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
  +0.00p +0.00% 132.00p 130.00p 134.00p - - - 0 01:00:00

Raven Prop P Discussion Threads

Showing 76 to 97 of 425 messages
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DateSubjectAuthorDiscuss
04/10/2018
02:52
Edison have updated, as at 28/09/18, their commentary on the company on their website and one of their statements is: "Occupier demand for warehouse space is forecast to outstrip new supply in 2019, a positive indicator for rents and vacancy." I would agree with that statement albeit rental increases may be modest, ignoring 6% indexation on rouble rents. However, sentiment on RAVP seems to be determined by sanctions - both those introduced as well as those pending from the US. It is strange that RAVP is going down while the ordinaries are steady. Logic would suggest that any concerns about Russia would be reflected in the ordinaries not the preference. The coupon on the pref's is secure irrespective of sanctions - which cannot stop Russia selling military goods to India or the massive increase in trade between Russia and China. Trump has threatened to sanction India if they buy Russian military equipment! If the European's go ahead with a gas pipeline, Nord Stream 2, between Russia and Europe, Trump is even threatening sanctions on European companies (including Shell) that are involved in that project!!
kenny
02/10/2018
17:53
Came across a press report from Friday, see below. I cannot locate the original research by CBRE and although I would be surprised if rents have gone up by as much as 10% in Q3 2018, I think they are increasing somewhat and, as importantly for Raven, that will have a positive effect on vacancies. =================================================== "Warehouse lease in Moscow region went up in price for first time in 6 years. According to the results of the third quarter of 2018, the average weighted base rate for the lease of warehouses in the Moscow region grew by 10%, amounting to 3,600 rubles per square meter per year, according to a study by CBRE." =================================================== Rents, having been fairly stabile over the last 12 months, will be squeezed upwards if vacancies continue to be filled.
kenny
02/10/2018
07:19
Nice new listing of the Ordinary shares on the Moscow stock exchange announced. Lists there tomorrow.Will be good to have some local interest in the company.
igbertsponk
02/10/2018
07:09
RNS - RAV secondary listing Russia "2 October 2018 Raven Property Group Limited ("Raven" or the "Company") Secondary Listing on the Moscow Stock Exchange The Company is pleased to announce that it has now received formal approval from the Moscow Stock Exchange ("MOEX") of the secondary listing of all of its issued ordinary shares of 1p each ("Ordinary Shares") on MOEX in the third listing level."
eeza
28/9/2018
07:11
RNS - re Scrip Div "28 September 2018 Raven Property Group Limited ("Raven" or the "Company") Issue of preference shares (RAVP) The Company announces that it has approved the issue and allotment of 134,696 new preference shares of 1 pence each in the Company with ticker RAVP (the "Preference Shares") following payment of the scrip preference share dividend. Following admission of the new Preference Shares, the total number of Preference Shares in issue is 99,467,730. "
eeza
20/9/2018
09:22
USD RUB now beginning to behave itself. Widespread dollar weakness helping but RUB did seem to get unfairly whacked. Give it a few months and hopefully RUB goes back to low 60s. High oil price and Russians stopping dollar purchases with excess oil revenue should help on thta front.
horndean eagle
19/9/2018
17:54
Over the last month the yield curve moved ~0.25% which is ~ 4p on these
hindsight
19/9/2018
16:38
Probably more the movement on £
igbertsponk
19/9/2018
16:35
Buy vol = 14,256 Sell vol = 5,186 Result, -0.5p / -0.36% All very logical.
11_percent
06/9/2018
15:42
Income investors are the most nervous to me, once the newspapers start going on about Russian agents, they sell anything Russian.
montyhedge
06/9/2018
15:39
Yes great this news, fill yer boots just like last time.
montyhedge
06/9/2018
15:28
I recall last time time before on Russian concerns I think it got back to 1.20 odd which would be welcome from top up viewpoint .
holts
06/9/2018
12:37
Volume for RAVP is now positive for the day and for this week, so far. However, the share price is down 4p for the day and 6.5p for the week. I think that substantiates my comments in post 31 above, namely, that this is all sentiment driven. Does anyone think that sentiment on Russia will eventually change? Anyone think it might be a good idea to hold until it does and collect the dividends in the interim?
kenny
06/9/2018
12:07
Bit of weakness on Russian poisonous activities. I reckon a good top-up opportunity. Think Putin realises this hasn't worked out well and some detente cordiale will break out between him and Trump. Will be a White House meeting later this year and the frost will begin to thaw.
igbertsponk
06/9/2018
12:01
LOL. A lot of the fixed income prefs are XD today!
cwa1
06/9/2018
11:20
All the fixed income prefs are getting hammered.
my retirement fund
06/9/2018
10:21
I follow Warren Buffet's mantra - buy when stocks are cheap and sell when they are expensive. The above is not intended as investment advice (but perhaps basic common sense!).
kenny
06/9/2018
10:09
Might have read some did trade data there! However still not significant volume.
otemple3
06/9/2018
10:05
On 4 trades totalling £10k! Hope this walk down on zero volume continues as wouldn't mind a top up.
otemple3
06/9/2018
09:31
monty, In case you missed it, its tanking.
11_percent
06/9/2018
07:49
Its time to get out of this.......the Russia WAR risk is too high. Expect further selling today.
11_percent
06/9/2018
01:05
Sentiment is poor due to a negative view on Russia arising from sanctions. The rouble is effected by this as well as by the current negative view on “emerging̶1; market currencies, despite the fact Russia is the only emerging market where the government is not burdened with massive debt. Indeed, Russian government debt, as a percentage of GDP, is lower than any other emerging market and also lower than the US, UK and Japan. Mark down in the share price does not arise because selling volume exceeds buying volume but rather market makers need to balance their book while negative sentiment exists. In particular, because I track sales and purchases over time, I can tell you that buying volume is positive (measuring buys less sells) and at the same net plus level as the beginning of May 2018, yet the share price is about 5p lower than it was then. However, market makers need to pick up cheap stock at a time when a) sentiment is negative combined with b) a point in time when RAVP is some time away from the next ex-div date. Indeed, there is no better time for market makers to flush out weak holders than when the above two factors apply. This is proved by the fact that, for example, they marked the share price down yesterday and today despite the fact net selling volume over the week so far is minus 1k shares!! What I have learnt, over time, is that sentiment is far more important than net positive buy volume in determining the share price of RAVP. Any nervous holder, will no doubt sell but investors who have held RAVP over the last two to three years will have seen it all before. It is pretty meaningless to long term holders because there is no threat to the coupon, irrespective of the sentiment reading. P.S. Also note the ordinary share price is pretty unaffected and the RUSC price has not moved at all. RUSC is overwhelmingly held by institutions rather than individual holders - and institutions tend to trade on inside news, so as they are not selling RUSC, I take that as further confirmation that my views expressed above have some substance.
kenny
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