RE: Value27 Jan 2022 17:58
I am a very happy holder at this current price:
- Q4 disposals at a premium to most recent valuations (suggesting that IP values have definitely bottomed - so potential NAV upside)
- strong tenant mix in good sectors for the current climate. (Including good collection figures)
- and who knows potential significant reval upside from change in use planning consents
- to top it off it's a strong divi yield at this SP too.