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Bullboard Post History

by SNAKEYBOY


T.NWH.DB.G

Close the gap

Really there's no other option then a firm sib or a takeout. Even if his...

September 24, 2023

T.NWH.DB.G

$5

Its very reasonable to expect this to go to $5.  Cant beleive they...

September 24, 2023

T.NWH.DB.G

GUYS MAN

For a decade there weere guys promoting this REIT has GIC quality wih their...

September 24, 2023

T.NWH.DB.G

RE:hedging of floating rate debt($892 million)

Agreed.  They sold lies of expecting AFFO to increase by 20% with...

September 24, 2023

T.AX.PR.E

SIB

I honestly think a Sib is a very realistic scenario now manji can't ncib...

September 24, 2023

T.NWH.DB.G

PDL

I wonder if this does in fact go to 5 God forbid 4s if he has capital to mop...

September 24, 2023

T.NWH.DB.G

NCIB

If unit price tanks post strategic review conclusion should give them a big...

September 24, 2023

T.AX.PR.E

NWH

Similar circumstances to artis affo under pressure next quarters as manji...

September 24, 2023

T.NWH.DB.G

GOING TO TANK

Nwh will find its new home price lower. If annual affo is going to be in 40...

September 24, 2023

T.AX.PR.E

RE:RE:A lot to do about not so much!

Artis has lots of options with ~250m in iris/public securities, a desirable...

September 23, 2023

T.NWH.DB.G

Theory

I reiterate my stance that the dividend cut coming before a strategic review...

September 23, 2023

T.NWH.DB.G

RE:RE:RE:RE:Read between the lines

The dividend cut is good and the market should applaud it..saving 100m...

September 23, 2023

T.NWH.DB.G

This week

Obviously it won't surprise me if this tanks but the savvy investor...

September 23, 2023

T.NWH.DB.G

RE:RE:Read between the lines

6.75 is a good price.  My average is 9.xx.   

September 23, 2023

T.AX.PR.E

Strategic reviews in general

Aren't conducted with intent of running a reit optimally going forward...

September 23, 2023

T.NWH.DB.G

Read between the lines

"The Distribution reduction is expected to provide the REIT with...

September 23, 2023

T.AX.PR.E

Strategic review PR

"The Artis Board and newly formed Special Committee are looking forward...

September 23, 2023

T.NWH.DB.G

AFFO

Yeah I have no clue what they're expecting but at 0.15 a quarter nwh is...

September 23, 2023

T.AX.PR.E

RE:A lot to do about not so much!

No, the review is NOT "a REVIEW to determine best route forward for...

September 23, 2023

T.NWH.DB.G

RE:RE:RE:REITs

Aren't they supposed to be trying to deleverage and pay high debt. ...

September 23, 2023