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OCI Oakley Capital Investments Limited

466.50
6.50 (1.41%)
Last Updated: 14:31:21
Delayed by 15 minutes
Share Name Share Symbol Market Type Share ISIN Share Description
Oakley Capital Investments Limited LSE:OCI London Ordinary Share BMG670131058 ORD 1P (DI)
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  6.50 1.41% 466.50 463.00 470.00 466.50 454.00 454.50 138,297 14:31:21
Industry Sector Turnover Profit EPS - Basic PE Ratio Market Cap
Unit Inv Tr, Closed-end Mgmt 229.98M 222.96M 1.2638 3.68 821.23M
Oakley Capital Investments Limited is listed in the Unit Inv Tr, Closed-end Mgmt sector of the London Stock Exchange with ticker OCI. The last closing price for Oakley Capital Investments was 460p. Over the last year, Oakley Capital Investments shares have traded in a share price range of 392.00p to 508.50p.

Oakley Capital Investments currently has 176,418,438 shares in issue. The market capitalisation of Oakley Capital Investments is £821.23 million. Oakley Capital Investments has a price to earnings ratio (PE ratio) of 3.68.

Oakley Capital Investments Share Discussion Threads

Showing 576 to 599 of 1275 messages
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DateSubjectAuthorDiscuss
09/9/2021
10:00
OCI and most listed PE funds trade at a discount because London investors only seem to trust stock exchanges as a valuation measure. This is despite the regular divestments made by the funds that provide a direct comparison against NAV. Now for sure this could be akin to selling winners and accumulating losers but not when one looks over time. I come to this conclusion because the outlier is Chrysalis Investments, CHRY, that trades a big (nominal) premium, is in the PE phase immediately pre-IPO.
hpcg
09/9/2021
08:50
Perhaps that’s why we trade at such a large discount
makinbuks
09/9/2021
08:48
Nice little presentation. I'm particularly pleased with the fact that quite a few investments are coming up to OCI's average divestment period, and more is being done to address the discount.

Surprised there was only one analyst asking questions.

brexitplus
09/9/2021
07:28
Essential, you can still register using the link on the RNS. I have just done so.

Video is also available.

brexitplus
09/9/2021
07:13
All looks good, may have to wait a little bit for new valuations to come through but seems to me they've got tailwinds in every direction (if you know what I mean)
donald pond
09/9/2021
07:07
We may get a buy back announcement tomorrow.

Forgot to pre register for the presentation so hopefully will be on their IR
site later.

essentialinvestor
09/9/2021
06:23
Results out...
cwa1
31/8/2021
12:05
Poised for an upwards move ?.
Maybe. It would be nice. I thought for a moment earlier that the 52s would be taken out!
The last few weeks since the numbers, to my mind, have been classic OCI price action. There is plenty of supply. No-one seems in a desperate hurry to unload but there are reasonable sized sellers who are happy to stay on the offer. AVI have obviously sold some (and Dubens has bought some). When I asked for a quote this morning two brokers were showing an aggregate of 250,000 shares at 352. WINS then went 1 bid and several trades went through at 352. Yet following those trades LIBS have refreshed and are now showing 150k at 351.9988. My guess is that the next move will require the sellers to be finished or step away.

1968jon
31/8/2021
11:31
Poised for an upwards move ?.
essentialinvestor
24/8/2021
08:38
I have seen signs of very heavy buying by other private investors this year. I am pretty sure that there are other private investors who have built much bigger stakes than me.
biggest bill
24/8/2021
07:58
I have been steadily accumulating these for the last few months. I am now up to 0.2% of the company which makes it my biggest single investment. I think the prospects here are not currently appreciated by the market. I can't believe that I can still buy these at a substantial discount. In a couple of years, people will wonder why they didn't buy at this price.
biggest bill
23/8/2021
15:34
I'd be having a word with Rishi about that duty too.
farnesbarnes
23/8/2021
14:52
Only noticed when posting that I was charged £40 commission because of trade value,
I've had £32.02 credited to my account as made a case that could have split the trade.

essentialinvestor
23/8/2021
14:41
That's a hefty bet in anyone's book. nice one.
farnesbarnes
23/8/2021
14:25
There you go.
essentialinvestor
23/8/2021
13:32
I've got lots of these by the way, have been adding at this price
donald pond
23/8/2021
13:18
Which is yours EI?

