Newriver Reit Share Discussion Threads

[mindthestash] 29/3/2025 13:56:59

Not sure why the market price is so fragile. Is it perhaps the business rate relief expiry? Occupier costs are going to rise. The number he gave for tenants renewing was afmirable, something like 90%.that sounds pretty good.

[skyship] 29/3/2025 11:52:25

LG - indeed, a very good and convincing presentation. Annoyingly can't enlarge the screen so as to see the slides! Is that just me; or a problem with the site?

[lord gnome] 29/3/2025 10:32:22

It's a good presentation, very upbeat. Only problem is that it will make you want to buy more. I hold three of the companies presenting in Spotlight so it was an hour well spent for me.Feeling very confident about NRR going forward. Next two years could be very rewarding if the potential is delivered.

[skinny] 21/3/2025 09:22:17

May be of interest :-

[cwa1] 13/3/2025 18:20:45

That's just a modest UT as far as I can see

[greenhat2] 13/3/2025 16:49:20

146k gone through

[greenhat2] 13/3/2025 16:48:35

Big big trade there at 1635 Let's hope it's seller cleared !

[frazboy] 13/3/2025 14:45:36

Seller appears to have gone? share price is playing catch up

[sleepy] 13/3/2025 13:31:03

Sky - envy you. Have fond memories of France having worked, lived and holidayed there

[skyship] 13/3/2025 13:17:02

Sleepy - lucky you. Fantastic holiday in Rome last year. Will go again next year but NOT 2025 - Jubilee Year - 36m visitors expected so will be totally rammed!!!

[sleepy] 13/3/2025 12:44:58

Gave up the day job at 60. Finding that travel broadens the mind. Currently on a train in Italy with excellent WiFi - something I didn’t think possible on a train

[badtime] 13/3/2025 11:53:12

Hit 66 last week ...managed to get down to 4 days a week ...3 would be ideal

[cwa1] 12/3/2025 13:01:19

The Company announces that it was notified on 12 March 2025 that, Alastair Miller, Senior Independent Non-Executive Director, purchased 29,359 ordinary shares of one penny each ("Ordinary Shares") in NewRiver at 67.75 pence per Ordinary Share on 12 March 2025. Following this transaction Alastair Miller holds 147,462 Ordinary Shares in the Company.

[nickrl] 06/3/2025 09:46:59

back to NRR (Im jealous Sky) the news a few lockers from Royal Mail has done the share price a power of good i see pushed it down to a 4yr low! Am in large here already although waited until they dispended the pubco as i felt that by and large the shops they have will always be there as not majorly discretionary spend.

[skyship] 06/3/2025 08:54:33

Ahh - so coy about your age :) So currently 66 perhaps...

Yes, travel South beckons - as does an overfull wine cellar!

[tiltonboy] 06/3/2025 08:42:21

SKY,

Walking out 50 years to the day I walked in. The new soon-to-be Mrs tiltonboy has somewhat longer before she retires but may have to retire her early to travel.

[panshanger1] 05/3/2025 21:05:30

@tiltonboyI can tell you now nothing gives you more pleasure in retirement than taking stonking great dividends from your ISA tax free

[skyship] 05/3/2025 20:31:08

Retiring at 62 perhaps; or are you younger than that. Personally managed out at 53; then retired here to SW France at 56 - 20yrs on and never regretted that move for one moment.

You've got to pass this way sometime

[tiltonboy] 05/3/2025 18:51:55

Ive been in since CAL days and have added twice since the takeover. Im pretty confident the divi will increase, but the current yield is good enough for my needs. Not too concerned about the capital value. Also bought CREI and PHP recently.

19 months to retirement and concentrating on maxing divis in my ISA and to pass some of the income down to the kids

[skyship] 05/3/2025 09:15:04

Hi Tilts. Never held this one as never a fan of Retail. However, a price for everything; and surely down at the support level of 68p and a yield of minimally 8.8%, this now looking to offer serious value.

Hopefully may have some WHR & ASLI cash to reinvest in the sector - so casting around...


free stock charts from uk.advfn.com

[tiltonboy] 03/3/2025 15:36:08

Significant cost savings. EPS and divi expected to benefit.

Sector is just getting sold-down again atm. As long as the income continues to flow I'm happy

[mindthestash] 03/3/2025 14:21:10

Ps
most property on a downer as bond rates up today

[mindthestash] 03/3/2025 14:18:53

Underlying funds from operations.
I was thinking 6 to 7p. Cost of acquisitions I'm thinking will eat a little pie but hopefully some overhead reductions will balance.

I'm not thinking NI will hit rents in any meaningful way but the unknown is the business rate review and loss of interim subsidy.

I don't see NRR getting caught in the large unit/out of town rates increase as its more urban /suburban/

I added Friday, steady eddy income not growth. For growth see SHED and AEW.