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Name Symbol Market Type
Raven Prop P LSE:RAVP London Preference Share
  Price Change % Change Price Bid Price Offer Price High Price Low Price Open Price Traded Last Trade
  0.00 0.0% 113.50 111.00 116.00 113.50 113.50 113.50 40,547 08:00:00

Raven Prop P Discussion Threads

Showing 476 to 498 of 1050 messages
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DateSubjectAuthorDiscuss
14/1/2020
11:05
Final warning sponky boy !
my retirement fund
14/1/2020
08:57
Think may buy oodles more but hoping for a pullback when the Woodford noise dies down.
igbertsponk
14/1/2020
08:29
Well said Kenny. It must be said i very much quietly enjoy and benefit from your research. Thank you.
banj
13/1/2020
17:03
Yes, flat indeed going forward. That's in the future, for anyone reading.
igbertsponk
13/1/2020
11:33
Ruble against the Pound is currently just over 79. It has strengthened from the over 82 it was trading at the end of 2019. The ruble has a volatile history albeit it seems very stable over the last 12 months and this stability may be something that becomes the new normal.
kenny
12/1/2020
12:16
For those who think the Moscow warehouse market has been "flat" in 2019, consider this report: KNIGHT FRANK: RESULTS FROM 2019 FOR THE MOSCOW REGION WAREHOUSE MARKET The market has entered the stage of growth in rental rates. Analysts at the international consulting company Knight Frank summarized the preliminary results of 2019 for the warehouse market in the Moscow region and prepared a forecast for 2020. Among the key trends are: The share of vacant warehouse space has reached its minimum value since 2013 - 2.5%; The demand for constructing proprietary warehouses more than doubled - up to 24%; Against the background of a decrease in the volume of transactions in the Moscow region, a twofold increase in the regions of Russia is expected - up to 900,000 square meters. The market has entered the stage of growth in rental rates. According to preliminary results of 2019, the total supply on the Russian warehouse real estate market amounted to about 27.2 million square meters, of which 55% or just over 15 million square meters is located in the Moscow region. Over the year, the total supply in the metropolitan area increased by 6%. This year, about 850,000 square meters of high-quality warehouse space were commissioned in the Moscow region, which generally corresponds to the values of 2018 (805,000 sq. m). At the same time, as in the previous year, we note that the share of speculative warehouses in the total volume of new construction is less than 50%, and according to preliminary data, 27% of the commissioned space is built for proprietary needs, and 29% is built-to-suit.
kenny
12/1/2020
10:37
Interesting and possible read across in terms of rising rents, interest rates on a down trend and e-commerce developing in Russia: hTTps://www.intellinews.com/russia-real-estate-legends-to-raise-140mn-to-develop-last-mile-warehouses-for-the-e-commerce-sector-174343/
kenny
10/1/2020
08:38
Lol !!! Of course.
eeza
10/1/2020
08:30
Hmmm eeza should I top up again?
nerja
09/1/2020
13:59
Strange as it may sound to us Westerners, Russia is becoming one of the safest places, in this Trump world, to invest in!! Look, for example, at the share price of a Russian fund like JRS over the last 9 months. It is a crazy world with Trump putting sanctions on EU companies and the EU saying he is interfering in their domestic affairs in order to make US gas more attractive to EU countries. Threatening sanctions on Turkey, another ally, if it purchased a Russian air defense system. Trump even threatening sanctions on Iraq, this week, if they asked the US to withdraw its troops from Iraq! Trump wants the US to interfere and tell countries what they can and cannot do – is that a foreign policy stance that is attractive to your friends? EU countries are getting fed up and thinking of withdrawing some of the sanctions against Russia that are hurting their economies. In any event, sanctions are no longer effective – purely because they have been over used, countries have adapted, so the threat of them is now ineffective. Meanwhile, Russia has massively increased trade with China and now has more influence in the Middle-East than the US. Considering how much the US has “invested̶1; in the Middle-East, including Iraq, that is an amazing situation to arrive at. Russia also has a stable economy backed by more government reserves than any other country outside of the unstable Middle-East.
kenny
09/1/2020
13:26
Well done. Try it again !!
eeza
09/1/2020
13:19
Yep just topped up an extra 2k seems to have turned
nerja
09/1/2020
13:03
Full offer (135p) being paid now, and bid moves up.
