Cobus Loots, CEO of Pan African Resources, on delivering sector-leading returns for shareholders. Watch the video here.
To provide the shareholders with an attractive level of income, together with the potential for income and capital growth, from investing in a diversified portfolio of UK commercial real estate.
Find out MoreLondon South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
I got mixed messages from the update, yes some new business but it seems there is still much left to let. Is that a positive as they have scope to get more or a weakness as they haven't been snapped up yet.
The Brexit issue dragging on (and onner) cant be helping much. Though that this might have had some finalisation soon
Seem on track and gearing up just in case of a slowdown so they can add more. I suppose it good to be prepared. nowt wrong with lowing the leverage and give more scope for any slowdown.
Struggled with the investor call as the sound was poor and kept referring to slides that are not available on the website. Not great at communicating with investors.
Well the improvement is starting to show now .......
"The Company will increase its annual dividend by 5% for the quarter from October to the end of December 2018"
It's taken a while to see an increase in the divi, lets hope there is more to come over the years
Some more of these for the quarterly divi and the hope that improvement will be forthcoming and I can get in ahead of the game
Due to the Technical difficulties no information recorded. Anyone at the meeting care to share Looks like this will be kept within a select few.
They have emailed copies of the presentation but havent answered any questions. What are they going to do about getting the missing info out
available on the website? So working on a blind call. Not much use but things looking ok
Well we should find out this morning. Management had been doing well although the SP rise has stalled lately, Still, Im expecting more improvement even if its getting harder to achieve
another step in the right direction IMO. Now wondering if I should start adding more? Then again not really been a dip in these lately
and the divi is now fully covered. This set of management have done well to turn it around. Success will be when that divi starts to rise in my book though. Whilst that may be a while away things are going in the right direction.
The high premium on this Investment Trust put me off buying this sector and the unit trust equivalent looked better value. However, the premium is now coming back more in line to NAV, so a good entry point could be more attractive in the near term.
Well it looks like the two of us. The trickle of divis coming in is always nice and with this being quarterly you dont have that long to wait for the next one. Im hoping the divi will be fully covered soon so that we can start to see some growth in it. Im not too sure that is the priority for spare cash though.
this board has been quiet lately. I just got my first dividend. happy with that. Anyone out there ?.
I agree, always desirable if a stock pays a dividend. That regular trickle of income. I'm in LLOY quite heavily and have done ok having bought almost at rock bottom at 35p, although I'm looking forward to some dividends and growth henceforward. As for SREI I share your vision and hope long term it will prove ok. Thanks for replying, seems to have been quiet on this board lately.
Hi Buchaneer, I bought for the divis which are close to being covered now. Hopefully the improvements will continue and I have been happy with progress of the new management team. If they keep up with progress it should be a good long term hold.
Thanks for replying. Lets hope we called this one right. I think we have !. I will check back and post from time to time. Good luck.
Hi Buchaneer. I bought in a year ago at 53.75 and like you its a core holding for me. I think it's a good solid fund and I like the fact that it seems to hold up well during the dips
Hello out there ? ... ... New to this stock, just bought in modestly. Think and hope its a reasonable long term holding. Any like minded or contrary persons out there ?
Keynes today, tomorrow the world. Today's £5 ml industrial estate acquisition follows on from last week's £9ml retail warehouse grab (that must be SOME warehouse). £43 ml left in the kitty, after this Christmas shopping spree and the placing, so is it going to be saver, or spender? Whatever, maybe interesting times ahead. Good luck ye holders!
maybe applied here by the placing of 43.5 million more shares into the mix. These guys must have SOME shopping list, so afraid it's hands in pockets time.... All good, exciting stuff though, methinks. ATB out there.
On a quick scan they look quite good. Divi is now covered and moving to a progressive divi is music to my ears. No problems with conversion to a REIT. Management have done well to turn this around
little earner here, holding with LBOW, both prestigious outfits paying frequent divs, so it's longterm for me. On the lookout for acquisitions too, so all looks promising IMVHO. GL holders, spectators.
tyneagle, yes things are moving in the right direction and the divi cover is getting closer. I bought this for the high divi which has been cut but benefits the company overall. Capital gains have been good but I still await the time when the divi will start to be increased on a regular basis. Overall I am please with the progress and this is flashing sell on my spreadsheet but with a continued sunny outlook and things moving in the right direction I will continue to hold and look to add on any dips although they not really appearing. Maybe a market downturn will bring the next opportunity.
A very good set of results today with excellent ongoing strategy
Why all the big buys today. Is someone buying a large holding but not in one swoop?