Charter Hall Long WALE REIT IPO Latest info and Price Discussion, page-115

  1. 5,054 Posts.
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    I got no issues with beck. he is a good lad. He just almost became obsessive with this CLW and am trying to find out what's the truth is that's all. I value his comments even more than you. When you read his CLW views, there is something not right. A lot of us had doubts about getting into this IPO few weeks ago. We made our decisions and moved on. beck is still hanging on to CLW analysis, even though most of it are his views not actual facts.
    eg: no demand, crappy assets cWC is trying to flog off, priced extremely high without taking into consideration about their no gearing and almost no premium to NTA and most importantly, the reputation of the Parent CWC, in which he invested in their unlisted funds. So i am trying to understand why if he thinks it is this bad and crap, he is still wasting his time on CLW when perhaps say, he could put his quality vies on Elanor, or Apollo or, NeuroTech or MetalsTech or BOD etc. I like beck a lot no Q. he is highly regarded by me. I honestly think that somehow CLW got into his head and couldn't shake it off. That's what concerned me. He has excellent views and superb sources. I value his input a lot. CLW is done and dusted for 99.99% of us it's only for Unit Holders I believe that it may still be open. My views on CLW are well known and well published here. If it doesn't stag at all, I will see that as a bad judgement of mine and will go through my own analysis to see, where I could have missed the info that would have directed me in the right direction. I am in this for a stag not to hold this more than 1 day as I had said from the beginning. So my views my research my thoughts are based on whether it stags or not. that's all. Nothing less nothing more. beck I have no hard feelings buddy, just concerned that's all.
 
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