Secure Income Reit Share Discussion Threads

[belgraviaboy] 18/3/2020 16:33

iirc they have £234m in 'headroom'

The gating of the opened ended funds has spooked the whole sector

[2sporrans] 18/3/2020 16:17

Thanks for response bb.

I sold my last slice of these 460p...just looked well overbought.
350p looked fair.
230p, even in this situation, looks decidedly cheap.

seeing SIR took pre-emptive action of raising, over £100mn in readies,
to ride out any "coming storm" would think they can reschedule rents ok for such
stricken tenants they will have - Madame Tussaud? - esp. given the fiscal largesse to assist those,

[belgraviaboy] 18/3/2020 14:53

Worry that tennant can't pay the rent:

Merlin / ASM Global / Travelodge

But overdone for me

[2sporrans] 18/3/2020 14:38

Why the meltdown?

[noirua] 19/4/2018 12:01

Header will be produced for new company - keep watch out.

[belgraviaboy] 09/3/2018 16:08

Only real disappointment is that we can't participate at the 365 placing price

[nfs] 09/3/2018 08:14

Yes very strong and exciting new deals too

[belgraviaboy] 09/3/2018 07:49

Stonking results - 19% shareholder return over the year and it is sitting on NAV

[cyfran101] 18/1/2018 21:24

Questor says buy.www.telegraph.co.uk/investing/funds/questoreven-premium-trustis-buy-defensive-qualities-rising-dividends/

[belgraviaboy] 18/9/2017 08:29

A quality REIT

[from8to800] 18/9/2017 07:57

"we are now in a world where, in our judgement, it is easier to raise money than invest it wisely. In the rush to build up portfolios we now regularly see buyers loosening their criteria in order to secure deals but we remain resolute that shareholders' best interests are served in this climate by being patient and highly selective. Operating in this manner can prove a frustrating process, not least as all ambitious property operators are happiest when doing deals. However, as major shareholders, our manager is firmly aligned in putting shareholder returns first and foremost and fully supports the Board's approach to current market conditions.What is increasingly apparent is how difficult it would be to replicate our current portfolio of GBP1.7 billion of high quality assets mainly secured on global covenants. This reinforces our view that the business is well positioned to continue to deliver attractive returns in the current environment and we view the future with confidence."Good.

[mello_blewiskt88] 05/5/2017 09:39

Published on Mar 14, 2017

Nick Leslau and Sandy Gumm from Secure Income REIT PLC run Proactive Investors through the group's strategy and portfolio.

[cyfran101] 10/3/2017 00:22

Tempus of the Times has this as a buy. "Balance between income and capital gain"

[noirua] 03/11/2015 23:32

Sirius Resources were taken over so this thread comes to an end. It made hundreds of investors millionaires as it shot up to $5.20 at the peak having started at just 5c.
The basic story is that the company's directors went and lived in tents in the outback at Nova in the Fraser Range in Western Australia. Their head office was closed to conserve costs in a last ditch attempt to find something.
The holes were drilled to 300 metres depth and found nothing. They moved the drilling rigs to another area of Nova and found nothing again. The rigs were due to move on to their next customer but the company's MD managed to persuade them to go back to the first area and drill deeper, and so the Sirius story began with the highest grades of nickel ever found in Australia - a company was made.

[noirua] 16/7/2014 00:10

Sirius Resources have struck very high grades of nickel and copper at their first hole at Taipan, Polar Bear in the Fraser Range.

[noirua] 28/8/2013 00:16

Sirius Update on The Fraser Range:

[noirua] 08/4/2013 23:49

Bollinger update:

[noirua] 20/3/2013 09:34

Presentation - Mines and Money Hong Kong:>

[noirua] 20/3/2013 09:28

Nova resource is 242 thousand tonnes of nickel, 100 thousand tonnes of copper and 16,000 tonnes of cobalt:

[noirua] 19/3/2013 23:22

Sirius are in Trading Halt pending a resource ann at Nova.

[noirua] 17/3/2013 22:40

ASX announcement of massive nickel finds at Bollinger.

[driver101] 15/3/2013 17:03

Noirua

Not in but reading your posts, heres hopping for RMR at least still topping up on RGM.