Interesting analysis of property and renewables; particularly regarding BBOX for me. I started buying this trust shortly after it listed and stopped by the end 0f 2019 at an average of 120p once the price went above about 140p. I didn't follow it up to the highs it reached, but started buying again when it dropped back under 160p and the discount really widened out.
I always suspected the negatives regarding Amazon specifically and box boxes generally were overdone. I suspect once interest rates peak and start falling the discount will really come back in and it will continue to be a good, solid income earner with some capital growth.
I've also been topping up on HICL, LABS and TRIG,…
Interesting analysis of property and renewables; particularly regarding BBOX for me. I started buying this trust shortly after it listed and stopped by the end 0f 2019 at an average of 120p once the price went above about 140p. I didn't follow it up to the highs it reached, but started buying again when it dropped back under 160p and the discount really widened out.
I always suspected the negatives regarding Amazon specifically and box boxes generally were overdone. I suspect once interest rates peak and start falling the discount will really come back in and it will continue to be a good, solid income earner with some capital growth.
I've also been topping up on HICL, LABS and TRIG,…