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% 133.00 131.00 135.00 133.00 133.00 133.00 40,000 08:00:00

Raven Prop P Discussion Threads

Showing 201 to 225 of 425 messages
Chat Pages: 17  16  15  14  13  12  11  10  9  8  7  6  Older
DateSubjectAuthorDiscuss
21/4/2019
22:47
It appears that Volodymyr Zelenskiy may have today won the election, by a landslide, to become the new Ukrainian president. This gives new hope for peace with Russia (he has pledged to bring an end to the war) and, in due course, the lifting of sanctions, as per this article: "Putin Ally to Ukraine's Probable New Leader: Do Deal and Get Territory Back" hxxps://www.themoscowtimes.com/2019/04/19/putin-ally-to-ukraines-probable-new-leader-do-deal-and-get-territory-back-a65306 ==================================================================================== There could be many a slip along the way to peace, so I caution to treat this development only as "hope value": until we see what develops. However, it seems encouraging, not least because other commentary I have read states that Putin is keen to get out of Ukraine because a) it is costing a fortune to support the rebels and, b) to obtain sanctions relief albeit any deal must give something to Russia in order that Putin does come out saving face. P.S. The ruble is moving higher on this news.
kenny
21/4/2019
22:23
"Questor: yes, it looks like Bank Rate has peaked at 0.75pc. What does it mean for our stocks?" Published 19 April 2019 https://www.telegraph.co.uk/investing/shares/questor-yes-looks-like-bank-rate-has-peaked-075pc-does-mean/ =================================================================================== You may need a subscription to The Telegraph to read this article. Basically, it confirms and explains why interest rates may have peaked in the US, UK and Eurozone, and that the consensus for the next move in UK interest rates is down.
kenny
18/4/2019
15:21
Gone into backwardation again today.
kenny
18/4/2019
13:41
Nice to see the 140 range again. Glad I've been adding.Also good to see some of the nasty posts on the other board have been dealt with.
igbertsponk
18/4/2019
08:23
Thanks Kenny, appreciated. I've had pretty much all of them for aeons now and it's nice to get a little moment in the sun-post the Aviva "theft" attempt a short time ago. The only ones I've added in the recent past have been RAVP, BWSA, STAC and a bit of ELLA. One thing for sure is that there is no doubt that they WILL drop when they go XD :-) However, as you are doubtless aware, you will still most likely get a similar yield on them unless there is some unusual market inefficiency-tho' it is always worth keeping your eyes peeled for that!
cwa1
18/4/2019
08:06
CWA1, just the usual preference shares which I am sure you are well aware of e.g. LLPC, STAC, STAB, LLPD, LLPE. As you are aware, there are about 6-8 more quoted in London but the above were marginally higher yielding. That was two days ago and the position has probably changed because each have moved up daily by differing percentages. I think I might have to wait for one to go ex-div, when hopefully the price will drop, and then buy.
kenny
18/4/2019
07:42
Kenny, if not too rude to ask, which prefs did you look to get in to? FWIW I'm a fairly hefty long time pref holder that is always interested to see where others currently see value. Apologies to all for the modest off topic diversion-but I reckon it probably interests most people that are currently in RAVP and other prefs. Cheers
cwa1
18/4/2019
02:17
Kenny,Finally in at 139p yesterday.Thanks for your posts.
garycook
17/4/2019
23:02
I agree that “in time” RAVP will reach at least 160p. I think on a three year view we could see a lot higher than that. After all, 160p is a 7.5% yield and if recent US analysts’ comments are to be believed, may be a bargain price - more than one market analyst is stating that interest rates will not rise again in their lifetime!! Based upon my view on interest rates, I have been trying to buy a few other London quoted preference shares but it is proving difficult despite the fact that over the last few weeks they have been marked up relentlessly – most daily. Yesterday, I tried buy orders on two different preference shares and on each occasion, was only offered the princely amount of 1,000 shares. (Those of you who have been around some time will know that the only reason I am not adding to RAVP, other than through scrips, is that my family already have a very material holding in RAVP). Clearly, there are numerous investors that believe interest rates are going to stay low for the foreseeable future – which is proven by the intense buying of every single preference share quoted in London. If and when RAVP reaches, say, a 7% yield, a price equal to 171p, I think the quandary, for some, will then be: why take a capital gain when you are then “locked out” of a high yield for what might subsequently prove to be 5 years, 10 years, or even longer. An interesting quandary to face – if and when we get there. Important warnings – I am hopeless at predicting future share prices so nothing in this posting should be taken as a buy recommendation and also RAVP is really only for money that a person can leave invested for many years. Don’t count upon a capital gain in 5 or 10-years’ time but do expect a regular quarterly dividend with a scrip option. If you want more than that, I suggest you look to invest elsewhere.
