MOF 1.75% 28.0¢ macquarie office trust

anyone still holding?, page-8

  1. 3,062 Posts.
    its possible redemptions are on the way for hedge funds ,and mac are in play,or alternately its being massively shorted,
    anyway i am still in at 15.5,with some divvies on the way hope to buy more.

    and as incredible as it may seem,even after very significant loss on vpg i am of the belief,mof might just be a once in alifetime great reit,am also holding gpt same reason similar levels of debt,and similar strategies to improve balance sheet,a tremendous opportunity for dividends and medium term
    dividend growth,both these reits fundamental value is replacement cost predicated on material and labour costs i cannot see them dropping significantly in value.

    am actually considering the merits of being alongterm investor as opposed to a trader.

    mof and gpt have a strategy of selling mature assets not so focussed on selling to fund as a cash churn like some of the other smashed reits,aegis have a buy huntleys have a buy,and i have a buy
 
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