GPH SWEN LORENZ NEUVORSTELLUNG - 500 Beiträge pro Seite (Seite 2)

[Plutokrat]

Halbjahresergebnisse:
http://www.londonstockexchange.com/LSECWS/IFSPages/MarketNew…

[ooy]

Meine Herren, die wird aber heftig verpruegelt. Wie weit fallen die noch??

[CCLSC]

Speymill Deutsche Immobilien Company plc ("SDIC" or "the Company")

Further Investments

Speymill Deutsche Immobilien Company plc (AIM: SIDC), the pan-German residential
property investment company listed on AIM, announces further investments.

Main highlights at the 26 September 2006 are:

- Residential properties in various German cities notarised (i.e. committed to
be purchased) for a cumulative cash consideration of EUR429.3 million

- Expected initial net rental income of approximately EUR31.6 million per annum

- Blended net initial yield of 7.15%, projected to rise to 7.65% within 12
months of full investment

The Company has notarised apartment blocks containing 8,034 units at an overall
average price of EUR799 per square metre. There are approximately 558 vacant
units (7% per cent. vacancy including units to be refurbished or redecorated
prior to letting). The Company expects the occupancy level to rise over time
once it has had an opportunity to manage the properties.

The Board and Speymill Property Managers Limited, the Company's manager, have
ascertained that more advantageous financing terms can be achieved through
cross-collaterisation of loans for special purpose vehicles ("SPVs") and, as
provision was made for this in the AIM admission document, it has been decided
to take advantage of better terms available.

The Company has secured financing for some specific property packages with a
leading Dutch bank at terms that are better than those originally projected and
loan documentation is being finalised. The cross-collateralised portfolio and
envisaged debt for the property acquisitions going forward have also been fully
hedged against interest rate risk. We believe that the hedging arrangement will
effectively allow the Company to assume a fixed cost of borrowing of 4.6%. Going
forward, the Company envisages securing financing with two or more banks and is
already in advanced discussions with a leading German bank.

The Chairman of SDIC, Raymond Apsey, said, "The acquisition of properties is
proceeding well and we are on target to invest within the timeframe set out in
the AIM admission document. Our acquisition pipeline is healthy, and we are also
pleased that financing terms for a significant amount of purchased properties
has been agreed, in principle."

27 September 2006

Notes to editors:

- Speymill Deutsche Immobilien Company plc is a pan-German residential property
investment company which listed on AIM on 17 March 2006.

- The Company raised £170 million in a placing on its admission.

- The Company was established to invest in the German property market and,
predominantly, in the residential sector. It is anticipated that once fully
invested, the Company will have a balanced portfolio of properties
throughout Germany.

- The Company's objective is to provide Shareholders with an attractive level
of income together with the prospect for long-term capital growth.

- The Manager is Speymill Property Managers Limited and the Investment Adviser
is GOAL Service GmbH. The Manager and Investment Adviser are responsible for
identifying new investment opportunities.

- The Manager is a subsidiary of Speymill Group plc (AIM:SYG) while the
Investment Adviser is a joint venture partner of Speymill Group plc (which
owns 51% of the venture).



This information is provided by RNS
The company news service from the London Stock Exchange

END

[CCLSC]

http://www.moz.de/index.php/Moz/Article/category/Seelow/id/1…

[CCLSC]

PRESS ANNOUNCEMENT


SPEYMILL GROUP PLC ("THE COMPANY")


Issue of new shares following exercise of warrants



The Directors of the Company announce the issue of 190,000 new ordinary shares
of 1p each resulting from the exercise of warrants at 11p per share.


Application has been made for the 190,000 shares so issued to be admitted to
trading on AIM and it is anticipated that the shares will be admitted on 18
October 2006.


16 October 2006.


For further enquiries:


Keith Lees
Finance Director Tel: [phone]


Robert Lo/Jonathan Naess Tel: [phone]
Nabarro Wells & Co. Limited

[Nesselberghaus]

Nach Sommerloch kommt Winterloch, aber 2007 kaufe ich doch.

[CCLSC]

In was für Artikeln man (leider) mnachmal den Namen Speymill so liest:

http://www.newsclick.de/index.jsp/menuid/2163/artid/5991921

CCLSC

[gougar]

Antwort auf Beitrag Nr.: 24.694.178 von CCLSC am 18.10.06 08:03:55

wisst ihr was da läuft? alles steigt nur die hier geht nach süden??

greez gougar

[CCLSC]

RNS Number:8494K
Speymill Deutsche Immobilien Co PLC
23 October 2006



Speymill Deutsche Immobilien Company plc ("SDIC" or "the Company")

Further Investments

Speymill Deutsche Immobilien Company plc (AIM: SIDC), the pan-German residential
property investment company listed on AIM, announces further investments.

Main highlights at the 20 October 2006 are:

- Residential properties in various German cities notarised (i.e. committed to
be purchased) for a cumulative cash consideration of EUR517.1 million

- Expected initial net rental income of approximately EUR37.8 million per annum

- Blended net initial yield of 7.1%, projected to rise to 7.5% within 12 months
of full investment

The Company has notarised apartment blocks containing 9,478 units at an overall
average price of EUR804 per square metre. There are presently approximately 678
vacant units (circa 7% vacancy including units to be refurbished or redecorated
prior to letting).

EUR220 million of the acquisitions have now been financed and the interest rate
on the debt has been fixed at 4.6%. Subject to contract, a further EUR180
million of acquisitions are due to be financed. The property acquisitions going
forward have also been fully hedged against interest rate risk, allowing the
Company to assume an overall fixed cost of borrowing of 4.6%.

23 October 2006

Notes to editors:

- Speymill Deutsche Immobilien Company plc is a pan-German residential property
investment company which listed on AIM on 17 March 2006.

