Search found 201 matches

by PrefInvestor
July 21st, 2019, 9:28 am
Forum: Gilts and Bonds
Topic: RAVP
Replies: 87
Views: 2841

Re: RAVP

Well the company’s purchase of the WIM & Invesco RAV holdings may well prove to be a clever move, certainly it seems to have caused a recovery in the RAVP and RAVP share prices, though on very low volume in the case of RAVP (only 17 trades all week as far as I can see ?). Though I doubt that spe...
by PrefInvestor
July 19th, 2019, 6:04 pm
Forum: REITs & Property Companies
Topic: the NewRiver REIT (NRR) topic
Replies: 68
Views: 3999

Re: the NewRiver REIT (NRR) topic

Hi All, Nice close at 170 today significantly higher than the lows earlier in the week. I note that a couple of shorts would appear to have been closed and we are now down to 5.78% of short interest, was 7.4% earlier in the week. See link below for details of the shorts that have been closed https:/...
by PrefInvestor
July 18th, 2019, 8:51 am
Forum: Computers, TVs & Phones
Topic: Windows 10 version 1903 'May 2019 Update' now released
Replies: 34
Views: 3866

Re: Windows 10 version 1903 'May 2019 Update' now released

I like the sound of the built-in Sandbox feature for some versions of Windows, and the speed-improvements concerning the earlier Spectre issues are very welcome indeed. Hi itsallaguess, Recently upgraded my 2 oldish Dell PCs to 1903 using the MCT - all went smoothly, everything is working OK. BUT 1...
by PrefInvestor
July 15th, 2019, 6:46 am
Forum: REITs & Property Companies
Topic: the NewRiver REIT (NRR) topic
Replies: 68
Views: 3999

Re: the NewRiver REIT (NRR) topic

Hi All, Well I checked the institutional shareholder holdings on NRRs web site this morning and they reported the following situation as of 11th July:- Invesco Was 79,336,992 Now 87,321,619 Up ~8 Million Woodford Was 36,181,907 Now not listed (so <3%) BlackRock Was 13,789,054 Now 13,789,054 Unchange...
by PrefInvestor
July 12th, 2019, 7:27 pm
Forum: REITs & Property Companies
Topic: the NewRiver REIT (NRR) topic
Replies: 68
Views: 3999

Re: the NewRiver REIT (NRR) topic

Well SentimentRules, I’m not aware of having chatted with you before. Unless it’s perhaps from ii and you have a different username here ?. As for debt, well all REITS have loads of debt don’t they, and last I read the LTV was 37 I think (May 2019). Anyway, as I’ve already said. We’ll just have to s...
by PrefInvestor
July 12th, 2019, 6:40 pm
Forum: REITs & Property Companies
Topic: the NewRiver REIT (NRR) topic
Replies: 68
Views: 3999

Re: the NewRiver REIT (NRR) topic

Well SentimentRules, to be clear I am relatively agnostic about what happens here. But I am of the opinion that the immediate risk from the huge Woodford holding is likely over, but anything with a significant level of shorts is always a concern. So not sure what will happen with the share price but...
by PrefInvestor
July 12th, 2019, 5:34 pm
Forum: REITs & Property Companies
Topic: the NewRiver REIT (NRR) topic
Replies: 68
Views: 3999

Re: the NewRiver REIT (NRR) topic

Not many saw value in buying them though pref? If the sale is done.. The lnception to conclusion date has seen a big loss. Not exactly people queing up to buy. But....Could maybe assume that the shorters were pressuring his sales downwards for cheap purchase.. . That's why I say you need to see sho...
by PrefInvestor
July 12th, 2019, 3:43 pm
Forum: REITs & Property Companies
Topic: the NewRiver REIT (NRR) topic
Replies: 68
Views: 3999

Re: the NewRiver REIT (NRR) topic

Hi All, Well no new RNSs today to accompany the mass of trade last evening (10/7) after the bell. Took the time this morning to download the trades from the shares magazine site (the only place I know where you can download previous days trading data for free ?) Pref You might like to try this link...
by PrefInvestor
July 12th, 2019, 9:11 am
Forum: REITs & Property Companies
Topic: the NewRiver REIT (NRR) topic
Replies: 68
Views: 3999

Re: the NewRiver REIT (NRR) topic

Hi Again All, Tried doing a count based on the ADVFN data but unfortunately I couldnt copy and paste the data into my spreadsheet in any readily amenable format, so I couldnt do the calculation. Could do it if I spent more time but didnt think it was worth it, especially as we have the RNSs today (s...
by PrefInvestor
July 11th, 2019, 9:53 pm
Forum: REITs & Property Companies
Topic: the NewRiver REIT (NRR) topic
Replies: 68
Views: 3999

Re: the NewRiver REIT (NRR) topic

Hi BBB, That’s a useful piece of information thanks, I have an account on ADVFN but I don’t often use it, really don’t like the board format. I do read it occasionally though as there are good posters there for some stocks. Looks like I was right and the list of NRR sell trades after the bell on 10/...
by PrefInvestor
July 11th, 2019, 11:21 am
Forum: REITs & Property Companies
Topic: the NewRiver REIT (NRR) topic
Replies: 68
Views: 3999

