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Joker@Blizzard
1Sem.
Should everything turn out well due to the interest rate cuts now, or do I have something wrong in my thinking?
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Sandy@DividendenMieze
1Sem.
@Blizzard You never know how the market will react... I also thought Microsoft would pick up, but fiddlesticks... If Realty rises again is great, if it falls I might buy more
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Kevin E.@KevinE
1Sem.
@DividendenMieze A lot was already priced in. I also see a lot in the direction of "priced to perfection" when the share price headed towards €60.

Below €50, I would personally think about buying more, above €45 it becomes very attractive.
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All-in-or-nothing@All-in-or-nothing
1Sem.
@Blizzard Most of the debt on the balance sheet is probably long-term/longer-term, which means that the current interest rate cuts will only have a positive impact on the balance sheet much later, if at all.
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Sandy@DividendenMieze
1Sem.
@KevinE My buy in is 48 euros. I would double my position at this price.
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SpinXO@SpinXO
1Sem.
@All-in-or-nothing Yes, but the interest rate cut should also cause the book value of existing properties to rise again.
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All-in-or-nothing@All-in-or-nothing
1Sem.
@SpinXO Nevertheless, the carrying amount has no real influence on the actual operating business. Here, real cash flows and costs are relevant🤷🏼‍♂️. Influence on the balance sheet is one thing, but actual financial performance is quite another. And the above applies here😉.
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SpinXO@SpinXO
1Sem.
@All-in-or-nothing You're right
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