Member Info for Pedrobull

ASLI is trading low as well, possibly all REITs being hit with inflation concerns, price does not matter short term as long as dividend continues

putting Rebecca Gold in the title would help, not just RNS

They don't have any products though do they just some university research

And he admitted he was never going to mount a takeover so always was going to sell at some point

£500 portfolio of 18 Sainsbury Stores at 5% yield with potential share issue at 142p.

Makes it a buy at 138p for me.

Is it possibly just general REIT weakness due to rising interest rates?

I like these target share prices -

Quote from RNS - "Richard, together with his wife, holds 125,000 Trident ordinary shares of £0.01 each, representing 0.04 per cent. of the Company's voting rights. In addition, Richard Hughes has been granted options over 1,600,000 Trident ordinary shares of £0.01 ("Share Options") with an exercise price of 50p per share (less any dividends paid from grant until exercise) under the current long-term incentive plan.

The award of Share Options is being issued subject to the following vesting conditions:

Share Options - Target Share Price* - Vesting Date
1/5 80p/share 31 December 2022
1/5 90p/share 31 December 2023
1/5 100p/share 31 December 2024
1/5 110p/share 31 December 2025
1/5 120p/share 31 December 2026

* Target share price is the volume weighted average price (less any dividends paid from grant until exercise) for a measurement period of 365 consecutive days prior to exercise. The Share Options will lapse after the 7th anniversary of the date of grant."

-13% today suggests this is a problem, I would like to see a broker review of this RNS for the implications.

The saying "Like Gold Dust" is used to infer something difficult to get hold of and worth a lot, hopefully BMV become like gold dust.

However, gold isn't being priced like I hoped it would as an inflationary protection asset at $1685 only...

Big purchase early today 200,000 shares @ 14.81 for £29K

do QBT have any working technology in relation to crypto?

Humans are the problem here; we are like a plague of locusts devouring everything and really good at reproduction such that there are now more people ALIVE now than have EVER existed!

The solution for endangered species and CO2 emissions is quite simple, less people.

In the meantime, we all need to live in tents like Native Americans and not drive anywhere.

The shortly thereafter 11th August is what gets me, what meetings are taking place with whom and is what is actually being discussed now?

"Early works construction remains on track to commence in 2022, with all permits to commence construction currently in place. An appeal of the Federal Record of Decision is ongoing with briefings scheduled to end on 11 August 2022; oral arguments and a final decision are expected to follow shortly thereafter."

Do we have any news on what the stage the legal decision-making process is?

NAV PER SHARE - 630P - 30 JUNE 2022

Share price 10th Sept 411p

DISCOUNT - 34%

great RNS and I managed to top up at 0.95p

No large trades going through as yet but the will come

Buylongstayhappy

"RED realisation - Dunedin Enterprise Investment Trust PLC is pleased to announce that Dunedin Buyout Fund II LP has entered into a legally binding agreement to realise the investment in RED, the provider of SAP contract and permanent staff. The transaction is subject to funding and regulatory approvals and is expected to complete in the second half of 2022.

The investment in RED was valued at £23.7m in the Preliminary Unaudited Net Asset Value at 30/06/22 published on 1 August 2022. Proceeds from the sale are expected to amount to £23.7m, consisting of capital of £19.7m and income of £4.0m. Additionally, there are future potential proceeds from an earn-out arrangement which are dependent upon RED achieving profit targets in the year to 31 March 2023.

Following funding and regulatory approvals being received the Board intends to announce a distribution to shareholders."

The DNE Market Cap is ~£70M and with £23.7M being realised that's roughly 33% of the market cap.
NAV at 567p...

This is a buy still.

cannot cut and paste to display table but here are numbers anyway!


Six-months ended

31-Dec-21

Unaudited



Six-months ended

31-Dec-20

Unaudited





$'000



%

$'000



%

USA and Canada

73,454

38.1%

49,908

39.5%

United Kingdom

32,932

17.1%

22,907

18.1%

Europe

45,618

23.7%

25,961

20.5%

Rest of World

40,638

21.1%

27,738

21.9%



192,642

100%

126,514

100%



Revenue from customers has been attributed to the geographic market based on contractual location. USA generated $66.3 million (for the period ended 31 December 2020 $45.2 million) but above are the regions that the business is managed by.

I think that will be published in the results

what happens Tuesday, huge turnover today over 5.2 million shares