Member Info for dadean

Hi Guitarsolo thanks ref your post, i take on board what you say about this reit and indeed the share chart sadly backs up what you say. All retail (supermarket and retail park and destination villages) were terribly hit from say 2016 till 2021.... i was caught out on a long term position in hammerson at the same time as you no doubt, luckily i clawed back most of the loss through probably my most thought out action pre and post the rights issue where hopefully i got to break even...

but yip its been a horrible place to be these years, i no longer hold hmso. Its like all the reits were terribly overvalued from 2015-2020 now however the sector has been rebased...... but with tons of capital destroyed...... (intu hammerson, nrr to name a few) and i am now happy to invest. we need to watch out for this type of thing in the future but for now it looks a steady punt.... sorry to read of the pub carange... who bought these, wasnt happy to read of this loss although i was aware of the put chain ownership sad to read of the loss to the Nrr owners

Watched the interview, thanks 1msn, interesting to listen only bit which to me was a little fairy dust was decarbonising the estate, I'm interested in the rental yield and the operational efficiency of the business, not too bothered about saving a few watts on the lecky.... Anyway financial efficiency drives carbon reductions anyway. I highly rate this company. Before I bought my shares I briefly owned regional reit for 2 days before changing my mind and buying this. So glad I did. I've followed this company for a few years and it appears to be one of the very best reits... Responsible management who are looking after the company, aligned interests.. As far as I know they never even had to raise capital, share issue, when their peers diluted their share holders....

Sold this at some point in the last decade, just noted how the share count has reduced.... By a third, give them another 5 years and goodness knows what it will be. Buying on a dropping share price is a clever move by the board. Don't know if all their moves are, prob not, gla

Good luck indeed, however I don't have my target price where yours is however, due to the dilution with the capital raise, prob 10 to 11 is more like the new comparable high, but good luck.. I'm meant to be going one today, hopefully plan goes to plan

Dividends received today - and reinvested into nrr. I quite like this company, will be interesting if the discount to net asset value ever narrows -- might be back over a £1 in two or three years 25% cap gain poin possible perhaps with nice div along the way

Good afternoon, I was wondering does anyone know why delek listed such a small block of stock at ipo, what was the purpose? They could only have netted 250m or less?

I'm slightly baffled, interesting company of course

Thanks

I thought that too, ref small dip, on nil premium but as the share in play, don't think it'll drop much, if that merger did go ahead at nil premium I'd sell, no longer for me

Such a generous offer on the part of the other party...

What a nonsense.. US suitors only please

If this goes to a £1 I'll load up the proverbial truck and take the ride back to £3 in the following years

Wouldn't be surprised if something more comes out of this....

Market reaction was quite something though up 20% on just a rumour, I feel there's a high chance what was reported was true

They did make a comment, see sharecast news, yes likely this near 20% gain will likely fall somewhat today

They'd probably do a hammerson "no 720p vastly undervalues the company but a share split and capital raise rights issue at 14p is better value for shareholders" they'll hold off for a£5

This is worth 350 each and every day, not to mention their ambition for profit, thats prob what got bidders interested, doubling profit in the mid term

I nearly got excited then remembered it was nearly 450p last year, that was the time to sell, think I sold a small amount then

I guess it is sasa that buggered the margin, the copper site incredibly low cost, don't know what to think of sasa really

Dont think it is more complex than my caml or serica

I had to complete a complex instrument form to buy this share.... why? jeez

Low volumes trading here, that 1200 is mine, entry position, hello everyone, this looks undervalued

Jeezo that's quite a drop today, can't figure it, this should have continued it's rise slowly towards £10, this uk market