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laksaman57 Supreme	26-Dec-2018 16:55        laksaman57 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Wooow whopping 28+ million shares traded 😮
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laksaman57 Supreme	26-Dec-2018 12:35        laksaman57 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Best avoid till they finish their buying spree. Experienced reit investors already tasted the danger of master leased properties.
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laksaman57 Supreme	26-Dec-2018 12:29        laksaman57 About Contact  Quote this Post!
x 0   x 0  Alert Admin	a leopard never changes its spots
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Jamesbond007 Veteran	26-Dec-2018 11:45        Jamesbond007 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Remember its short history of being a relaunced IPO. Could it be back to its original intent now that it is listed? Something to ponder.
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prophetjul Master	26-Dec-2018 11:17        prophetjul About Contact  Quote this Post!
x 0   x 0  Alert Admin	Ask the IR of the REIT?  chengwh1      ( Date: 25-Dec-2018 12:39) Posted: I read a number of articles pertaining to this acquisition of 3 properties in Paris. The most notable rationale I saw for unitholders are as in the following among the articles :- " &ldquo The French properties will provide CEREIT with exposure to the attractive Greater Paris  logistics market,&rdquo the REIT manager said. &ldquo The French Properties will also provide CEREIT with exposure to global retail and auto  sector supply chains.&rdquo The French properties have a net initial yield of 8.5 percent, compared with a net initial yield of 7.1 percent for the REIT&rsquo s existing portfolio of light industrial and logistics properties, the filing said. It added that the properties also have asset enhancement opportunities, including development and expansion potential." BUT WHERE IS THE MENTION OF THIS ACQUISITION BEING DPU-ACCRETIVE ? WHERE IS THE  MODELLING LIKE : IF THIS ACQUISITION WAS DONE IN, SAY, JULY 1ST, 2018, THE DPU AND THE NAV WOULD BE SO AND SO ? Looks like totally no benefit shown to individual unitholders at all,.... can someone show the working above please ?? Is this another dilution to unitholders ???????????
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laksaman57 Supreme	26-Dec-2018 09:39        laksaman57 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Properties are master leased. Good? Bad? https://www.businesstimes.com.sg/companies-markets/cromwell-e-reit-to-buy-3-logistics-properties-in-france-for-216m-euros Leaving so fast 😞 ..."the Beziers building is occupied by DHL on a nine-year lease and there are ongoing negotiations with a French retailer to take over the lease."
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laksaman57 Supreme	25-Dec-2018 15:32        laksaman57 About Contact  Quote this Post!
x 0   x 0  Alert Admin	https://www.telegraph.co.uk/business/2018/12/10/frances-yellow-vest-protests-have-halved-economic-growth-central/
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chengwh1 Elite	25-Dec-2018 12:39        chengwh1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	I read a number of articles pertaining to this acquisition of 3 properties in Paris. The most notable rationale I saw for unitholders are as in the following among the articles :- " &ldquo The French properties will provide CEREIT with exposure to the attractive Greater Paris  logistics market,&rdquo the REIT manager said. &ldquo The French Properties will also provide CEREIT with exposure to global retail and auto  sector supply chains.&rdquo The French properties have a net initial yield of 8.5 percent, compared with a net initial yield of 7.1 percent for the REIT&rsquo s existing portfolio of light industrial and logistics properties, the filing said. It added that the properties also have asset enhancement opportunities, including development and expansion potential." BUT WHERE IS THE MENTION OF THIS ACQUISITION BEING DPU-ACCRETIVE ? WHERE IS THE  MODELLING LIKE : IF THIS ACQUISITION WAS DONE IN, SAY, JULY 1ST, 2018, THE DPU AND THE NAV WOULD BE SO AND SO ? Looks like totally no benefit shown to individual unitholders at all,.... can someone show the working above please ?? Is this another dilution to unitholders ???????????
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laksaman57 Supreme	24-Dec-2018 15:42        laksaman57 About Contact  Quote this Post!
x 0   x 0  Alert Admin	https://www.theedgesingapore.com/cromwell-european-reit-acquiring-3-logistics-properties-france-34-mil Reit buy buy buy Sponsor monetise monetise monetise
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Subaru2018 Senior	14-Dec-2018 19:02        Subaru2018 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Veey creepy, controlled by big fund. Before rights expired, depressed to 41cts. After rights, went up to 46, and large lots tx.
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LionInvestments Member	06-Dec-2018 16:05        LionInvestments About Contact  Quote this Post!
x 0   x 0  Alert Admin	Happy to accumulate again today at bottom price of EUR 0.41 Still many very small lots of few hundred shares on the market moms and pops selling...when they saw a few riots in France... Expect selling to ease after completion of rights issue ...and bargain hunters coming in... Berani      ( Date: 26-Nov-2018 18:45) Posted: right only 0.373... LionInvestments      ( Date: 26-Nov-2018 17:28) Posted: if you don' t understand European taxation situation and European political situation, why do you even bother to follow this counter? am happy to accumulate at EUR 0.44 today, many small lots on the market from small retail investors. Relatively safe 9% yield in Euro at this price... and prospect to rerate in 3-5 years if they keep on doing smart acquisitions to grow to a critical  size for the institutionals to come in..
