Raven Prop P Discussion Threads

[ceaserxzy] 08/12/2021 13:08

If Russia catches the market (growing as well) of China and India for its oil and gas, it will be in a very strong position financially. Europe etc is important but with relatively decreasing importance.

[my retirement fund] 08/12/2021 10:58

how often is it again monty ?

[rayg5] 08/12/2021 09:50

The market is used to Putin's sabre rattling. The Russian electorate likes a strong leader not taking orders from Jo Biden. The yield reflects perceived political risk but I genuinely think this risk is overplayed. Russia's vast energy assets add to underpinning from a strong market for warehousing.

[my retirement fund] 07/12/2021 21:28

Love to log in here and read another 'it pays 3p every 3 months' from monty. Very informative!

[irish_neris] 07/12/2021 20:21

It's nice that it always pays out but be just as nice to see it crawl up and hold closer to a higher price aswell

[montyhedge] 07/12/2021 09:42

Yes won't affect Raven, seen it all before, been in this 11 years economic downturns, US sanctions, but always paid out.

[waterfall city] 06/12/2021 12:39

The Ukraine situation is the big unknown here, you can see what happened to the rouble in March 14 when Crimea was annexed. Impossible to know what Putin has planned.

[igbertsponk] 01/12/2021 17:04

Another positive Russia report available here

[rayg5] 01/12/2021 16:53

Yield 10% is an extraordinary anomaly.

[rayg5] 01/12/2021 16:51

Thanks, Kenny. Top poster here

[montyhedge] 01/12/2021 16:30

Thanks Kenny, like it good for Raven.

[kenny] 01/12/2021 12:46

Colliers Q3 2021 report is out and can be downloaded here:


This report is consistent with others, namely, that warehouse rents have increased materially during 2021. Also confirms that the increased cost of building materials is forcing up rents in new build and, therefore, also existing warehouses.

[igbertsponk] 30/11/2021 11:54

Scrip divi is priced at 136p this time.

[rayg5] 29/11/2021 11:45

The recent slide below 100 was due to non-fundamental causes. Based on the sound fundamentals, the yield should be lower than currently. It is where it is because London investors are cautious about Russia. I view that as a reason for the mispricing.

[montyhedge] 29/11/2021 09:40

I have seen it all in the 11 years I been holding this, down to 97p up to 167p.The important thing they have never missed a payment.

[rayg5] 26/11/2021 15:40

You'd think RAVP would react to a 9% fall in Brent Crude but it does seem to behave like a safe haven.

[montyhedge] 26/11/2021 11:03

Dollar down interest rates won't rise now, gold and ftse 100 gold miners especially Polymetal yield 7% will take off.Raven prefs safe haven.

[rayg5] 26/11/2021 10:52

The bad COVID News has hit the dollar and benefited risk currencies such as sterling but RAVP is immune.

[rayg5] 26/11/2021 10:49

True. This is currency related and other than that the political news has to be pretty earth shattering for the share price to be affected. Fundamentally and from the research available it's pretty solid and a useful income earner. Yes it's dull but it's rock solid. Why do people seek excitement? Isn't a regular income stream enough for them?

[montyhedge] 26/11/2021 10:08

That's was technical, forced seller.

[king suarez] 26/11/2021 09:44

That is true - yet it tanked in March 2020?

[montyhedge] 26/11/2021 09:34

The good thing also with this pref capital preservation, has the stock market crash, apart from gold shares, due to covid worries again, this remains unchanged.

[cwa1] 25/11/2021 16:19

Only another 3 months less a week to the next XD! Not sure how much difference it really makes personally

[rayg5] 25/11/2021 16:18

What people here don't understand is that the Putin factor is a positive as long as he remains unopposed.

[rayg5] 25/11/2021 16:16

No case for buying while it's ex-div, I guess. I plan a major top up so happy if it treads water or slips a touch. It's all about income.