Oakley Capital Investments Share Discussion Threads

[spectoacc] 14/6/2019 10:40

Hmm still no evidence of any Woodford sales. One of his very few good holdings.

Could be like WHR or Redde, multi millions go through a few p under the bid but not enough price movement to really take a position.

[spectoacc] 11/6/2019 14:27

Could go either way but agreed. Have a decent holding already but would buy more on Woody.

[solarno lopez] 11/6/2019 13:35

Good thinking

However if OCI is a good stock as we all believe then other institutions will be approached to take the stock.

Thus it wont hit the market and affect the price

[brexitplus] 11/6/2019 13:10

I’d like to buy Oakley but with Woodford holding so many I will have to wait.

[spectoacc] 30/5/2019 09:08

NAV should be north of £3 now - muted reaction may suggest a Woodford sale? Who knows with Woodford tho - rationality went out the window when he started punting biotech start-ups.

[solarno lopez] 30/5/2019 08:14

hahha still very nice though

[spectoacc] 30/5/2019 08:10

As I keep saying - the best listed p/e co bar none IMO, and cheap! +21p to NAV per today's RNS. The only listed p/e I hold.

Hopefully Woodford will knock it at some point, and give another decent entry point. I've chased it a few times but Woodford had 17% at last count, & redemption pressure is killing him.

[spectoacc] 18/5/2019 14:00

Indeed - one of his rare good picks! Not sure he could exit OCI easily tho, if he had to (which he might, eventually).

[rambutan2] 17/5/2019 22:10

Before i forget, i noticed that Woodford, via the redemption racked WEIF, holds 35,845,833 ords, or did as at 31/12/18. It also held 21,640,000 ords in TMO.

[spectoacc] 10/5/2019 15:46

Gets another mention from ramper Tommo in the IC today.

[888icb] 05/5/2019 13:32

This continues to perform well as is demonstrated by the share price graph above.

[spectoacc] 01/5/2019 14:22

The only p/e IT I hold now.

[solarno lopez] 01/5/2019 08:05

Positive investment by OCI

[getscenic] 11/4/2019 18:19

May have something to due with the questor (telegraph) tip, kepler have been employed to promote this one as well

[spectoacc] 11/4/2019 08:32

Assuming news on an investment but haven't seen any. Bottom line tho is that OCI is (IMO!) the best value PE IT out there, in price vs value vs discount vs performance terms. Should be trading nearer to NAV I say :)

[solarno lopez] 11/4/2019 08:15

It is long May it continue

[spectoacc] 11/4/2019 08:10

Perky - what have I missed this morning?

[slicethepie] 14/3/2019 09:05

What's not to like! Ticks all my boxes!

[cwa1] 14/3/2019 07:56

Results out:-

[spectoacc] 31/1/2019 13:03

Thanks; certainly a larger NAV rise than I was expecting!

"This is a NAV total return of at least 15.3% since 31 December 2017 (245 pence) and 8.2% since 30 June 2018 (259 pence), including an interim dividend of 2.25 pence paid on 25 October 2018."

And to think the share price has actually fallen since the June half year NAV.

A few PE ITs I feel should be trading at or near to a premium (as iii does). More performance like this, and OCI could well become one of them.

[contrarian joe] 31/1/2019 11:36

yes excellent update,discount around 30%,wasn't expecting that considering market environment , good un ya spec.

[spectoacc] 31/1/2019 08:08

Another great NAV release. Picked up more, but MMs being hard work.