Ann: Dividend/Distribution - SCG, page-20

From my understanding, not 90% but 70% in which they can also offset any variables to maintain a consistent status....they usually pay out from history no less a mandated 70% up to 90% once all costs and debts and variables (uncoverted debt) or debt that may arise that would harm the day to day operations.....also from my understandings is the idea of (.07) as a div is not necessarily because of a lack of operating income but keeping inline with (what might happen) with a longer than expected pandemic until the 70% to 80% vaccination mantra starts to take hold....

Gone are the days of 40% gearing and now nearer to 28% nowadays...
There is a lot of misunderstandings about Australian REITS...as apposed to say, Pennsylvania Real Estate Investment Trust (NYSEEI) and CBL & Associates (OTC:CBL) were the first two huge victims of the pandemic...they were massive...but were ridiculous in the fact that they were similar to CNP & VLD in the bad old days of the GFC where gearing from memory was up around 80% & 90%...like PEI & CBL...
SCG & VCX are NOTHING LIKE THAT SCENARIO !!!!!!!!!
These 2 companies do not have a liquidity problem...unless the pandemic runs further than 12 months...I would say after 6 months we would be a take over target if not now....once the 70% to 80% vaccination process happens...then we would shoot up to at a guess .22 to .24 for an annual div which would be in line with their higher demands for mall traffic that would capitalise on so many smaller players simply going bankrupt...

Im happy to be corrected....