Oakley Capital Investments Share Discussion Threads

[donald pond] 08/12/2023 09:24

Been a real change of character in recent trading. Someone accumulating

[ali47fish] 07/12/2023 14:49

so is stride bought by oci?

[1968jon] 07/12/2023 13:43

Thanks for that davebowler, I'm surprised I missed it.

[davebowler] 07/12/2023 09:30

Interesting article about online learning Stride with parallels with our IU group

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[apple53] 23/11/2023 10:04

NB to answer my question Dubens is only about 57, sadly. Though maybe he would like to retire soonish to spend more time with his money (sorry, foundation)?

[davebowler] 23/11/2023 09:33

...The AVI team liked OCI’s announcement of a new €190m commitment to Oakley Origin II. That fund will be focused on lower mid-market buyouts, which AVI feels is a key area of strength for Oakley. Oakley is deploying capital into what is more of a buyers’ market. Recent investments include Thomas’s London Day Schools, a dental labs business, an AI-powered marketing platform, and a software business targeting the transport and logistics market.

[makinbuks] 22/11/2023 10:05

Good story

[apple53] 21/11/2023 19:37

re windup as end game, how old dubens?
arguably also end game at tetragon, nascit and others.

Also noted most recent statement mentioned buybacks when appropriate (ie depending on other cash requirements), so seem to be more flexible than other entities in this regard, who normally make it outsourced and automated. I take the view that this helps to underpin the price a little but they won't chase the discount below, say, the historic average.

Dubens has indeed been like a buyback the last couple of weeks, doing a large chunk of the visible volume.

[danieldruff2] 21/11/2023 18:14

Dubens has such a large holding now that he must have an endgame in mind, which won't be to sell it back at a 40% NAV discount. I wonder if he will push for OCI to close shop when he's ready to retire.

[ali47fish] 21/11/2023 09:16

but overall this is a robust company so one should at least hold

[this_is_me] 21/11/2023 08:53

There has been some institutional selling. This could keep a lid on the share price if there is a concern that this might mean more selling into any share price rise.

[ali47fish] 21/11/2023 07:27

why is the share price not responding to the direcors adding

[misterd1] 03/11/2023 15:19

I thought I would further expand on my post above as I'm certain many people will get this wrong

Resolution 8 is a special resolution requiring 75 per cent. of the shares voted to be in favour in order for the Company to discontinue as currently constituted.

The Board does not support this course of action as the Board considers the continuation of the Company to be in the best interests of the Company and its Shareholders as a whole and accordingly, unanimously recommends that Shareholders vote AGAINST the Resolution.

The Board believes the Company is well placed to continue generating attractive total returns for its investors and the rationale for recommending Shareholders vote in favour of the continuation is set out below.

[makinbuks] 03/11/2023 15:10

Tredget is such an asset, interesting that he was so positive on HGT too. He also discusses the "1% of performance driven by debt" claim, credibly in my view, without detailing the maths of exactly what he means. His point simply is that portfolio company valuations are more driven by organically generated growth in market share rather than either leverage or macro driven market growth

[misterd1] 03/11/2023 13:16

Don't forget to vote for continuation - but be careful- it's an AGAINST in the box so I suspect many will make errors here

[lozzer69] 03/11/2023 12:37

Thanks the YouTube link which I just watched. Very interesting and happy to hold in fact I might top up.

[donald pond] 03/11/2023 08:00

Good interview with Tredget and Vox capital on YouTube. Can't post link as on dog walk

[ali47fish] 02/11/2023 07:22

wow 2 dir buy a good chunk- are we supposed to follow them

[biggest bill] 31/10/2023 16:00

This is the same article without the need to sign in.

[ali47fish] 30/10/2023 14:32

hardly any evaluation in the liberium note?