I like the set-up of the company at present with a significant margin of safety in the form of a 57%+ discount to NTA, while the board has been refreshed, backed by activist investors who have enacted a de-leveraging strategy.
With the dividend set to return in early 2023, and a recent increase to forecast FY23 AFFO, I reckon there is scope for further capital appreciation here.
DYODD, caveat emptor.
URW Price at posting:
$4.21 Sentiment: Buy Disclosure: Held
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