AEWL.L Share Price (AEWL)

Was a reasonable long term hold but much of there investment currently inactive for unknown duration so depending upon tenants continuing to pay the rentals. The better ones probably will in full or part as long as exit not protracted. Difficult to value therefore.

Agreed FRTEB. I almost posted myself to congratulate the company on turning this around. Because I have held from the beginning and added, I currently get a 6.0% yield, but it's onwards and upwards from here. Just hope it increases in price before they start raising.

" The Board's actions, together with the Group's contracted rental income from our portfolio, enables the Board to reaffirm its current target annual dividend of 5.5 pence per share but one that it expects will be on a fully cash covered basis from 1 July 2020 with effect from the financial year commencing 1 July 2020. The Board is confident that the changes to the Company's service providers will achieve a saving in the region of half of the Company's historic level of recurring annual overhead cost, whilst potentially enhancing service levels.

The Company is now well-placed to deliver to our shareholders attractive, sustainable and fully cash-covered dividends over the short and longer term, together with the potential for income growth from its diversified portfolio of UK property investments, the majority of which are let on long leases that contain inflation-linked rent uplifts.

The Board, along with the Group's advisers, is continuing to seek longer term solutions to expand the Group, including the introduction of new capital, and to deliver further shareholder value. "

Excellent!

At today's SP of 73.50p this equates to a dividend yield of ~7.48%. I'm already a holder, but if I wasn't I'd be looking to buy in but DYOR.

I wish I knew - I'm 30% down on my original investment and have no idea why

This is supposed to be a relatively stable reit with steady income and lower risk

I seem to recall that when I was originally looking at AEW UK and then AEW LL I did come across a warning that two of the directors had previously had problems with the FCA, which was a bit worrying, and setting up LL just seemed to be a way of giving all involved an extra income. I think they were frustrated at not getting the investment amount the wanted in LL, and I wondered if the Meridian problem was a knee-jerk reaction to these frustrations. Sacking AEW UK, when it is virtually the same company, looked as if it may be a way forward to combining the companies without it looking too dodgy.
Whether there have been any bids for LL as a whole or in part, we will just have to wait and see. I have often thought that most of the profits that these REITs make is down to dealings between each other. The outcome will probably be something like what happened with PHP and MedicX. I was getting a better dividend from MedicX, so didn't want to double my investment in PHP - but selling MedicX gave me money to put elsewhere. I love doing small tweaks to maximise dividends and take small profits along the way. Initially, after becoming frustrated with what goes on in the AIM, I struggled with the "sheer boredom" of investing in dividend stocks, but sticking with quarterly payers means there is always something happening. It's like the Circle of Life.