Strata Investment Holdings PLC T.SRT.UN

RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:Obvious Agenda

[AvInvestor]

You’re incredibly naive! This reit has no cash and liquidity in the form of credit. Do the math, the interest alone on the credit or so called “liquidity” would account for 20% of their FFO. In short, the liquidity is not real unless they sell more assets and trim the distribution (NOT DIVIDEND!). They already sold quite a few properties recently just to help clean up the balance sheet, which is still fragile. 


Please explain to me how their business is not cutting it close? There’s a reason why this company’s stock price collapse in March. It’s a high risk small cap vulnerable name in the reit space, subject to a lot of volatility. With lower debt and a little bit more cash on the balance sheet ( it is a reit after all ), I would buy since underlying assets are good.