Raven Prop P Discussion Threads

[zangdook] 04/3/2022 01:04

Toyota are not being overly political in their announcement; all they say is supply chain disruptions prevent imports and manufacturing. If they use Raven's warehouses to store spare parts, for example, there's no reason to think they'll cease to be tenants. They're not throwing the toys out of the pram like Apple and some others.

edit - see 1727 below re Apple

[spectoacc] 03/3/2022 20:25

They'll be back when Putin is over. Wonder who'll own the warehouses then.

[rayg5] 03/3/2022 19:45

These large companies have known what sort of economy Russia is, known for a long time. Now they're leaving? They'll be back.

[holts] 03/3/2022 19:33

I don’t think any brand would remain associated with Russia now .

[cc2014] 03/3/2022 18:37

Not sure about Ikea but Toyota are a tenant

Toyota announcement

[homeboy] 03/3/2022 16:45

a few more mugs trying to be clever again today

this isn't a junk stock, it probably wont survive

[spectoacc] 03/3/2022 16:00

Thought I had, but might be wrong.

Hard to see other outside companies not leaving too, but as someone mentioned above, perhaps that means exit payments to Raven. If the banks are working.

[gfrae] 03/3/2022 15:53

Never seen them mentioned in any report.

[spectoacc] 03/3/2022 15:21

"Ikea ceases operations in Russia". Aren't they a RAV tenant?

Bizarre seeing Lavrov defending the indefensible - it's not about NATO, any more than it was 5 years ago.

[holts] 03/3/2022 12:34

Kenny provided technical information , everyone knew the danger was always that Russia was unpredictable and could do something really stupid at any time , he never pushed or suggested to anyone they should buy .

[hpcg] 03/3/2022 09:49

Yes, I don't think it is appropriate to call out Kenny for anything, perhaps other than naivete. Who hasn't suffered hubris and loss while investing, I know I have? Every single infinite duration instrument has circumstances under which it is a sell. For high yield, which by definition is high risk, those events are likely to be numerous and or likely to trigger. For junior debt the risks are higher than senior debt. For assets in jurisdictions with no practical property rights the risks are higher than for jurisdictions with strong property rights.

Actually I would say congratulations to Kenny for selling. Taking losses is difficult but an essential skill. I don't know his exit price, but conceivable he still has decent returns over the lifetime of the holding.

For what it's worth I think buyers over the last few days are much more foolish than those with a decade or more of holding but now out.

[my retirement fund] 03/3/2022 09:18

What he did not highlight was the systemic risk created by a ruthless dictator and his Kleptocracy. All the information was in the public domain. Hundreds of innocent people being deliberately gassed and shot in a Russian theatre. People being posined with rare chemical agents or nuclear isotopes. Inoccent dissidents subjected to false accusations and imprisoned. Meanwhile the Murderer in charge of all of this flaunting his stolen billions with a fleet of super yaughts and palacial mansions dotted around the globe. Kenny clearly been as blind to it as everyone else!

[dandigirl] 03/3/2022 09:13

Gloating is unbecoming.

[homeboy] 03/3/2022 09:07

"spittingbarrel3 Mar '22 - 08:55 - 1708 of 1710

I would leave Kenny alone"

then do so


but dont tell anyone else what to do, this was never a safe investment, kenny gave the impression it was..... it's been a ticking time bomb since crimea

[adae] 03/3/2022 09:02

Can't see the name Kenny without hearing South Park's "Oh no, they killed ...".

Hope Russia/Putin haven't.

Ukraine situation not looking good.

[my retirement fund] 03/3/2022 09:00

Possibility of LSE suspending trading here. Already 28 Russian asset backed companies suspended by LSE now.

[spittingbarrel] 03/3/2022 08:55

I would leave Kenny alone, I think he had quite a sizeable investment here.

[homeboy] 03/3/2022 08:39

mugs still trying to be clever and time a buy here, fools, this is uninvestable

pole of the barge

where's kenny these days with his lengthy posts of preferential shares ranking orders of payments and how payments here are covered forever and ever, this only works in countries not run by criminal mafia gangs who loot national resources

[hpcg] 02/3/2022 19:10

Not obvious that the Russian army accepts the rights of the Ukrainians to stay alive. Anyone suggesting that this will get sorted in a short time and the distributions will recommence in 12 months is deluded.

[rayg5] 02/3/2022 18:06

It may be Putin's agenda but it isn't that of the Russian people. Putin is increasingly isolated.

[spectoacc] 02/3/2022 17:44

Absolutely @hpcg.

[rayg5] 02/3/2022 17:24

[Russian FM Lavrov] said that Vladimir Putin's regime recognised the Ukrainian people's right to chose their own leader and that Russia accepts Volodymyr Zelensky as the legitimate president.(BBC)

[hpcg] 02/3/2022 16:57

Putin's agenda in Ukraine is complete subjugation, and annihilation of the national identity. It's ideological, he won't stop. There is no negotiated settlement. West will sanction at least until our military spending has resulted in more hardware, and likely beyond. We are in for another cold war unless Putin is eliminated internally. I couldn't even begin to speculate on the balance of power between the Russian nationlists and the simply criminal. Whatever, it will not be a graceful handover of power.

The next time to invest in Russian property is the same phase of the cycle as when Raven Russia did originally.

[spectoacc] 02/3/2022 16:20

Not sure how more people don't see it. There is no negotiation or negotiated settlement or return to normal.

But yes, 1/4 of the world's wheat exports, meaning also 1/4 of the world's wheat imports.