Oakley Capital Investments Share Discussion Threads

[makinbuks] 05/3/2024 12:34

As I have stated I do not like the way OCI has been used to solve OCM issues with regard to TMO and consequently our stake in that business is uncomfortably large.

None the less, its encouraging that following todays positive reaction to their latest results the share price is back broadly to where it was two years ago. I take comfort from EBITA increasing from £2m to £6m and stated in the outlook to be at least £14m when all 9 sites are operational. Currently there are 7 sites with two more to come on stream later this year. If I am wearing my rose tinted spectacles and that is achieved in 2025 you might see the shares double in the next twelve months.

The big concern is how we exit such a large position without creating an overhang that blights the share price for months

[ali47fish] 03/3/2024 13:08

thanks that what i tend to do

[mrscruff] 02/3/2024 22:39

MACD is a technical, its just a short term momentum showing the direction of the share price. Traders use it to trade. I would ignore it if you are an investor because the long term-trend is upwards and healthy... its just a little volatile. I would not trade it as it could shake you out of OCI that is clearly the best value private equity in Europe. If it drops 4-5% buy some more.

[ali47fish] 02/3/2024 16:29

mrscuff is your comment about oci and what is macd

[mrscruff] 02/3/2024 15:36

A technical sell on the MACD lines and bars are on the cards again. But on NAV performance this is really not fair. It is already on a 32% discount meaning any fall is totally unwarranted. This really is fundamentals vs technicals. I hope fundamentals win out because if it falls back -5.5% one has to simply add.

[davebowler] 25/2/2024 20:01

Tipped here!....

[davebowler] 25/2/2024 20:00

Wait for it.............

[1968jon] 21/2/2024 16:43

At 4pm both Nums and Libs had reasonable numbers on offer inside the yellow strip ( admittedly the spread is wider than usual) and in the closing auction, among a few bids and offers, someone had 50,000 to go at 480. I hope not but maybe a pause here...

[davebowler] 16/2/2024 13:42

15 February 2024

Wonder what's behind this?..........

Oakley Capital Investments Limited



Appointment of Financial Adviser and Corporate Broker



Oakley Capital Investments Limited1 ("OCI" or the "Company") announces the appointment of Deutsche Numis as sole Financial Adviser and Corporate Broker with immediate effect.

[1968jon] 15/2/2024 15:51

Mind you Shore Cap only went 470 bid for two minutes at 15.46 before lowering it to 468. Might be it for the day

[1968jon] 15/2/2024 15:48

In exactly the same way as it trades down for a period - plenty of screen-visible supply and the market-makers getting out of the way (they can't hold inventory) - so it trades up. Crackers really.

[jellypbean] 13/2/2024 09:12

David Till cofounded Oakley Capital with Peter Dubens in 2002

[blippy3] 13/2/2024 08:43

@all47fish the shares are on a PBV of 0.69 according to Stockopedia, which looks right. The trust is deeply discounted, suggesting it is good value. Director buys bolsters that view. Directors had been loading up last year, too.

[ali47fish] 13/2/2024 07:32

are they cheap why is he byuing0 new dirctor or already invested please anyone wiyn knowlefge of this matter

[this_is_me] 13/2/2024 07:19

There were not going to be a lot of shares available after those chunky director buys.

[1968jon] 12/2/2024 13:38

And sometimes the next short-term move in this share is very obvious. Supply has dried up for now. I have asked for a price in a reasonable number of shares today and been shown one offer above the yellow strip and that when the yellow strip was showing a 10p spread.

[1968jon] 09/2/2024 16:37

Somebody bid 440 for 50k in the closing auction with no offers showing. Possibly those pesky seller(s) are done for now.

[davebowler] 02/2/2024 14:40

HTtps://citywire.com/investment-trust-insider/news/oakley-capital-s-tredget-investors-expect-a-return-to-double-digit-growth/a2435252?re=117001&ea=252901&utm_source=

[apple53] 02/2/2024 10:59

Volume picked up a lot yesterday and today, including a decent set of sell trades around 436 this morning. I can only assume a distressed seller. But maybe they're finished.
Abrupt change within half an hour to a £140k around 445 via some even larger trades in between.
I wonder if we'll find out some of the buys were insiders.
I bought a chunk around here on the way up and almost banked some profits up 12% but it seemed churlish, and now I could do with the cash.....

[1968jon] 02/2/2024 10:52

and funny old thing someone has just shown 20k at 445 in the 11.00 auction. Not a market-maker.

[1968jon] 02/2/2024 10:32

Some further info, with the yellow strip 440/447 I asked for an offer in 20k shares and was shown 25k at 449 and a further 25k at 450, the other seven not quoting.

[donald pond] 02/2/2024 10:14

Not really. I think there is some concern after an underlying fund closed and distributed shares in TMO in specie. On the positive side it gives OCI much more control over TMO and that business seems to be recovering.

[riverman77] 02/2/2024 09:46

This has popped up on my screen again after moving to a 35% discount. Any particular reason for the fall?