ValueBuddies.com : Value Investing Forum - Singapore, Hong Kong, U.S.

Full Version: AIMS AMP Industrial REIT
You're currently viewing a stripped down version of our content. View the full version with proper formatting.
Pages: 1 2 3 4 5 6 7 8 9 10 11 12 13 14
The price look more attractive now.. hmm...

3Q FY14 NPI is 18.6 mil => annualized about 74.4 mil

The new Optus centre NPI is estimated to be 16.78 mil (Is this for the 49% that AIMS own?)

If Yes => Annual NPI is 74.4 + 16.78 = 91.18 mil
Post Right div ==> 2.75/74.4 * 91.18 * 40 / 47 = 2.86 ?

If No => Annual NPI is 74.4 + 8.2 = 82.6 mil
Post Right div ==> 2.75/74.4 * 82.6 * 40 / 47 = 2.599 ?
Where is dividend warrior? I cant help but laugh that this is his biggest position and he has no cash to take up the rights
(20-02-2014, 01:28 PM)Dividend Warrior Wrote: [ -> ]
(19-02-2014, 11:50 PM)momoeagle Wrote: [ -> ]I will be subscribing for the rights plus excess rights. That's if u believe the management that current properties have lots of untapped potential which can be unlocked further with AEI

I will be subscribing too. Big Grin

U sure u can take up 100% meh? Dun think u have enough cash given the numbers shown on your blog :p
(06-03-2014, 06:14 PM)ForeverAlone Wrote: [ -> ]
(20-02-2014, 01:28 PM)Dividend Warrior Wrote: [ -> ]
(19-02-2014, 11:50 PM)momoeagle Wrote: [ -> ]I will be subscribing for the rights plus excess rights. That's if u believe the management that current properties have lots of untapped potential which can be unlocked further with AEI

I will be subscribing too. Big Grin

U sure u can take up 100% meh? Dun think u have enough cash given the numbers shown on your blog :p

Huh? I dun understand.......Huh
(06-03-2014, 06:14 PM)ForeverAlone Wrote: [ -> ]
(20-02-2014, 01:28 PM)Dividend Warrior Wrote: [ -> ]
(19-02-2014, 11:50 PM)momoeagle Wrote: [ -> ]I will be subscribing for the rights plus excess rights. That's if u believe the management that current properties have lots of untapped potential which can be unlocked further with AEI

I will be subscribing too. :D

U sure u can take up 100% meh? Dun think u have enough cash given the numbers shown on your blog :p

I am doing this just for the sheer fun of it:

a) DW holds 25,000 AIMS REIT shares according to his latest blog post. He also states that he has $9,000 cash available for investment.

b) Based on the 7 for 40 rights issue announced by the Management a few weeks ago, DW receives 4,375 rights shares exercisable at $1.08.

c) This works out to $4,727 (inclusive of $2 application fee).

In conclusion, he should be able to finance this rights issue quite easily ! :P

(Not Vested)
(06-03-2014, 06:14 PM)ForeverAlone Wrote: [ -> ]
(20-02-2014, 01:28 PM)Dividend Warrior Wrote: [ -> ]
(19-02-2014, 11:50 PM)momoeagle Wrote: [ -> ]I will be subscribing for the rights plus excess rights. That's if u believe the management that current properties have lots of untapped potential which can be unlocked further with AEI

I will be subscribing too. Big Grin

U sure u can take up 100% meh? Dun think u have enough cash given the numbers shown on your blog :p

I didn't know that DW hired you as his personal accountant for his portfolio! Rolleyes

If you are not his hired accountant, then i guess you are just looking for a good dose of dopamine with this personal jab. It does make one feel good, but does it actually do good?

This is VB forum. Let's try keep away all the chatter or jabs of this sort and save our threads for more informative sharing/debates or churning numbers to backup your flawed+biased heuristic view (Eg. what Nick did)

P.S. this will be my first and last thread on this issue.
(08-03-2014, 10:15 AM)weijian Wrote: [ -> ]
(06-03-2014, 06:14 PM)ForeverAlone Wrote: [ -> ]
(20-02-2014, 01:28 PM)Dividend Warrior Wrote: [ -> ]
(19-02-2014, 11:50 PM)momoeagle Wrote: [ -> ]I will be subscribing for the rights plus excess rights. That's if u believe the management that current properties have lots of untapped potential which can be unlocked further with AEI

I will be subscribing too. Big Grin

U sure u can take up 100% meh? Dun think u have enough cash given the numbers shown on your blog :p

I didn't know that DW hired you as his personal accountant for his portfolio! Rolleyes

If you are not his hired accountant, then i guess you are just looking for a good dose of dopamine with this personal jab. It does make one feel good, but does it actually do good?

This is VB forum. Let's try keep away all the chatter or jabs of this sort and save our threads for more informative sharing/debates or churning numbers to backup your flawed+biased heuristic view (Eg. what Nick did)

P.S. this will be my first and last thread on this issue.
Well put. We are here to learn not to hurt.
When i first read i thought is it just me being sensitive on why people can gloat over people possible "losses". Glad that others start to point out concerns as well.

Mistake or misfortune in financial matters can be quite serious. Let's not do this on people who is willing to share his investments details. People can disagreed with ideas but let's not be personal.
Perhaps the discussion point should be that in the event when one does not have sufficient fund to subscribe to all the rights, what should one do in order to minimise loss or maximise the gain. I was in such a predicament before when I fully vested. A broker of mine advised that I can sell some of the main share and use the proceed to subscribe the rights shares. Not sure if the nett effect is better than just selling off the rights in this case.
A base warning has been issued to ForeverAlone, for his provocative posts. Let's closed the issue, and moved on.

Thanks to buddies who voiced-up the concern.

Regards
Moderator
Pages: 1 2 3 4 5 6 7 8 9 10 11 12 13 14