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To seek to provide Shareholders with an attractive return, principally in the form of quarterly income distributions and with the potential for capital and income growth through exposure to a diversified portfolio of Healthcare Real Estate Assets.
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I found this in the recent RNS from the 21st akajimmy, it suggests the majority of their debt is fixed unless I have it wrong?
'77% of the Group's drawn debt at 30 September 2022 is hedged via a £75 million long term debt facility expiring in 2035 fixed at just under 3.0%, and a £25 million interest rate cap of 1% which expires in June 2023.'
Possibly, all property related shares and REITs came a cropper over the last month. But IMPACT is climbing now. I have this one buried in my dividend/rock solid collection of holdings. The sp may fluctuate as the govt messes the yields up on gilts but the clientele IMPACT has are as reliable as it gets, and we are not running out of senior citizens anytime soon. This recent drop is a heaven sent opportunity to accumulate in my opinion.
Is high interest on borrowing the reason for the poor performance of late?
And today, did a bit of digging and I would put it down to half of the company’s debt is at floating! Hopefully they would have bought some interest rate swaps…pretty poor risk management imo
It doesn't seem long ago that the share price was around 120p. Just sit back and wait I guess
Yes I agree but the shares have dropped 2p today! Strange beast the stock market
More excellent news from IHR. Profits before tax increased by 88% over the same period last year, occupancy rates at their highest since 2020, second-quarter dividend declared as expected and a significant war-chest for identified opportunities to expand. With the yield currently bang on 5% this looks to be a solid investment, IMHO of course. Expect the sp to firm a little from this level.
I can understand that, nervous times for many people just now. In my experience the best thing to do is sit tight & ride out the storm.
Thanks. To be honest I'm nervous about doing any thing at the moment!
Lbb currently a buy at 116.80 so you can pick some up below the offer price now (accepting there will be dealing costs).
I should contact Impact - I have found them to be very helpful and responsive to shareholders, and when you have their reply, make an official complaint to Barclays.
My Impact holding is in my ISA with I-web (Halifax) who are probably the worst broker in existence. They notified me of the offer, but I didn't take it up because I was waiting ages for them to return my cash from the Bluefield Solar offer - way after everyone else had received theirs.
My investment in Impact is with Barclays Stockbrokers Smart Investor and Barclays did not contact me to enable me to take up the offer (which they have always done on corporate actions). I asked them about this and they said it was up to me to contact Impact direct which seems a nonsense as Impact presumably don't have any shares in my individual name so I wouldn't have been able to do it. Barclays are insistent that it wasn't up to them and that they aren't in the wrong. Has anyone else any experience with this one please?
My investment in Impact is with Barclays Stockbrokers Smart Investor and Barclays did not contact me to enable me to take up the offer (which they have always done on corporate actions). I asked them about this and they said it was up to me to contact Impact direct which seems a nonsense as Impact presumably don't have and shares in my individual name so I wouldn't have been able to do it. Barclays are insistent that it wasn't up to them and that they aren't in the wrong. Has anyone else any experience with this one please?
Lbb fair point, but when inflation is in double figures & banks are still only paying c. 1.5% interest that's not risky, it's catastrophic. FYI I'm with HL and the deadline to apply has already passed.
I am wondering whether to take up the offer or not. f you view the investment as being as safe as a savings or deposit account it's a good rate of 'interest' but, as always, there is an element of risk
Wondering if this will get pulled now the sp has dropped below the offer price?
Another raise, this time at 117. Looks like brokers will be making the offer entitlements rather than having to use the dreaded PB. This has been a solid investment for me so far and I can only see it getting better, will look to add a few more.
Share price a bit like a yo-yo lately - big rise, big fall! Any one know of a particular reason?
You got to buy a share for every 8 you already had, at 114 per share and without stamp duty or dealing fees. It was about 2 months ago, you can see on the chart where the price dipped for a while.
I missed this + it doesn't show in my search. What offer? What happened? Anyway it bumped my position way up. I'm getting altitude sickness.
MIDAS SHARE TIPS: Grow richer as UK gets older - with Impact Healthcare, which aims to deliver substantial returns to shareholders.
https://www.dailymail.co.uk/money/investing/article-10724155/MIDAS-SHARE-TIPS-Grow-richer-UK-gets-older-Impact-Healthcare.html
9.8% Gain so far on open offer shares, at the time some people were whinging because the market price fell to the offer price.
I would prefer a lower price as I don't want to sell this one.
That's good news, I got trapped in by doubling up well before the dividend, and then the placing coming, although I've always felt good about IHR - one of the few companies who were responsive when I-web banned customers buying.
Royal Bank of Canada believes this will outperform, price target 135.