Digital 9 Share Price (DGI9)

I'm hoping for a lot more than this given there is £3.6BN so £2+/ DGi9 share of retained earnings in Arqiva?

Never mind the fact that Arqiva is a going concern that is throwing off £300M+ in cash per annum, on £800m of net assets!

Seizing effective control of Arqiva pre-float should be the no 1 priority of the board.

or have I misunderstood this?!

“ 51.76%? A majority shareholder” … No .. refers to Economic interest. DGI9 is a 48% shareholder.

As I wrote below, when the £20 million deferred payment lands in the bank account, expect another few pence rise.

I’m expecting a 50p a share return with Arqiva IPO, up to 20p a share from performance targets from sold assets, but not banking on it, and whatever cash is left over from asset sales having paid off debt and management fees.

We will see.

This is exactly the transparency I want to see. What Dgi9 needs now is - pretty obviously - more buyers. Buyers will come in when there is clear and evidenced upside potential through cash distributions - i.e income from the portfolio NOT any analysis over 'NAV'. Unlocking the value in Arqiva about the largest potential catalyst to shareholder value, we're hearing NOTHING about it - how exactly do they imagine the shareprice to react and the market price to NAV to narrow.

51.76%? A majority shareholder, so how are D9 using their power? Zero evidence to date! Just no transparency about this investment and how or when it can be realised! Need to be a patient investor. Meantime IM and other fees etc pile up at small shareholders ‘ expense. No wonder the big boys have sold out! I just wish I had confidence in the DG9 board, if there are still directors there! Wishful thinking methinks.

Your so called “managers” in the current market on average have around a 40-65% chance of beating their benchmarks and is why the sector is in decline … the managers in my view, would do better trading their benchmarks and not bothering with stock picking from the benchmarks…. While the advantage for folk like us, is picking up assets below NAV and hoping for a NAV sale of assets.

Outside of the above, with the time taken to find a good manager … might just as well take Buffet’s advice and pick an index on leverage.