The latest Investing Matters Podcast episode featuring financial educator and author Jared Dillian has been released. Listen here.
They may have been buying more than one asset so may have had more leverage ?
well I think you should take into account what the nav will be and the PE ratio of the UFFO going forward.
I wonder what the market is waiting for before this re rate. I think once valuations have stables and UFFO progresses/ improves year on year we should be back to a minimum share price of £2
think your right here. not good reading at all.
I think its a stupid question in all honesty. You could figure that out with your own future predictions of UFFO
be watching the capital markets event tomorrow. Will be interesting to understand the boards plans going forward. Hopefully some big buys will come in and lift the share price.
when should Manica income come on stream mate ?
more sellers than buyers at the moment with the share price movement over the last couple of months. hopefully things will pick back up once the balance sheet is more stable and valuations stable.
Afternoon all. For the more experienced mining investor upon receiving the assay results of the final holes how long will a feasibility study take to bring it all together for a more precise valuation? 4-6 months ?
thanks for the reply joeman
touch in recent years. What's happening with Manica ? When are Xtract going to be getting good revenue from it ?
yeah not sure of this one myself. They have updated the portfolio value to 700 million now which the market probably doesn't like. The next couple of years will be interesting for sure but still believe this is significantly undervalued.
CANT SURELY CONTNUE FOR LIONG OR NOTHING WILL BE WORTH ANYTHING. I THOUGHT THEY MENTIONED THAT THE RETAIL PARKS ACTUALLY RETURNED TO CAPITAL GROWTH IN THE LAST QUARTER
too be fair there are numerous companies on aim with a market cap much greater than RTC that loose millions year on year so a 7 million mcap is ridiculous really.
Its quite unbelievable how poorly run NSF has been in the last 5 to 3 years. Its a complete disgrace really. All shareholders are going to be significantly diluted with the fundraise and are unlikely to ever see a return. If the company itself was appealing to others a buyout would have appeared and it hasn't. They have now wrote off a a subsidiary company that they payed millions for and are now brushing their hands. Shambles to say the least.
It makes sense that Boots aren't paying their rent as I've seen loads of commercial property for sale on auction sites and a lot of them have been tenanted by Boots.
why would we drift in the summer when revenue should be solid and stable the pubs will be sold and debt will be reduced ?
That's my feeling. But they may introduce a new pub portfolio over the coming years after selling Hawthorn. Maybe some food for thought. Also they may get a decent price for Hawthorn. 250 Mil minimum in my opinion.
3p cash dividend is not better than expected
Don't want to, but have to agree with you.
When and Where does the devaluation stop? UFFO has tumbled. I'm hoping the presentation sheds some light on the future. I also don't think getting rid of hawthorn is a good idea.