Member Info for Krustysmegma

Naz, just make sure you instruct your broker to make a bed & ISA transaction on your behalf. If you do it on your own, normal spread/charges apply. Most brokers offer a bed & ISA service these days on pretty favourable terms.

Another drop this morning Money Hoarder, as if someone has early sight of AEWU's intentions. I wonder if the Board might have a conversation with their counterparts at SEIT now they've been forced into selling by their major shareholders? I know, I know - it's not a REIT so they couldn't merge but there are ways round it, if both parties are bought in.

Not a problem JMUK26, I've had plenty of winners. Re people being "quids in" by buying on the day of announcement, sorry but I don't think the numbers bear that out.

That's what people were saying about my other investments but it hasn't worked out that way:

VSL. Announced winding-down 12/6/23. Currently 82% down on my original investment.

RMII. Proposed winding-down 6/9/23. Currently 42% down on my original investment.

API. Following a failed merger with CREI, managed wind-down. Currently down 90% on my original investment.

and

BSIF. Formal sale process commenced 5/11/25. Currently 17% down on my original investment.

So I'm not hopeful of getting my money back here.

It's a conundrum. I'm down about 20% & can't see anywhere I can invest that would generate the same return as I've been getting here from what remains of my investment. Accepting the dividend was never going to last. I think the sensible thing to do would be to cash in, accept the loss here, accept the reduced level of income & invest somewhere safe & steady, like MRCH & CTY. Who wants to be safe & steady though??

Looks to be an excellent deal on the face of it. WashME machines have just pitched up outside our local Co-Op but I haven't seen anyone using them yet. For me it makes much more sense offering them at the likes of ASDA & Morrisons where people are doing a big shop so will put their washing in on arrival & pick them up dried once they've finished shopping.

Managed wind-down, the gift that keeps taking. Not in the best interests of THIS investor. My other 3 have been dragging on for years and got nowhere near NAV at the time of announcement. Absolute sickener...

Indeed. All depends on whether the market believes the dividend is sustainable going forward. At the moment, with a yield over 13%, the market does not believe it.

HNFY to you too bailiff, let's hope this is indeed the one we've all been waiting for. GLA. K

It's a tiny fish in a sea of sharks though spindok. Hoping it can successfully navigate through these difficult times and stay under the radar for now. Dividend is great, SP needs to get back above 27p & I'll be happy.

Manipulated reporting makes it look like the share is in freefall (actually unchanged) to encourage weak holders (Naz?) to sell up. They'll stoop to any depths to pick your shares up cheap, just when they could be about to break out. Hold for gold!!

Berenberg raises Pollen Street Group price target to 1,100 (1,050) pence - 'buy'

Can't do any harm. 1,100 would be nice...

Birdsong, just on my way up the tower block, see you at the top. K

Wow, monster dividend, buy-backs and still plenty of headroom! This is way better than my best-case scenario, very impressed.

Happy to Jessie, but what am I missing please??

Read what I said please. You only get the full annual dividend (4 x 1.75p) plus the 1.5p special dividend (totalling 8.5p) if you're invested by close of play today and for the next 12 months. Beyond that, it's 6.75p from tomorrow (3 x 1.75p + 1.5p special) and 4.25p if you don't get in by 1st April (3 x 1.75p). Not sure why that's difficult to understand?

Another plunge in the sp, just when you think things are beginning to settle down again...

BagIT, I also hold both and would prefer that they remain separate because they've both been reliable dividend payers. However, there is pressure in this sector to close the NAV gap and I would much prefer a merger to a managed wind-down here. I'm very happy with AEW as the manager, they've won multiple awards for their work (including the Citywire Investment Trust Award in the 'UK Property' category for the fifth successive year, the 'Property' category at the Investment Week Investment Company of the Year awards, and the Listed Fund award at the MSCI UK Property Investment Awards) so must be doing something right, and have paid a consistent dividend over 10 years now. If the takeover happens I'll look to increase my holding in AEWU by 50% and invest the remainder elsewhere. K

XD tomorrow so today is the last day for buying to receive the full 8.5p available in dividends over the next 12 months (c. 15%). Be interesting to see if there's any significant sp run-up this afternoon.

New NED, getting skin in the game to avoid shareholder criticism. Still, good to see at this stage.