George Frangeskides, Chairman at ALBA, explains why the Pilbara Lithium option ‘was too good to miss’. Watch the video here.
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Https://x.com/SwazersC/status/1762478916202029515?s=20 https://www.tradingview.com/x/twB3a0gV/
So where is the bounce?
My #EBOX idea continues to move in the right direction. https://www.tradingview.com/x/5OReA93O/
I drew a chart for #EBOX on the daily timeframe. I like the way it looks and if support comes in it could be trending. https://www.tradingview.com/x/Q1zwmXAY/
Despite a reported loss, the market is marking up the shares a by about 4%. Technically, by this time next year, they could be pushing 73p. So many REITS have wiped off billions of asset value from their accounts that this process should now be waning and accounts next year should report profits. DYOR
Who is selling them this cheap. Is this company is a real looser? Is this still a buy? Please advise. Many thanks
8.6% according to the lse summary.
That's a pretty chunky payout whilst waiting for the share price to adjust to more realistic levels.
Can anyone tell me what the current div % is at the current SP? I can't figure it out from the payments.
There was a full page article on Eurobox in this week's Moneyweek. According to the article, there is no major debt refinancing until 2025. The article didn't specify the current interest rate but it's probably very low. What is interesting is that, unlike the UK, rental rates in the EU are index linked. Also, online sales in the UK are pretty mature whereas the EU has a lot of catching up to do, so more growth is expected there.
Anyone know the interest rate and how long for?
The share's pulled back as you expected/feared. The portfolio is still very high quality and the price should recover once interest rates start to fall. At the moment, nearly 8% dividend seems to be not enough risk premium for the market when interest rates are 5+%.
No idea why as only here for the regular income but nonetheless will take it
Started a small position here, look to add more soon. Might be price drops back, but current yield of over 6% helps negate drop in short term. Like the longer term prospects here and potential for increased (covered) income in future years.
I'm impressed with Tritax and invested accordingly
Analyst retained a ‘buy’ recommendation on EBOX and target price of 125p, which slipped 0.5% to trade at 60.3p (21.12.22).
Property trusts have felt the blow of rising interest rates and a spike in bond yields precipitated by the meltdown in the gilt market. As a recession looms, they are failing to get back on their feet, with investors fearful that property values will be written down.
However, they said ‘strong demand and tight supply are driving prime European logistics rents’.
This means that ‘with indexation, lower fees and asset purchases, the €0.05 [4p] dividend per share is covered’.
‘The capital risk is overly factored into the 54% discount to net asset value, and the 7% dividend yield is stable and covered.
It seems the main issue is that EBOX have not submitted KID/KIID documents.
I don't know why.
>Legsofman
You can buy on ii, but only by fone call. See result of my chat with ii below:
I put the following note on advfn EBOX thread to see if anone else has come across this glitch.
I'm still waiting for a response.
''I am currently bottom feeding on strong companies, with a 5yr view on those with temporarily high yields. I already hold BBOX and earlier this week I tried to buy it's Euro partner EBOX through Interactive Investor, but they refused to conduct the transaction, due to so-called special conditions. I sent them a Secure Message to ask what the problem was and got the following reply:
''Unfortunately, this stock can only be traded over the phone with us. Please give us a call on the number below to speak with a dealer who can assist you. There would be no additional charges to place this trade over the phone with us. The dealer will ask you to confirm that you have read the Key Information Document and the Cost Disclosure Document, which is attached to the primary listing, BOXE. Please use the link below to view the documents.''
Tritax EuroBoxEuro Ord.
Clicking the link took me to the BOXE page Regulatory Documents, namely:
View 'Key Information Document - KID' (PDF),
View 'Cost Disclosure Document' (PDF).
The links provided a huge amount of detailed info on the likely risks of taking up this investment but, as far as I can tell, there are no more risks than investing in any stock. So what's the big deal here? Have you guys had to go through the same rigmarole?
EBOX looks like a a company with potential to me, but I admit to being a bit put off by all this regulatory stuff, especially when there are so many other bottomed out hi yield shares to choose from.
No brainer or income this one
Potential to move up in SP as well
Dear friends
I think this is a quite good investment with dividend yield. Please advise.
Still can’t buy these via ii. Another broker it is then.
Tried to add more at today’s bargain price...good old ii don’t have the kiid...so failed.
Asli had a good uplift today.
What does a company have to do to encourage investment? Unbelievable reaction today to very good results