- The Company raised £170 million in a placing on its admission.

- The Company was established to invest in the German property market and,
predominantly, in the residential sector. It is anticipated that once fully
invested, the Company will have a balanced portfolio of properties throughout
Germany.

- The Company's objective is to provide Shareholders with an attractive level
of income together with the prospect for long-term capital growth.

- The Manager is Speymill Property Managers Limited and the Investment Adviser
is GOAL Service GmbH. The Manager and Investment Adviser are responsible for
identifying new investment opportunities.

- The Manager is a subsidiary of Speymill Group plc (AIM: SYG) while the
Investment Adviser is a joint venture partner of Speymill Group plc (which
owns 51% of the venture).



This information is provided by RNS
The company news service from the London Stock Exchange

END

[jimmy007]

Die letzten Tage schaut es mal wieder erfreulicher aus. Hat sich charttechnisch ein sauberes W gebildet, glaube aber nicht an eine Relevanz bei diesem Wert. Ejal.

Die Homepage ist irgendwann in den letzten Monaten auch mal übearbeitet worden und bietet jetzt auch einen recht anständigen IR-Teil, der sogar eine Analyse/Studie enthält. Wurde bisher noch nicht gepostet, oder?

http://miranda.hemscott.com/ir/syg/pdf/broker_note_02052006.…

Und weil wir hier mit Postings ja recht sparsam umgehen, gleich noch eine Verständnisfrage:

Letzer Trade AIM:
10:30:46 31-Oct-2006 58.00 3,000 1,740.00 Ordinary Trade

Angezeigter Kurs:
As at 31-Oct-2006 10:31:45
56.500 +2.00 +3.67%

Bid/Ask 55/58

Nicht das es wirklich relevant wäre, aber wird an der AIM nicht wie an anderen Börsen üblich der Kurs des letzten Handels angezeigt, sondern eventuell die Mitte zwischen Bid und Ask?

[Der_Analyst]

Was ist denn heute los .

Der_Analyst

[jimmy007]

Antwort auf Beitrag Nr.: 25.036.899 von Der_Analyst am 31.10.06 15:29:25

Oooops
Der starke Anstieg kam erst nach meinem letzten Posting, somit ist die einzige Erklärung, dass meinen Aussagen den Kurs hochgepusht haben... Mal schauen, ob es nach diesem Posting weitergeht... Nennt mich Midas!

[Der_Analyst]

Antwort auf Beitrag Nr.: 25.037.374 von jimmy007 am 31.10.06 15:44:23

@jimmy007: Du hast den Midas-Touch ...

Wäre schön, wenn die die 60 wieder von oben sehen würden ...

Der_Analyst

[MrRipley]

kann jemand mal das Londonchart reinkopieren?

Markttechnisch schauts nämlich gut aus

[jimmy007]

Antwort auf Beitrag Nr.: 25.049.741 von MrRipley am 31.10.06 21:26:56

[candyman2]

in deutschland immer noch unter pari.
60 pence= ca. 0,90 €

[Der_Analyst]

News von Speymill ... Macau wir kommen .

Headline Macau Fund to be launched, Released 09:55 03-Nov-06

Speymill Group plc ("Speymill" or the "Group")

Speymill Property Managers Limited to act as Manager
of Speymill Macau Property Company plc on AIM

The Directors of Speymill are pleased to announce that the Group's wholly owned
subsidiary Speymill Property Managers Limited will act as the Manager of a
further fund that is currently being marketed with a view to coming to the AIM.


Speymill Macau Property Company plc ("Speymill Macau") is a newly incorporated
Isle of Man company established to invest primarily in the high quality
residential property market of Macau. Speymill Macau's objective is to provide
shareholders with an attractive overall return to be achieved primarily through
long-term capital growth. Speymill Macau's emphasis will be on acquiring assets
with an overall target internal rate of return of 20 per cent. per annum.


It is expected that Speymill Macau should be substantially fully invested within
12 months of Admission. Once fully invested, it is anticipated that no one
underlying single property building is likely to account for more than 50 per
cent. of the gross assets of Speymill Macau at the time of investment.


The Manager (Speymill Property Managers Limited), the Investment Adviser
(Speymill Property Managers (Far East) Limited) and the Property Adviser (Avila
Capital Limited) will be responsible for identifying new investment
opportunities that fall within the investment policy and objectives agreed by
the Board from time to time. Following the identification of a potential new
investment opportunity, the Manager, the Investment Adviser and the Property
Adviser will be responsible for ensuring all necessary due diligence is carried
out and for negotiating the terms of investment on behalf of the Speymill Macau.


Executive Chairman, Speymill Group plc, Bob MacDonald said:


"We look forward to having the opportunity to build on our existing success in
managing real estate. Macau is an area where we have extensive knowledge and
contacts and provides the opportunity for substantial value enhancement for our
investors."


For further information call:


Bob MacDonald

Executive Chairman 020 3008 8077/ 07979 706490


Jonathan Naess/Robert Lo

Nabarro Wells & Co. Limited 020 7710 7400

[CCLSC]

Antwort auf Beitrag Nr.: 25.102.904 von Der_Analyst am 03.11.06 13:45:32

Wird Swen freuen, er ist doch große Macau-Fan.

[nekro]

Board of directors

The Board comprises 5 non-executive directors as follows:

Larry Kearns, aged 58 (Non-executive Chairman)
Larry is Chairman of Anglo Irish Bank (IOM) Limited and its subsidiaries in the Isle of Man. Prior to that he was Managing Partner of Ernst & Young in the Isle of Man from 1990 to 2002. After the sale of Ernst & Young fiduciary business in 2002 to Anglo Irish Trust Co Ltd, he became an executive director of that company. On his retirement in 2004 he assumed the position of
Chairman. Larry was Chairman of the Isle of Man Society of Chartered Accountants in 1988 and President of the Isle of Man Chamber of Commerce from 1991-1993.

