Think you need to see a doctor George |
@hardup
@Husbod
Me too a buyer sub 40p in new tax year |
Would be very happy if it were at 33p on 6 April.However, such are the Company's fundamentals and prospects (probably in the best market of all the REITs), not to mention the yield, I would be astonished to be able to top up at that level.I will be topping up on 6 April in any event if we are sub 40p at that time |
yes please.. im a buyer at that |
KKR is the only salvation for this stock.
Assura investors should visit KKR offices and bent the knee and beg the kind gentlemen not to withdraw their bid.
Otherwise if you don't beg them, 33p is coming non-stop in a straight line |
Looks like the market reckons KKR will withdraw any interest.If they want to fund us at reasonable rates to help us expand further then fine but otherwise good riddance. |
@William
@Pavey
Totally agree with you both, when I saw the RNS at 07.00 today I thought it looked a very satisfactoryannouncement. |
In the US they never even quote LTVs - properties are kept at depreciated cost on the balance sheet and debts measured in EBITDA multiples |
There is a clear connection between the USS deal and the £500m hospital deal.
All the ridiculous pant wetting over the 49% LTV ignored this disposal deal.
The USS deal was originally for £250m with a further extension to £400m or £320m cash realisation by AGR,
When set against the excellent debt profile (50% of debt 7.1yr and 1.62% weighted)a target LTV of under 45% looks far from being a problem.
It may be useful to some if they multiplied the cost of debt by the LTV for their favourite REIT and compared it to AGR !!
Getting close to buying back the 20% I sold at 46p. |
33p would be perfect for a top up and an even better yield. You're not going to win here George. |
Yep 4.8 blended looks good Plus there's AM fees to come on the assets sold into the JV |
They sold the assets to themselves ie their own JV
Effectively they are painting the tape and market undestands the scam that's why its headed back to 33p |
Further disposals |
He certainly does, provided it takes place in front of his fellow inmates at the funny farm! |
Re posting1831
George! We are still waiting for your share tips.
Are there other companies you could warn us about? |
I hope that KKR never buy AGR
I would prefer for the share price to stay in the 30's than be owned buy that lot
They should go and buy some Russian assets. I am sure they they will get a bargin from Putin |
Trolls are attention seekers. The more they are given attention, the more they will post. Use the filter button. It's what it's for. |
I'll keep my daughters away from you. |
Does George have enough material for a stand up comedy show? |
@tialouise
Is he paid by the word do you think, perhaps with higher rates for when he writes in capitals ? |
Nuts , yep I think you are |
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