CER centro retail group

superllc 31 dec 2010 analysis, page-7

  1. 476 Posts.
    Thanks Defabs

    I remember a year or so ago, the though of the hedges been closed off was just a pipe dream, and you were mocked by some for considering it.

    This will definitely be a nice announcement coming up, but i still think the next one for june will be the real big one.

    The bottom of the market seems finally behind us.

    I just hope CER is not still paying double digit interest on that 100mil + loan to cnp anymore.

    looking ahead, if on average most REITs trade at 15% below NTA in this market and NTA looking to increase significantly in the next six months then CER holders should be should smiling.

    Thank you again for your work.
    Each time I learn so much.


 
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