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ASG=AGR

mas=as

...valuing ASG at 46.2p. A weak offer in my opinion, but one the directors will favour mas it will see them very handsomely rewarded. Congrats to those who have already sold!

NAV is 374 and yield is 4.2%, so a decent discount, and an acceptable yield that is covered x1.6 and therefore sustainable. It is on my watch list. I cannot see interest rates shifting much in the short term.

...now above 17%.

Is anyone else getting ii down?

Updated 4 April last year.

Well, I was wrong! More importantly, does the compliance of the WHR board suggest UK REITs are not as secure as we think?

...AND THEY SEEM TO HAVE FLOGGED IT ON AGAIN TODAY?

FWIW this strikes me a still too low and very opportunistic. NAV is c127p, and even though interest rates will not fall quickly, the new negotiation of credit is a distinct improvement. The Board will probably reject this.

...from Blackstone. Sixth Street will not offer. 115 to include dividend. No comment yet from WHR board.

Steve077, I would hang on for now if you can afford it. My guess is a takeover 24 months down the line, at about 370. We are following the TP Group pattern.

Quantum Base (Uni spin out) and MHA (accountancy services) to launch on AIM using CAV. Small, but indicative of position?

Hi Threeputt

SAG will have no problem buying out RCDO. The management are excellent and will raise the cash with ease. They will, of course, do so over an extended period, but if they want it to happen, it will.

FWIW the takeover of TP Group was a VERY drawn out affair But the management there, who in my opinion are excellent, finally managed it and turned TP Group around. I bought in here today in a small way, and am preparing to play the waiting game.

PHP and SUPR are highly recommended. Not a REIT but HICL is interesting at current levels too.

Https://www.bbc.co.uk/news/articles/cdrx33k3836o

I have not seen this in an RNS.

It means nothing. They are simply buying back their own shares in the market. This should see the dividend become more sustainable and the share price rise marginally; however a further decline in performance will counter this and leave us exactly where we are.

Ditto. Interesting to contrast JUP (-2%) and AV. (+3%). Both report tomorrow.

40% over three years is only a third up on the current 9.25% annual yield; though it is welcome.

Results are in line with estimates. Profit taking