eeza
09/1/2020
12:10
Moscow warehouse market looks pretty flat - vacancies stagnant as a % due to new completions. hTtp://europe-re.com/moscow-warehouse-vacancy-drops-to-a-record-low-ru/65774
igbertsponk
09/1/2020
11:40
Using this link: hTTps://www2.colliers.com/en-RU/Russia/Cities/Moscow you can download and read Colliers 2019/Q3/Russia/Moscow/Industrial report. Two points to note from that are a) a small rise in rents during 2019 and b) the vacancy rate is predicted to fall to 3.5% as at the end of 2019. In another report (Knight Frank), I have read that rental rates are now in an upward trend but the prediction for 2020 is for a very modest rise in rents - from an average of RUB3,850 to 4,000. Still a long way below their peak of seven years ago. Personally, I think it will be the sharp reduction in vacancies that will help the company most in 2019. Rental increases take time to work their way in through lease renewals.
kenny
09/1/2020
10:13
Sorry - that buying pressure inching the price up is me!
igbertsponk
02/1/2020
10:35
"Russia in 2020: Will the Economy Grow Faster?" hTTps://www.themoscowtimes.com/2019/12/25/russia-in-2020-economy-grow-faster-a68624 Some predictions for the Russian economy plus a good description of how Russia overcame sanctions since 2014. Russia now has, probably, the highest government reserves, as a percentage of GDP, in the World. Worth a read just for the history since 2014.
kenny
02/1/2020
09:13
The recent rise in the Ords shows how the company is doing well despite the Woodford fallout. Suspect I'll be continuing to add rather a lot of these this year. Hope all have a great 2020! Edited to say as the divi in my account already (Charles Stanley are efficient) I've reinvested a few pennies.
igbertsponk
30/12/2019
23:08
Div payment tomorrow. May see some reinvestment.
eeza
13/12/2019
11:46
The Bank of Russia cuts the key rate by 25 bp to 6.25% p.a. hTTps://www.cbr.ru/eng/press/keypr/
kenny
12/12/2019
19:55
I'm fast coming to the conclusion that Invesco are nearly as stupid as Woodford!
topvest
12/12/2019
19:54
Well done Raven - really taken Woodford and Invesco to the cleaners. An opportunistic move exposing fully the holes in their investment strategies. The sale of these holdings at such a crazy price is great news for existing holders and shambolic on the other side of the fence!
topvest
12/12/2019
16:17
Mark Barnett takes £28m hit on cut-price Raven sales By Daniel Grote 12 Dec, 2019 Under-pressure fund manager Mark Barnett is set to take a £28 million hit on his stake in Raven, after agreeing to offload the Russian warehouse developer's preference shares in a cut-price deal. Barnett, who was yesterday sacked as manager of the Edinburgh (EDIN) investment trust, has struck a deal to sell all his Raven preference and convertible preference shares back to the company for £87 million. That represents an £11.5 million, or 13%, discount to the £98.5 million they are worth according to their market price. It follows the Invesco Income and High Income manager's agreement last week to sell all his ordinary shares back to Raven for £50.3 million at 36p per share. That's around £16.3 million, or 32.5%, less than the £66.6 million at which the stake is valued at today's 47.7p share price. Taken together, the two sales, which are yet to complete, are being conducted at a £27.8 million discount to the price of the shares in the market. The bulk of Barnett's stake in Raven's preference shares is held in his £8.8 billion Invesco Income and High Income funds, with the Edinburgh investment trust he will hand over early next year set to receive £3.3 million from the deal. Barnett has faced heavy withdrawals from the funds as his performance has deteriorated and has been selling down positions in a number of hard-to-trade small companies, including many he held alongside Neil Woodford, his predecessor as manager. Investment research group Morningstar last month downgraded its rating on the Invesco Income and High Income funds, warning their heavy weighting to small companies could prove problematic in funding withdrawals from investors, Barnett has however insisted that the liquidity of the portfolios is strong and dismissed comparisons with Woodford, whose Woodford Equity Income fund featured heavy weighting to unquoted companies and hard-to-trade small stocks and was suspended in June. The latest deals will take to £147 million the amount Barnett has raised from the sale of shares back to Raven since July. Over that period, the Russian warehouse developer has spent a combined £173 million buying back shares from both Barnett, its largest investor, and Woodford, who sold back his stake following the suspension of his flagship fund. A further £93 million deal to place Woodford's preference shares with institutional investors was struck in July. That sale was priced at a similar discount to Barnett's proposed disposal of his preference shares. Raven directors Anton Bilton and Glyn Hirsch have emerged as among the biggest buyers of assets from Woodford Equity Income. The pair are also directors of Ibiza property developers Sabina Estates, which bought back Woodford's stake in the company for €50 million (£43 million) around half the £85 million at which it was valued by Woodford Equity Income.
kenny
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