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Slate Grocery REIT T.SGR


Primary Symbol: T.SGR.UN Alternate Symbol(s):  SRRTF

Slate Grocery REIT (the REIT) is a Canada-based open-ended mutual fund trust. The REIT focuses on acquiring, owning, and leasing a portfolio of grocery-anchored real estate properties. The REIT has a portfolio that spans 15.2 million square feet of GLA and consists of 116 critical real estate properties located in the United States of America. The REIT owns and operates real estate infrastructure across United States metro markets. The Company's properties include Centerplace of Greeley, River Run, Sheridan Square, Flamingo Falls, Northlake Commons, Countryside Shoppes, Creekwood Crossing, Skyview Plaza, Riverstone Plaza, Fayetteville Pavilion, Clayton Corners, Apple Blossom Corners, Hillard Rome Commons and Riverdale Shops, Hocking Valley Mall, North Lake Commons, Eastpointe Shopping Center, Flower Mound Crossing, North Augusta Plaza, among others. The REIT's investment manager is Slate Asset Management (Canada) L.P.


TSX:SGR.UN - Post by User

Bullboard Posts
Comment by halcroon Mar 20, 2015 8:10pm
220 Views
Post# 23545795

RE:RE:RE:RE:Hey pf, waddya thunk?

RE:RE:RE:RE:Hey pf, waddya thunk?
halcro wrote:
halcro wrote: SGR seems to need to borrow about $3.5 million (U.S.) per month to continue to operate. Inasmuch as this is likely in addition to the revenue from gold sales, it seems that day-to-day expenses (without paying debenture interest, old payables, etc.) are about $3.5 million (U.S.) per month more than the gold revenue earned.

If I'm correct, then the mine, etc., under the present POG and the current operating system, is not a very attractive investment.


Revenue for the first three months ended March 31, 2014, was $14.9 million

Expenses were $22.6 million

Net loss for the three months was $7.7 million

Revenue for the second three-month period ended June 30 was $20 million

Expenses were $28.5 million

Net loss for the three months was $8.5 million

Revenue for the third three-month period ended September 30 was $12.8 million

Expenses, excluding impairment of $71.8 million, were $17.6 million

Net loss for the three months was $4.8 million



Which sort of leads to the question: If SGR was able to operate at a loss of $21 million over the first nine months of 2014, which is $2.33 million per month (and these costs include debenture interest and non-cash costs such as depletion, amortization and stock options), then why is there seemingly now a need of $3.5 million (U.S.) a month in cash...and the debt isn't being serviced?

Bullboard Posts