Re: the NewRiver REIT (NRR) topic

Hi All, Well no new RNSs today to accompany the mass of trade last evening (10/7) after the bell. Took the time this morning to download the trades from the sharesmagazine site (the only place I know where you can download previous days trading data for free ?) and added them up, results follow:- Ju...
by PrefInvestor
July 10th, 2019, 6:38 pm
Forum: REITs & Property Companies
Topic: the NewRiver REIT (NRR) topic
Replies: 68
Views: 3999

Re: the NewRiver REIT (NRR) topic

A couple of biggish transactions at the days end. A couple !. From what I could see over 50 million shares were sold after the close in quite a few different transactions, but mostly trade type PRIC = negotiated trades ?. From previous experience though this sort of out of hours activity often mean...
by PrefInvestor
July 3rd, 2019, 10:45 pm
Forum: REITs & Property Companies
Topic: the NewRiver REIT (NRR) topic
Replies: 68
Views: 3999

Re: the NewRiver REIT (NRR) topic

Hi All, Another Holdings RNS published today this one a sale by St James’s Place on 2/7, not immediately clear to me exactly how many were sold as all it says is that their holding was reduced from 3.9% to less than 3%.Doesn’t appear to have done anything much to the share price which is still in th...
by PrefInvestor
July 3rd, 2019, 12:44 pm
Forum: Company Share news (LSE Main Market)
Topic: Sainsbury (J) (SBRY)
Replies: 25
Views: 1380

Re: Sainsbury (J) (SBRY)

Hi All, Well I don’t see much “improving” going on in those numbers ?. Like for like sales growth down, Total Sales Growth figures all down. Asda merger blocked, share price down from 28x in February to 19x today. Dividend still decent but cover looking increasingly shaky. Looks like another challen...
by PrefInvestor
July 1st, 2019, 4:23 pm
Forum: REITs & Property Companies
Topic: the NewRiver REIT (NRR) topic
Replies: 68
Views: 3999

Re: the NewRiver REIT (NRR) topic

Hi All, No new NRR related announcements in respect of Woodford as far as I know, but there has been announcement that he has sold all his RAven Property Group ordinarily shares ticker RAV for £26 million (note that Invesco have also disposed £12 million worth at the same time). Price was 36p a shar...
by PrefInvestor
June 28th, 2019, 11:32 pm
Forum: REITs & Property Companies
Topic: the NewRiver REIT (NRR) topic
Replies: 68
Views: 3999

Re: the NewRiver REIT (NRR) topic

Hi All, Another Holdings RNS published today. Looks like Woodford disposed of another ~1% on 27/6. Woodford holding now 11.84% according to the RNS. Price held up well today I thought.

ATB

Pref
by PrefInvestor
June 27th, 2019, 10:41 am
Forum: Investment Strategies
Topic: How to increase defensiveness of IT portfolio
Replies: 60
Views: 6239

Re: How to increase defensiveness of IT portfolio

An alternative option I am pondering, is to buy into PNL as it holds TIPS (c 33%), gold (c 8%) and stocks, as they will understand the products and adjust asset allocations better then I will. Yes I can see that PNL has been doing well, up sort of 7-8% YTD and it held up well during the big dip in ...
by PrefInvestor
June 27th, 2019, 6:21 am
Forum: Investment Strategies
Topic: How to increase defensiveness of IT portfolio
Replies: 60
Views: 6239

Re: How to increase defensiveness of IT portfolio

I thought that TIPS sounded like an interesting defensive investment. But having a read around I found the following article which implies to me that while buying an actual TIPS bond is good holding an ETF or mutual fund exposes you to additional risks. https://www.thebalance.com/are-tips-safe-the-r...
by PrefInvestor
June 25th, 2019, 12:26 pm
Forum: REITs & Property Companies
Topic: the NewRiver REIT (NRR) topic
Replies: 68
Views: 3999

Re: the NewRiver REIT (NRR) topic

Hi All, Well another Holdings RNS published today, this time detailing a 0.5% sale by St James's Place on 24/6 by the look of it. Short interest reduced a bit today to 7.6%, was 8.4% yesterday I think. Share price has dipped below 180 today. I shall start to get interested again at about 165.......b...
by PrefInvestor
June 24th, 2019, 6:28 pm
Forum: Investment Strategies
Topic: Investing in Green Infrastructure Funds (ITs)
Replies: 116
Views: 5550

Re: Investing in Green Infrastructure Funds (ITs)

Well, PrefInvestor, the fund is VT GRAVIS CLEAN ENERGY INCOME and the annual historic yield is 3.79% (ouch). However, it has made 20.13% in the past 12 months. But I guess the 6 UK green infrastructure funds have done about the same. Some of the figures don't add up by the way John Laing Environmen...

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