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Primaris Real Estate Investment Trust T.PMZ.UN

Alternate Symbol(s):  PMREF

Primaris Real Estate Investment Trust is a Canada-based open-ended mutual fund trust, which operates as an enclosed shopping center-focused real estate investment trust (REIT). The Company manages, leases, and develops retail properties in Canada. Its portfolio includes approximately 38 retail properties aggregating approximately 13.3 million square feet. The Company’s properties include Cataraqui Centre, Devonshire Mall, Dufferin Mall, Grant Park Shopping Centre, Highstreet Shopping Centre, Kildonan Place, Lansdowne Place, Marlborough Mall, McAllister Place, Medicine Hat Mall, New Sudbury Centre, Orchard Park Shopping Centre, Park Place Mall, Peter Pond Mall, Place d’Orleans, Place du Royaume, Quinte Mall, Regent Mall, Sherwood Park Mall, Sunridge Mall, Stone Road Mall, Halifax Shopping Complex, Conestoga Mall and St. Albert Centre.


TSX:PMZ.UN - Post by User

Post by SNAKEYBOYon Jul 08, 2022 11:08pm
407 Views
Post# 34812488

Buying back 50k shares a day

Buying back 50k shares a dayWould translate to:
  • 13 million shares cancelled / year
  • Total cost around $170 million per year at avg $13.00
  • 60 million free cash flow means they to come up with $110 milion. That's basically 1 asset sale per year, and/or some debt
  • 100 million shares outstanding, 75 million not owned by HOOPP
So basically they can buy out the non-HOOPP float at this rate in under 6 years.   As long as the private valuation does not go down considerably this is probably going to be easy

In fact if they do a NCIB for 6 years at $13 the NAV / unit will basically go to $30 and beyond
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