Member Info for CarpeDiem1

A rather flat report, although cash holdings and no debt are good. £3m in cost savings identified. I still hold for income, but we are a long way off the highs off 2020.

Looks like and insti seller has cleared

Not great or excellent, but par for expectations.

You have 'bagged'' £1300 but missed out on £1238 dividend. (13.5p on 9174 shares).

True no CGT in ISA, nevertheless not a strategy for me. Good luck with it though.

Not sure it's worth selling pre-div and buying back. Surely fractions of a penny in it, and you willl have to contend with Capital Gains if you sold at a profit.

A very positive move. I can see Soho in the mid 60's by the end of the year with 2 interest rate cuts, maybe more with further good news.

Hi all,

I am looking for an alternative to place funds coming from GA and Aviva pref shares.

Do holders feel SMIF is still a good place to park funds for income in this mildly declining interest rate environment?

Thanks for your thoughts.

Money from sale has come through and debt reduced considerably. This might provide a welcome boost but would really like a nav update.

You are correct Tim. We are missing a Dec divi

Last div announcement was 1st Aug so next one 1st Feb, with ex.div date around 8th Feb.

Agree with Winnings.

The dividend is maintained, the company is working on a solution to My Space which accounts for 9p of NAV and this share is so deeply discounted to cover this default. One would like to see a resolution here but the property transfer to Westmoreland is now generating rent.

I cannot see reason to panic and many Reits have dropped back since the budget.

Continuing improvement so I can see the discount between sp and nav narrowing. Commercial property will have its day in the sun again!

Now that the tender money has come through the sp has drifted lower. Are the tender funds worth reinvesting at these levels?

Another 3% buyback announced. This should push the sp nearer to 140p. I am happy to continue holding these.

Nope, we willl be lucky to get back 50p in 3 years at this rate. Thinking of sucking it up and just getting out.

JP Morgan has just increased its short position (see shorts tab above)

Slow and steady improvement with a small rise in the fully covered dividend next year. Maybe this will get into the 90p's as well next year!

Another terrible nav update. Anyone who invests with Victory Park Capital needs their head examining...

5.46p div at todays 62p SP is 8.8% yield, more if you compound the divs....

Slow and steady is appreciated.

I hold all of those you mention SD235 plus AEWU and THRL. All of these are acting in the same way, i.e. incremental rises as interest rates begin to fall.