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One thing to add, it's not just shopping centres, remember that they have signed a big deal with network rail to use space in their major stations. However, I feel these aren't really good long term prospects, How much spam is thrown at you these days at shopping centres / stations ? I was recently at waterloo and noticed how much more built up it…

one more thing Paul, surely IND looks tempting to a US company in the same field ? especially if some of the technology is good, and the overlap isn't too great ? We Might finally get an exit

great article Paul, happy new year by the way, I would make a couple of observations though, first, you make a point of avoiding property, both commercial and residential. Very sensible at these levels, however then you suggest pub chains because they're at a big discount to NAV, however that nav would be mostly commercial property ? fair enough though if it's a big discount…

Welcome back, how was Abu Dhabi ? Recomended as a winder sun destination ? is there much to do there ? veg out ? would it be good for kids ? K

I only had a relatively small position in boohoo, and I've still got most of it though I'll be top slicing today I suspect. I have no problem with incentivising the management of plt, and tying them in, but perhaps a big chunk of shares should have been the reward, not given up front, even though there is a tie in. And did they still…

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