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Why is this share so volatile? Doesmt seem to have been much news lately either.
Any catalysts soon does anyone know?
Could you help me understand what a capital reduction actually means?
Take it that 1.4 billion in cash is not just sitting in some account lol
Title, I know is a bit provocative!
However, I'm invested there (RELX) and its a high quality business with many similar areas to Informa.
One thing I wonder (will look into accounts later) is if events are a much bigger percentage of Informa's revenue than RELX's. Anyone here know?
Both RELX and Informa have scientific journals businesses: Elsevier and Taylor and Francis, respectively. Both of these are good markets to be in. Subscriptions from institutions etc.
So, the big question what is the discount I apply to RELX to get to the Intrinsic vale of Informa? I.e. is it cheap?
Are there any skeletons in the cupboard I should know about here? Turnaround plans that never turn anywhere... etc
Cheers for your time!
Is this company just uninstallable? So much regulation!!
Anybody know why this company has a low return on capital employed (~10%) compared to other builders?
Is it because of the capital tied up in the purchase of peoples homes?
Cheers
Hi all,
I'm interested in the sector, namely student property REITs. Fairly new to it though. Just looking to find out a bit more about the company.
Compared to the sector, GCP Student Living and Unite group, Empiric seems to cater toward the upmarket end with a lot more foreign students. Is that an accurate depiction would you say?
On a very quick glance the loan to value of the portfolio doesn't seem excessive:
"The Loan to Value ("LTV") stood at 33%*" (from 31st March RNS)
One concern is that since the dividend was cut:
"The Board has decided to suspend all future dividend distributions until market conditions stabilise, although it remains mindful of its REIT tax obligations."
What will it be like in terms of yield when it returns? Imagine it won't be the 8.5% yield it currently trades at...
I don't have much experience with getting to grips with LTIP awards but the RNS from 8th April:
"Annual Bonus for FY 2019 and LTIP Option Awards for FY 2020 / PDMR Notification"
This seems to give management an incentive to increase the share price. Although I am potentially concerned about any dilution. Is that an issue here do you think?
Many thanks, sorry for all the q's!
I didn't know that, how much did they raise?
Hi
I'm a holder here, like the business but not so sure about this. Looks like a lot of dilution maybe.
"The Investment Adviser currently has in advanced negotiations, or has identified, a pipeline of investment opportunities with a target investment yield in excess of 6% amounting to approximately £352 million, of which approximately £72 million are in exclusive or final negotiations or have solicitors instructed and approximately a further £280 million are in detailed negotiations.
The Company believes that the acquisition of assets identified in this pipeline would further diversify the Company's income and be accretive to shareholder returns, in addition to continuing to strengthen the portfolio's sustainability, quality and prospects for growth.
With limited capital resources available to complete acquisitions, the Company is contemplating an equity fundraising"
Although the news the other day about increasing the bank debt facility is good.
"Furthermore, as announced on 24 January 2020, Warehouse REIT has entered into a new five year £220 million debt facility to replace the existing £210 million HSBC facility."
What do people think?