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Yep, zero.

Seems from RNS that only 120,665 shares were issued through PB. That seems surprisingly low to me. I wonder what allocation those of us that applied will get?

Look ok - good to me: NAV and divi increase. Bought in first thing this morning.

Still thinking about it. I noticed some very large trades after hours today, many of which are @ small discount to the placing price - including the £11m uncrossing trade this evening. Wondering what that means/ if anything?

I was wondering the same thing. Some other non-logistics REITS moved as well the last few days. Not that I'm complaining, but I also haven't identified any specific reason.

Yeah, it's about balancing those downsides against the other points such as the extra publicity/ banter that's on social media right now; how long term is this likely to still be an issue etc. They have insurance in place and this quarter is typically a quiet period anyway, would have been more disruptive if during Spring or Summer. I wouldn't say it's obvious either way tbh and we'll no doubt find out soon enough.

Results look good/fine - but I see another fundraise looks possible/likely in the short term. I've sold out and hope to buy back again if that materialises.

Maybe. But a lot (maybe almost all) of ANG traffic is through word of mouth, personal connections, in shop experience etc. Maybe people will make a joke of this and just move on. And where else are the customers going to go? Seems unlikely to me that they will switch from ANG to an independent local angling store just because of this. I've added this afternoon - though I do recognise that this is with the risk that the damage turns out to be bigger than I expect.

Indeed, it's what to do now. On the one hand, the NAV growth rate has slowed, there is no dividend increase, rent collection levels are slightly down on before and the RNS doesn't generally contain anything outstanding to my mind - so hard to justify a massive premium to NAV. On the other hand, the sector continues to perform very well and WHR remains one of the best ways of playing it IMO. So I'm not massively excited, but nor is it an obvious point to take profits.

Agree with you guys. I think it's just a spread/small volume thing which creates lots of small opportunities to add if you want to.

Yeah, doesn't read well. But Stockopedia have a loss of -$26m in as the consensus for this year and yet the RNS says breakeven. So perhaps it's not as bad as first appears?

Hi, I'm not sure where you get that $8.84m figure from. The figure given by Stockopedia as the consensus for 2022 says net profit of $13.68m, which is well down on where we were a few months ago. As you say, I can't identify any way of really predicting what the results on Thursday will bring, but I'm hoping that this figure will get a push back up with the positive OP and number of rigs etc.

Yeah, they have said that there is no intention to increase the divi as the yields required from the leases to make this possible would require taking on too much risk. Personally speaking, I agree with hem as it's already a very high divi yield and I'd rather they focused on getting as close to 100% divi cover as possible. NAV boost was a pleasant surprise, everything else in the RNS was as expected I think. Added some first thing this morning.

Got 100% through PB. Seems retail weren't scaled back.

There have been a lot of fundraisings recently, so perhaps appetite has waned a bit. It's also pretty small, new, and probably not that well known. But I thought it looked pretty good and so bought in through PB.

I’m still mulling over whether to get back in here. The cash flow/ business model sustainability stuff all looks quite good. However, with respect to the related party/ affiliated party points I don’t like that they say only that they didn’t want to disclose the split out of the operations business because they didn’t want to tip off competitors. That just doesn’t sound good enough. What I would like to see is them disclose what they have made out of the transaction, and then (perhaps) agree to pay it to CSH. Saying that in the future they will disclose such transactions, also sounds to me implicitly like an acknowledgment of wrongdoing – and something they are doing because they have to, not because they are kind of people who believe in transparency. Overall, I can see the case for the SP recovering back closer to NAV based on the soundness of the business, but I don’t trust the management in the way that I did before all this kicked off – especially as it’s supposed to be boring social housing they are running! Will wait and see and read what you others think about it.

Have bought in. Results essentially positive, but it is a shame that the comments on supply chain issues were so vague.

Yes, could well do - especially as CSH is still in the dog house (with jury still out) and SOHO not performing much better.

Thanks, yes - although with PB there are no transaction costs and so buying at 115p through PB is probably about the same as buying through the market at around 116p I guess. Slightly odd that the PB offer was delayed a bit, but I'm not reading much into it.

I didn't. Had sold out previously as no news for a long time made me suspicious. Hoping for a raise to get back in, and here it is, but no sign of an offer via Primary Bid?