Tr Property Investment Share Discussion Threads

[gilston] 13/8/2013 15:54

The Board is proposing the new Chairperson is paid the same amount! An objection was raised at the AGM.

[jammy00] 13/8/2013 11:15

anyone here here?

[gilston] 27/3/2013 17:47

I hope the next Chairperson is paid less than the one retiring at the next AGM.

[davdreamer] 15/2/2013 12:12

director buying, never a bad sign

[skyship] 26/9/2012 18:03

Topvest - glad you hold SREI - they've certainly outperformed TRY by quite some margin since my last post here; though SGRO slightly under-performed after recent profit-taking.

With TRYS holders providing a tap for months to come, looks right to be out of these and in to APT where likely liquidation should underwrite the share price at its 52% NAV discount...

[topvest] 26/9/2012 11:31

Today's announcement make sense to me. Never saw the logic of having two portfolio's and they are not significantly different anyway.

[chairman20] 27/8/2012 21:52

discount never seems to change much here

[topvest] 01/7/2012 17:11

It depends whether you just want yield. Yield of 10% normally equates to a higher degree of capital loss. Segro and SREI both have a dismal record on that front, although I hold both. I would be much more confident of good long term returns here than either of those!

[skyship] 01/7/2012 11:23

hmmm - well run yes, but constrained by:

# Yield of just 4.4%
# NAV discount of just 14%
# 50% invested in sclerotic continental Europe

Far better value elsewhere, especially;

# Big REIT: SGRO - Yld = 6.8%; NAV discount = 34%

# Small PIC: SREI - Yld = 10.8%; NAV discount = 36%

SREI, now under the Schroders umbrella, is a pricing anomaly due
to Lloyds selling down its holding. They are now below 3%, so once
the selling is done expect a good rise...

[topvest] 01/7/2012 10:53

Yes, this is well run. I've owned for a few years, and looking to buy some more on weakness below 150p.

[beardmore] 30/6/2012 14:34

Very acceptable dividend and property will bounce back. I'm happy to wait.

[chairman20] 30/6/2012 11:12

Came by to review this at half year
and was disappointed to see how dead in the water it is

discount only 16%

but given the underlying investments are themselves on
substantial discounts to debt adjusted disclosed NAV's
the real exposure is really substantial.

European property aint anybodys cup of tea right now

[lucky_punter] 24/5/2012 12:47

After yesterday's business and product update from TyraTech (LON:TYR), Proactive Investors caught up with Alan Reade who gave us the chairman's eye view of the business, its products and its potential.
Proactive Investors: Alan, for those who aren't familiar with TyraTech tell us about the company and its technology

[spennysimmo] 01/12/2011 09:06

Sorry no, I am trying something out with some code which I can't get to work, so I tried it out on a thread which had few posts and hadn't been used for some time. Sorry and good luck here.

[beardmore] 01/12/2011 09:04

Spennysimmo - are you trying to say something? I'd be interested to know, as I hold this share.

[jammy00] 13/10/2011 12:50

agm notification arrived today

[chairman20] 02/10/2011 20:02

I suspect its the Euro names in the top holdings that are putting people off??

[jammy00] 28/9/2011 19:30

End of Q3

no shortage of liquidity

no buyers

[honiton] 30/6/2011 16:16

quite see also BKG, QED, CAPC.

[davdreamer] 30/6/2011 11:50

Not doing too badly with this property market