Back

Latest Forum Topics / Alpha Integrated RE    Last:0.48 --

Post Reply

Ausgroup - the train is moving soon Post Reply Rate topic
eddyeddy Master	10-Feb-2026 08:57        eddyeddy About Contact  Quote this Post!
x 0   x 0  Alert Admin	Offer now turned unconditional , what does this mean ?
Useful To Me  Not Useful To Me
Alignment Elite	25-Jan-2026 19:17        Alignment About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Just to expand on this the increase represents 3.2 cents a share. Given the 50 cent NAV at end June, this woudl be a 6.3% increase on that figure which is quite substantial. It is a shame that the deadline to accept the tender is a few days before the FY results announcement. Presumably the offeror has the benefit of knowing what the 2H performance entailed, whereas the rest of us do not. Alignment      ( Date: 24-Jan-2026 09:43) Posted: The properties are now valued at $948.9m, compared to $913.1m in June. For both valuations each building had the identical valuer so the valuation approach was consistent. The valuers must have had sight of something that has improved in the interim. Looking good for the results next month. gohmengt      ( Date: 23-Jan-2026 15:46) Posted: https://investor.ai-reit.com/news.html/id/2595391
Useful To Me  Not Useful To Me
kt3152 Supreme	24-Jan-2026 11:39        kt3152 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Current CEO Karen Lee has over 20 years of leadership experience in REITs and real estate management, spanning strategic mergers and acquisitions, capital markets, asset and investment management, and business development. Her prior roles include serving as Deputy CEO of ESR-REIT and CEO of ARA LOGOS Logistics Trust, bringing deep industry expertise to AI-reit. Should be doing OK...
Useful To Me  Not Useful To Me
Alignment Elite	24-Jan-2026 09:43        Alignment About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	The properties are now valued at $948.9m, compared to $913.1m in June. For both valuations each building had the identical valuer so the valuation approach was consistent. The valuers must have had sight of something that has improved in the interim. Looking good for the results next month. gohmengt      ( Date: 23-Jan-2026 15:46) Posted: https://investor.ai-reit.com/news.html/id/2595391
Useful To Me  Not Useful To Me
gohmengt Member	23-Jan-2026 15:46        gohmengt About Contact  Quote this Post! Style: Fundamental   Mood:
x 0   x 0  Alert Admin	https://investor.ai-reit.com/news.html/id/2595391
Useful To Me  Not Useful To Me
Alignment Elite	22-Jan-2026 18:55        Alignment About Contact  Quote this Post! Style: Fundamental
x 2   x 0  Alert Admin	If we had followed the recommendations of the old staff we would be holding ESR REIT shares worth less than 0.28 per Alpha share. Instead Alpha currently trades at 0.48 i.e more than 70% higher. I can' t believe anyone still questions if we are better off now than before. Going forward, I expect the current management team to be aggressive on optimising the capital structure, selling assets above NAV and buying back shares below NAV. An easy way to make good money, but too few managers do it.   luckyplate      ( Date: 21-Jan-2026 15:10) Posted: we got rid of the Good mgmt for sabana ..and bring in Dont know what team ..this is ?    Did we get the right stuff ? i meant all those directors that are  got in ..?  are their skills comparable to the  old staff ??  did anyone ask this questions ??  or ..they are just there to collect their fat bonuses..  BillionX      ( Date: 21-Jan-2026 10:35) Posted: The offer price needs to be better than 0.48 if not all the dramas and efforts to get rid off ESR as manager will be in vain.
Useful To Me  Not Useful To Me
Alignment Elite	22-Jan-2026 11:32        Alignment About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	If 50% not reached, then the tender does not complete and everyone who tendered their shares will get them back. This would be the worst result for everyone. Bad for shareholders who tendered because they did not get to sell their shares at 48 cents, and bad for shareholders who did not tender because it means the paper hands remain shareholders creating less momentum for the share price to go higher.  luckyplate      ( Date: 22-Jan-2026 09:07) Posted: if 50 % is not reach ,, i think sellers can retrace  his shares ... i read this somewhere in the doc.  pkli899      ( Date: 21-Jan-2026 15:16) Posted: Thanks Alignment for his various posts. Very clear and precise. Good read indeed. Anyway, offer turns unconditional only when 50% or more acceptance is reached. 90% or more, than can delist. In the event, free float goes below 10%, Volare can still choose to delist or keep it listed by selling shares to return the free float to 10% or more. I am not taking up the offer, even though it is fair IMO. This is because I see good potential.
