Member Info for zoopython

yes, due to the recent share movements of both shares (dupd up, eee down) eee now has a greater discount to NAV than dupd. however there are reasons for this, my view is that it's the debt eee has, and the fact it may very well not be managable. Leverage on assets etc. dupd doesn't have this

good good. i think ultimately both will make you money, I just feel this will make more! people over there will argue that due to the recent price movements of both shares, that eee now has a greater discount to NAV than this, there is a reason for that: debt, and we don't yet know if it's managable.

given this a shout on the EEE board again, they won't like it but it's for their own good

Scream and shout at me if you like but please look at DUPD as an alternative to here, it's the best I've found in the sector. Discount to NAV now about 65% $88.3m in bank no debt no leverage on any projects there are next to no shares in open market - MMs majorly short (check list of major share holders, don't just take my word for it) company share buy-back scheme - once they are bought back they are cancelled meaning even less shares available and share concentration one unstoppable uptrend

It's very hard to tell/read but by watching the trades carefully, not hard with our small volumes, it seems the mms are happy to let this run up; they are moving the SP up when people buy AND when people SELL. Three times this week I've seen a sell move the price up. Just any trade of any size buy or sell seems to move us up!

very nice

it looks as though cazenove could finally have finished with their big sell off, hopefully we may finally see some movement, that share really has tested my patience! But ultimately, I'm sure it's going to be a big winner, and I'll be there when it finally shifts. Wouldn't be surprised if there was significant movement this morning.

buddy, let's hope for some more gains this week!

love this share a no worry, low maintenence share that just keeps gaining

Correct, also, once the company has bought them back they are 'cancelled' and taken out of the market, meaning even less shares in circulation. The MMs are going to be so short soon, check the list of major share holders I posted below

Well tw. are builders so they're construction sector as opposed to developers in the real estate sector. I'm in the construction industry, I work for a construction company which has it's hands in all sectors of construction, we have definitely started to notice an improvement with more developers pushing go on their prospective projects. We've had alot of jobs that we tendered/negotiated last year, and although the clients were happy with the costs, the bank would not fund the project, and thus nothing was actually being landed. The last 2-3 months the banks seem to have began to turn the tap back on when it comes to funding, and projects are finally getting on the ground. DUPDs website gives a good insight into their upcoming projects, and one would like to hope that they will have the banks backing to go ahead with the prospective projects. Their plans are vast and very impressive. This therefore is a great long-term investment as well as a short-term recovery stock. In the short term I believe we will see good end of year results, which show that asset values have not fallen too much, if at all since the last valuations (which DUPD assure were very conservative, in fact, many assets were listed down at cost price!) and reinforce the fact that these are way undervalued. With the global economy showing the first signs of recovery, and DUPD's brilliant cash position, they should be very well placed to carry on where they left off before the crash

you're right there, worth FAR more than 80p. With this tick up we are now trading at about 60% discount to NAV! great to see a substancial rise here, as we all know, the patient are rewarded

Two MASSIVE buys there! Two 900,000 buys! Somebody just ploughed in £1,044,000. That's a big boy. A confident big boy

completely agree, and due to the lack of shares on the open market, if we manage to attract even moderate buying volumes this should shoot up quick. 12 month target £1.20

yeah i'm watching eee intrigue there, noticed the volume has trailed off to the level of dupd now...i can't see it going any lower now though. Unfortunately at the mo i'm completely out of cash! i've ploughed everything into my current holdings and very happy with them all, would like to top them all up ideally!

you still in here mate? the more i look at this the more i'm sure it's a winner two very substantial buys today and a small tick up patience will pay off here

would have to agree, shot up last month but unmovable since. Happy to sit tight for time being. Nice to know there's not anything nasty lurking there that i'd missed! cheers

http://www.dragon-upd.com/files/DUPD%20IR%206mo%2009%20FULL%20-%20Report%20+%20FS.pdf

good post, have you looked at dupd? the share price barely factors in their cash, let alone any assets. $88.5m cash in bank NO leverage on ANY projects ZERO debt Share price 25% of NAV

I will take a look at this tonight properly. Have you seen DUPD? Real estate in Ukraine, 75% discount to NAV and $88.3m in the bank, I bought in a couple of weeks back, seems rediculously cheap but SP just about stuck now. Wouldn't mind your opinion, hopefully you'll either spot something I've missed, or pick up a few yourself!