Supermarket Income Reit Share Discussion Threads

[brexitplus] 08/6/2022 12:41

chucko1

Link is hxxps://www.investormeetcompany.com/investor/meeting/investor-presentation-124

Just register - its free - 50 minutes including questions

[chucko1] 08/6/2022 09:43

Were there any key statements from the presentation that had not previously been made? I missed yesterday's, although made the previous two.

[davr0s] 07/6/2022 21:18

Yep everything else is meaningless

[brexitplus] 07/6/2022 19:11

Bscuit, I’m not worried as long as the trend is up.

[bscuit] 07/6/2022 17:17

One of the best justifications of a good presentation – it remains to be seen if the price will fall back tomorrow.

[brexitplus] 07/6/2022 16:49

Good share price response to the presentation.

[chucko1] 07/6/2022 16:21

Seems like someone left the meeting and went on a bit of a bender.

[bscuit] 07/6/2022 16:04

An interesting question – which I have later submitted in the feedback – is anticipated lifespan of economic viability of the company with buybacks taking place.

[brexitplus] 07/6/2022 15:51

Good presentation and questions.

[brexitplus] 07/6/2022 15:05

Whatever her name was.

[chucko1] 07/6/2022 12:28

What is the mystic??

[brexitplus] 07/6/2022 12:01

It appears the mystic has been removed.

[badtime] 06/6/2022 20:17

I'm sure I saw her on the end of Brighton pier reading palms

[brexitplus] 06/6/2022 18:33

Is she a medium and have a crystal ball?

[brexitplus] 06/6/2022 17:32

Have done.

[jonwig] 06/6/2022 17:21

For those who missed the announcement, there's a live presentation tomorrow at 3:00pm.
Register:

[cwa1] 06/6/2022 17:09

16 million traded? That's quite punchy

[chucko1] 06/6/2022 10:12

Odey SWAN has also been half its current value with, on average, twice the volatility of SUPR. SWAN has only in recent months, not for a large percentage of either 3 or 5 years, had the mega-short in Gilts.

The drawdown on SWAN has been as high as 62% (2016/17), and roughly 15% (March 2020) on SUPR.

Over any period, SWAN has paid no dividends whereas SUPR has paid out 27p or so over the past 5 years.

One might also say that wine has gone up by a similar amount. (of course, different wines pay differing dividends!)

[ec2] 06/6/2022 09:57

Inclusion in FTSE 250 index confirmed following market close on 1st June.

[brexitplus] 06/6/2022 09:10

Over 3 and 5 years SUPR is level with Odey Swan

[cwa1] 06/6/2022 08:32

Solid this morning, so far

[chucko1] 01/6/2022 12:07

The Odey SWAN fund is short all the long end, though not the linkers. That fund is up 100% or so from where I started buying it. 50% this year, perhaps a little more.