Member Info for Alessandro

Https://www.express.co.uk/news/uk/1879088/anger-jd-sports-advert-dangerous-trainer-motorcyclist

From ditching plans for a US listing and acquisitions a few months ago to an unfruitful US listing and more acquisitions. Ah and the dividend cut. Management gone totally wild, unpredictable, with no reliable plans. Good luck to all the investors at the mercy of cow boys.

Safestore quick ratio is 0.5. Just saying.

Plus, average debt maturity is in 5.5years. Hopefully part of the debt will be paid off and hopefully rates will start to come down. Markets obviously have a cautionary view on that

A company with a Flitch rating A- would get a better rate than that. Mortgages are just above 4% at the moment. Or business rates are higher than rates for residential mortgages?

Why is the FTSE so undervalued? Why investors are fleeing in droves?

The UK has political stability (eve if this is arguable), good reputation and well regulated.

How much are lenders charging companies with a similar credit rating? I would like to know how much earnings could be affected. 2030 is not that far out in the future (although rates may come down by then!)

US market is overstocked

Assura not Asus

What are the typical interest rates on debt for companies with credit rating of A- (I think that's the Fitch credit rating for Asus)? I'm trying to figure out how much more Assura will pay in cost of financing at debt maturity, assuming rates stay the same. Assura at some point in the coming years will have to refinance some £2 billions pounds of long term liabilities.

How come this REIT is trading at a large NAV discount?

What are the concerns? Interest rates? Debt seems well covered by earnings.

"Aptamer and Unilever are now drafting patent applications to protect these developments and downstream commercial applications."

What on earth is Unilever going to put into market, this does not look like a consumer good product?!

Amazing thanks GoTrader, I couldn't find this info. How much did Lemos pay per share for the purchase of the 7.5M shares?

In November Americo bought 1,367,012 shares, holding a tolta of 9,837,469.

I cannot see any trades to add up to the almost 10 millions figure. How did Lemos get to own that many shares? Are these paid out of his own pocket?

Why did Assura added the losses from revaluation of asset to the operating profits?

The operating profit should be the cash inflow from operations, not from asset revaluation.

Why does Future not pay a higher dividend? The yield is ridiculous compared to the earnings. Does anyone know what Future does with the wad?

Jupiter, Why International Paper specifically?

Why does Somero have no brokerage rating?

Bottom line, reject and carry on. Smith (DS) will eventually see its share price trading higher, 400p+.

Smith DS market cap today is about 42% of the market cap of Mondi + Smith combined. Smith is coming into the all share combination with a lower PE than Mondi (at least according to the PE stated on the Hargreaves and Lansdown website). If the valuation on the market is not changing, the Smith (DS) shareholders are actually seeing their shares trading at a higher premium, so exposed to more downside in unfavorable market conditions. The only hope is that the combined companies have more breath for growth.

Mondi is not giving Smith (DS) a great deal.