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Lendlease Reit
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Global Invacom, a satellite play
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whereru
Senior |
22-Mar-2022 12:26
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Is this rights issue?
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HVRRVH
Elite |
22-Mar-2022 12:13
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Finally PO details is out. Slightly less than 30% increase in holding if just take up the full PO entitlement. With the number of new units to be issued, chances are very high to secure additional units. This is a growing reit and this is its first PO, will see how the market values the ?mother?s unit? price after halt lifted and decide how much to subscribe. | ||||
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PhillipTan
Supreme |
22-Mar-2022 11:03
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It won' t be immediate, you still can reserve your salary for this month for the rights issue Worse come to worse, you can take up a short term bank loan, usually 3.5%pa for like 6 months or 1 year (Eg. Citibank) Means you forfeit the dividends payout for maybe 1 year in return for getting the rights shares at a discounted price Or you could also ask your company for a personal loan, usually zero interest if your company is good enough to provide Or you could pay the min sum for your credit card and delay payment of full amount with no interest (ie. pay credit card bills at a later date so you have more cash now, but not recommended as credit card interest for eventual non payment could be easily more than 20%) So many different ways to do it, just think lol
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whereru
Senior |
22-Mar-2022 10:55
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I no funds to support rights issue.
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PhillipTan
Supreme |
22-Mar-2022 10:51
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I rather there is a rights issue than they do a private placement Private placement means our shareholdings will be diluted and those private investors get to buy LREIT shares at a discounted price Then the value of our shares will drop aside from being diluted Do you want that to happen?
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whereru
Senior |
22-Mar-2022 10:49
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no rights issue please! | ||||
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PhillipTan
Supreme |
22-Mar-2022 10:47
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15th Feb - Proposal to fully acquire JEM for around $2.08b 23rd Feb - Acquired a $860m sustainability-link loan The next I guess will be either a private placement (which will be sucky) or a rights issue
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jpts66
Member |
22-Mar-2022 08:46
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Trading halt. Good or bad news? | ||||
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whisng
Veteran |
18-Mar-2022 14:21
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Also those weak hands that sell back to the evil shortist. But nevermind, if they push lower then I can buy at lower price, good also. | ||||
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whisng
Veteran |
18-Mar-2022 14:13
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It' s not the weak hands selling, is the evil shorts inside. Like yesterday, when all stocks rises, Lendlease was the top short sold with 54.9% being short vol. They are inside for weeks liao. I hope they lose all their money and get destroyed totally. Huat to all real investors of Lendlease Reit!!
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desmondxyz
Veteran |
02-Mar-2022 09:45
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JEM big enough for LL to digest for years
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HVRRVH
Elite |
02-Mar-2022 08:50
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https://www.youtube.com/watch?v=n8p2r_mr1xU CEO talk about Jem acquisition. Also touch on other potential acquisitions and it seems that it is unlikely to acquire Parkway parade anytime soon. On the other hand, if the finainal and time are right, look like the reit is interested in PLQ. Having said that, it would not be anytime soon too as the reit' s market cap will already be more than double with the acquistion of JEM. Need to grow at steady pace. Mr Kelvin seems extremely positive on JEM and as a unit holder, I can' t wait to know the details of preferential offering. |
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whisng
Veteran |
23-Feb-2022 13:26
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Lendlease REIT secures $860m sustainability-linked loanLendlease Global Commercial REIT secured its first sustainability-linked loan from Citi, DBS, and OCBC. The $860m unsecured loan is the largest amongst Asia-Pacific REITs to date. Loan proceeds will fund the acquisition of Jem, an integrated office and retail development, and for general corporate and working capital purposes. The REIT follows a net-zero investment roadmap to drive true sustainability via various pathways. These include but are not limited to implementing energy efficiency initiatives to maintain top performance in green building ratings, increasing the use of renewable energy by 2030, trialling alternative fuels and phasing out fossil fuel for backup generators on assets, developing and piloting the next generation of green leases for tenants, and educating and partnering with tenants to reduce emissions. Lendlease REIT Manager CEO Kelvin Chow said, " We are delighted to set a new industry benchmark and push for greater sustainability performance with our inaugural sustainability-linked loan, made possible with the support of our partners, Citi, DBS and OCBC. We have been steadily elevating the sustainability performance of the REIT' s portfolio in Singapore and this injection of capital reflects our commitment to our decarbonisation roadmap that will deliver long-term sustainable growth and value for the built environment, our assets and stakeholders." Lendlease REIT' s foray into sustainable financing comes on the back of Lendlease Asia' s net-zero carbon roadmap introduced in October 2021. Since the announcement of its Mission Zero plans in 2020, Lendlease has made significant inroads towards achieving its ambitious targets of net zero carbon emissions by 2025 and absolute zero carbon emissions across all its operations by 2040. In its drive towards a greener and socially resilient future, Lendlease is also aiming to create $245.5m worth of social value by 2025. |
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whisng
Veteran |
23-Feb-2022 08:26
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From Phillip Capital Lendlease Global Commercial REIT &ndash Delivering a JEM as promised Recommendation: ACCUMULATE (Maintained), Last Done: S$0.83 Target Price: S$0.94, Analyst: Natalie Ong
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coco66
Member |
16-Feb-2022 09:10
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I had the same observation. The first 1/3 was sold to them by their sponsor. While Kelvin chow CEO didn' t explain why it was sold to them cheap, he did explain that obtaining the 1/3 was part of a bigger plan to acquire the entire JEM. If I rmb correctly it was to give them first rights and also put one foot in to show the other private owners they are serious (if I rmb correctly). Likely I' m paraphrasing a lot. it was in the recent lunchtime live q& a.
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Goldfinger
Supreme |
16-Feb-2022 08:11
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Incidentally, looking at the price tag for the rest of JEM (60+%), and the current asset size of LLReit, it does appear that the price paid for the first one-third of JEM looks rather cheap now. Anyone has any views on whether they concur and why this was the case???
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coco66
Member |
16-Feb-2022 02:57
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aku sold 63,000 shares today. Bo pian. As much as I love this stock and its prospects
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coco66
Member |
16-Feb-2022 02:51
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That' s my estimate too (with a higher chance for 1 for 2, my guess). spot on on the HSR. overall is a good deal la, and LL is heading in the right direction. Those who can afford should subscribe to the rights.
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pasttime
Supreme |
15-Feb-2022 22:00
Yells: "gold silver are real money. not others iou." |
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think likely to be down first then recover. buyers will not pay high price as not a clear. win. immediately but they know long term win. so let the people who no like dilution sell first. then buy at low. |
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Goldfinger
Supreme |
15-Feb-2022 22:00
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It was announced yesterday, and today already reacted positively.
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