Member Info for Rigger

The chinese have bought a 50% stake here to hedge against a falling dollar. Watch this fly up towards production financing by the chinese. Also ANR.

UP SHE GOES!

Very nice!

< one to watch!

ANYONE?

25.6 million euros / 337130000 shares in issue = @ 0.075 euros per share cash value. Including 1,438 million of property 79% geared (inclusive of stated cash). 1438000000 x 0.2 = 287,600,000 euros / 337,130,000 (shares in issue) = 0.85308 euros per share currently trading at 0.09 cents of a euro. Homework time but an offer may be on the table here. DYOR Rigger.

SDIC Strategy SDIC Listed in March 2006 on AIM with the strategy to buy well-tenanted pan German residential properties at a discount to current replacement cost. To create a residential portfolio with weighting towards the major German cities and urban locations. Through economies of scale, SDIC aims to boost cash flow by raising occupancies and rental levels and reducing operating costs. It is the Board's intention, post optimisation of the portfolio, to pay dividends to shareholders equivalent to substantially all of its surplus profits. SDIC anticipates significant capital growth if German residential values converge with replacement cost. Investment Rational German residential remains one of the more attractive real estate markets in Europe as it emerges from 18 years of stagnation. Acquisition prices are below the cost of new construction The German mortgage market has recently been liberalised The shift in the development of household formation from multi-person to single-person residence is expected to create demand for 2 million additional homes by 2020 SDIC offers investors differentiated exposure to the German residential market Strategy to buy 'below radar screen' (smaller transaction sizes) has allowed SDIC to avoid paying portfolio premiums SDIC owned and had notarised a consolidated pan-German property portfolio of 26,639 units as of 30 June 2009 SDIC shares appear attractively valued Shares are trading at over 49% discount to 30 June 2009 NAV as of 13 October 2009 SDIC has a conservative valuation policy that offers a valuation cushion during times of turmoil Further value is being created through economies of scale Cash as at 30 June 2009 equates to €0.18 per share

Shares in issue: 337.1m Ordinary Shares in Issue, as at Last Close. Major Shareholders Information Shareholder Name (* - Executive/Director) Amount % Holding Invesco Limited 56,181,599 16.66% Jim Mellon 47,081,285 13.97% Midas Capital plc 41,650,000 12.35% Artemis Fund Management Limited 27,054,099 8.02% Karoo Investment Fund SCA SICAV SIF 20,000,000 5.93% Majedie Asset Management Ltd 17,443,240 5.17% Goldman Sachs 16,005,970 4.75% Director Shareholdings Director Name Amount % Holding Derek Butler 190,348 0.06% Leonard O'Brien 17,224 0.005%

http://www.speymilldeutsche.com/financial-information Slight decrease in portfolio value of 1.1% to €1,438m EPRA NAV down 6% year-on-year to €0.86 per share LTV ratio including cash of 79.0%, as at 31 Decmeber 2009 Total cash of €36.2m as at 31 December 2009, €25.6m of which is uncommitted So what price would a take over be?

Ten bagger alert!

Is 30% up on the day! More to come, does not show up on the list due to currency. I am tipping this for a big rise and calculate assets to be worth at least one euro per share. That's a ten bagger! Please dyor and don't miss this one! GL Rigger.

People who know how undervalued this is compared to the NAV.

Buys and sells confused here, BUY!

this will go up from here its well undevalued. offers may come here, remember this is priced in cents of euro so is currently around 8p a share! 26000 flats in germany with 75 million profit last year, 40 million in the bank and just 75% gearing. DYOR Rigger.

Http://www.investegate.co.uk/article.aspx?id=201009070700092447s

Undervaued now a takeover target. Three to four bagger from here!

Lunchtime lull?

81.00 - 82.00 (GBX) at 12:38:10 Listed on Market: LSE

85p

Still four trading hours left. I expect a strong finish.I hope you wont be sad on monday!