Chesnara Share Discussion Threads

[jonnybig] 11/10/2022 13:45

Very small market cap doesn't really align to the very high costs of being listed. Just speaking from personal experience where I've been caught out but admittedly with a couple of AIM companies.

[jonnybig] 11/10/2022 12:57

Is there a high risk this may be delisted?

[fenners66] 10/10/2022 14:54

Another drop down?
Makes me wonder if they have any exposure to the LDI issue, or someone thinks they do.

[speedsgh] 10/10/2022 11:17

Personally preferred the men in grey suits (Kettleborough, Deane etc) and their 'reassuringly boring' approach. Jury very much still out on Mr Murray for me.

[bluemango] 09/10/2022 11:52

In a word: mixed.

Some are uncomfortable with what they see as a shift towards a slightly riskier approach.

Others think he's dynamic and could bring more reward. Time will tell.

[topvest] 09/10/2022 11:23

What are the thoughts on here regarding the new CEO, Steve Murray?

[triskelion] 09/10/2022 02:26

Re: LDI I'd happened to read the two MW articles which both came along on 7 October, seemed OK

hxxps://moneyweek.com/investments/bonds/government-bonds/605411/ldi-financial-fix-backfired

hxxps://moneyweek.com/investments/bonds/government-bonds/605409/liability-driven-investment-ldi-doom-loop-bond-market

[cassini] 04/10/2022 11:51

I picked up some at 274p yesterday. I bought a few other insurers too.

[thamestrader] 04/10/2022 10:18

yes, picked up a few yesterday.

[wynterwilde] 04/10/2022 10:12

ttt...
now slowly climbing back to more normal levels....I hope you managed to pick some up as I'm sure it will be a lot higher when we receive our dividends......

[thamestrader] 03/10/2022 08:32

It's not every day you can buy this at less than 280p.

Tempted. But it's still 'amateur hour'.

[thebutler] 29/9/2022 11:45

What happened at just after 9am?

[1knocker] 26/9/2022 20:44

Stick with Chestara, keep trading the range (about 280 to 310),increase your holding while keeping your capital committed static. I got in years ago when it was 179 from memory, and my holding has paid for itself if one includes the dividends. Don't know why that works, but it most certainly does. Fingers crossed it continues to behave as it has for years.

[wynterwilde] 13/9/2022 14:13

al101uk
fred177

Thank you both.

[thamestrader] 13/9/2022 14:11

Sorry for continuing OT -

On balance I prefer SUPR and SHED to RGL. RGL has a higher yield for sure, but largely because the share price has tanked.

[fred177] 13/9/2022 13:11

Sorry for OT -

RGL is something i am overweight in, coming into the pandemic occupancy of regional offices was at an all time high, they collected most of their rents although with their acquisitions vacancy rates have increased, trading on a disc of circa 30% and yielding just under 10%, i have faith in the management who've been buying and i don't think the office is dead and also re- purposing opportunities exist
all IMHO which may not be worth much

[al101uk] 13/9/2022 12:47

Got some REITs and that one isn't for me, looks like my entire investment is sticking around here for now, thanks for the feedback.

[wynterwilde] 13/9/2022 12:47

fred177
al101uk

Very interested on your thoughts on CSN, thanks for posting them as I am considering reducing my holding here. I was about to go with PHP....so fred, I'm presuming you favour RGL for their broader reach..?

[fred177] 13/9/2022 12:23

I’ve bought more RGL this morning interims due Thursday will be along term hold for income as CSN was meant to be

[al101uk] 13/9/2022 12:05

fred177,

Interested in where you intend to find a new home for your money?

I already own Phoenix & L&G, so overweight this sector, but I want to maintain the yield... safely.

I won't be selling out completely, but reducing a little bit more for diversification wouldn't hurt.

[fred177] 13/9/2022 09:36

Sold out here this morning, all things considered the model seems to be changing to one of higher risk and felt that may be the case following Murray's appointment and the first Hardman interview. Amongst all the things that al101uk points out which i agree with, i also thought there was a bit of a disconnect between CEO and CFO, i may be completely off track here but in the first interview they share a camera and were together as a team, this time separate cameras locations and Murray very much dictating the flow. Not sure if Rimmington is fully on board with all of it- and hence decided to move on. GLA will keep watching

[cwa1] 12/9/2022 07:33

Robust cash generation in challenging markets