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In my view (and experience as a shareholder) this REIT has been a value destruction project, overseen by a board who have decided to sell out at a discount rather than take responsibility and move the company forward. An utter disgrace, in my opinion. The executives have abused the fact they had nothing to lose and placed no value on the trust given to them by the company's owners. Yet they were compensated generously.
Can anyone explain why people are still buying?
Had your chips I'm afraid Charris et al vs further gains - Starwood have already built up a 29.59% holding + recommended by the RDI Directors,
so very unlikely anyone else will come out of the woodwork.
Unfortunately when interest is lacking it allows this sort of opportune approach - so it will be subsumed into a larger entity...will also have to look elsewhere.
Is it worth holding for future gains? I averaged down so am looking at a profit right now.
Cashed out, with a substantial loss. The offer price is not going to be improved, this is a done deal, so decided to go now and invest in something that will hopefully make back some of my losses over time.
Complete disaster for long term shareholders. Being bought out at a significant discount to NAV. Greedy board just happy to cash out and get rich quick at the expense of shareholders. Disgraceful.
A bit of a joke to be honest. Why did they pay a dividend, when they should have been reducing a bit of debt. Yep NAV 20% below, talk about manipulative buying at the right time. I assume we get to vote a no deal ? They need 75% approval to get it through. Share holders need to say no in order to get a much better offer.
It was MrG, but looks like times up with 121.35p per share bid !
Premium of circa 33% to the share price but 20% below NAV just about sums up a purchase on the cheap - but probably as good as we will get out of it....
With the vaccine being rolled out, it could be an ideal time to invest in RDI. They have a perfect portfolio for the return to City life. Could be a hidden gem.
Last day to trade in order to be eligible for the cash dividend Wednesday, 2 December
I see Peel Hunt have matched the Berenberg target price after the relaease of the yr end accounts.
I've looked around and am struggling to find much analysis of the accounts, certainly they were lengthy.
Normally H&L are quick off the mark with a report, perhaps we'll see some views over the weekend.
G
Looking at the half year result notes;
ยท First half dividend of 4.0 pence per share. Full year dividends to be weighted towards second half with expectation to revert to regular pay-out ratio alongside full year results
So, hopefully a 6.75p dividend.
looks like the market is anticipating positive news on Thursday, this has ticked up from 1.04 in the last 30 days.
Let's see, how it pans out later this week.
G
140 is easily achievable, although next level is 163 which is also possible.
Looking forward to finding out what the divi will be due to reit rules and thevlower payment earlierbin the year
For what it's worth, last week, "RDI REIT: Berenberg upgrades to buy with a target price of 140p."
source: Sharecast
3 and half month double bottom completed today. Will it breakout and turn into an uptrend.
My analysis:
https://uk.tradingview.com/i/yv31ehUr/
I reinvested my divi .
time will sort out the true value im in no hurry plus the divi is a big bonus ill be adding over the next few years ,
id like to see this aviva financed shopping centers area delt with apart from that it all good to me.good luck to you all
Gerry,
Good to see some movements from the Share price since last week. We have been in red a few sessions and today we turned into blue. I think we will see more big trades today to join the 4p Dividends for tomorrow.
Good luck to you and Railride.
Obelix
Agreed two really positive rns, with the agreed planning permission for the extension at 127 Charing Cross Road,and today's refinancing news.
I for one am pleased with the move RDI made into the London serviced office space.
Perhaps the market hangover regarding retail still holds it sp back.
though RDI has been moves to reduce retail creating a more balanced portfolio:
https://www.rdireit.com/portfolio/sectors
Take the div and hold for a shift in market sentiment seems to be the way forward.
G
Railride, I have the the same question, why 106? Undervalue? Have you noticed all big trades since last Friday?
is right its under valued even cromwell was knocked back at 185 a share offer so why on earth its 106 beats me ,
just unloved i guess but the divi is great .
railride, another good news out today. RDI looks good and strong now. Hold for dividends and rise of share price by next Friday or next week.
Sure, the Dividends has been already declared and I don't think we will go down 4p on ex-dividend date.
It's a good opportunity to buy and hold for the dividends and possible another good news next week.
Have a nice day, take care.
Obelix