Peter Churchouse, aged 57 (Non-executive Director)
Peter is a currently a partner at Long Investment Management in Hong Kong where he runs a dedicated real estate equities investment fund. Prior to joining Long Investment Management, he
was a Managing Director and Asian Property Analyst at Morgan Stanley where he was at various times head of regional research and ran the real estate research function. Prior to joining Morgan
Stanley, Peter was a partner at Jones Lang Wooton (now Jones Lang Lasalle) where he established and ran the real estate research and consultancy function operating out of Hong Kong.

Swen Lorenz, aged 31 (Non-executive Director)
Swen is a respected market commentator and analyst, and a published book author. He has held non-executive directorships at companies active in asset management, publishing, and IT. With a
12.5 per cent. stake he is the second largest shareholder in PEH Wertpapier AG, a leading German asset management boutique with (2.08 billion of assets under management as at 30 June 2006. He
is a non-executive board member of Verein zur Foerderung der Aktionaersdemokratie eV (Association for Enhancing Shareholder Democracy) which since 1991 has established itself as one of Germany’s most active charitable organisations for protecting the legal rights of minority shareholders. He lives in the Channel Islands and London, where he manages his personal investments

Ken Deayton, aged 60 (Non-executive Director)
Ken is a native of Melbourne, Australia. He arrived in Hong Kong in March 1975 to take up a position as an Assessor with the Inland Revenue Department. With a degree in Economics from the
University of Queensland in Brisbane and a degree in Accountancy from Royal Melbourne Institute of Technology, Ken later took on the job of Assistant Group Tax Adviser with The Hong Kong and
Shanghai Banking Corporation’s head office in 1979.
Ken became a Principal with Spicer & Oppenheim’s Hong Kong office (“S&O”) in 1986 responsible for Tax and Corporate Services. On the merger of Deloitte Touche Tohmatsu (“DTT”) and S&O in 1991, Ken became a Partner of the merged group and continued specializing in
Corporate and Accounting Services in Hong Kong as Partner responsible for Secretaries Limited, the Company Secretarial, Accountancy Services and Share Registration division of DTT. In June 2001 Ken retired from the DTT Partnership and since then has been the managing director of Asian Financial Services Limited, based in Hong Kong which offers a full range of corporate financial services.

Jerry Linehan, aged 49 (Non-executive Director)
Jerry is the Chief Executive of Conister Trust PLC, a company which specialises in providing finance in the Isle of Man and the UK (“Conister”). Prior to joining Conister, he was a director of
Royal Bank of Scotland (Isle of Man) (“RBSI”) where he was responsible for all RBSI Business Divisions on the Isle of Man, in particular sales and performance. Between 2002 to 2004, he was Managing Director of the Isle of Man Bank where he was responsible for the strategic direction, policy formation and business performance of all Isle of Man Bank operations. Between 1998 and
2002 Jerry was a Director of Barclays Group, and until 2005 was a non-executive director of Holidaybreak (Holdings) Plc and Eddie Stobart Insurance Limited. He is currently a Council member (and was past President of) the Isle of Man Association of Licensed Banks.

[CCLSC]

Speymill Macau Property Company plc Lists on AIM

Raising US$80m



Speymill Macau Property Company plc ("Speymill Macau") will today commence trading on AIM, under the symbol “MCAU.L”. Speymill Macau has successfully placed 80 million Ordinary Shares of US$0.10 each at US$1.00 per share to raise gross proceeds of US$80 million.



Speymill Property Managers Limited, a wholly owned subsidiary of the Group, will act as Manager for Speymill Macau. Speymill Property Managers Limited, the Investment Adviser (Speymill Property Managers (Far East) Limited) and the Property Adviser (Avila Capital Limited) will be responsible for identifying new investment opportunities that fall within the investment policy and objectives agreed by the Board of Speymill Macau. Following the identification of a potential new investment opportunity, the Manager, with the assistance of the Investment Adviser and the Property Adviser, will be responsible for ensuring all necessary due diligence is carried out and for negotiating the terms of investment on behalf of Speymill Macau.



Executive Chairman, Speymill Group plc, Bob MacDonald said: "Macau is an outstanding opportunity and it represents one of the most compelling property investment cases we see at the current time. The launch of the Speymill Macau fund presents an opportunity to replicate the entrepreneurial property investment model we have piloted in Germany in other regions around the world. The strong institutional demand that Speymill Macau saw at the Placing is a further demonstration of confidence in the Group’s approach to real estate investment.”



Speymill Macau is a newly incorporated Isle of Man company established to invest primarily in the high quality residential property market of Macau. Speymill Macau’s objective is to provide shareholders with an attractive overall return to be achieved primarily through long-term capital growth. Speymill Macau’s emphasis will be on acquiring assets with an overall target internal rate of return of 20 per cent. per annum. Once fully invested, it is anticipated that no one underlying single property building is likely to account for more than 50 per cent. of the gross assets of Speymill Macau. It is expected that Speymill Macau should be substantially fully invested within 12 months of Admission.



The executive management team from Speymill Property Managers Limited has a strong track record in the sector. Bob MacDonald, Executive Chairman of Speymill Group is joined by Global Chief Investment Officer Floris van Dijkum, who has over 17 years of real estate experience as investor, banker and analyst, including head of Pan European property research at Morgan Stanley, helping start the real estate banking division at Lehman Brothers and founding the real estate banking business of the Dutch NIBC Bank. They are joined by Agnieszka Ziemba, an Investment Director at Speymill Property Managers who is also responsible for Research at Speymill Property Managers (Far East) Limited. Speymill Macau has a board of five non-executive directors with a diverse range of experience. Further information on the Manager and Speymill Macau’s directors appears below.



