PIWORLD audio investor podcasts
Business:Investing
This video can be seen at: https://www.piworld.co.uk/2020/06/10/tr-property-investment-trust-try-presentation-june-2020/
Presentation by Marcus Phayre-Mudge, Fund Manager. Marcus gives an overview of the fund, and some insight to the commercial property sector during the COVID-19 period. The fund yields 4%. At this time has a 9% discount to NAV. Worth a listen.
Introduction – 00:20
Agenda – 00:40
What are we? – 01:00
Product range – 3:17
The team – 3:41
Track record – 4:33
Standardised performance – 4:55
Dividend history – 05:06
Portfolio exposure – 06:57
Sub-sector performance – 08:05
Sub-sector positioning – 10:40
Top 20 positions equal 74% of NAV – 11:48
Fund positioning pre COVID-19 – 14:21
Physical property portfolio – 19:36
The Colonnades, Bayswater – 22:31
Ferrier street, Wandsworth – 23:55
Why it’s still ok to own(most of) this asset class now – 24:53
Outlook – 29:41
Q&A – 32:14
Introduction to Eneraqua Technologies (ETP) - May 2022
SRT Marine Systems (SRT) Investor Presentation - May 2022
Allia C&C / RCB Bond presentation - May 2022
Cerillion (CER) interim results presentation - May 2022
Vertu Motors (VTU) Full Year 2022 results presentation - May 2022
Treatt (TET) Half Year results presentation - May 2022
Sell It To The City - April 2022
Attraqt (ATQT) Full Year 2021 results presentation - April 2022
Tracsis (TRCS) interim results 2022 full presentation - April 2022
The Property Franchise Group (TPFG) full year 2021 results pesentation - April 2022
Stockopedia/PIWORLD StockSlam - April 2022
Tracsis (TRCS) interim results 2022 overview - April 2022
Attraqt (ATQT) full year 2021 results overview - April 2022
Personal Group (PGH) full year 2021 presentation - March 2022
Inspired (INSE) full year 2021 presentation - March 2022
Windward (WNWD) full year 2021 results presentation - March 2022
Quixant (QXT) 2021 full year results overview – April 22
FireAngel Safety Technology (FA.) full year results 2021 overview - March 2022
CVS Group (CVSG) interim results 2022 - March 2022
Judges Scientific (JDG) full year 2021 results presentation - March 2022
Create your
podcast in
minutes
It is Free
Get Creative with Pace Morby
U.S Property Podcast
Aligned Money Show
The Ramsey Show
The Clark Howard Podcast