Member Info for rylidan

Quite Damian. I've just bought into CREI. When my API shares transfer it will make a nice holding for me, with a regular income. Now paying around 8% here, fully covered.

CREI couldn't pick up equivalent property on the open market at anything like the deal they are getting with this merger. API could wind down and simply sell off their property and achieve more than 62p a share. Its a total bargain for CREI if they want to expand.

OK matchbox. What you're saying is that you're only getting an additional 9% discount to the already 16% discount on NAV CREI is showing (at 79p). You're still getting API at a 25% discount to NAV.

Matchbox. You're incorrect. September NAV per API share was circa 82p. Paying 62p a share is circa 25% discount. As CREI shareprice has fallen they are getting API closer to 30% discount. That said, as an API shareholder I approve as I'm here for the dividends. I have just bought more API as I think both share prices will rise, as the shorters in API exit. The enlarged company will definitely have synergies to capitalise on.

I know about algorithm trading. However these are "O" trades, not "A". Its not important I was just curious.

What's up with all these 13 trades? Slow accumulation?

Moved back into my top up range again, which is nice. Update looks ok, more or less as expected really. Don't understand the drop, but I'm happy! GLA

Has there been any guidance on the next dividend date? To keep it quarterly it should be mid March, but then the AR not expected until end march. They may issue a Q4 dividend notice late Feb/ early March? To be paid in March?

New PSUs this year represent less than 1% of the share capital. The performance has been excellent over a number of years, so while on the high side, I am happy. Just keep increasing production and raising those dividends!

You have to be suspicious of the BoE motives. Rates set by a few with little accountability. Not cutting rates and allowing the UK to move into recession smacks of not being focused on the economy. Inflation is driven by many external factors. Using interest rates in this way is madness IMO. They reacted too slowly in putting up rates, and now they are reacting too slowly again. Will take 6 months to feel the effect of any rate drop. The fact that some of them voted to put rates UP last time speaks volumes.

I think you meant "reduced by" 10% to 15%. That's what the link states, and what HL deduct in ISAs and SIPPs.

Also Goldman Sachs has recently urged investors to stop shorting UK property stocks. Is having a positive impact here. Falling interest rates key driver

Still nothing from HL. Disappointing.

You only need to listen to the presentation to understand how vastly undervalued we are. There are risks, but the company is diversifying, using mainly cash from profits. IMHO the risks have been blown out of all proportion, which may account for, in part, the investor sentiment.

For those that missed it the presentation is now available on the investor meet platform. Well worth a listen.

Looks like a buy signal to me if you're now out! As interest rates go down next year this will climb back IMHO. Don't forget loads of shorters need to find a way to exit their positions in REITs. Some will try to manipulate an exit, including getting their broker mates to issue suspect forecasts. Those holding now can look forward to an increasing yield, that looks good now against gilts. All IMHO.

Impressed by the presentation today. Looks like the company has a good growth ethos. Particularly like the Redox 1 investment in a new energy storage solution using their own materials. Could be a big opportunity in the future.

I'm very happy with my recent top up that will yield over 10%, with a progressive dividend. As interest rates fall we should see a correction in the BATS share price, back up to over £30. Will take a while though. In the meantime I'm happy to collect dividends. All IMHO lol. Merry Christmas.

They are still highly cash generative and the dividend is around 195% covered from adjusted earnings. It also wasn't highly generous at a 4% increase. This company has a great record of a progressive dividend.

It's not a spike in revenue. Its because they took over SDL. Paid in cash and around 100m shares (from memory), when priced at £7 a share. Now buying those shares back at an average of £2.40 with cash.

They need to stabilise still after the SDL purchase and integration. Should be starting to realise the operational synergies.