their ranks have been strengthened further by the addition of Career Partner Group, which makes education our largest sector by funds invested. Fund III will be almost 70% invested post cPanel, as our connected, creative and collaborative approach to investment continues to produce industry-leading results." Dividend of 2.25p payable on 25/10.
cwa1
27/7/2018
07:12
Thanks @Skyship. TMO not been good for them so far it's true, and the most "visible", and hard to justify it on current valuation (growing, but losses). However - my money's on Dubens being correct on TMO eventually - not that I'm buying any TMO!
spectoacc
26/7/2018
18:44
Well done Specto - gains elsewhere more than cancelling out the TMO disaster.
skyship
26/7/2018
07:46
Still the pick of the p/e trusts for me. NAV up in spite of TMO headwind: "Oakley Capital Investments Limited(1) (AIM: OCI, the "Company") which provides its shareholders with access to a portfolio of high quality companies through its investments in the Oakley Funds(2) , today announces a trading update for the six months ended 30 June 2018. NAV Range The Company's net asset value is estimated to be in the range of GBP524m - GBP530m, which represents a NAV per share of GBP2.56 - GBP2.59, compared with GBP2.45 per share reported at 31 December 2017. Performance There have been positive revaluations in the underlying portfolio across Oakley's three core sectors: digital consumer, TMT and education. Uplifts have been driven by the portfolio companies' continued ability to exhibit strong performance and growth in profitability. The uplift in NAV was offset by 12 pence due to a fall in the share price of Time Out Group Plc during the period. Time Out continues to make progress and its Board remain confident of meeting their strategic and financial goals. Realisations During the period OCI has benefitted from the realisations of Parship Elite, Verivox and Facile, which generated a combined gross money multiple of 3.9x and returned GBP102.3 million to OCI. These exits reflect Oakley's continued success in the digital consumer space as well as its ability to create value and identify long term attractive assets. The realisations were at a combined 39% premium to the OCI's year-end look through value and increased the Company's NAV by 14 pence. Investments In the six months to 30 June 2018, OCI invested GBP62.1 million via the Oakley Funds, primarily relating to the acquisition of Career Partner Group and the reinvestment in Facile, as well as a follow-on investment in North Sails. "
spectoacc
22/7/2018
19:17
Hawksmoor bought into Oakley in April.
contrarian joe
06/7/2018
14:05
It had another nudge from Thommo too I see. Always rated him ;) ;)
spectoacc
29/6/2018
16:06
@Sky - been some enormous d buys in TMO, seems to be shifting it off the bottom - still time to buy into OCI.. ;) (Though on that argument, maybe TMO's the long).
spectoacc
24/5/2018
08:06
Nice deal - well done Specto - that valuation gain almost cancels out the markdown over at TMO...
skyship
24/5/2018
07:47
9.3p NAV uplift on the sale, nice. And a few more tech holdings like that still held by OCI.
spectoacc
24/5/2018
07:27
Sale of Facile:- https://uk.advfn.com/stock-market/london/oakley-OCI/share-news/Oakley-Capital-Investments-Limited-Oakley-agrees-s/77507076
cwa1
18/5/2018
13:23
Another nudge from Tommo: "I am not the only one who sees value in PE IT OCI. Director Peter Dubens has ssplashed on £9m on 5.4m shares to take his stake to 7.5m shares. It's easy to see why, as I estimate the shares are rated on a 26% NAV discount compared with peer group avg of 13%.." etc. Does make the interesting point that OCI have stakes in Casa.it & atHome.lu - relevant with Zoopla being taken out at a good price. Wonder what that 13% avg discount quote includes... iii?
spectoacc
16/5/2018
16:44
Specto - TMO down another 6% today - now at 90p! I agree with your sentiment re BTEM; however...
skyship
11/5/2018
08:44
Never been keen on TMO either but they'll either succeed (big) or they won't I guess. Plenty of examples of successful co's that look to have minimal moats (eg the bid for ZPG today, & the highs on RMV). Haven't offloaded any OCI on this rise - never pays to bet against BTEM.