kenny
17/4/2019
20:57
I shouldn't be at all surprised to see this headed toward 1.50 to 1.60 in time.
my retirement fund
17/4/2019
16:31
Backwardation I thought it meant market makers are short, sold stock they don't have and are trying to buy has cheap has possible, to meet obligations. I may be wrong, but if right 145p boys.,
montyhedge
17/4/2019
11:30
Share price has gone into backwardation this morning - 139.25p to sell and 139p to buy. Must be a severe short term shortage of stock at the market makers. From the little I know about backwardation, unless sellers appear, the stock price jumps. It will be interesting to see how this resolves itself!
kenny
17/4/2019
11:19
JLL sent me this yesterday. Pleasing take up and future rental growth. htTps://www.property-magazine.eu/take-up-volume-on-the-moscow-region-warehouse-market-reached-348-000-sq-m-51311.html
igbertsponk
17/4/2019
10:09
JLL have issued their Moscow warehouse report for the first quarter of 2019. I am pleased to see that the reduction in vacancies continues - two extracts from the report are reproduced below: “Take-up volume on the Moscow region warehouse market reached 348,000 sq m JLL presents the Q1 2019 Moscow region warehouse market update. The vacancy rate has been declining for the past two years. According to real estate advisory, the vacancy rate in the Moscow region warehouse market declined by 0.3 ppt in the first three months of 2019, to 4.2%. The take-up volume in Q1 2019 was 348,000 sq m, of which 60% transacted on the secondary market, in line with recent experience. Warehouse completions reached 132,000 sq m, almost double the level of Q1 2018…. All the above factors together with the positive market indicators allow JLL analysts to expect an increase of the average rental rates by 5-10% until the end of the year.” ==================================================================================== I would be more that delighted if rental rates increased by even the lower figure of 5% in 2019. After about 6 years of no rental growth any change is welcome. Also, the company is now the biggest single owner of warehouse space in Russia, so applying any increase to 1.8m sq m produces a sizeable increase in rents and, therefore, importantly for RAVP holders, increases coupon cover.
kenny
17/4/2019
08:41
Every little helps eh
igbertsponk
16/4/2019
19:51
Pleased to say that I am a tiny part of the list.
eeza
16/4/2019
15:51
The company has today released the quarterly list of major shareholders as at 31 March 2019. In relation to RAVP, no institution holding more that 1% has sold any shares during the quarter. Private investors have increased their holdings in the quarter through each of Hargreaves Lansdown, Julius Bear Asset Management, Interactive Investors, The Share Centre and Halifax Share Dealing.
kenny
16/4/2019
14:52
Inching up along with the Ords.
igbertsponk
16/4/2019
14:26
Gary, a tight spread this afternoon - 138p-139p.
kenny
15/4/2019
11:47
I bought at 137.8 , so spread better than it looks.
bonnard
15/4/2019
11:41
Gary, the spread today is 136.25p-139p. Not as large as you imagined?
kenny
15/4/2019
10:38
Every 13 weeks cheque on the doormat, luvly jubiley Rodney.
montyhedge
15/4/2019
09:57
Also next XD approaching - around 15 May for another 3p div.
eeza
15/4/2019
09:19
Nice to see it inching up again. ISA investors adding I'm assuming.
igbertsponk
15/4/2019
08:20
The Share Centre are brilliant and very cheap.
montyhedge
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