OCI is not subject to the UK City Code on Takeover and Mergers.
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We reviewed OCI’s strong results in our note, Proving the pudding: a sustainable growth model, published on 16 March. Three quarters of the 2021 total NAV return of 35% was driven by underlying company EBITDA growth. This brings OCI’s five-year CAGR NAV total return to 19%. Key factors are i) high-growth companies/sector champions with structural tailwinds and digital disruption benefits, ii) repeatable proprietary sourcing, from Oakley Capital’s unique entrepreneur network, iii) recurring/subscription revenue streams, and iv) M&A-led value creation. The outlook is for more of the same. A £20m buyback has been announced. Multiple directors have been buying shares in the market.
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