Oakley Capital Investments Share Discussion Threads

[my retirement fund] 12/12/2019 08:55

I managed a small 2.52 buy first up

[spectoacc] 12/12/2019 08:49

Had a quote at 253p first thing but the MMs didn't honour it. Sitting on what I've got, last NAV (30 June I think) was 318p.

[nimbo1] 12/12/2019 07:39

I hold oci, Apax and icg Specto - if oci price opens up less than 8percent I’ll buy more here too.

bought more at 255 - cheaper than it was yesterday on a relative basis but price may have moved up in expectation over last 2 weeks

[cwa1] 12/12/2019 07:32

Sweet...

12 December 2019

Oakley Capital Investments Limited

Oakley agrees sale of WebPros to CVC Fund VII and follow-on investment

-- Proceeds: OCI's share of proceeds is approximately GBP110 million - a 92% premium to the 30 June 2019 interim carrying value

-- NAV increase: The sale results in an uplift of 26 pence per share - an 8.2% increase in the total NAV per share at 30 June 2019

-- Returns: The WebPros exit generates a gross return on investment of 6.7x MM, c.140% IRR
-- Follow-on investment: Fund IV to invest $200 million alongside CVC Fund VII; OCI's share of this investment is expected to be GBP43 million

[spectoacc] 12/12/2019 07:31

Not sure how many times I have to say it, but OCI is THE quality PE play on the London market, and deserves to (& will eventually IMO) trade at NAV.

+26p to NAV should shoot it through the triple top previous highs.

[nimbo1] 12/12/2019 07:23

There it is - adds 8 percent to nav

[spectoacc] 07/12/2019 14:48

Excellent, thanks @Jeff H - will see what comes of it.

[spectoacc] 06/12/2019 20:25

Aye and little movement on the TMO price.

OCI going to break up and out methinks - TA might say "triple top and down" but TA is b*llocks ;)

Not sure the GE will affect OCI either way. Safely ensconced abroad, and most holdings non-UK too.

[makinbuks] 05/12/2019 10:27

veiled profit warning from TMO today but on track for profitability in 2020

[1968jon] 03/12/2019 08:51

On the 18th of November.....could have told us earlier!

[spectoacc] 03/12/2019 07:21

AVI crossed another % threshold, over 14% of OCI now.

[panshanger1] 29/11/2019 12:36

Re :TMO I notice Richard Caring now has a sizeable stake which gives me much more confidence He knows his stuff New openings gathering pace but North America will always be challenging and you are years from profitability as they roll this concept out Still if they get sone traction there TMO could motor

[spectoacc] 28/11/2019 11:50

Good point re TMO, have to admit it's not one I'm a massive fan of. If they pull it off they could do v well, but only seem to see large losses so far.

[panshanger1] 28/11/2019 10:25

Quite a big holding in tmo would be nice to see a positive update from them on the new time out market openings in North America Due Feb I think

[spectoacc] 28/11/2019 10:10

:) Not outlandish methinks - 23% rise in NAV last year (end-June) to 318p, expecting it to have risen again. The strong performance & growth deserves a rating nearer to NAV IMO, not a thumping discount.

[cwa1] 28/11/2019 10:06

Yes please :-)

[spectoacc] 28/11/2019 09:51

A couple of 6-figure trades yesterday but looked like cash-and-new's. Clearly not a lot of stock around tho, & I fancy a run to.... £3 ;)

[essentialinvestor] 19/11/2019 16:13

Speaking of which I drafted an e-mail for a friend of my Mum's who
wished to raise concerns over EDIN performance, not even an acknowledgement, let alone a reply.

[spectoacc] 19/11/2019 16:07

Thanks @EI but - congratulate us when we sell ;)

Still waiting for that Invesco Holdings RNS.

[essentialinvestor] 19/11/2019 15:47

Congrats guys, should have snapped up another few last week,
... could, should, never, eh ).

[spectoacc] 19/11/2019 15:36

From the level of buying, surely a Thommo tip update.

[888icb] 19/11/2019 12:08

Good progress in recent days is continuing again as we are only 10p away from the shares high of 243p last seen in July. Up 2.65% on volume of 105000.

[1968jon] 19/11/2019 09:26

On Thursday just over 5% of the stock traded including large trades at 220. The offer now is 233. I think RSP quotes at the moment are going to be wide and in small size. Maybe I was the lucky one but I have seen offers (months ago)in the intraday auction of 500k at the same price and being lowered for days at a time. The offers I referred to in my first post above were in 250k shares. (I didn't take them all, I hasten to add). I have been filled in decent sized bids in the closing auction numerous times. I completely accept your point though that if asking for a risk price you'll get a better deal for ICG (at the moment - wink!)

[qs99] 19/11/2019 09:26

tried buying on BArclays platform but doesn't exist apparently. Any clues?