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ARTL Alpha Real Trust Limited

137.50
0.00 (0.00%)
Last Updated: 01:00:00
Delayed by 15 minutes
Alpha Real Investors - ARTL

Alpha Real Investors - ARTL

Share Name Share Symbol Market Stock Type
Alpha Real Trust Limited ARTL London Ordinary Share
  Price Change Price Change % Share Price Last Trade
0.00 0.00% 137.50 01:00:00
Open Price Low Price High Price Close Price Previous Close
137.50 137.50 137.50 137.50
more quote information »
Industry Sector
REAL ESTATE INVESTMENT & SERVICES

Top Investor Posts

Top Posts
Posted at 14/7/2022 14:52 by andy246
ARTL listed in Dec-2006 at 100p per share, vs 175p of the recent buyback.
So that's a 3.6% annualized return.
But the share price did bottom out at around 20p in 2009, so investor returns could be much higher.
Posted at 10/6/2022 14:47 by poacher45
After doing so well they are not even trying to invest to create a decent return in the future. It would be better for everybody if they did another tender offer and let all the smaller investors exit at a reasonable price. The share price reaction says it all. Having held for several years I am very upset with this dictatorial attitude or should I dare say a bit like Putin's ideas.
Posted at 09/2/2022 11:37 by luckymouse
Your not wrong - they could get away with high charges when the top performer with low risk in the sector & beyond. Then the industry was disrupted (broken), which as an investor should have triggered an instant exit, or instant 50% recovery buy down strategy so you can get out at breakeven. In either case move on. That's the decision process that you failed to make - and thats what happened 'first' - that failure.

What happened after is the mgrs realised the severe disruption, & rather than winding up, or bringing in the consultants to launch a whole new strategy, fell prey to the desires of temptation - the string it out fee rake. There may be some loan products & projects they are tied into for a good while also, but not all of it, so a poor show indeed. But that happened 'secondly'. Broader truth is both failed to switch.

One should have been long gone before the rotten new 'direction' became apparent. It is the core nature of man to blame others & look outward. 90% of the mkt is rubbish for one reason or another sadly - are you going to hijack the agm of all 50,000 of them?

Since then 1000s of stocks & funds have doubled, 5 bagged, 10 bagged or more - and it's been one heck of a ride. When the world suffers a severe shock forcing the Fed to come in heavily - its the macro trade of the decade - the opportunity of a lifetime!

And your stuck here worrying about some broken mkt & some broken mgrs?
While the train left & went to the moon?

Relentless switching into relentless quality is the only way
Posted at 09/2/2022 09:34 by skyship
LNT - remember fondly going to their AGM in London and having a great slanging match with the Chairman who was trying to hijack the all cash company and go on a buying spree rather than returning cash to shareholders.

I had got the shareholder register and found one investor/trader with a 10% stake - that helped!
Posted at 27/1/2022 22:15 by m_kerr
pavey - thanks for that, that makes sense to me now. they should have just been honest and said they needed to raise cash for their fee. being an asset manager is clearly a great business to be in.

this seems to be a bit of a zombie at the minute. investors usually want 'action' from an investment manager, but that's not always the best course of action.

the fTSE rally has not happened here!
Posted at 17/12/2021 14:23 by hpcg
H1 report has been published but they have not yet made the link live on the website. They do have a naming convention though, so it can be accessed thus:
Posted at 13/6/2021 20:35 by pavey ark
Couple of points here:

If they are resuming lending then I would suggest that they don't intend to buy out private investors.
If the lending resumes and the dividend rises then the share price will respond, bringing it closer to the NAV and raise the buy out price.

The advantage to be had here is that the loan periods tend to be short and the interest rate high.
As this management have shown themselves to be very proactive if circumstances change (not catastrophic changes, perhaps this form of lending becoming less profitable) then it wouldn't take long to get cash back in and move on to something else.

I was getting rather fed up with the inactivity but these guys have shown that they know what they are doing so they can take my money and get on with things.
Posted at 11/6/2021 08:23 by skyship
Cerrito - just passing through & read this: "At least no real inconvenience to me as I have more cash than investment ideas."

I don't recall whether you are a holder and poster of Private Equity; a sector of strong growth through the pandemic.

Well worth the time listening to this Kepler webinar:

KEPLER Masterclass: Investing in Private Equity - Jun'21




I hold NBPE. At 1320p, on a 24% discount to the stated 7th Jun'21 NAV of 1737p, they are anomalously good value versus their peers. The average discount for HVPE, PEY, PIN & SLPE is 16.5%.
Posted at 27/11/2020 19:14 by pavey ark
If this management are saying they are holding fire on investments it is because they are uncertain of current conditions or they expect the conditions to be even more advantageous in the near future.

I doubt if people as experienced as this team would make the wrong investment just because they have the cash....they are much better than that.

As far as a buyout goes... that has been bounced around for some time and may have its origins in a comment by a guest contributor in Investors Chronicle a few years ago.

If a buyout takes place there will be little that private investors can do about it but it will be at higher price than 145p.

Whatever happens I have no means of objectively judging the current rate of investment but if this management are "accepting a mere 0.1% on deposit!" then there is a good reason for it.
I have no way of knowing whither this reason is to the advantage of the management or the investors or both but it isn't done by accident or lack of thought.
Posted at 22/9/2020 15:07 by pavey ark
Skyship, As I said before I am not here to convince you or anyone else ....each to his own but you are investing in companies with much greater risk than ARTL and have a much poorer record of enhancing shareholder value.

To suggest that their Spanish shopping centre is a cause for concern when they now have close to 50% of their assets value in cash is a rather strange way of looking at things.....you must have a rather "rose tinted" view of some of your property holdings.

Simon Thompson did not MAKE the share price he merely pointed out to people the rather obvious merits of the company and investors have taken it from there.

The share price has maintained its value simply because any serious investor looking at ARTL, doing proper research and subsequently buying the shares has not been disappointed in their investment.

Anyway you are not really interested here and as I said before it is NOTHING like the list of your recent buys but it is much more likely to increase shareholder returns and it is a MUCH,MUCH safer investment than say SLI and the others for the reasons I pointed out previously.

PS. "chance their arm"...........these people NEVER chance their arm....that is my point.

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