13:57:14 BSTGBX350.01p1,750£6,125.17OBSell
13:40:47 BSTGBX350.01p2,840£9,940.28OBSell
13:36:59 BSTGBX350.12p4,866£17,036.83OBSell
13:02:03 BSTGBX351p10,000£35,100.00OBUnknown
12:56:28 BSTGBX350.75p985£3,454.88OBUnknown
12:46:46 BSTGBX350.0099p5,682£19,887.56OBSell
12:31:30 BSTGBX350.0099p1,419£4,966.64OBSell
12:27:55 BSTGBX350.12p2,828£9,901.39OBSell

I don't see any 60k volume or value trades.

edit - I suppose because of the size of the trade it could be delayed.

farnesbarnes
23/8/2021
12:58
Thanks, just added 60k.
essentialinvestor
23/8/2021
12:54
Last announcement I could see before today's one was this one form June 2020 that suggested he had about 9.3%...
cwa1
23/8/2021
12:47
OAKLEY CAPITAL INVESTMENTS LIMITED DIRECTORS + COMPANY RELATED HOLDINGS 19,111,757 10.58%
CITY OF LONDON INVESTMENT MANAGEMENT 12,897,359 7.14%
SARASIN & PARTNERS 12,727,235 7.05%
LOMBARD ODIER INVESTMENT MANAGEMENT 10,623,554 5.88%
FIDELITY INTERNATIONAL 9,755,061 5.40%
HARGREAVES LANSDOWN 9,166,373 5.08%
JON WOOD & FAMILY 8,010,194 4.44%
HAWKSMOOR INVESTMENT MANAGEMENT 6,456,197 3.57%



From the OCI investor site.

essentialinvestor
23/8/2021
12:46
Directors already held over 10%, of which I would guess his was by far the largest %?.
essentialinvestor
23/8/2021
12:33
Peter Dubens, founder of Oakley Capital, has been announced as a holder of just over 10%(previously 9.3% I think!!) of the company...
cwa1
12/8/2021
12:55
date 21 sept is in the future!
ali47fish
12/8/2021
11:56
Liberum;
Interim Results Group Update


Date: Thursday 09 September 2021

Time: 14:30 – 15:30 BST / 9:30 - 10:30 EDT

OCI Host: Steven Tredget – Partner, Investor Relations

Summary:

Mkt cap: £640m | Prem/(Disc): -20.3% | Div yield: 1.3%
Oakley Capital Investments (OCI) invests in funds and direct investments managed by Oakley Capital. The strategy is to invest mainly in technology, consumer, and education-focused companies. The portfolio is focused on digital business models providing recurring or subscription-based revenues. The manager has a track record of sourcing investments at attractive prices, by originating transactions from through its network of founders and entrepreneurs. The overall strategy has been successful, with OCI delivering an annualised NAV CAGR of 21.3% and 17.4% over three and five years respectively.

Investment Case:

Digital focused portfolio – Over 76% of the portfolio is invested in companies with digital business models. Several of the company’s key portfolio companies are performing strongly and have the potential to deliver meaningful uplifts from current valuations.
Track record of accretive realisations – Portfolio valuation multiples leave significant scope for upside to the NAV. Historically, exits have been realised at a 44% premium to NAV.
Differentiated origination - Oakley’s ability to source transactions via proprietary channels and its track record of partnering with founders gives it a significant competitive advantage in the current market.
Strong NAV performance – OCI has generated a three-year NAV CAGR of 21.3%, one of the highest in the listed private equity sector. An 11% NAV total return over the recent H1 (and +26% over the year to June 2021) results period was mainly driven by earnings growth, rather than valuation uplifts, with 14 companies (accounting for 52% of NAV) growing or meeting revenue expectations.
Attractive valuation – 20% discount for a high-quality portfolio delivering consistently high returns

davebowler
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