Smith & Williamson Corporate Finance Limited acts as Nominated Adviser to Speymill Macau and Fairfax IS PLC as Financial Adviser, Placing Agent and Broker.



Placing Statistics



Placing Price


US$1
Number of Ordinary Shares being issued pursuant to the Placing
80 million
Expenses of the Placing payable by Speymill Macau
US$4.5 million

Net proceeds of the Placing receivable by the Speymill Macau
US$75.5 million

Market capitalisation at the Placing Price
US$80 million


ENDS

Gruß,

CCLSC

[vmin]

Antwort auf Beitrag Nr.: 25.207.800 von nekro am 08.11.06 05:57:44

ah jetzt weiss ich auch warum er PEH so heiss empfohlen hat,

[nekro]

Antwort auf Beitrag Nr.: 25.480.901 von vmin am 17.11.06 11:14:30

Die Empfehlung kam bei 25 €

[CCLSC]

RNS Number:7194M
Speymill Deutsche Immobilien Co PLC
27 November 2006

Speymill Deutsche Immobilien Company plc ("SDIC" or "the Company")

Further Investments

Speymill Deutsche Immobilien Company plc (AIM: SDIC), the pan-German residential
property investment company listed on AIM, announces further investments.

Main highlights at 24 November 2006 are:

- Residential properties in various German cities notarised (i.e. committed to
be purchased) for a cumulative cash consideration of EUR574.2 million

- To date 71% of these notarised properties are in the former West Germany, 9%
in Berlin and 20% in the former East Germany

- Expected initial net rental income of approximately EUR41.9 million per annum

- Blended net initial yield of 7.1%, projected to rise to 7.6% within 12 months
of full investment

The Company has notarised apartment blocks containing 10,532 units (residential
units - 10,255 and commercial units - 277) at an overall average price of EUR804
per square metre. Total rentable space is 714,006 square metres.

There are presently approximately 828 vacant units (circa 8% overall vacancy
including units to be refurbished or redecorated prior to letting). The Company
expects the occupancy level to rise over time once it has had an opportunity to
manage the properties. The Manager intends to raise occupancy through active
management with proactive leasing and refurbishment where appropriate.
Approximately EUR16.6million is planned to be allocated on refurbishment for
those properties currently notarised and this expenditure is expected to be
yield and value enhancing.

Last week, agreement in principle was reached with a European bank for the
financing of further property purchases. Subject to contract, the Company
expects this financing transaction to be concluded in early December.

This will mean the Company will have received approximately EUR407m of debt
financing with the interest rate fixed at 4.6% and this debt will represent at
least 85% of original purchase price. The property acquisitions going forward
have also been fully hedged against interest rate risk, allowing the Company to
assume a maximum overall fixed cost of borrowing of 4.6%.

For purposes of bank valuations, the portfolios of assets being financed have
been valued by DTZ at a weighted average of a 6.0% increase to purchase price.
The Manager is preparing a further portfolio of properties for valuation and
financing.

Approximately EUR70 million of further properties have been approved by the
Board to proceed to notarisation.

An additional property acquisition pipeline of over EUR400 million has been
identified.

27 November 2006


Notes to editors:

- Speymill Deutsche Immobilien Company plc is a pan-German residential property
investment company which listed on AIM on 17 March 2006.

- The Company raised £170 million in a placing on its admission.


- The Company was established to invest in the German property market and,
predominantly, in the residential sector. It is anticipated that once fully
invested, the Company will have a balanced portfolio of properties throughout
Germany.


- The Company's objective is to provide Shareholders with an attractive level
of income together with the prospect for long-term capital growth.


- The Manager is Speymill Property Managers Limited and the Investment Adviser
is GOAL Service GmbH. The Manager and Investment Adviser are responsible for
identifying new investment opportunities.


- The Manager is a subsidiary of Speymill Group plc (AIM: SYG) while the
Investment Adviser is a joint venture partner of Speymill Group plc (which
owns 51% of the venture).

[CCLSC]

Schönes Wochenende an alle!

Gruß

CCLSC




RNS Number:0617N
Speymill Macau Property Company PLC
01 December 2006



Speymill Macau Property Company plc ("MCAU" or "the Company")

Completion of first investment

Speymill Macau Property Company plc (AIM: MCAU), the Macau focused residential
investment property company listed on AIM, is pleased to announce that, on 29
November 2006, it completed its first investment in Macau, further to the option
agreement entered into by the Company's manager as detailed in the Company's
admission document published on 14 November 2006.

The Company has purchased 243 residential units, ranging in size from 1,198 to
2,226 square feet, and 243 car parking spaces, in three towers of a luxury
waterfront development. The development is part of a six tower project which
comprises residential apartments, serviced apartments, car parks and a retail
podium. While the number of units purchased remains as previously disclosed in
the Company's admission document, the Company has made the decision to swap the
top 4 floors and bottom 4 floors in Tower 3 for equal number of middle floors in
Towers 2 and 5 at equivalent prices per square foot. The investment manager
believes that this change is beneficial to the Company. The apartments were
purchased from San You Development, one of the leading residential developers in
Macau.

The total price payable by the Company is HK$906,508,929 (US$116.5 million), of
which 30% will be settled immediately in cash, 10% is required within
approximately 12 months and the remainder is payable on completion of the
development. To the extent that the Company chooses to retain the apartments,
the Company's manager is satisfied that it will be able to secure bank
borrowings for the outstanding balance of the price payable.

The properties in relation to which the option agreement was entered into were
valued by CB Richard Ellis on 27 November 2006 at a total gross development
value of HK$1.054 billion (US$135.5 million) which represents a 16% increase on
the purchase price.

