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% 137.00p 135.00p 139.00p 137.00p 137.00p 137.00p 21,008 07:44:47

Raven Prop P Discussion Threads

Showing 301 to 325 of 325 messages
Chat Pages: 13  12  11  10  9  8  7  6  5  4  3  2  Older
DateSubjectAuthorDiscuss
18/7/2019
19:05
Things are looking very good according to this report out today by JLL, commenting about the Moscow warehouse market in H1 2019: ================================================================================ Demand of logistics firms for Moscow region warehouses reaches record level in H1 2019. 18 July 2019 - JLL The Hl 2019 take-up volume in the Moscow region increased by one-third YoY and reached 854,000 sq m of which over 500,000 sq m transacted in Q2 2019, according to JLL. The demand of logistic companies has grown the most significantly. The share of logistics in the take-up structure has risen to 31% from 14% in 2018, deals volume was 5.4 times higher than the same indicator of the previous year and amounted to 261,000 sq m. This is a maximum Hl transaction volume with logistic companies since 2007. At the same time, retailers have been the most active segment on the warehouse market in Q2 2019 and regained their leading position in the demand structure (41% in Hl 2019). "Retail sector is transforming because of the e-commerce growth. Today retailers develop their own online stores and adapt logistics infrastructure to service the Internet orders. The speed and reducing number of mistakes in orders' picking and packing, as well as returns management are increasingly critical to competitive success. This leads to an increasing need for additional warehouse space and to the implementation of latest technological solutions," comments Evgeniy Bumagin, Head of Industrial & Warehouse Department, JLL, Russia & CIS. "Under the influence of new trends, the warehouse market is undergoing structural changes: logistics companies actively promote fulfillment services, the largest online stores and marketplaces start to provide logistics services." The largest deals of Hl 2019 were the lease of 108,000 sq m in PNK Park Veshki by retailer VkusVill, the purchase of the whole PNK Park Koledino by Mistral trading company (53,000 sq m, the deal closed by JLL team) and the purchase of new building (50,000 sq m) in Vnukovo Logistics Center-2 by Russian Post. Strong demand contributes to continued decline of the vacancy rate. The vacancy rate in the Moscow region warehouse market has declined by 0.6 ppt in the past six months of 2019, to 3.9% (by 0.3 ppt in Q2). The vacant space volume reached 703,000 sq m in absolute terms by the end of Hl 2019. Further commission of new warehouses will affect the vacant space volume. Some 380,000 sq m were completed in Hl 2019, of which 31% remained vacant at the end of June. "By the end of 2019 additional 975,000 sq m of warehouse premises are announced for delivery, of which 682,000 sq m have already been contracted. We expect continued absorption of vacant space leading to the vacancy rate decline to 3.6-3.7% by the end of the year," comments Vladislav Fadeev, Deputy Head of Research, JLL, Russia & CIS. "Last year the Moscow region warehouse market was marked by the vacancy rate decline, record volumes of take-up and selective growth of rental rates. In Hl 2019, we have observed positive momentum in the warehouse property market. However, despite the forming shortage of warehouse space, we expect developers to remain conservative in speculative development until the average rents in the Moscow region go beyond the level of c. €56.6 (RUB4,000) per sq m per year," adds Bumagin. Since the beginning of the year several major landlords have raised asking rental rates for their projects by c. €1.4- 2.8/sq m/year (RUBl00-200/sq m/year) (excluding VAT and operating expenses), which resulted in growth of average indicator in Moscow region to c. €53.8/sq m/year (RUB3,800/sq m/year) (excluding VAT and operating expenses) in Hl 2019. According to JLL estimates, the low vacancy rate will lead to further growth of rates, therefore the average level will increase to c. €55.2-56.6/sq m/year (RUB3,900-4,000/sq m/year) by the end of 2019. However, the rental rates for new deals in particular directions and in individual projects will remain at the level below c. €51/sq m/year (RUB3,600/sq m/year).
kenny
17/7/2019
21:35
Woodford won't sell, probably his only winner, lol.
