52 days ago
We recommended shares in Urban Logistics REIT (SHED), describing itself as “the only London-listed REIT to focus on specialist last mile/last touch logistics assets”, just in March at a 115.6p offer price, concluding that with an “above 25% discount to the noted net tangible assets and a now-improving interest rate environment and a favourable demand/supply mismatch for the type of space the company specialises in, we see 20%+ share price upside here and that dividend whilst waiting. Therefore, at up to 117.5p, a value and income Buy”. What about now a “possible offer” that “it would be minded to recommend” and the shares up to comfortably above 140p to sell?
1595 days ago
Within 48 hours of placing an order with Amazon, my new toy had arrived. I have one just like it at the Greek Hovel but it was needed for a specific task, the long term plan to dismantle the hideous shed, made in good part from asbestos, at the edge of the area formerly known as the jungle. I set to work at once.