Commenting on the investment, Larry Kearns, the Company's chairman, said, "We
are very pleased with the recent acquisitions of residential properties in Macau
and continue to be strong believers in the growth of the Macau property sector."

[CCLSC]

RNS Number:9204N
Speymill Deutsche Immobilien Co PLC
14 December 2006


Speymill Deutsche Immobilien Company plc ("SDIC" or "the Company")

Preliminary Results for the Period Ended 30 June 2006

Speymill Deutsche Immobilien Company plc (AIM: SDIC), the pan-German residential
property investment company listed on AIM, is pleased to announce its
preliminary results for the period from incorporation to 30 June 2006.

Highlights:

- Company admitted to trading on AIM on 17 March 2006

- Funds raised on admission of £170 million

- As at 8 December 2006, totals of 10,839 residential units and 311 commercial
units have been purchased/committed to be purchased for a cumulative cash
consideration of EUR612.2 million

Raymond Apsey, Chairman of SDIC, stated:

"In the 8 months since our programme of investment in the German property market
commenced, there has been significant progress towards building a strong
portfolio in a competitive market. The Manager continues to be confident of
achieving the stated portfolio yield target and spread of assets set out in the
Company's AIM admission document."

14 December 2006

Notes to editors:

- Speymill Deutsche Immobilien Company plc is a pan-German residential
property investment company which listed on AIM on 17 March 2006.

- The Company raised £170 million in a placing on its admission.

- The Company was established to invest in the German property market and,
predominantly, in the residential sector. It is anticipated that once fully
invested, the Company will have a balanced portfolio of properties
throughout Germany.

- The Company's objective is to provide Shareholders with an attractive level
of income together with the prospect for long-term capital growth.

- The Manager is Speymill Property Managers Limited and the Investment Adviser
is GOAL Service GmbH. The Manager and Investment Adviser are responsible for
identifying new investment opportunities.

- The Manager is a subsidiary of Speymill Group plc (AIM: SYG) while
the Investment Adviser is a joint venture partner of Speymill Group plc
(which owns 51% of the venture).


Chairman's Statement

In the 8 months since our programme of investment in the German property market
commenced, there has been significant progress towards building a strong
portfolio as targeted in the AIM admission document.

By 8 December 2006, totals of 10,839 residential units and 311 commercial units
had been purchased/committed to be purchased for a cumulative cash consideration
of EUR612.2 million. These are expected to generate net rental income of EUR44.8
million per annum. Approximately EUR70 million of further properties have been
approved by the Board to proceed towards notarisation and we have an identified
property acquisition pipeline of over EUR400 million. We are therefore well on
target to achieve the objectives stated at the time of launch.

As stated in the Manager's Report to follow, attractive financing terms have
been negotiated for EUR407 million of debt finance (c. 85% of original purchase
price) with the interest rate fixed at 4.6 % as a result of the hedging
arrangements put in place. Further portfolios of properties for valuation and
financing are being prepared.

The property investment opportunities presented to the Board for consideration
fulfill the investment policy and objectives of the fund set out in the AIM
admission document. The Board is satisfied that appropriate investment
opportunities in German properties continue to be identified and sourced by the
Manager and Investment Advisor. Their acquisition performance to date is
commended.

The building of the portfolio is progressing well in this competitive market. We
recognise that, given the increasing competition in Germany, property prices in
some higher yielding areas are unlikely to remain at current levels. The Manager
continues to be confident of achieving the stated portfolio yield target and
spread of assets set out in the Company's AIM admission document.

Raymond P Apsey
Chairman

Report of the Manager and Investment Adviser

Executive Summary

• SDIC offers leveraged play on recovery of the German residential property
market

• Company has purchased geographically diversified residential portfolio
typically below replacement cost (i.e. what it would cost to replace the
assets)

• German wholesale residential prices are rising and the Manager believes that
these should move towards replacement cost levels in next 5-7 years

• Company on track to deliver a dividend equivalent to 6 per cent of the
placing price for the 12 month period following full investment

• Attractive financing terms negotiated for EUR407 million of debt finance
and more properties' details are being lined up for valuation and arrangement
of financing

• Investment strategy on target with approximately 65% notarised


Strategy Summary

Objectives

• Pan-German residential fund with exposure to selected cities and regions

• Investment spread over five broad categories

• Geographical allocation up to 40% in former East Germany

• 6% annualized dividend yield for the year after full investment

• Targeting full investment within one year


Assumptions

• Blended initial portfolio yield of 7.25%

• Target loan to value (LTV) of 85%

• Financing rate of approximately 4.6%


Acquisition Summary

We are pleased with the acquisition process to date in conjunction with the
Investment Adviser. We take a local, research-based and focused approach and try
to select smaller portfolios and assets typically in off market transactions to
avoid competing with the larger opportunity investors. Where possible, we try
to cherry pick assets where there is 5-10% upside between existing average rents
per square metre and "Mietspiegel" rents (an average rent range for properties
set by local authorities for certain areas, that translates literally as
"rent-mirror"). Also, we try to acquire assets where there is a gap between our
"wholesale" purchase price and retail prices. We estimate in certain parts of
our portfolio, there is attractive upside potential in values at today's price
levels.

As at 30 June 2006, property purchases of EUR 103,320,400 were notarised
(committed to be purchased). Payments were made to sellers from notary accounts
for four property offerings in July. Since the launch of the fund to 8 December
2006, EUR612,238,168 of property purchases were notarised (committed to be
purchased).*

The Company notarised apartment blocks containing 11,140 units (residential
units - 10,839 and commercial units - 311) at an overall average price of EUR812
per square metre. The total rentable space is 753,911 square metres.

As at notarisation dates there are presently approximately 841 vacant units
(circa 7.5% overall vacancy including units to be refurbished or redecorated
prior to letting).

