With two of the world's biggest asset management firms now well onto the register I'm sure it won't be long before our favourite minnow starts to attract more attention from the 'great and the good' of the international asset management community, given how incestuous it generally is. When fund managers see this type of activity from the 'big boys' they often wonder what they have found and there is a certain sense of FOMO. I would expect this now to trade extremely well from here. With JPM AM and Capital now holding 15% of the company it also means that they will take up any cash raises that will come from the company given how deep their pockets are. This is a great development and the first steps in what can be a great journey. If Sirius (SXX.L) can become a US$1.5bn digging a mine under a protected area of national beauty then DNK can scrape down an few metres in the middle of a unpopulated desert to the same effect. Disallowed anyone?
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