Mikäs Cibusta laskee tänään? Ainakaan mitään uutista ei osu silmään. 

Olisiko tulossa antia ja tieto vuotanut?

Karistetaan pelokkaat kyydistä, kuten aina. Katsotaan vuoden lopussa sitten tilannetta.

https://x.com/MerlijnTrader/status/1894417068805722501

Varmalla myös 8,4 miljoonan euron sijoitus Microstrategyssä. Siitäkin ollut aikanaan puhetta että Suomalaiset eläke toimijat ei ainakaan bitcoiniin mukaan lähden :)

https://www.varma.fi/globalassets/tama-on-varma/varman-toimintakertomus-ja-tilinpaatos-2024.pdf

Onko tuo mitenkä bullish asia Ethereumille, että tuo Trumpien WLFI projekti on siellä? Ja onko siihen joku tarkemmin perehtynyt? Launchista ei taida olla vielä tarkkaa tietoa.

Bingo53 wrote:

Lisäsin jo salkussa olevia

Global X SuperDividend UCITS ETF - USD Dist, koska se jakaa kuukausittain osinkoja.

VanEck Semiconductor UCITS ETF - USD Acc , koska pitkällä jaksolla se kuitenkin kasvaa.

Onko kuukausittain jakavia enemmän tiedossa? Itsellä menee jo näihin kuukausittain.

JPM Global Equity Premium Income UCITS ETF - USD (dist)

JPM US Equity Premium Income Active UCITS ETF - USD (dist)

Jaahas sittenkö mennään? Pikkasen ainakin tämän twiitin jälkeen alkoi kurssit nousemaan :o

https://pbs.twimg.com/media/Gh_D4I6WAAAb1ny?format=jpg&name=medium

Antti Hyppänen wrote:

Kun Bitcoin ehti jo mennä niin mun valinta on Sei. Perusteluina: tässä voisi olla uusi Sui. Vasta 1,8 mrd. markkina-arvo ja reilun 4 miljardin FDV, joten paljon kasvuvaraa. Itse asiassa juuri näillä paikkeilla myös Sui oli aiemmin tänä vuonna.

Voi olla, että tämä päätyy kohta myös omaan portfolioon. Täytyy ensin tutkia vähän lisää.

Kiitos tästä tärpistä. Näyttäisi olevan tullut Valourilta SEI ETP myös saataville. Onko Casteliero enemmän perehtynyt tähän? 

Toinen hankinta tälle päivälle! 

https://www.cibusnordic.com/investors/press/news/?slug=cibus-enters-into-an-agreement-for-the-acquisition-of-31-gro-06998

Cibus enters into an agreement for the acquisition of 31 grocery stores in Denmark for a purchase price and an underlying property value of MDKK 879, corresponding to ca. MEUR 118

The total lettable area of the property portfolio amounts to approximately 36,200 sqm. The tenants in the portfolio are REMA 1000 (17 stores), Salling Group/Netto (10 stores) and Coop Danmark (4 stores). The total annual rental income amounts to approximately DKK 55.4 million (based on contractual rental value for 2025) and the portfolio average remaining lease term is approximately 6.7 years.

Approximately 99 per cent of the total rental income from the property portfolio derives from daily-goods stores tenants. The portfolio is well diversified in terms of tenants and geography. The properties are located in Jutland, Fyn and Zealand. A property list with information about right-of-first-refusal and area vacancies is presented at the end of this press release. The current occupancy rate for the portfolio is 100 per cent. Of the property portfolio's 31 properties with daily-goods stores, there are currently three properties that are vacant with no ongoing operations. The vacant area for these three properties amounts to approximately 3,600 square meters, but the lease contracts are still in place, and the properties will generate rental income for approximately another 5.6 years on average.

The transaction is divided into two parts, consisting of 22 properties in the first part and 9 properties in the second part. The reason for dividing the transaction into two parts is due to the fact that each tenant on the aforementioned nine properties has a right-of-first-refusal to acquire their leased property, respectively.

The first part of the transaction is carried out as a share deal including 22 properties, will close on 19 December 2024. The underlying property value amounts to DKK 618.5 million, corresponding to approximately EUR 82.9 million. The total lettable area amounts to 25,000 sqm. The total annual rental income for these 22 properties amounts to approximately DKK 39.4 million (based on contractual rental value 2025) and the average remaining lease term is approximately 7.0 years.

The second part of the transaction, which includes the remaining nine properties, is carried out as a share deal for six of the properties and as separate property transfers for three of the properties. Provided that the current tenants do not use their right-of-first-refusal, these nine (9) properties will be acquired by Cbus and closing is planned for in the beginning of February 2025. The underlying property value for the second part of the transaction amounts to DKK 260.5 million, corresponding to approximately EUR 34.9 million. The total lettable area amounts to 11,200 sqm. The total annual rental income for these nine properties amounts to approximately DKK 16 million (based on contractual rental value 2025) and the average remaining lease term is approximately 6.3 years.

Nyt hankittiin sitten kunnon portfolio. 149 kiinteistöä Benelux maista! 

https://www.cibusnordic.com/investors/press/news/?slug=cibus-announces-its-first-step-in-continental-europe-through-76075

Cibus announces its first step in continental Europe through the contemplated acquisition of Forum Estates, Benelux, with an underlying property value of approx. EUR 508 m

• Creating leading Northwest-European listed platform for grocery and daily goods real estate
  • The Benelux forms an attractive market for further investments. With Forum Estates' proven track record in sourcing investment opportunities, the platform will serve as springboard for further expansion in continental Europe.
  • The total property portfolio consists of 149 properties, with lettable floor area of approximately 276 thousand sqm and is valued at approximately EUR 508 million, generating EUR 33.1 million gross rental income annually.
  • 74% of the portfolio's gross rental income is generated in Belgium, 24% in the Netherlands and 2% in Luxembourg.
  • 82% of gross rental income is generated by grocery and daily goods anchored real estate.
• Cash earnings per share accretive transaction and LTV neutral
  • The Transaction is expected to be accretive to earnings capacity per share by 3-5% from day one.
  • Synergies are expected to be in the range of EUR 0.5 - 1.0 million.
  • The net acquisition yield of the portfolio is 6.5%.
  • Leverage ratios are expected to remain within Cibus' financial policy. Post transaction, the Q3 2024 pro forma LTV will be 58.9%, net debt / EBITDA 10.2x and the interest coverage ratio 2.2x.[1]
  • Using Cibus' shares as financing for the Transaction is estimated to increase Cibus' EPRA NTA per share by 7%.

Saylor käynyt taas kaupoilla:

MicroStrategy has acquired 15,350 BTC for ~$1.5 billion at ~$100,386 per #bitcoin and has achieved BTC Yield of 46.4% QTD and 72.4% YTD. As of 12/15/2024, we hodl 439,000 $BTC acquired for ~$27.1 billion at ~$61,725 per bitcoin. $MSTR

https://x.com/saylor/status/1868643218956734876