The Company expects the occupancy level to rise over time once it has had an
opportunity to manage the properties. The Manager intends to raise occupancy
through active management with proactive leasing and refurbishment where
appropriate. Approximately EUR17.7million is planned to be allocated on
refurbishment for those properties currently notarised and this expenditure is
expected to be yield and value enhancing.

The expected initial net rental income is approximately EUR44.8 million per
annum.

Overall the blended net initial yield is 7.1% and presently this is projected to
rise to 7.6% within 12 months of full investment

The notarised properties are in geographic clusters right across Germany. To
date 71% of these notarised properties are in the former West Germany, 8% in
Berlin and 21% in the former East Germany.

* Of these a total of EUR365,615,302 of property purchases have been completed
and the remainder of those properties notarised so far are expected to complete
within a two month timeframe. It is important to remember that when one takes
over a property, although all the due rental income should be received
eventually, there is a lot of work in reconciling both the rental and service
charge figures with previous owners. In addition there is also the task of
getting tenants to pay to new accounts as many of them continue to pay the
previous owner or send the money to the wrong account. Others simply require
chasing at the outset to pay the new owners. It is not unusual, for this
transitional process to take three months or more and before the rental figures
reflect anticipated contractual income. Some properties will have certain
contractual rental guarantees that also have to be reconciled after a year.


Financing

Agreement in principle has been reached for the financing of further property
purchases including EUR215.1 million of debt financing. Subject to contract, the
Company expects this financing transaction to be concluded in early December.

This will mean the Company will have received approximately EUR407m of debt
financing with the interest rate fixed at 4.6% and this debt will represent at
least 85% of original purchase price. So far, EUR189.6 million has been drawn
down.

The property acquisitions going forward have also been fully hedged against
interest rate risk, allowing the Company to assume a maximum overall fixed cost
of borrowing of 4.6%.


Details of Interest Rate Hedging

1. A Forward Rate Swap for a notional amount of EUR191,800,000 at 3.7%,
exercise date 01/12/06, expiry 02/12/2013

2. Two Swaptions each with a notional amount of EUR150,000,000 at 3.7%,
exercise date 29/12/06, expiry 31/10/2013

3. Two swaptions each with a notional amount of EUR200,000,000 at 3.7%,
exercise date 30/03/07, expiry 31/10/2013


Bank Valuations

For the purposes of bank valuations, the portfolios of assets being financed
have been valued by DTZ at a weighted average of 6.0% increase to purchase
price.

A further portfolio of properties is being prepared for valuation and financing.


Pipeline

Approximately EUR70 million of properties have been approved by the Board to
proceed to notarisation.

A further property acquisition pipeline of over EUR400 million has been
identified.


Significant Resource Deployed

The Manager and Investment Adviser have deployed significant resource. There are
over 100 employees with an office in Berlin (acquisitions, finance, property
management and operations) and a satellite office in Munich (acquisitions).

A team of 20 is dedicated to sourcing, analysis, due diligence, negotiation and
purchasing. The regions and major towns in Germany are covered by specialist
"Acquisition Team Managers". The execution team of negotiators has an average
experience of 20 years in German real estate.

Finance and accounting is handled by a team of experienced finance specialists
and accountants and all valuations for financing to date have been conducted by
DTZ Germany.

On the property management side, there is a team of 63 property managers and
book-keepers/accountants. The management team of any newly acquired property
portfolio is retained when appropriate and a "cluster" property management
strategy is to be employed for the pan-German coverage which may include the use
of specialist regional firms for satellite operations. The GES Property
Management system has been implemented.

Alistair Curry Florian Lanz
For the Manager For the Investment Adviser
Speymill Property Managers Ltd Goal Service GmbH


Appendix - Overview by Investment Category

Category 1 2 3 4 5
Description Highest Yield High Middle Lower Lowest
Yield Yield Yield Yield

Indicative price/m(2) c. EUR585 c. EUR680 c. EUR980 c.EUR1,250 c.EUR940

Indicative net c. 9% c. 8% c. 6.5-7% c. 5-6.5% c. 5%
initial yield or more or more

Example locations/ Rostock Leipzig Berlin Munich Lorrach
areas Neuhardenburg Chemnitz Frankfurt Hamburg Kempten
Frankfurt-an-der- Magdeburg Dusseldorf
Oder
Halle Hannover Nurnberg
Dresden
Percentage
split by
category of
notarised
properties to
date 4% 48% 35% 11% 2%



• Please note that a range of yields exist in different areas depending
upon specific locations and property characteristics. It is also worth noting
that given the increasing competition in Germany at present some higher
yielding areas may not always remain at such levels for all locations and
property types within those areas, but that the Manager continues to be
confident of achieving the portfolio yield (7.25%) and spread of assets set
out in the Admission Document.

Consolidated Income Statement
For the period
from 1 March
2006 (date of
incorporation)
to 30 June 2006
£'000

Net rent and related income -

Manager's fees (103)
Audit and professional fees (7)
Other expenses (137)
-----
Administrative expenses (247)
-----

Net operating loss before net financing income (247)
-----
Financial income 1,296
Financial expenses (1)
-----

Net financing income 1,295
-----

Profit before tax 1,048
Income tax expense -
-----
Profit for the period 1,048
=====

Basic and diluted earnings per share (pence) 0.62
-----

Consolidated and Company Balance Sheet
At 30 June 2006
£'000


Investment property -
--------
Total non-current assets -
--------

Trade and other receivables 22,108
Cash and cash equivalents 139,895
-------
Total current assets 162,003
-------
Total assets 162,003
=======

Issued share capital 17,000
Retained earnings 145,548
Foreign currency translation reserve (701)
-------
Total equity 161,847
-------
Trade and other payables 156
-------
Total current liabilities 156
-------
Total liabilities 156
-------
Total equity & liabilities 162,003
=======

There is no difference between the Consolidated and Company balance sheets. The
profit earned by the Company for the period ended 30 June 2006 was EUR1,047,941.

