Member Info for Slikoil

V, revenue is missing only from this website but if you look at the company accounts, revenue was 65m in 2024, up from 57m in 2023. The loss of 56m in 2024 was net of 116m asset revaluation due to higher discount rates, thus will reverse as interest rates reduce. Net cash generated in 2024 was 53m, up from 46m in 2023. I am happy to continue to take advantage of the market mispricing.

Div declaration 5/6, xd 12/6, paid 27/6. Just guessing. Nice payday!

Some chunky buys going through in last few days and the bid looking much stronger now on level 2. Here’s to hoping the bottom is behind us.

But I’m buying on the bid at this level, got my average down under 50.

Someone is selling for their own reason not necessarily due to fundamentals, eg M&G previously suggested. This will turn obv when the bid outweighs the offer on the order book. The trick is not to capitulate just before it turns but buy at the bottom if you can find it. Easier said than done

Rosy1, yes and more large trades besides that all at 45p, however they are trades not sells, somebody sold them and somebody else bought them. I don’t mind buying a few more at 45p if the price drops there, briefly.

A little skill and a large dose of luck! Unfortunately won’t make the 50k I did in 2020, should have bought more!

Got a few more at 12.6 in the UT, a bargain hopefully, haha.

Got a few in auction at 13p

Tempting to jump back in, old time holder from 2020 6p days, but there’s a big seller or sellers knocking the bid, who and why?

SUPR have not said they will give up REIT status, only that they will change category listing on stock exchange, that’s not the same as giving up REIT status and other REITs are also listed on the equity shares category. In fact they specifically said on investor/analyst calls last week that they were recognised the tax advantages of REITs for investors and were not giving up REIT status.

BF1, for me my starting point is around risk free rate plus 4%, so c. 8.5% currently but then flexed according to other business risk factors, and of course INPP is at the lower end of any risk profile so its borderline for me at moment. Personally I favour higher yields with due diligence to indicate market mispricing rather than risk of div cut.

Interesting and useful discussion thx, I was in here but bailed out on the last spike to 122p, with the 10 year bonds sticking around 4.6% and money market rates about the same, I’m not sure the yield is high enough or the price low enough here yet to compensate the risk. This could be the bottom but I’m currently preferring higher yield trusts like FGEN, SEIT and the SUPR reit.

Got some in the auction at 47p, although not all the 2.65m were mine 😉, here’s hoping that’s the bottom.

Forever, I hold SUPR and giving some thought to LMP and SOHO. I also like SEIT as an undervalued play although not a REIT.

Rosy, I set myself up to be shot down but was not far off, bargain buy under 50p imo.

Xd can’t be tomorrow because div not declared yet, hence I predict declaration Thurs or Fri, xd 13th and payment 28th. Just a reasonable estimate of timeline.

I'll forecast that the Q3 div is declared on 6 or 7th March, ex div on 13th March and payment on 28th! Of course i can only be wrong but in the meantime I’ve been adding sub 50p.

….. for example AGR is another REIT listed under the equity shares category

They don’t say they will give up REIT status, however that they will change category listing on stock exchanges, that’s not the same as giving up REIT status, a REIT can be listed on the equity shares category.