Useful To Me  Not Useful To Me
luckyplate Member	22-Jan-2026 09:07        luckyplate About Contact  Quote this Post!
x 0   x 0  Alert Admin	if 50 % is not reach ,, i think sellers can retrace  his shares ... i read this somewhere in the doc.  pkli899      ( Date: 21-Jan-2026 15:16) Posted: Thanks Alignment for his various posts. Very clear and precise. Good read indeed. Anyway, offer turns unconditional only when 50% or more acceptance is reached. 90% or more, than can delist. In the event, free float goes below 10%, Volare can still choose to delist or keep it listed by selling shares to return the free float to 10% or more. I am not taking up the offer, even though it is fair IMO. This is because I see good potential.
Useful To Me  Not Useful To Me
pkli899 Supreme	21-Jan-2026 15:16        pkli899 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Thanks Alignment for his various posts. Very clear and precise. Good read indeed. Anyway, offer turns unconditional only when 50% or more acceptance is reached. 90% or more, than can delist. In the event, free float goes below 10%, Volare can still choose to delist or keep it listed by selling shares to return the free float to 10% or more. I am not taking up the offer, even though it is fair IMO. This is because I see good potential.
Useful To Me  Not Useful To Me
luckyplate Member	21-Jan-2026 15:10        luckyplate About Contact  Quote this Post!
x 0   x 0  Alert Admin	we got rid of the Good mgmt for sabana ..and bring in Dont know what team ..this is ?    Did we get the right stuff ? i meant all those directors that are  got in ..?  are their skills comparable to the  old staff ??  did anyone ask this questions ??  or ..they are just there to collect their fat bonuses..  BillionX      ( Date: 21-Jan-2026 10:35) Posted: The offer price needs to be better than 0.48 if not all the dramas and efforts to get rid off ESR as manager will be in vain.
Useful To Me  Not Useful To Me
BillionX Senior	21-Jan-2026 10:35        BillionX About Contact  Quote this Post!
x 0   x 0  Alert Admin	The offer price needs to be better than 0.48 if not all the dramas and efforts to get rid off ESR as manager will be in vain.
Useful To Me  Not Useful To Me
kt3152 Supreme	21-Jan-2026 09:33        kt3152 About Contact  Quote this Post!
x 0   x 0  Alert Admin	As long as never reach 90%, it will still be listed.... luckyplate      ( Date: 21-Jan-2026 09:19) Posted: Looks  like this buyout deal is unavoidable ..anyone knows what will happen if they reach 51 % ??  Alignment      ( Date: 20-Jan-2026 10:47) Posted: For the avoidance of doubt, if the dividend record date is before the offer record date, you get the dividend and 48 cents minus the dividend. If the offer record date is before the dividend record date, you get 48 cents but no dividend. Either way you get 48 cents
Useful To Me  Not Useful To Me
luckyplate Member	21-Jan-2026 09:19        luckyplate About Contact  Quote this Post!
x 0   x 0  Alert Admin	Looks  like this buyout deal is unavoidable ..anyone knows what will happen if they reach 51 % ??  Alignment      ( Date: 20-Jan-2026 10:47) Posted: For the avoidance of doubt, if the dividend record date is before the offer record date, you get the dividend and 48 cents minus the dividend. If the offer record date is before the dividend record date, you get 48 cents but no dividend. Either way you get 48 cents. Alignment      ( Date: 20-Jan-2026 10:35) Posted: I would not say the structure of reducing the offer price by the dividend is unfair. The offer structure is transparent so everyone should know this is the case (even though there seems to be a post just now who is still confused). The reason why the structure is like this is because Volare does not control the level of dividend that is going to be declared. They also need to have certainty in the total price they are proposing, which is why they come up with a number from which the dividend is then adjusted. If they do not have this adjustment structure then Alpha can declare a massive special dividend and Volare would then be buying shares that are worth a lot less than they orginally envisaged. So this structure provides certainty for both Volare and other shareholders in terms of total price. Whether the 48 cents (before dividend adjustment) reflects fair value for the company is a separate matter. I personally do not think so, but it is for each person to make their mind up. Volare only had to offer 40 cents based on their purchase from ESR, so the fact they are offering 48 cents is I think a genuine effort to buy more shares from people who are willing to sell at that price
Useful To Me  Not Useful To Me
luckyplate Member	21-Jan-2026 09:17        luckyplate About Contact  Quote this Post!
