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Author: Blackswanny   😊 😞
Number: of 80406 
Subject: Re: Any thoughts on UK real estate?
Date: 09/03/25 6:48 AM
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It does look bad atm but they are trading below NAV, free cashlow has been hammered due to landing fines etc so it's probably near bottom of trend atm and they have a strong cash position to weather the storm.

When free cashflow picks back up the share price should rebound. Hard to time exactly but if you're taking a 3 year view, should be OK imo.
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