MDT 0.00% 5.2¢ macquarie ddr trust

orbis...

  1. 7,967 Posts.
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    I think it's interesting to note that Orbis has reduced their holding in CER by 26m units.

    What does this mean for MDT, well it could mean a number of things, such as;

    a.) Nothing. Maybe Orbis is just taking profits - I did!!
    b.) Orbis sees more upside potential (particularly medium term) in other similar REITs i.e. MDT.
    c.) Orbis, like many economists, feels that a commercial mortgage crisis is on the horizon & they're reducing their exposure accordingly.

    It may be none of the above reasons, however, it will be a big confidence boost for other MDT holders if Orbis increases (or at very least maintains) its position in MDT.

    I guess time will reveal all, or nothing!!

    I can't wait 'till Monday!!!

    Cheers.

 
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