Raven Prop P Discussion Threads

[montyhedge] 15/2/2022 10:38

Putin got what he wants to be seen has a world player again and oil $90 a barrel. Raven back to normal price around 125p to 130p.Been in this 11 years seen it all ups and down, but always paid out every 13 weeks.

[rayg5] 15/2/2022 09:46

Putin wants maximum bang for his buck. He has achieved that, without a shot being fired. Putin needs to be treated like a world leader, despite being a dictator. Job done, I believe.

[igbertsponk] 14/2/2022 13:09

*LAVROV: RUSSIA CAN CONSIDER CONTINUING TALKS WITH U.S., NATO
RUSSIA'S LAVROV SAYS WE CAN SEE A WAY TO MOVE FORWARD WITH TALKS

[irish_neris] 14/2/2022 12:16

Wonder will see the price hold around 105-106 till Friday and then a drop one gone ex div. Would have expected a bigger drop today

[jaf111] 14/2/2022 12:12

xd this Thursday (17th)...

[montyhedge] 14/2/2022 12:08

Being lazy when is ex, may top up. Income investors are the most nervous, giving Pref away, thanks boys.

[badtime] 14/2/2022 10:35

Bit lower and I might top up

[gfrae] 11/2/2022 14:30

There you have a governor in Elvira Nebiullina who takes the value of her currency seriously and is not trying to inflate away it's debt. This should also lead to Rouble revaluation when things calm down.
Luckily for RAVEN it is in a position to benefit from the strong economy whilst having it's rising interest rate costs hedged.
I hope that this will be reflected in the upcoming results.

[kenny] 11/2/2022 11:51

The Bank of Russia increases the key rate by 100 b.p. to 9.50% p.a.

[badtime] 10/2/2022 20:45

As I thought a gd price as per normal:)

[rayg5] 10/2/2022 18:25

Well traded, tiltonboy

[badtime] 10/2/2022 16:34

How much u pay Tilts ..a gd price no doubt

[montyhedge] 10/2/2022 12:17

What do you reckon 15p knocked off shareprice because of Ukraine situation if resolved diplomatically I expect a nice rise. In the meantime another 3p in the ISA bag.

[igbertsponk] 10/2/2022 12:15

News for Prefs is always announced by the company and only appears under the RAV ticker.
Bit silly, but that's always been the way.

[rayg5] 10/2/2022 12:08

Where did you see the divi confirmed?

[tiltonboy] 10/2/2022 10:36

picked up 12,500 pretty easily!

[tradertrev] 10/2/2022 09:39

The prefs are bid-only at the moment (at 106.5p). Can't even buy 1000 through HL.

[igbertsponk] 10/2/2022 07:30

Divi confirmed. Dates as per above

[gfrae] 07/2/2022 10:32

I agree with you Kenny it is not really a "dividend", though I have a different perspective and am an ordinary shareholder. Whilst the shares are trading at a discount to NAV I am very happy that they are buying back shares and don't care what they call it. I would have a different view if they were trading at a large premium, actually then I probably would not care as I probably would not be a shareholder.
Thanks for posting the agents assessments and views of the Russian warehouse market, and I also believe we will see an uplift in rents and hence NAV. Russia looks well positioned economically and Raven should benefit from the move to internet shopping. I think there is a good case for the shares to be standing at a premium to NAV like its Western counterparts.

[tradertrev] 07/2/2022 08:33

I don't have the detailed figures to hand to back this up, but it would appear that for the first time since 2014 there is now solid positive reversionary income potential in RAV's portfolio, as opposed to negative for the past several years. IMO only.

[irish_neris] 06/2/2022 21:09

Probably not a bad thing to have a few vacant units if rates for new lets are going up

[flyfisher] 05/2/2022 19:05

Despite Ravens high occupancy level CBRE has several Raven properties on its books.

[kenny] 05/2/2022 14:36

The Moscow warehouse report from CBRE for Q4 2021 is out and can be downloaded from this link:


The whole report is worth reading but I highlight to anyone interested in RAVP - for the long term - to read page 5 of the report – the section headed “Commercial Terms”.