Raven Russia Share Discussion Threads

[catsick] 07/4/2017 13:33

Ok im out of the rus and to be honest amazed that I could sell them so easily .... good luck to those who still hold but for me the reality is that we are in a new space and not a good one for russian assets

[zcaprd7] 07/4/2017 13:17

Me too. Out for a small profit. Those Russian lady friends obviously weren't enough!

[catsick] 07/4/2017 08:43

I have been selling down my holdings of rus , been a nice ride from 30p but the situation with the us neocons baying for blood in the middle east and anti russia hysteria is just getting too much, still hold the cb and a few rusp for now but its been a nice ride and time to lighten up a little ....

[11_percent] 03/4/2017 19:12

would not have thought so.

[zcaprd7] 03/4/2017 19:06

Metro bombing causing a drop here?

[catsick] 24/3/2017 14:38

Russian surprise rate cut today, should bode well for raven

[catsick] 14/3/2017 13:29

Interesting that we have a very small decline to the year end in market values, mainly I think down to the rents on new leasing being lower and ruble denominated but stable, I would hope to see over the next 3 years occupancy up to 90 pct plus and cap rates drop to 7-8 pct in line with ruble rates and inflation falling to the 5-7 pct Range Interesting the residential market has turned around faster , etalon also reported yesterday open market values on their portfolio of apartments in moscow and st petersburg with values up 33pct year on year according to JLL valuationsI think the logistics sector will be slower to turn but it is happening, long term I think rusc represents the best value of the listed rus securities

[igbertsponk] 14/3/2017 09:03

Plonkers - the point I was making was about the doubling, not about the tax efficient way its being distributed.

[my retirement fund] 14/3/2017 00:22

Really it should have been .....divi (*)And at the bottom of the post*sharebuybackThere always seems to be one poster happy to try to mislead the heard.Luckily we are all not so stupid!

[igbertsponk] 13/3/2017 13:58

That's why I put divi in inverted commas.

[tyranosaurus] 13/3/2017 13:18

Not really a divi.
Just a 1 in 26 buyback at 52p with no dealing costs.
Used this facility before to sell some and buy back cheaper in the market, but not a sufficient price difference to do it this time.

[igbertsponk] 13/3/2017 09:09

Nice to see the "divi" doubled. Sign of confidence.

[catsick] 13/3/2017 07:24

Reaults seem inline, small profit after what should be the last negative revaluation ...

[zcaprd7] 01/3/2017 14:23

We got the drop off yesterday and a suspiciously large volume?

[888icb] 01/3/2017 07:33

It is not unusual for the legal documentation to take longer than expected and I think that is the case here. The Directors believe it will be sorted so no real cause for concern.

[judijudi] 01/3/2017 07:28

Agree
Expect a drop off today after that
bwtfdik

[igbertsponk] 01/3/2017 07:19

Probably not made the right bung to the right official yet!

[judijudi] 01/3/2017 07:11

Strange rns
Have we not made the payments on time?

[zcaprd7] 28/2/2017 20:06

Hmm. Some news on the trump speech tonight?

[elrico] 16/2/2017 23:47

I'm no TA expert, but I see the current 52 week high gaining steady momentum, especially as RUS is not known as a trader's stock, so IMHO it has a solid investor base, based on fundamentals.

Russian economic outlook helps of course. It continued to show signs of stabilisation in Q3, supporting hopes for a return to growth in 2017. Demand & supply conditions in the Moscow warehouse market appear to be improving with new build falling away....hence the strategic investment in the area by RUS.

[elrico] 16/2/2017 23:42

Good summary for potential and newbies from This is money;

Raven Russia Limited is a well-capitalised company, with $280m unleveraged share capital, which provides for initial investment with leverage of circa $750m. Raven Russia has been established to invest principally in 'warehouse' property across Russia. The definition for 'warehouse' is generic and includes the entire spectrum of 'big box/shed' properties from high-bay logistics buildings through standard factories to retail warehouses/leisure boxes and some offices/standardised retail. Its objective is to become the pre-eminent investor in these types of properties throughout Russia. In creating the proposed property portfolio it is looking at operating in four areas of business:

1. Straightforward investment purchases: The simple purchase of an existing let property from an investor/developer.

2. Sale and Leasebacks: the purchase of property from an existing occupier who simultaneously leases back the property from us for an agreed term at an agreed rent.

3. Tenant Partnering: active participation in the land acquisition and subsequent development of a specific bespoke building for a specific tenant where we provide the entire financing and construction management expertise for a tenant who simply agrees to a pre-letting of the building on agreed terms.

4. Forward Funding local Developers: this can take varied format, either we finance independent developers throughout the land acquisition and construction period either against pre-lets or speculatively (dependant upon margin) or we simply contract to forward purchase a building thus allowing the developer the ability to 'bridge' the transaction with investor/bank financing. In addition to its Investment business, Raven Russia will look at speculative development/land assembly in-conjunction with experienced local partners.

[judijudi] 16/2/2017 16:32

Nice steady rises will do mee n thee young man!! :)

[judijudi] 16/2/2017 11:36

There was another chunky 50k sell under the bid yesterday

[zcaprd7] 13/2/2017 18:08

Cleared out a few sellers as well by the looks of it, marked down heavily at the start...