Raven Russia Share Discussion Threads

[montyhedge] 23/3/2014 18:48

Sanctions wii get tougher.

[hawaly] 22/3/2014 18:56

apparently "nyet".

[igbertsponk] 18/3/2014 13:10

Panic over ?

[chunkydog] 14/3/2014 18:04

I think the political risk is over done and lack of a big fall in share price despite Ukraine events shows support. Not very liquid, management own massive shareholding. I got in at 78p. Currently trading around NAV but has strong development potential in the property portfolio.

[igbertsponk] 11/3/2014 14:18

Bouncing back strongly.

[cyfran101] 11/3/2014 01:01

Russian GDP is on a par with Italy and removing Gas and Oil its on a par with Holland. Russia can't win an economic battle and although it had $240bn in reserves it lost $50bn in the recent market collapse.

Despite Russian threats they know they are going to struggle against sanctions and that's why the US is tabling these just if they don't talk with the Ukrainian government let alone returning to their base.

Any moves to take foreign assets would be self defeating in the long term particularly as they desperately need foreign investment but does logic override Russian pride. Probably not.

[cwa1] 10/3/2014 14:06

Comment from Equity Development:-

Raven Russia's 2013 results show continuing very strong progress: Property net operating income ('NOI') rose by 28%, translating into a leap of 59% at the pre-tax level. EPS rose 106% to 10.9 cents, and the final distribution of 3 pence per share takes the total for the year to 5 pence, a 33% increase on 2012. As usual Raven Russia is distributing to its Ordinary shareholders by way of a tender offer, this time of 1 in 28 ordinary shares at 85 pence.


71% of the Group's warehouse portfolio is in the Moscow area, which remains chronically undersupplied with Class A warehousing facilities. As a result Raven Russia's substantial portfolio in Moscow is, in effect, fully let.


It has a number of new developments in the early stages of construction which, over the next 2-3 years, could add a further 25% to the completed property portfolio, with the group having the ability to time delivery to align with market conditions.


On a P/E ratio of just 12x, and with the yield (on the ordinary) approaching 7%, (and on the preference shares of nearly 8%), we continue to see considerable upside in both classes of shares from current levels.

[par555] 10/3/2014 09:01

Modest response of share price to what are undeniably good results indicates continued apprehension over the Russian political situation. Angela Merkel may say Putin lives in another world but unfortunately if you are in Russian assets that's the world you are dealing with.

[longwell] 10/3/2014 08:20

sp normally moves to the offer price on dividend so should see upside,alot of posturing about asset seizures but wont happen.

[grahamhacker] 10/3/2014 07:12

A brilliant result - I wonder if that will move the share price!?

[hectorp] 05/3/2014 08:53

Russia might sieze western assets,if the west sanction Russia: BBC radio 4

[cyfran101] 04/3/2014 01:33

I'd imagine the Lenta and Metro IPOs will be called off so there is always someone worse off.

[owenski] 03/3/2014 21:37

All things considered, not entirely a disaster today

[whilstev] 03/3/2014 13:47

Wonder what the next buyback (ie dividend) will be priced at after the current price fall. 85p is looking very attractive now.

[fangorn2] 03/3/2014 12:02

Agree Hawaly
Perhaps the world would be a safer place if "self determination" elections were taken in Countries where such splits exist - the voting must be so polarised as to make a partition easier than maintaining the status quo.

[fangorn2] 03/3/2014 11:06

Not normally a Russian/Putin fan but in this instance he is well within his rights I feel. The toppling of Yanokovych was a coup, nothing more. Elections were due next year and he was legitimately elected.

Ukraine is a nation divided, the East is Russian, the West is pro Europe. Crimea,well that's where the black sea fleet is. Best solution would be a split,half joins Russia,half joins EU.

[masurenguy] 03/3/2014 10:14

Vladimir Putin has lost the plot, says German chancellor

Angela Merkel describes Russian president as 'out of touch with reality' after urging him to back down from Crimea occupation. US reports said Merkel phoned Barack Obama on Sunday evening after speaking to the Russian president to press him to back down from his invasion of Ukraine and occupation of the Crimean peninsula. "She was not sure he was in touch with reality, people briefed on the call said. 'In another world,' she said," the New York Times reported. The vast gap between Putin's and the west's perceptions of what is taking place in Ukraine is adding to the pressure on the White House to take the lead in what US experts are calling the defining international crisis of Barack Obama's two terms. Senior US administration officials concede that Putin has taken total control of Crimea.

[bench2] 03/3/2014 09:57

Western investments in Russia are minute in comparison with Russian investments in Europe and the ROW ..... they will not go down this route or they face huge freezing of bank accounts etc . Post the way BP was treated there is less western involvement in oil and gas .. Apart from RUS there are very few other companies with this amount of exposure to fixed assets in Russia . Putin will try to use gas supplies as a weapon before confiscation of RUS assets . RUS is so tiny in the bigger scheme of things and confiscation would send such a negative message to all companies trading with Russia .

[envirovision] 03/3/2014 09:20

Who would like to run the risk of holding Russian invested assets when they could so easily be seized in retaliation for any sanctions imposed by the eu/us.

[holts] 03/3/2014 09:10

Eight per cent to be had from prefs now

[holts] 03/3/2014 09:10

Eight per cent to be had from prefs now

[thumper1] 03/3/2014 08:39

monty funny that you waste your time on here due to the fact you would not touch with a barge pole.

[montyhedge] 03/3/2014 08:30

Would not touch with a 20 feet barge pole.