Oakley Capital Investments Share Discussion Threads

[eeza] 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,...

[budsman] 02/2/2018 11:15

Fairly insipid annual growth. Not likely to kick start the share price.

Bud

[glawsiain] 12/1/2018 13:58

Trading update last year was on Feb 3rd, so we are not far from some news

[skyship] 05/12/2017 21:22

Really Dudishes - you believe that constitutes a RAMP? Actually it was a mere josh with an internet friend!

[dudishes] 05/12/2017 18:56

My reference was to post 20 of 29

"Last chance for top up Xy"

Since your addition its sinking!

Are you trying to suck in gullable people?

Next time you complain to advfn about me, ensure that you have a case!

No offence, just facts

cheers

Dud

[888icb] 04/12/2017 07:34

Founder of Daisy one of Oakley investments has started a sale process that is likely to value the business at £1 billion+ according to an article in yesterday’s Sunday Times Business section.

[dudishes] 17/11/2017 18:28

made a buck at 170, that will do for me.

[dudishes] 17/11/2017 03:09

G'day Skyship, I was also an investor along with you, but sold at the high. My critism of you is simply, current ramps.

Have you had meetings with the Co. in Bermuda? I have, hence out.

I believe we have been involved in a couple of others, agree, need to feel positive, but ramping not my style.

0410 in Bear (France), no need for medical help (69)!

cheers

Dud

[cousin jack] 14/11/2017 09:18

Sky: seems par for the course looking at his other posts !

[skyship] 14/11/2017 07:55

??? - apologies to others for the above. Not sure what he is on about - perhaps just drunk; though that really doesn't excuse such idiocy!

[888icb] 13/11/2017 22:16

Mentioned in the Weekend FT as a good trust trading at a large discount in a feature by David Stephenson.

[skyship] 31/10/2017 14:03

166p-168p.....last chance for a top-up MF!

[mad foetus] 31/10/2017 08:42

Yes, I still hold a few and things seem to be on the up

[skyship] 31/10/2017 08:38

We don't have lift-off; but we do have movement - now @ 165p-166p

[skyship] 24/10/2017 13:12

A flurry of interest today - thought it might have been ST revisiting in IC Online - but not so it would seem...

Hopefully presaging another upward run.

[mad foetus] 02/10/2017 11:25

TMO announced launching a time out market in a Boston. It is an investment we don't hear much about but looks very good to me.

[skyship] 02/10/2017 11:08

Made a small top-up @ 164p this morning. Starting to look a tad firmer @ 164p-167p. We go XD the 2.25p Interim dividend this Thursday.

[skyship] 27/9/2017 08:59

Good to see Time Out making a small upward move (142p-145p); may soon have a beneficial effect here.

[cwa1] 20/9/2017 08:29

Morning All

For the very little that it is worth I topped up here this morning as well. Those recent purchases allied to the upbeat recent interims gave me the confidence/stupidity! to decide to have a few more. Not a "bet the farm" type job by any stretch but now got a reasonable amount of skin in the game.

Good fortune here to all.

[spectoacc] 20/9/2017 07:57

Was tempted but RSP 160 sell/164 buy, on a 164/164.5 quote, so must be a seller around. Hopefully they'll be done soon.

[skyship] 19/9/2017 17:40

Accordingly topped up with a few today...

[mad foetus] 19/9/2017 08:07

I can only emphasise that it is quite unusual for true non-execs to buy in this sort of quantity. It is one thing for Dubbens to buy, as he is the investment manager and earns millions. But these directors are investing more than they get paid for their role here. They must be confident that some of the assets in the fund are mispriced.

[cwa1] 19/9/2017 07:50

Yes, seems like a decent level of commitment bought on the open market(as opposed to the freebies they usually get).