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Trust me, you are not alone nthoftherover in buying at all the wrong times, I’m an expert at it 😆
Update on the 6th June probably more of a factor. Inflation still dropping. Interest rates will need to fall soon IMO. It's all down to the stupid tories who have given the BOE a 2% target. So it seems the economy will suffer until we get to 2%. If the target had been phased then we may have seen the country recovering quicker.
Lol, yes knowing my ability to time investing, it might well drop back to that area.
Will probably add more should it do that. (Funds allowing)
I’m was tempted to add a few more but holding off to see if it gets nearer the 40/41 mark again. Interest rate cut I’m assuming is delayed a few months so opportunity might appear in next couple of months.
Now hold 50K shares, adding on pull back. I suppose the interest rate not coming down has probably stalled a recovery, but hope sentiment improves through summer. Might need to clear elections now for that.
Well I’m hoping so.
Only hold 20K shares here, recently added. Can’t add more at present but hope to build a bigger position as the year progresses.
I brought in with a small amount , hopefully for the dividend to be the same this year as last, buying shares at 44p with a dividend of 32p what would be a fantastic return.
I've been lucky to receive £1k if dividend over the last 2 weeks & decided to put them all into this on Friday.
Been range bound from 42p to 45p for quite a while. Drops below very occasionally and goes above occasionally. Been trading a bit for the past year on top of a core holding, but this is looking very much like it could try a breakout!
2nd tranche added.
Me too @ 11am
Never traded this before but seems a fair quarterly income so in for a 1st tranche sub 44p
Hadn’t seen that article, but looked at the recent investor meet interview and dipped a toe into this trust this morning. Annoying that they marked things up, but will be adding more soon along with JLEN to my income PF.
High volume thursday but down not up. It was a bad day for the REIT sector. Nice bounce back today. A bit annoying as I was topping up today anyway and surprised to see the jump first thing.
Big volume on Thursday what a coincidence?
I believe 98% covered in Q3, but fully covered for year to date - which is how I remember the presentation. Then they are also forecasting being fully covered for full year. Some exceptional costs in Q3.
Rylidan
Dividend cover was 98% not fully covered but there are rent uplifts to come which should help. Additionally they are also letting some of the vacant and or new space. Stanley is now 60% let with another 20% in advanced negations and high hopes that it will become fully let.
Also planning to sell some smaller properties if they can get the valuations to bring down the NAV back inside the 35% self imposed mark. Currently under 37% but will allow them to reduce the more expensive RCF debt side of things.
Yes the Starbucks thing looks interesting but I wonder why Starbucks are willing to give away so much. Maybe because I cant afford their coffee!
Dividend paid 28 Mar 24 @ 0.836p was 0.819 last March
Ex divi 7th Mar 24
He shoots but hits the post. Was close though.
Even selling properties at a premium and more lets progressed. So things should be on the right track for the investor meeting on Thursday 7 March 2024 at 2.00 pm GMT.
Not sure why the big sell off after the results. NAV reduction beats MSCI Index. Fully covered dividend from earnings at 8%.
Seen comments about the Starbucks deal. However I believe the benefits of having a Starbucks on this estate was covered at the last investor meeting. I believe its one of those win win deals, that increases desirability of the complex as a whole.
GLA
Probably ex div 29 Feb 2024 and paid 19 Mar 2024 but might slip due to Feb not having 30 days.
Expect an RNS next week
By the 4th March is my guess. It is a guess though!
Does anyone know when the next dividend will be announced ?
I have just topped up some more of these due to a last minute panic sell of EPIC (long story)
Does that make it a panic buy?
Might watch a bit closer and add more on any drop
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In the cotext of ESG the words that it stands for mean nothing like you would imagine or have ever known them to
Check it out.
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