Member Info for jonathb

Keep my powder dry, won't shoot til I see the whites of their eyes, etc etc..

Just baffling. I've scoured the latest updates, IMHO under 1% NAV is toast and tops 5% is dodgy. So ~20% discount?!? AYS EOY in UK tax sells? Or just free-floating LSE paranoia?

LOL! Yeh someone commented here that the 20p=>13p tank, following the bizarre RNS a couple weeks ago, was on no new news whatsoever, and therefore it should trend back to 20p. Et voila! And now: an ER which says.. nothing everyone didn't know already. How many of us are kicking our own behinds about not doubling-down at 13p!?! Some talking head - was it ware Buffet? - said investors have enough brains, but not enough balls...

Welcome to the LSE: barmy with an "r".

Likewise. Knock-out IR. SP drops. "Good news is bad news" => Crazy LSE.

So far, so good. I bet many of us were nervous this morning with this "all news is bad news" LSE.

Search HEIT.L IR site and investormeet - very relevant discussion wrt recent SP dip.

Surprising it didn't dip further? But then, other side of the pond, LOW guided pessimistically but continued up anyway.

.. not today they're not!?! Anyone know any reason for this nasty little bump down?

Does BCPT.L mean a 20% withholding if kept in a normal brokerage ac? I ask because it's a REIT, but about commercial RE, maybe that's somehow different?

Inevitable, regardless of what Mr. Inglis does. It's the main danger here, for most of us, I fear. It's only a matter of time before a cash offer comes in, probably a little north of here, but not north enough to save us from getting a serious black eye. Already happened with EPIC.L et al, ..

Do you have the date for that? I can't see it on Gravis's confusing site.

Re "much talked about supply deficit": projections look like an increasing surplus all thru 2024. DYOR etc.

I can't see any new bad news today that wasn't out there last month, maybe RBC's guy just noticed now.

6 months and 30 pennies later it's an even greater chance..

Webcast 17 October 2023 at 9.00am BST - Q3 trading + biz update. On their IR site.

I'm thinking about buying their bonds - who's a good broker for this (AJB + 212 don't do it)?

Likewise. The whole sector is screaming with bargains: UKW HICL HEIT GCP ORIT..

Well, IMHO it is all about copper price, altho whether that is just paranoia who knows. I can understand expectations of a short-term downdraft in metals esp copper.

Can anyone tell me what the current div % is at the current SP? I can't figure it out from the payments.