spectoacc
11/5/2018
07:53
I am worried about Time Out -- I would have thought that Google could AI something similar up in about 10 minutes, with global coverage.
loldemort
10/5/2018
12:02
OCI's NAV being pruned yet again as TMO (their largest holding) falls another 6% today - something rather wrong there perhaps...certainly the share price performance rather concerning. Chart not a pretty sight: free stock charts from uk.advfn.com
skyship
08/5/2018
17:40
Http://citywire.co.uk/investment-trust-insider/news/british-empire-presses-oakley-capital-to-move-from-bermuda/a1116464?re=54993&ea=234113&utm_source=BulkEmail_Investment+Trust+Insider+Weekly&utm_medium=BulkEmail_Investment+Trust+Insider+Weekly&;utm_campai
jeff h
05/5/2018
13:56
May well be, but the last NAV showed 250p. The 20% fall in TMO since Dec'17 (closed Friday at just 104p!) has lopped 10p off that figure. So the discount is now down to 26.25%. Long term holders will know that is a fairly low discount for OCI.
skyship
02/5/2018
14:24
Presumably BTEM dont share your concern over the largest holding. If they did they would presumably not take such a large stake at this time. This share is so far below its NAV that its an absolute bargain.
888icb
02/5/2018
13:30
Good news that activist BTEM taking the dormant Ruffer stake; however the poor performance of the TMO share price is constantly undermining the NAV. TMO is their largest holding and the share price is down c15% over the past month. Possibly right to sell into this temporary strength. free stock charts from uk.advfn.com
skyship
26/4/2018
19:43
Bit of a shuffle there....
cwa1
26/4/2018
18:42
Ruffer finally losses patience, offering BTEM the chance to take 20.5m [10%] at 164p and do its thing. At the same time Mr Dubens opens up his ample wallet and tries to add some respectibility to the case for the defence by taking 5.4m at 164.8p and taking his stake to 7.58m [3.7%] [Ruffer LLP now controls the voting rights over 4,770 shares (less than 5% of the voting rights) of Oakley Capital Investments Ltd which are held by the discretionary clients of Ruffer LLP and its subsidiaries (the voting of which is all controlled by Ruffer LLP). This change from 14% to less than 5% is due to the sale of 29,406,454 shares by Ruffer LLP on behalf of its discretionary clients on 25 April 2018.] https://www.investegate.co.uk/oakley-capital-inv---oci-/rns/holding-s--in-company/201804261605092914M/ https://www.investegate.co.uk/oakley-capital-inv---oci-/rns/holding-s--in-company/201804261605162920M/ https://www.investegate.co.uk/oakley-capital-inv---oci-/rns/director-pdmr-shareholding/201804261534092884M/
rambutan2
16/3/2018
01:21
Impressive results NAV£2.50 but current share price only £1.66. Massive 35% Discount to NAV and hence a massive bargain with more upside on the way.
888icb
10/2/2018
08:52
Article in today's Telegraph - premium so can't access all, but below is the opening paragraph. " Gavin Lumsden 10 February 2018 • 7:20am Investors who want an antidote to expensive and volatile stock markets could try cheap shares in the investment company that backs listings publisher Time Out, hailed as one of the last “value plays” of its sector. Oakley Capital Investments, a £335m venture capital company based in the tax haven of Bermuda but listed on the London Stock Exchange, owns nearly a quarter of Time Out through one of three funds run by its manager, Oakley Capital Private Equity. It made a £59m profit when the publisher floated on the Aim junior market in 2016. In contrast with world stock markets, which are attempting to regain their all-time highs after a roller-coaster slump and rebound this week, shares in Oakley remain stubbornly undervalued. Oakley has increased its net asset value (NAV) by 140.5pc in the past 10 years. That beats the 70.4pc from the FTSE All Share index, according to data provider Morningstar,... http://www.telegraph.co.uk/investing/funds/companys-holdings-have-gained-140pc-10-years-33pc-undervalued/
eeza
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