Member Info for fatprofits

You don't contradict Mike Ashley in public..

So I would strongly suggest that Is Gordon's understanding

of Ashley's view.

The bulk of the securitizations end in 2030, from memory.

MAB is currently repaying net debt at a fair clip.

Net debt will hopefully be reduced by another £100 million

over the next 12 months

Paul Tudor Jones

It may be a Jessie Livermore quote originally..

Very small portion for the Fat man at this stage

That was a gutsy call and position

I'm taking your posts at face value - only you know the truth

9 short positions now at or above 0.5%

Fats spies a potential medium term nice return

Today may not be the low, DYOR as always

Appears very steep, particularly as these are reportedly leaseholds...

It appears an extraordinary price...

Am i missing something here ..

We have the..deal

Now let's see how the share price reacts..

Instead of which a small increase..

My best guess is a guidance an FY cut to come..?

Any views on this ..

It's a question, not a statement..

On the Up

Debt is not ..being cleared through this deal...

Read today's statement from ULVR..

Yield over 5% for me.

What a NAV discount...for an IT with a stellar longer term record

And this is because..

If you look at the UK REIT sector, there's huge persistent

NAV discounts for the majority of sector businesses.

The market is far more interested in cashflow.

There was a time when NAV was a useful guideline,

it's no longer appears to be the case

Thanks for the clarification on the intra-day low.

That's to the best of my knowledge and it may have been fleeting.

What I can't confirm is whether that area is a closing, or intra-day low, if it's a closing low, the intra-day may be lower down.

Gilt yields are causing a lot of the damage to the sector currently..

Take a look at the yield on the UK 30-yr to see why this

is happening

That spills over in to mortgage rates.

Effectively what's happening currently is credit conditions are

tightening, it will be the same for commercial lending and

ultimately consumer credit.

The longer this ....show goes on for, the greater the damage done

and it won't be repaired overnight either on a ceasefire

I appreciate you taking the time to share your thoughts

Good fortune

As this level of fall looks unusal

And notice, as has been mentioned elsewhere..

Not a single director is buying, even at current levels..