Member Info for SD235

Is it?

Is the dividend covered?

The £19 million comes from the sale of the Tesco store. Didn't spend it all or any on the french supermarkets.

They are certainly being proactive. Hopefully not giving up REIT status.

Unike the rest of the sector, positive.

Buying in the management for 19 million resulting in a £4million savings per year.

Not sure about giving up the REIT status.

Anyone come up with a downside?

"Sold at 60.4 so a good trade I call it. No panic involved"

So panicked again. Said you were going to sell at 63p?

Imaginary purcases followed by Imaginary sales Equals troll.

Up 6.5% today. No RNS. Can't find anything to warrant it? Anyone?

Until you turn into £

£11.52.

$14.50 not terrible

Dividend announcement last year was the 22nd February.

Proquo: ." I suspect your savings or income is not significant. I also suspect you don’t have a wealth portfolio and or a diverse net worth across properties, bonds, stocks and index funds."

Bragging about your wealth doesn't make you a better investor. All it proves is that mummy and daddy have spent there life wiping your ar*e. IE you have inherited your wealth come back when you have earned it.

My god Sid101 likes the sound of his own voice. What a bore!!

Roughly 120 days of purchases since July 2024. Appear to be mopping up sellers......for now.

I read his posts but rarely act on them. In this case I did put a very small amount in. I think I need to average up. Nothing big not even an average size holding.

This being the reason

"There are several ‘monetisation’ events in its stated strategy for 2025"

From https://www.lse.co.uk/me...ity-2ca95yyvi9q7r4n.html

https://theoakbloke.substack.com/p/mafl-base-metals-will-be-more-precious

Update more of the same!

Krusty where do you get your information from (reference 3i update date)?

Krusty where do you get your information from (reference 3i update date)?

odd doesn't look like this site once us to do links?

https://www.***************************/diversified

-energy-ceo-on-lng-deal-hedging-and

-market-outlook-londec/4121175977

this goes straight to rustys directors talk interview. it's pre the election. rusty was fairly accurate in his election views.

https://www.***************************/diversified-energy-ceo-on-lng-deal-hedging-and-market-outlook-londec/4121175977

Irony

I am not sure what trump bump is supposed to be?

"Drill baby drill" is an increase in supply, clearly a negative.

Increased exports (licenses) is an increase in demand, a positive.

We also need to remember that we are 85% hedged, high gas prices today are good for next years profits, not this year.

Sometime this month early February there is normally an update. Decent returns from Action generally produces a jump in the share price. Todays move was a buy from an analyst.