Cube Podcast #13: Neil Johnson, Duke Royalty (DUKE)
For this podcast, Graham was pleased to be joined by Neil Johnson, Executive Director and CEO of Duke Royalty (DUKE) (latest share price 41.4p, market cap £83 million).
Duke is “a Guernsey-based diversified royalty investment company. The Company specializes in diversified royalty financing and provides alternative capital solutions to a diversified range of businesses in Europe and abroad”.
- 0:00 Background to Duke.
- 04:00 Nature of the product.
- 08:00 Protection in defaults.
- 13:00 Capital Step acquisition
- 17:00 Features of CS investments
- 24:00 Portfolio diversification and growth
- 27:00 Miriad Products & Duke’s equity holdings
- 38:00 Dividend policy
- 46:00 Duke’s debt facility
Please note the important disclaimer which applies to all of the content on this website, positioned just below this article.
At the time of publication, Graham Neary has a long position in DUKE.