Market's view on Real Est.cred
Published on April 2024
- A high volume of shares was traded at 116p, leading to speculation about a potential buyback by the company.
- There is ambiguity about the active buyer and seller in the stock’s recent transactions, indicating uncertainty in the market.
- A director demonstrated confidence in the company by purchasing 20,000 shares at 115p.
- The financial health of the UK stock market is questioned, with concerns about it being overvalued due to low net inflows from pension companies when adjusted for inflation.
- The company’s resilience in a down market day was noted, especially compared to other income trusts.
- Discussion about the impact of Brexit on the UK’s future, with worries about national economic prospects.
- Opinions shared on the stability of dividends from loans, emphasizing the importance of avoiding losses and the shift to senior secured lending with low loan-to-value ratios on most of the portfolio.