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LionInvestments Member	27-Nov-2018 11:56        LionInvestments About Contact  Quote this Post!
x 0   x 0  Alert Admin	you can' t calculate like that... do you know anyone who wants to donate you his rights? Berani      ( Date: 26-Nov-2018 18:45) Posted: right only 0.373... LionInvestments      ( Date: 26-Nov-2018 17:28) Posted: if you don' t understand European taxation situation and European political situation, why do you even bother to follow this counter? am happy to accumulate at EUR 0.44 today, many small lots on the market from small retail investors. Relatively safe 9% yield in Euro at this price... and prospect to rerate in 3-5 years if they keep on doing smart acquisitions to grow to a critical  size for the institutionals to come in..
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Berani Elite	26-Nov-2018 18:45        Berani About Contact  Quote this Post!
x 0   x 0  Alert Admin	right only 0.373... LionInvestments      ( Date: 26-Nov-2018 17:28) Posted: if you don' t understand European taxation situation and European political situation, why do you even bother to follow this counter? am happy to accumulate at EUR 0.44 today, many small lots on the market from small retail investors. Relatively safe 9% yield in Euro at this price... and prospect to rerate in 3-5 years if they keep on doing smart acquisitions to grow to a critical  size for the institutionals to come in... laksaman57      ( Date: 31-Oct-2018 10:38) Posted: "real estate transfer tax of approximately ?10.3 million" 😨
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LionInvestments Member	26-Nov-2018 17:28        LionInvestments About Contact  Quote this Post!
x 0   x 0  Alert Admin	if you don' t understand European taxation situation and European political situation, why do you even bother to follow this counter? am happy to accumulate at EUR 0.44 today, many small lots on the market from small retail investors. Relatively safe 9% yield in Euro at this price... and prospect to rerate in 3-5 years if they keep on doing smart acquisitions to grow to a critical  size for the institutionals to come in... laksaman57      ( Date: 31-Oct-2018 10:38) Posted: "real estate transfer tax of approximately ?10.3 million" 😨
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LionInvestments Member	22-Nov-2018 11:58        LionInvestments About Contact  Quote this Post!
x 0   x 0  Alert Admin	Drop to 44 cents seems a bit overdone... acquisitions look to be accretive and reasonable quality assets with some  upside - the worst assets which they tried to put in during the IPO are not included this time.  Maybe related to weakness of Euro and general selloff in markets? chengwh1      ( Date: 21-Nov-2018 11:37) Posted: Wow,... at Ex-Rights Day today,... plunged by almost 10% from yesterday' s close of 0.510 to 0.465 this morning.
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chengwh1 Elite	21-Nov-2018 11:37        chengwh1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Wow,... at Ex-Rights Day today,... plunged by almost 10% from yesterday' s close of 0.510 to 0.465 this morning.
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prophetjul Master	14-Nov-2018 08:28        prophetjul About Contact  Quote this Post!
x 0   x 0  Alert Admin	Looks to be the case. Price is receeding.  chengwh1      ( Date: 31-Oct-2018 15:03) Posted: Could be an offloading of low-quality assets that were left-out from the Revised IPO last year, bros,.... but that' s just my hunch,... I' ve decided to protect my capital,... sold all of my holdings this afternoon. I suspect the price may drop further as more investors get to know this news,.....
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laksaman57 Supreme	07-Nov-2018 19:43        laksaman57 About Contact  Quote this Post!
x 0   x 0  Alert Admin	https://www.fool.sg/2018/08/31/2-things-that-investors-should-know-about-ireit-global-now/ chengwh1      ( Date: 07-Nov-2018 17:36) Posted: Just revisiting this thread, bro,... discovered the following for iREIT Global  :- 1) in 2016, the dpu in SGD was 6.21 cts 2) in 2017, the dpu in SGD was 6.04 cts 3) in 2017, the dpu in SGD was 5.83 cts Is it because of exchange rate effect ? But the dpu has been DROPPING as the years go by  !! laksaman57      ( Date: 06-Nov-2018 16:08) Posted: Old news but worth a gentle reminder  https://www.businesstimes.com.sg/companies-markets/tikehau-capital-becomes-substantial-unitholder-in-ireit-global
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chengwh1 Elite	07-Nov-2018 17:36        chengwh1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Just revisiting this thread, bro,... discovered the following for iREIT Global  :- 1) in 2016, the dpu in SGD was 6.21 cts 2) in 2017, the dpu in SGD was 6.04 cts 3) in 2017, the dpu in SGD was 5.83 cts Is it because of exchange rate effect ? But the dpu has been DROPPING as the years go by  !! laksaman57      ( Date: 06-Nov-2018 16:08) Posted: Old news but worth a gentle reminder  https://www.businesstimes.com.sg/companies-markets/tikehau-capital-becomes-substantial-unitholder-in-ireit-global laksaman57      ( Date: 06-Nov-2018 16:03) Posted: Who knows ... may need more office space from Ireit  https://uk.reuters.com/article/uk-telekom-charging/deutsche-telekom-to-build-electric-car-charging-network-in-germany-idUKKCN1NA14W
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laksaman57 Supreme	06-Nov-2018 16:08        laksaman57 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Old news but worth a gentle reminder  https://www.businesstimes.com.sg/companies-markets/tikehau-capital-becomes-substantial-unitholder-in-ireit-global laksaman57      ( Date: 06-Nov-2018 16:03) Posted: Who knows ... may need more office space from Ireit  https://uk.reuters.com/article/uk-telekom-charging/deutsche-telekom-to-build-electric-car-charging-network-in-germany-idUKKCN1NA14W laksaman57      ( Date: 06-Nov-2018 16:00) Posted: Didn' t buy that concern long ago. Present post-dpu price way below its usual trading price range. Deutsche Telekom is doing very well https://www.rcrwireless.com/20181010/5g/deutsche-telekom-launch-commercial-5g-2020-report
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