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All good to go on Interactive Invester Services, I shall also be taking my full allotment of shares.
Offer received this morning on Hargreaves - I'll be taking my full quota (and a little bit more if I they let me)
Still nothing from Halifax, Anyone received the offer yet? Thanks.
Gewillia, The business model is quite solid so I will be taking up my Rights as I don't have masses of these therefore its not really a large wedge. Will probably try for some extra from the open offer as you rightly point out these are at a fair discount. The REIT return for me is 5% so reasonably decent and sustainable. This lot won't shoot for the moon.
I would keep an eye on how much of the portfolio is made up of High street distribution depots as opposed to Internet / Mail Order units.
Thanks rich.
According to the prospectus, notification should be sent out today - so should depend on how quick your broker is at updating - I'd expect to see it on my website account (AJ Bell) today or tomorrow.
Hi. Anyone know when we will be informed of our entitlement of placement shares? I am with Halifax. Thanks.
Thank you for the heads-up EL. Someone has been buying hard all month, Moving the price up to 139p yesterday and now we get the chance to buy a load more at the 31st December closing price of 130p.
I'm minded to take up the "rights". How about yourself?
And now you know why....
Is anyone else noticing the very heavy trading here since 01/01? 3.3 million today versus a 3-month average of c. 550,000 and it's been the same every day since last Wednesday. Up 3.3% from 130.25 to 134.6p over the period.
Some big institutional-sized trades going through, like the 1.1 million block, after the close today. Any thoughts from our cognoscenti?
Any idea why I cannot access today's RSN news on the LSE website this morning?
Would have thought these would have bucked the brexit property trend given its about the only type of property which might see increased demand for through leaving the customs union.
wouldnt touch shopping centre owners but their loss should be the wharehouse owners gain. People still need clothes etc and these look over sold in my view.
Couldn't resist taking another £4k at these low prices
Read really well to me, I shall anticipate the ensuring drop
This lot really do know what they are doing, as you say - solid. Don't forget to pick up the rights issues tho.
And today's RNS with all the detail is good. The Board and investment team seem solid.
Excellent news today which has gone unnoticed by the market. With eurozone rates at 1.5% it will certainly make financing projects a lot easier and cheaper and can draw on these as required.
I expect that with there previous dealings with the two tenants at other locations they are confident they can negotiate more favorable leases when the current ones expire, an element of risk as with all business but hopefully ultimately a rewarding one.
Seem to be very bullish prices paid for these with short leases Although Stoke well placed for large box distribution still risky
Whilst the issue of more shares does dilute the share price they are acquiring assets which can only increase in value over the longer term therefore any reduction in share price is short term and more assets means more income and more dividends. The market seems to like these boys and any new issue is likely to be over subscribed which also helps to keep the share price up.
Good visibility and everything on track to deliver 6.4p per year dividend. Very safe dividend given their margins and scale. I don;t know if there is much capital growth in the share but if it is income at a reasonable yield you are seeking the Tritax certainly ticks all the boxes! I would be quite happy if they do another discounted rights issue as well as reinvesting my dividends as it gives me a chance to grow my holdings. Very happy with a management that knows how to box clever.
Amazon take over of Whole Foods - Wonder if they will be needing another big box or two anytime soon. Onwards and upwards.
Coming
Just been told by my broker that the IPO was scaled back to 15% which is too low to think about just cashing in and flipping, so I'll hold the tiny amount I get and add as and when the price is good or there's further discounted offers.
No, I've seen this described as a "get rich slow" trade and what I'm investing is with an eye on 20 years' time to take the returns, so that works for me. Seeing as the price has held well above the 136, the 'cash in' was more a question for me of what (if anything) I'll get allocated and whether to take the profit available now to invest elsewhere, or to file them away as a core holding and continue to add whenever the price looks attractive.