montyhedge
15/7/2019
01:22
The list of major shareholders as at 30 June 2019 has been posted on the company's website. Not one institutional shareholder has sold a single share of RAVP in the quarter to 30 June 2019 (including Woodford). N.B. - the list only includes holders that hold 1% or more of RAVP, so an institutional holding would not be shown unless it exceeds roughly 1m shares. Private investors have continued to add to their holdings through Hargreaves Lansdown, Julius Bear, Interactive Investor, A J Bell, Share Centre and Halifax Share Dealing.
kenny
13/7/2019
17:26
Why use then The Share Centre cheap and all dividends paid on time.
montyhedge
10/7/2019
11:07
Hi cfro, Please see company's website for lots of useful information: www.ravenrussia.com or www.theravenpropertygroup.com There is no with-holding tax so coupon is paid gross at 3p per quarter.
kenny
10/7/2019
10:44
Hi, looking at these for the first time but cant find hardly any information. I take it the main company mainly holds Russian property and warehouses? Could anyone guide me as to where i can find the relevant NAV figures etc.. Also is there a withholding tax on the dividend or is all paid out ie 3p?
cfro
09/7/2019
22:57
I'm still beating up IG as always
joan of arc
09/7/2019
20:15
Received mine, directly from Raven by cheque.
drradcliffe
09/7/2019
20:13
Received on AJ Bell on time
ceaserxzy
09/7/2019
10:47
yes, received on time
cwa1
09/7/2019
10:25
Yes HL paid on time.
tenbag
09/7/2019
10:15
Has anyone received their divi for 1st July?
joan of arc
06/7/2019
09:19
I bought a few more recently @ just slightly over 9% yield, have held these for years as income, was hoping they would go lower, looks like that ship has sailed for now.
owenski
05/7/2019
23:50
Perhaps Woodford buying where else will he get nearly 9% paid every 13 weeks, lol.
montyhedge
05/7/2019
16:18
Thanks, looks like someone or some institution is taking out all the sellers.
kenny
05/7/2019
13:47
Currently can sell 10,000 for 136.25p and buy same for 136p :-)
cwa1
05/7/2019
12:48
Looking strong assume Woodford has managed to either not sell or negotiate a sale at a good price
my retirement fund
05/7/2019
09:16
Inching back up. Seems we all timed our divi reinvestment well!
igbertsponk
04/7/2019
21:17
Agreed - also the market should be able to absorb anyone who wishes to sell, especially at this yield.
kenny
04/7/2019
20:16
Indeed: I got several hundred k of these when they were initially issued and they've been accumulating rather nicely and tax free ever since.
igbertsponk
04/7/2019
20:13
Buying at 120p doesn't help. they book an extra loss as the prefs are in the balance sheet at par.
horndean eagle
04/7/2019
16:06
Good idea, compounding eighth wonder of the world according to Einstein.
montyhedge
04/7/2019
13:30
Putin making appeasing noises about disarmament suggests relations with West will improve.
igbertsponk
04/7/2019
13:28
I've been adding: reinvesting the divis. Rude not to at this price!
igbertsponk
04/7/2019
13:26
Whoever wants or needs to sell or buy, I think the important point is that the outlook for RAVP is probably better than it has looked any time since sanctions started being imposed in 2014. However, the share price is where it was in 2014; following the first round of sanctions. Strange as it may sound, sanctions have been good for Russia, forcing it to look at developing industries other than oil and gas e.g. agriculture. Perhaps the biggest problem is that there are lots of private investors holding RAVP. Most of we individual investors don’t seem to have the fortitude to hold long term and accumulate for the longer term when the share price is low. We need immediate gratification rather than delayed gratification! The company’s actions in buying back 17.7% of the ordinaries at 36p is one of those deals that rarely, if ever, present themselves. Apart from the buyback price, consider how much it reduces the cost of future buyback “dividendsR21; on the ordinaries. Lots of lovely coupon payments on RAVP to look forward to not just this year or next, but long into the future.
kenny
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