x 0   x 0  Alert Admin	they only have to buy ..another 10 % to become super Majority ..and they can now be the PAPANA  ..already .. THey can take it private .. Alignment      ( Date: 20-Jan-2026 10:47) Posted: For the avoidance of doubt, if the dividend record date is before the offer record date, you get the dividend and 48 cents minus the dividend. If the offer record date is before the dividend record date, you get 48 cents but no dividend. Either way you get 48 cents. Alignment      ( Date: 20-Jan-2026 10:35) Posted: I would not say the structure of reducing the offer price by the dividend is unfair. The offer structure is transparent so everyone should know this is the case (even though there seems to be a post just now who is still confused). The reason why the structure is like this is because Volare does not control the level of dividend that is going to be declared. They also need to have certainty in the total price they are proposing, which is why they come up with a number from which the dividend is then adjusted. If they do not have this adjustment structure then Alpha can declare a massive special dividend and Volare would then be buying shares that are worth a lot less than they orginally envisaged. So this structure provides certainty for both Volare and other shareholders in terms of total price. Whether the 48 cents (before dividend adjustment) reflects fair value for the company is a separate matter. I personally do not think so, but it is for each person to make their mind up. Volare only had to offer 40 cents based on their purchase from ESR, so the fact they are offering 48 cents is I think a genuine effort to buy more shares from people who are willing to sell at that price
Useful To Me  Not Useful To Me
Alignment Elite	20-Jan-2026 10:47        Alignment About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	For the avoidance of doubt, if the dividend record date is before the offer record date, you get the dividend and 48 cents minus the dividend. If the offer record date is before the dividend record date, you get 48 cents but no dividend. Either way you get 48 cents. Alignment      ( Date: 20-Jan-2026 10:35) Posted: I would not say the structure of reducing the offer price by the dividend is unfair. The offer structure is transparent so everyone should know this is the case (even though there seems to be a post just now who is still confused). The reason why the structure is like this is because Volare does not control the level of dividend that is going to be declared. They also need to have certainty in the total price they are proposing, which is why they come up with a number from which the dividend is then adjusted. If they do not have this adjustment structure then Alpha can declare a massive special dividend and Volare would then be buying shares that are worth a lot less than they orginally envisaged. So this structure provides certainty for both Volare and other shareholders in terms of total price. Whether the 48 cents (before dividend adjustment) reflects fair value for the company is a separate matter. I personally do not think so, but it is for each person to make their mind up. Volare only had to offer 40 cents based on their purchase from ESR, so the fact they are offering 48 cents is I think a genuine effort to buy more shares from people who are willing to sell at that price. luckyplate      ( Date: 20-Jan-2026 09:33) Posted: that is not fair since this stock will declared a dividend in jan ?? i though the offer price is fix ..in that case, if a dividend is declared , you will feel likely cheated ..by this deal.
Useful To Me  Not Useful To Me
Alignment Elite	20-Jan-2026 10:35        Alignment About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	I would not say the structure of reducing the offer price by the dividend is unfair. The offer structure is transparent so everyone should know this is the case (even though there seems to be a post just now who is still confused). The reason why the structure is like this is because Volare does not control the level of dividend that is going to be declared. They also need to have certainty in the total price they are proposing, which is why they come up with a number from which the dividend is then adjusted. If they do not have this adjustment structure then Alpha can declare a massive special dividend and Volare would then be buying shares that are worth a lot less than they orginally envisaged. So this structure provides certainty for both Volare and other shareholders in terms of total price. Whether the 48 cents (before dividend adjustment) reflects fair value for the company is a separate matter. I personally do not think so, but it is for each person to make their mind up. Volare only had to offer 40 cents based on their purchase from ESR, so the fact they are offering 48 cents is I think a genuine effort to buy more shares from people who are willing to sell at that price. luckyplate      ( Date: 20-Jan-2026 09:33) Posted: that is not fair since this stock will declared a dividend in jan ?? i though the offer price is fix ..in that case, if a dividend is declared , you will feel likely cheated ..by this deal.. Alignment      ( Date: 19-Jan-2026 19:30) Posted: Yes if there is a dividend declared the share price will be adjusted lower. My average in price is around 38 cents, and this company is one of my biggest holdings. I won' t be tendering into the offer. If they had offered the NAV plus the half year dividend i.e. about 52 cents (implying a 7.2% DPU yield) then I would have seriously considered it.
