Oakley Share Discussion Threads

[spectoacc] 22/12/2016 16:06

Lost access to BBs for a while, an IE problem I think, but was very pleased to see OCL introduce a dividend policy, and not before time.

Still very curious who sold (and bought) over 6% of the company - I see no way that failure to declare either transaction can be within the rules, but we're months on now.

[luckymouse] 21/12/2016 15:54

Interesting bit of adv TA for those interested - there was slowing but no divergence in the momentum osc's as it neared the neckline & bounced (H&S,IHS are complex patterns)
BUT there was in the Chaikin Money Flow - means the sellers clearly weakened as it approached the line - an early tell. TRIX (LT smoothed) looks like its about to flip up

[skyship] 20/12/2016 16:51

Great chart: Breakout followed by conventional pullback to the breakline; now moving ahead - hopefully to 174p Target


free stock charts from uk.advfn.com

[luckymouse] 20/12/2016 14:47

Looks like mgt are giving OCL a fresh impetus - new uptrend on the ma's

[shaker44] 20/12/2016 14:34

And very positive ST is too. Suggests the very wide discount to nav is likely to narrow very soon. Lets hope he is correct

[langland] 20/12/2016 13:57

Also mentioned by ST in the IC today.

[contrarian joe] 20/12/2016 11:50

Thanks Sky,only just noticed your introduction of divi post,that's just what the doctor ordered for this fund,i'me sure this will attract income seekers $ narrow that substantial discount to around the teens.That's a lovely chart forming.

[contrarian joe] 20/12/2016 11:05

Oakley Capital acquires Casa.it and atHome.lu
20 December 2016 | 10:01am
StockMarketWire.com - Oakley Capital Investments Ltd has today been informed that Oakley Capital Private Equity III2 (Fund III) has agreed to acquire a portfolio of European real estate websites including Casa.it in Italy and atHome.lu in Luxembourg.

Oakley is backing the existing management team to acquire the business in a carve-out from its parent company, REA Group.

The transaction builds on Oakley's experience in the online consumer sector through its previous investments in Facile.it, Parship Elite Group and Verivox.de.

Oakley is attracted to these business models because of the strong underlying structural market growth in these segments, their asset-light nature which leads to strong cash conversion, and the ability to accelerate performance through effective KPI management, especially around marketing.




At 10:01am: [LON:OCL] Oakley Capital Investments Ltd share price was +0.5p at 150.5p



Story provided by StockMarketWire.com

[888icb] 16/12/2016 08:37

Back up to £1.50 now

[paleje] 16/12/2016 08:35

And substantial discount to NAV with good management. That big ned buy a few weeks back of ~£1.6m was pretty convincing.

[skyship] 16/12/2016 08:10

Company announces maiden dividend of 4.5p. Places OCL on a 3% yield @ 150p:

[luckymouse] 07/12/2016 14:48

and some neckline bite

[spectoacc] 07/12/2016 07:19

Small NAV accretion with the disposal this morning.

[spectoacc] 02/12/2016 16:28

Still been no RNS on the stake sale (/purchase).

[bamboo2] 23/11/2016 23:52

Hi LM, todays down tick looks like just the ticket for longs, as the potential turn in the share price tomorrow/friday will be up. This takes out the resistance from the overhead trendline experienced by the share price during the previous two sessions.

Things are going really great. cheers



edit, looks like I got the direction of the turn wrong.

[luckymouse] 22/11/2016 12:34

Tks Bamboo - hope its going well - yes it might consolidate in the 160s - hoping it will push on thro then
LM

[spectoacc] 22/11/2016 08:16

Retaining a chunk, for reasons other than TA.

[bamboo2] 21/11/2016 23:35

Hi LM, yes it could go higher.

My TP based on Bulkowski's stats for flags, which are normally minimum targets.

Always take stock of the chart, once it spproaches the tp. I'll be keeping an eye out.

Hope some longs have stayed in.

Shame I can't invest here.
Cheers

ps watch the price action just before 24th, it will likely indicate future path

[luckymouse] 18/11/2016 08:57

Mkts allowing, hoping for a bit higher than 164 - gap at 173, shape heights etc

[mad foetus] 17/11/2016 17:23

Well done, though my feeling is that this may prove to be a real long term holding, though a bird in the hand...

[tiltonboy] 17/11/2016 17:12

Taken my turn in OCL. Happy with 14% in one month

[luckymouse] 16/11/2016 17:20

Quite firm

[skyship] 12/11/2016 08:31

:) - was ever thus!

[spectoacc] 11/11/2016 19:46

Hadn't realised it was discussed on the other thread. @QS99 - Sarasin we think were the sellers, as they'd previously been a seller (dropped to 9.86%), and about 6.5% went through the market in 3 late-reported blocks, all at same price (implying it wasn't some bought, some sold).

BTEM are building a position in something but the dates didn't tally - unless they'd started small a month earlier.

However - there's still no RNS for the holding, when there should be for any stakes over 5%. Even if you could argue several holders of sub-5% split the shares sold, there should at least have been an RNS from Sarasin.

When I spoke to OCL, I got the strong impression they knew exactly who had sold and who had bought, but were keeping schtum - lending weight to the BTEM theory.

Also, Dubens, despite having been involved with the co from inception, has bought almost his entire, huge stake very recently, at ever-higher prices. That says to me: "We've got an activist shareholder join the register, I'd better get some skin in the game PDQ".

All IMO, all possibly b*llocks, but if it is BTEM then OCL's got a lot further to rise IMO.

(Although - Sky - did you read about DCI in BTEM's AR this morning? All those lovely paragraphs for each holding and how much they'd made/will continue to make, then you get to DCI and: "...Are down 84% since we first bought in". :) Can't win 'em all).