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That is the great unknown! The enthusiasm is because of the placing which announced building a team. This would only happen if a deal was close so the belief is that it is imminent! How imminent is imminent though!??

Continued;
From the audio file the deals are around £150-200mill and DKE get around 20% of this per deal. There are at least 12 in the pipeline and 3 basically finished. At the time of the presentation pdf “Dukemount presently has three financiers willing to forward fund each deal”. So we know there are at least 3 pension funds fighting it out and more than one deal on the table.
Once one deal completes the likelihood of more completing dramatically increases.

Who is the Team for the University Deals?
Architect – Hansell Lloyd Partnership.
They have literally written the book on Design for Dementia in cooperation with a number of universities. http://www.hlpdesign.com/publications/257-design-for-dementia
There isn’t a better architect to design these homes or university accommodation.
Project Management – MDA Consulting
https://www.mdaconsulting.co.uk/projects - Have vast experience in Health and Eduction building
Legal and funding – Hamlyn Reeve
Alfred Long who runs Hamlyn Reeve is on the board of DKE Care and Leisure (the sub of DKE who are doing these deals)
http://hamlynreeve.co.uk/services.html - Again there is vast experience in this very niche field
Builders – Likely to be John Turner Construction
They are the builders on the current projects. https://www.johnturner.co.uk/sectors
Again vast experience at building multimillion£ projects for universities and healthcare.
COVID Risk
Clearly covid is a risk for all businesses. It can cause time delays. However conversely it may play into DKE’s hands…
Universities are losing overseas fee paying students and urgently need additional income. There is also a push for extra nurses and for those nurses to work in care homes.
Pension funds are finding it difficult to buy long term income with interest rates being so low.

Placement risk
DKE has just undertaken their only placement form listing on the MAIN MARKET (NOT AIM).
This was primarily to employ additional staff to complete DD on additional deals. In the next few months they will get £1mill+ from the initial 2 properties completing so I think the risk of additional placement is extremely low. If there is one it will be for a very good reason. Indeed DKE is up 100%+ from this recent placement.

Overall
This is a main market listed company with an mcap of £3-4mill. They have a proven track record of property develpement and have gathered together a best in class team to complete multiple large deals. Each deal is a x10 from the current size and if 1 happens the likelihood of more is virtually certain. This is a share for the ISA+SIPP and to watch and wait. It truly has x100 bagger potential

DUKEMOUNT CAPITAL PLC
#DKE

Price 0.8-0.85 at time of writing 4/5/20

What does DKE do?
First bit of essential DD is the audio file below from a company presentation about 1 year ago. It’s a bit long but you’ll understand the company much better after.
https://drive.google.com/file/d/1__TVdbR2YnTWAoBwzwz5_q_FKTvKalkY/view?usp=drivesdk

From the website “The purpose of the Company is to acquire, develop and manage portfolios of properties which may in some cases be sold onto institutional investors on a sale and leaseback basis and which are already backed up by long-term operational tenants at a rent, which where possible, is CPI linked”

The first of these are at Wavertree and West Derby in Liverpool. Wavertree is in the final completion stage (hopefully finished in the next month or so) and West Derby is on route to be completed by August. The company received a bonus of £500k-£1mill on completion of each project so in the next few months they’ll have at least £1mill more cash in the bank.
Sounds like a great business but this part isn’t the reason to buy. They are making a step change in deal size and scope.

The next stage is Independent Retirement Living and Extra Care involving universities nursing students.
“Dukemount is in advanced discussions with a number of parties involved in this area and has once again partnered with architects HLP Design who are internationally renowned for their work in this sector and MDA consultants. To extend the range of its long-dated income proposal, and the size of the projects, the board has completed its due diligence on the retirement and extra-care sector creating DKE Care and Leisure Ltd (DCL). DCL will not be the operator in either of these two sectors but will seek expert operators in each sector on a project-by-project basis. 
An interesting development in these talks has been with universities who offer nursing degrees. We have proposed developing retirement villages and extra care accommodation either on campus or close to the universities, potentially freeing up capital for them and offering valuable practical work experience for their students”
Next essential piece of DD is http://dukemountcapitalplc.com/documents/DKE%20online%20pdf%20v6.pdf

Layman’s terms
DKE bring together universities who offer nursing degrees and Pension Funds who want to buy long term income. Everyone benefits.
The university gets new nursing student accommodation built (which makes it more attractive to students) and a care home on or near their land in which the nursing students can gain first hand nursing experience (makes them more attractive to students). They also gain financially from land sales and Care home profits. The pension funds are able to buy a very long dated income lease on the care homes to have a fixed return over the long term. This is something all pension funds want but is increasingly hard to come by.
From the audio file the deals are around £150-200mill and DKE get around

When was the last time we had volume like today? Amazing. Shows that ARCM must be on a lot of peoples watch lists

Do you hold some still draft ?

How many do you have?

Do you have shares? I have around 7 million

I am interested to know who has decent sized holdings in PPG? I note lostmyshirt has 5 million . Who else has largish amounts?

Yes

RNS out after hours. The major shareholders want Tatnall and Longley out. Interesting times

china whinging on about it as usual on twitter though

1000 I believe approx

I thought the John Meyer stuff was informative and not raspy at all. He pointed out that to Zambians the current price was better than their pwn currency; so if Zambians want cash they sell a few shares. I'm not holding with the shorting theory although there could easily be shorting on speadbet sites

A lot of shooters are getting very excited about Woodford selling....but he hasn't!! There has been a transfer of voting rights. My bet is he will hold and be laughing at you all in 12 months.

Happy with that . I’ve got over 2 million shares so £1 million. And I know several people with 10 million plus who are holding

bought in at £1.5 last week. not often you get a 25% rise on a big company so quickly. Much more to come in my opinion .

same old same old.

not me!!! And what a thumping loss that must have crystallised . Don't know who has so many shares unless it's something to with the estate of Phil Stephens

guilty!!

ISA!!