interesting video.
But you'd have to qualify his generality of p&d typical, to a normal market.
Is the re-inflation of the MDT price, more to do with fundementals, nta 1.05, and ship not sinking,
cw the massive deleveraging that saw many stocks sold relentlessly to throw away prices.
Are we simply realising the right bouyancy for our assets and our forward divs??
Where does it end? and potentially overshoot to in the mean time.
NTA 1.05
The full div in 2007 was 10c, so if that reflects where we might get back to in a couple of years if the property values stabilise.
While 2008 div was 6.7c.
So,,,what is the right inflation level, and you'd allow discount for the fact that we're still in uncertain times.
If we said, that the market could expect mdt to get back to say 4-5c div, in the near future,,
then at 10% div yeild, thats 45c. SP target.
What is driving us north? Who are the large buyers?
Keep in mind, that one of MDTs restructure alternatives was to sell the entire portfolio,, even at some discount, the NTA, is a reason for these large buyers to be thinking that paying up at the current price is still a steal.
Interesting times.
Cheers
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