Consolidated Statement of Changes in Equity

For the period
from 1 March
2006 (date of
incorporation)
to 30 June 2006

Share capital Share premium Retained Foreign Total
earnings currency
translation
reserve
£'000 £'000 £'000 £'000 £'000

Balance at - - - - -
beginning of period

Shares issued
in the period 17,000 153,000 - - 170,000

Foreign exchange
translation
differences - - - (701) (701)

Share issue expenses - (8,500) - - (8,500)

Cancellation
of share premium - (144,500) 144,500 - -

Retained profit
for the period - - 1,048 - 1,048
------ ------- ------- ------- -------
Balance at end
of period 17,000 - 145,548 (701) 161,847
------- ------- ------- ------- -------


Consolidated Cash Flow Statement
For the period
from 1 March
2006 (date of
incorporation)
to 30 June 2006
£'000

Operating activities Group profit for the period 1,048
Adjustments for:
Financial income (1,296)
Financial expenses 1
------
Operating loss before changes in working capital (247)
and provisions

(Increase)/Decrease in trade and other receivables (620)
Increase/(Decr ease) in trade and other payables (545)
------
Cash used in operations (1,412)
Interest paid (1)
Interest received 1,296
------
Cash flows used in operating activities (117)
------
Investing activities
Acquisition of investment property -
Deposits relating to property acquisitions (21,488)
------
Cash flows used in investing activities (21,488)
------

Financing activities
Proceeds from the issue of ordinary share capital 170,000
Share issue expenses (8,500)
-------
Cash flows generated from financing activities 161,500
-------

Net increase in cash and cash equivalents 139,895
Cash and cash equivalents at 1 March 2006 -
-------
Cash and cash equivalents at 30 June 2006 139,895
-------

Notes to the Consolidated Financial Statements

1 The Company

Speymill Deutsche Immobilien Company plc (the "Company") was incorporated and
registered in the Isle of Man under the Isle of Man Companies Act 1931-2004 on 1
March 2006 as a public company with registered number 115746C.

Pursuant to a prospectus dated 13 March 2006 there was a placing of up to 170
million Ordinary Shares. The Shares of the Company were admitted to trading on
AIM, a market of London Stock Exchange plc, following the close of the placing
on 17 March 2006. In total, 170 million Shares were issued.

The Company's agents and the Manager perform all significant functions.
Accordingly, the Company itself has no employees.

Duration

The Company currently does not have a fixed life but the Board considers it
desirable that Shareholders should have the opportunity to review the future of
the Company at appropriate intervals. Accordingly, at the annual general meeting
of the Company in 2012 an ordinary resolution will be proposed that the Company
ceases to continue as presently constituted. If the resolution is not passed, a
similar resolution will be proposed at every third annual general meeting
thereafter. If the resolution is passed, the Directors will be required to
formulate proposals to be put to Shareholders to reorganise, unitise or
reconstruct the Company or for the Company to be wound up.

Dividend Policy

Due to the anticipated regular rental income from the property instruments, it
is the intention of the Directors that the Company will distribute substantially
all of its surplus income profits. The Company may also pay dividends out of
realised capital profits. It is anticipated that once fully invested dividends
will be paid semi-annually.

Property Valuation and Reporting Policy

The Directors will appoint one or more internationally recognised firms of
surveyors as property valuers. It is the Directors' intention that the Company's
entire property portfolio will be valued independently in each annual financial
period.

2 Basis of presentation

The full financial statements have been prepared in accordance with
International Financial Reporting Standards ("IFRS").

The preliminary results of the Company set out in this statement do not
constitute the Company's statutory accounts for the period ended 30 June 2006.
The financial information for the period ended 30 June 2006 has been extracted
from the Group's statutory financial statements to that date, upon which the
auditors' opinion is unqualified.

3 Segment reporting

The company has one segment focusing on achieving capital growth through
investing in the residential property market in Germany. No additional
disclosure is included in relation to segment reporting, as the Company's
activities are limited to one business and geographic segment.

4 Net financing income
2006
£'000

Interest income 1,296
-----
Financial income 1,296
-----
Bank charges (1)
-----
Financial expenses (1)
-----
Net financing income 1,295
-----

5 Net Asset Value per Share

The net asset value per share as at 30 June 2006 is £0.9520 per share based on
170,000,000 ordinary shares in issue as at that date.

6 Cash and Cash Equivalents

30 June 2006
£'000

Bank balances 139,895
Bank overdrafts -
-------
Cash and cash equivalents 139,895
-------

7 Capital and Reserves

Share capital
Ordinary Shares of £0.10 each Number £'000

In issue at the start of the period - -
Issued during the period 170,000,000 17,000
----------- ------
In issue at 30 June 2006 170,000,000 17,000
----------- ------

At incorporation the authorised share capital of the Company was £30 million
divided into 300 million Ordinary Shares of £0.10 each.

The holders of ordinary shares are entitled to receive dividends as declared
from time to time and are entitled to one vote per share at meetings of the
Company. All shares rank equally with regards to the Company's assets.

By a special resolution dated 10 March 2006 and with the approval of the High
Court of Justice of the Isle of Man, it was resolved that the amount standing to
the credit of the share premium account be cancelled and credited as a
distributable reserve.

8 Basic and Diluted Earnings per Share

Basic and diluted earnings per share are calculated by dividing the profit
attributable to equity holders of the Company by the number of ordinary shares
in issue during the period

2006

Profit attributable to equity holders of the Company 1,048
(£000)

Number of ordinary shares in issue (thousands) 170,000
-------
Basic and diluted earnings per share (pence per share) 0.62
-------

9 Commitments

As at 30 June 2006, property purchases of EUR103,320,400 were notarised
(committed to be purchased).

