Member Info for Nthoftheriver

Https://youtu.be/kVgqJeI2ChM?si=ZnMPCljn2RhSTy__

Just finished watching the investor meet presentation, very nice.

Looks good for future dividend growth.

Good results with the NAV falling less than I thought it might be. Nice to see dividend increase too.

Not in a position to add, but a comfortable hold for me.

Well with the dividend increase, took the opportunity to add a few more. Smidge under 90p average now.

Did the same, sadly it then drops further. But on the plus side my average is now sub 90.5p so on the whole can’t complain.

UK elections might create a bit of uncertainty and may be markets are seeing a delay to interest rate cuts.

Lol, yes knowing my ability to time investing, it might well drop back to that area.

Will probably add more should it do that. (Funds allowing)

Now hold 50K shares, adding on pull back. I suppose the interest rate not coming down has probably stalled a recovery, but hope sentiment improves through summer. Might need to clear elections now for that.

Only small top up 3K shares, but aiming to build a reasonable position over the year. Think the drift down of late is the low risk attraction of Bonds. I’m sure as interest rates get cut, people will look for more attractive yields and need to take on some risk. IMHO

Well I’m hoping so.

Only hold 20K shares here, recently added. Can’t add more at present but hope to build a bigger position as the year progresses.

Used to hold these and have recently started to build a position here again. Discount and dividend are attractive.

Now reviewing my PF to hold more income generating trusts with the yields across a number being in excess of 6% and looking to grow their dividends.

Hadn’t seen that article, but looked at the recent investor meet interview and dipped a toe into this trust this morning. Annoying that they marked things up, but will be adding more soon along with JLEN to my income PF.

Sorry should say it’s my view not as I’m not privy to anything news worthy. Your 20p on Six months is just as valid. (Friday night commentary isn’t probably a good idea).

Those were comments from yesterday morning if you get their subscription. Think they are behind the curve. Last property sold (RNS) was well above market value. IE the valuation is marked down severely and is the gauge for LTV ratio. If the valuation is actually higher, which is implied by recent sell, then the LTV is wrong and the SP should be higher.

I suppose it’s the choice of if you believe 20p based on a guess (not imentioned in the IC article) or feel the bottom is in. I suppose I’m in the - bottom is in corner.

Good luck all holders.

Been steadily dropping back to 30p. Surprised by the selling, but is back into top area.

See how it plays out next couple of days

Apologies for the mis spelling (REBUTTAL)

Https://open.substack.com/pub/theoakbloke/p/a-dec-of-top-trumps?r=jocwe&utm_medium=ios&utm_campaign=post

Letter now issued

Maybe you should post that on all companies/trusts with a China investment. Might help them cope.

Https://open.substack.com/pub/theoakbloke/p/dec-idedly-proud?r=jocwe&utm_medium=ios&utm_campaign=post

Thanks for posting those clips Lukee.