Oakley Capital Investments Share Discussion Threads

[essentialinvestor] 12/3/2020 20:39

IVI mainly.

[spectoacc] 12/3/2020 16:50

What did you buy with the OCI cash?

[essentialinvestor] 12/3/2020 16:18

Lols, I did that weeks ago!, My better half world in healthcare.

[spectoacc] 12/3/2020 15:39

Well I hope it was on supplies!

[spectoacc] 12/3/2020 15:19

Fair play - what did you spend it on, dare I ask? I think USA is the next Italy, but I've been dipping into trackers this afternoon. No individual shares yet, still waiting for the crash.

Having lived through 3, this isn't yet it IMO!

[essentialinvestor] 12/3/2020 15:14

Spec, I exited this morning to raise some cash, which I've now spent!.

Brutal, brutal day.

[spectoacc] 12/3/2020 11:38

@EI - is a real struggle with the discount! Tho I do accept the NAV may fall. Fall should be temporary.

Could also argue wider discount in a bear market - look how far 3i's preposterous premium has come back.

[essentialinvestor] 12/3/2020 10:49

Spec, thanks for the view, were you not tempted to sell up here with your bearish outlook?.

[spectoacc] 12/3/2020 10:05

It is, and has been ever since it took off in Italy. USA is the next Italy, only worse, and with a much worse healthcare system.

The travel ban should be on Americans, not Europeans.

I won't, of course, spot the bottom when it comes, but I'd suggest we're miles away from it. Amazing how people still aren't cottoning on to how economically damaging Covid-19 is.

[essentialinvestor] 12/3/2020 10:02

Should have clarified, my comment was not on the excellent results, but on wider macro going forward.


Lagard appears to be saying this is potentially a bigger hit than the financial crisis.

[spectoacc] 12/3/2020 09:05

Results looked very good to me, though not much we didn't know already. Acknowledged possible Covid-19 issues & claimed to be prepared, but not sure how anyone can prepare really, if it gets serious enough.

[essentialinvestor] 12/3/2020 08:36

Cycle beginning to look like it's rolling over?.

[essentialinvestor] 11/3/2020 06:16

Referenced the fat 3i NAV premium a couple of months back,
that has disappeared!.


The main issue currently ...is this an early stage equity bear market which may lead to significantly lower
exit multiples and returns?.

[essentialinvestor] 10/3/2020 11:12

Added than AM, 2.25 type area would be nice.

[shaker44] 06/3/2020 03:20

If I sell Iweb won't let me buy back! But I really like OCI and am happy riding out short term issues for a long term hold

[apollocreed1] 06/3/2020 01:21

@nimbo1-OCI also run private school companies. In light of certain European countries closing their schools these businesses will also suffer. So I sold half of my holding at 250p, which is still a 70% profit from my entry price.

[nimbo1] 05/3/2020 14:45

OCI are quite exposed to Corona - outside of their great tech holdings etc they seem to have luxury fashion (and the sails business) and obviously a large holding in time out which I imagine will need some sort of support funding at some point but haven't checked their balance sheet.

any thoughts?

[nimbo1] 04/3/2020 07:18

not sure the luxury travel bag market will be growing at the moment... perhaps a short lived thing.

[essentialinvestor] 03/3/2020 10:59

Had a small amount.

[panshanger1] 24/2/2020 18:42

Agreed Certainly the class operator in the sector at the moment

[spectoacc] 24/2/2020 07:35

+3p to NAV with today's small deal - OK, about covers the spread, but OCI never seem to put a foot wrong.

[panshanger1] 14/2/2020 15:31

1m sale at 276.55Invesco ?

[spectoacc] 04/2/2020 14:56

Plenty in the discount gap & surging performance elsewhere for TMO to even halve again IMO.

[panshanger1] 04/2/2020 13:21

TMO price drifting lower recently