Raven Prop P Discussion Threads

[hindsight] 05/9/2023 19:40

Agreed dandigirl

[pbaker] 05/9/2023 13:55

I am just looking forward to the next dividend. I do not care how they get the money out of Russia, it would just be nice. 220,000 pref shares held by the family.
Every country needs warehousing and distribution and when this is all over all the multi nationals will be back to help rebuild, Ukraine and Russia.
Roll on dividends of £26K a year.
I dream, I hope you all dream. Peace to everyone.

[dandigirl] 05/9/2023 11:06

disagree: they are still there in the background.

[zangdook] 05/9/2023 10:16

Russia hasn't been an oligarchy since Yeltsin quit. It's lazy journalists who keep using the term. The closest the world has to an oligarch these days would be Rupert Murdoch.

[dandigirl] 05/9/2023 10:13

ha! - yes, all holders are probably thinking it took too long to comprehend what was happening russia/ukraine. I do. Even in the days before the invasion I didn't think Putin would be such an idiot. hey-ho.

imv the longer this goes on the less likely the chances of getting anything back.

need Putin to be removed soon and replaced by a Gorbachev type figure and that is most unlikely.

where are those oligarchs when needed?

[cc2014] 04/9/2023 13:59

Yes the prefs. He and his family members only held the prefs.

40p was on the way down around Feb 22.

IIRC he posted to say he taken too long to comprehend the situation in Russia/Ukraine

I do not know but I'm very doubtful he held 5%. More like a very large holding in terms of the ADVFN subscriber base to be sure, but I doubt 5%.

[dandigirl] 04/9/2023 13:35

Hi CC, So as to be sure, is it the prefs?
When was this please?
Thanks.

[cc2014] 04/9/2023 11:36

I'm not sure about the 5% but he sold out for around 40p IIRC.

Which was probably a very decent price for that sort of volume

[dandigirl] 04/9/2023 08:21

if they had 5% it would be listed above.

[holts] 02/9/2023 15:32

There was a person on here whose family had something like five per cent of the issue invested for their family ,I think it was notified in one of the reports , Gordon family trust I had in mind but that may be wrong , whatever that’s a significant kick in the teeth .

[pbaker] 22/8/2023 08:49

It is good to see the Directors are in this with us. It would be good to hear from Quilter and Schroder just to find out what they think. Is there any update on trading. I imagine distributions centres are always needed not so sure about office space. Praying for peace and an end to stupid wars.

[rahosi] 22/8/2023 08:22

Securities info update 30 JUN 2023

Securities Information
Class...................Ordinary shares.Preference shares
Issued share capital 566,493,370 216,634,485
Shares held in Treasury...........-...............-
Total voting rights in each class
........................566,493,370.....216,634,485

PRINCIPAL ORDINARY SHAREHOLDERS
Raven Property Grp Dirs, Raven Hldgs Ltd & EBT 162,145,267 28.6%
Quilter Investors..............................132,916,603 23.5%
Schroder Investment Management..................62,131,178 11.0%
JO Hambro Capital Management....................46,170,195 08.2%
Progressive Capital Partners....................19,554,968 03.5%
Hargreaves Lansdown Asset Management.............7,606,254 01.3%
Legal & General Investment Management............7,109,445 01.3%
UBS..............................................6,227,514 01.1%
Raven Property Group Ltd Related Parties.........5,869,520 01.0%

PRINCIPAL PREFERENCE SHAREHOLDERS
Quilter Investors...............................68,518,752 31.6%
Raven Property Grp Dirs, Raven Hldgs Ltd & EBT..52,178,313 24.1%
New City Investment Managers.....................9,096,228 04.2%
Interactive Investor.............................6,099,546 02.8%
Hargreaves Lansdown Asset Management.............5,773,348 02.7%
Progressive Capital Partners.....................5,052,682 02.3%
Jupiter Asset Management.........................4,766,438 02.2%
Raven Property Group Ltd Related Parties.........4,566,992 02.1%
Ravenscroft......................................4,016,279 01.9%
CG Asset Management..............................3,034,712 01.4%
A J Bell Securities..............................2,909,750 01.3%
Brooks Macdonald Asset Management................2,869,965 01.3%
Halifax Share Dealing............................2,501,033 01.2%
Canaccord Genuity Wealth Management..............2,370,267 01.1%
Lion Trust Asset Management......................2,370,000 01.1%

[gfrae] 22/7/2023 20:26

Good to here your story pbaker, I am sure there are many others like it, and some a lot worse. Commiserations.

[wskill] 22/7/2023 08:46

Also hoping EBOX does not go the same way as RAVP do think that EBOX is a quality company and in a safe country but have only 5% in EBOX did have less than 1% in RAVP as never classed Russia as very safe.
Hoping that we come good in the fullness of time for all that it seems our directors are on our side and working for the shareholders.

[pbaker] 21/7/2023 19:21

Thanks 1knocker a good few years of dividends. Though nearly all reinvested in Raven as Class A1 distribution depots in a growing and reasonably stable country. What could go wrong? I look at tritax europe EBOX on a 37% discount and a yield of plus 7% and wonder if I am wrong again to buy at these levels? Having worked in distribution many of the companies that rent these spaces will not move in a generation.

[1knocker] 21/7/2023 18:54

We all live in hope pbaker, though it looks as though, sadly, you have more reason to than most of us. Its always a particular kick in the teeth to invest family money and have the investment go sour. I hope that at least you enjoyed a decent number of years of dividends before our lords and masters decided to punish the Russians by making gifts of our assets to them.

[pbaker] 21/7/2023 17:50

The Company then divested its Russian business to members of its Russian management team on 14 July 2022 but retains an investment in non-voting preference shares in the property investment group.
It is over a year since the divestment took place. Every three months, I do miss my Raven preference dividend. 136,900 preference shares. This was a massive part of my retirement plan. It was going to provide all the luxuries for my retirement. Oops.
Even worse I help my family with there investments and they had 83000 between them.
As always I pray for peace and then I pray for a resumption of preference dividends.
Lots of capital now tied up at a potential zero. Though with the dream of full repayment with dividends accrued.
I always read this notice board avidly. Especially thoughtful comments.

[tradertrev] 21/7/2023 16:08

Expropriation from whom? Raven equity is owned by the Russian management.

[muzerewa] 19/7/2023 09:48

Wonder whether Raven assets may be subject to expropriation similarly as per for Carlsberg and Danone, and if so whether it could turn out to be a blessing in disguise e.g. if it provides grounds for compensation awards in countries where Russian state, or state linked entities have assets.

[zangdook] 04/7/2023 10:11

thanks. That's cheap enough to be almost interesting.

[stemis] 04/7/2023 09:18

On the site

hxxps://www.theravenpropertygroup.com/investors/share-trading-facility/

[zangdook] 04/7/2023 08:23

Rahosi - where was that reported?

[stemis] 04/7/2023 08:17

Also received the dividend on my pref shares held in AJ Bell. Never had any problem getting a reply from the company - try [e-mail] (assuming he's still there)

[rahosi] 04/7/2023 07:59

There has been 1 settled trade reported

Settled trades:
Date of transaction 28/06/2023
Type of Share Ordinary
Volume 200,023
Price (GBp) 5.1

In passing, I got fully & promptly paid the dividend on my holding within XO

[astavrou] 04/7/2023 01:23

The company never paid me the declared dividend on my 10k RAVP shares. They never replied on my emails as well. I am properly registered on their new service, the new shares agent (link group) and I hold a physical certificate. I believe they are crooks and my money got evaporated.