Dolphin Capital Investors Live Discussion

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tiltonboy 21 Jul 2017

Re: 20% of shares traded It matched their holding.Third Point bought the Playa Grande development last year from Dolphin, and as a major shareholder in Dolphin I would suggest they had a good knowledge of the assets.

thirty fifty twenty 21 Jul 2017

Re: 20% of shares traded Hi T - how did you know it is Third Point and why do you think they would have particular insight into the true NAV?thanks

tiltonboy 20 Jul 2017

Re: 20% of shares traded Third Point were the seller, and I think they would have had a good insight to the real value of DCI. It worries me that they have sold. Let's hope that the buyer knows wehat they are doing.

thirty fifty twenty 20 Jul 2017

20% of shares traded so I have been nibbling here for a few weeks and delighted to see 180m shares traded today.they are at a huge discount to NAV but of course there are huge risks and operating losses.I cant see that there is a seller offloading 20% without having to take a big price cut,so I can only conclude it is a knowing buyer picking up 20%.shareholder news expected in the next couple of days,and I think that will spark some interest in the shares and a firm base under the price.they could be decent upside but its not that liquid and there is downside risk too!All IMHO, DYOR + BoLDCI is in my portfolio

tiltonboy 20 Oct 2015

Re: Interims The interims were released on 24th September.

forwardloop 20 Oct 2015

Interims [link] NAV per share as at 30 June 2015 stood at54p before DITL and 47p after DITL,Cash at 30 June 2015 was €74.8 million(31 December 2014: €30.9 million), of which€19.3 million was cash restricted at project levelfor certain developments (31 December 2014:€23.9 million).

menfrommoyse 03 Jun 2015

More dilution I sense potential, but maybe not for the small guy. I emailed DCI about participating in Convertible issue some while ago, no go. Be the same here. Plus ~60% of assets could get devalued by half if Greece goes, although building costs should decrease commensurately and cheap prices mean more buyers.I don't hold. Am watching Greece! Good that a profit was generated.

AJCB 25 Feb 2015

Excellent news Representatives of the major investors replace the board to shake the tree and narrow the discount to NAV. I see very little downside in this stock.

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