Useful To Me  Not Useful To Me
Alignment Elite	20-Jan-2026 10:24        Alignment About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Your statement that the offer price will not change is wrong. This is taken from the offer document: " if the Offer Settlement Date falls after the Record Date, the Offer Price payable for such Offer Units tendered in acceptance shall be reduced by an amount which is equal to the Distribution in respect of such Offer Units, as the Offeror will not receive such Distribution." Hzwusr      ( Date: 20-Jan-2026 09:59) Posted: The offer price is fixed and will not change. What is said is that the traded price will become lower after ex-dividend date. Also do not forget that feds did rate cuts last year, in Sep and in Dec, on lower interest rate this will increase up the DPU going forward. luckyplate      ( Date: 20-Jan-2026 09:33) Posted: that is not fair since this stock will declared a dividend in jan ?? i though the offer price is fix ..in that case, if a dividend is declared , you will feel likely cheated ..by this deal.
Useful To Me  Not Useful To Me
Hzwusr Member	20-Jan-2026 09:59        Hzwusr About Contact  Quote this Post!
x 0   x 0  Alert Admin	The offer price is fixed and will not change. What is said is that the traded price will become lower after ex-dividend date. Also do not forget that feds did rate cuts last year, in Sep and in Dec, on lower interest rate this will increase up the DPU going forward. luckyplate      ( Date: 20-Jan-2026 09:33) Posted: that is not fair since this stock will declared a dividend in jan ?? i though the offer price is fix ..in that case, if a dividend is declared , you will feel likely cheated ..by this deal.. Alignment      ( Date: 19-Jan-2026 19:30) Posted: Yes if there is a dividend declared the share price will be adjusted lower. My average in price is around 38 cents, and this company is one of my biggest holdings. I won' t be tendering into the offer. If they had offered the NAV plus the half year dividend i.e. about 52 cents (implying a 7.2% DPU yield) then I would have seriously considered it.
Useful To Me  Not Useful To Me
luckyplate Member	20-Jan-2026 09:33        luckyplate About Contact  Quote this Post!
x 0   x 0  Alert Admin	that is not fair since this stock will declared a dividend in jan ?? i though the offer price is fix ..in that case, if a dividend is declared , you will feel likely cheated ..by this deal.. Alignment      ( Date: 19-Jan-2026 19:30) Posted: Yes if there is a dividend declared the share price will be adjusted lower. My average in price is around 38 cents, and this company is one of my biggest holdings. I won' t be tendering into the offer. If they had offered the NAV plus the half year dividend i.e. about 52 cents (implying a 7.2% DPU yield) then I would have seriously considered it.
Useful To Me  Not Useful To Me
luckyplate Member	20-Jan-2026 09:31        luckyplate About Contact  Quote this Post!
x 0   x 0  Alert Admin	that is not fair since this stock will declared a dividend in jan ?? i though the offer price is fix ..in that case, if a dividend is declared , you will feel likely cheated ..by this deal.. Alignment      ( Date: 19-Jan-2026 19:30) Posted: Yes if there is a dividend declared the share price will be adjusted lower. My average in price is around 38 cents, and this company is one of my biggest holdings. I won' t be tendering into the offer. If they had offered the NAV plus the half year dividend i.e. about 52 cents (implying a 7.2% DPU yield) then I would have seriously considered it.
Useful To Me  Not Useful To Me

                                                         First   < Newer   41-60 of 7987   Older>   Last