10 Post Balance Sheet Events

Since 30 June 2006, the Company has notarised a further EUR208,583,866 of
property purchases and completed a total of EUR365,615,302 of property
purchases.

A total of EUR406,934,500 of finance has been negotiated at a fixed rate of
4.6%. (EUR215,134,500 of this has been agreed in principle and is subject to
contract. The transaction is expected to be concluded in December 2006). To date
EUR189,660,304 has been drawn down.

The Company has entered into the following hedging arrangements:

- One forward rate swap for a notional amount of EUR191,800,000 at 3.7%
exercise date 01/12/06, expiry 02/12/2013

- Two swaptions each with a notional of EUR150,000,000 at 3.7% exercise date
29/12/06, expiry 31/10/2013

- Two swaptions each with a notional of EUR200,000,000 at 3.7% exercise date
30/03/07, expiry 31/10/2013

The Company has incorporated a further 26 subsidiaries since 30 June 2006.

11 Copies of the Annual Report

The full audited accounts for the period ended 30 June 2006 will be sent to
shareholders before 31 December 2006 and will be available from the Company's
registered office at Jubilee Buildings, Victoria Street, Douglas, Isle of Man
IM1 2SH.








This information is provided by RNS
The company news service from the London Stock Exchange

END

[CCLSC]

PRESS ANNOUNCEMENT

Speymill Group plc ("THE COMPANY")

Issue of new shares


The Directors of the Company announce the issue of 346,719 new ordinary shares
of 1p each, of which 342,888 shares were issued at par and 3,831 were issued at
62.72p per share.

Application has been made for the 346,719 shares so issued to be admitted to
trading on AIM and it is anticipated that the shares will be admitted on 22
December 2006.


18 December 2006.


For further enquiries:

Keith Lees
Finance Director Tel: [phone]

Robert Lo/Jonathan Naess Tel: [phone]
Nabarro Wells & Co. Limited

[CCLSC]

For immediate release

Stock Exchange Announcement
22 December 2006

SPEYMILL GROUP PLC (“SPEYMILL” OR “COMPANY”)

TOTAL VOTING RIGHTS

In conformity with the Transparency Directive’s transitional provision 6 the Company would like to notify the market of the following:

Speymill’s capital consists of 57,100,977 ordinary shares with voting rights. The Company holds no shares in treasury.Therefore, the total number of voting rights in the Company is 57,100,977.

The above figure may be used by shareholders as the denominator for the calculations by which they will determine if they are required to notify their interest in, or a change to their interest in, Speymill under the FSA’s Disclosure and Transparency Rules.

- END -

[CCLSC]

Mit Gruessen aus Barcelona....

RNS Number:6696O
Speymill Deutsche Immobilien Co PLC
28 December 2006



Speymill Deutsche Immobilien Company plc ("SDIC" or "the Company")

Further Investments

Speymill Deutsche Immobilien Company plc (AIM: SDIC), the pan-German residential
property investment company listed on AIM, announces further investments.

Main highlights at 22 December 2006 are:

- Residential properties in various German cities notarised (i.e. committed to
be purchased) for a cumulative cash consideration of EUR746.3 million

- Expected initial net rental income of approximately EUR54.6 million per annum

- Blended net initial yield of 7.1%, projected to rise to 7.6% within 12 months
of full investment

The Company has notarised apartment blocks containing 13,696 units at an overall
average price of EUR817 per square metre. There are presently approximately
1,056 vacant units (circa 7.7% vacancy including units to be refurbished or
redecorated prior to letting). Approximately EUR20.2 million is planned to be
allocated on refurbishment for those properties currently notarised and this
expenditure is expected to be yield and value enhancing.

[CCLSC]

Antwort auf Beitrag Nr.: 25.748.096 von CCLSC am 27.11.06 17:16:09

Speymill Group PLC announces the appointment of Peter Warren as Head of Capital Markets and Head of Product Development of Speymill Property Managers, its fully owned subsidiary incorporated in the Isle of Man. He joins after 14 years at Goldman Sachs International. Most recently, he was Managing Director in the Investment Banking Division and had had responsibility for the Equity Syndicate and Equity-Linked Businesses.

Peter was also a key figure in building the convertible bond business of Goldman Sachs. During his time as Head of Global Convertible Research he was the top rated pan-European convertible analyst by Institutional Investor.

Group Executive Chairman, Bob MacDonald, said, “We are delighted that Peter is joining us. He has an outstanding record as an innovative banker. In particular, he is a highly experienced capital markets specialist who has worked on many of the key global transactions of the last five years. He will play a leading role in developing the real estate investment management business at Speymill.”

[Deez257]

Ist aber sehr ruhig hier im thread...dabei läuft die Aktie doch gerade sehr gut
Auch chart-technisch schauts interessant aus...mal sehen was die nächsten Tage und Wochen bringen.

[Hockeystick]

hat vielleicht jemand eine Interpretation für den jüngsten Anstieg? wahrscheinlich hat man einfach das Potential erkannt!

btw hier ist ein älterer, aber interessanter Bericht zu Speymill:
http://miranda.hemscott.com/ir/syg/pdf/broker_note_02052006.…

[Deez257]

Antwort auf Beitrag Nr.: 27.176.776 von Hockeystick am 25.01.07 13:57:07

Danke für die Info Hockeystick, hatte ich noch nicht gelesen.
Um die 1.35 scheint sich ein starker Wiederstand zu bilden, ist aber kein Wunder wenn man sich den Jahreschart anschaut

[CCLSC]

Speymill Deutsche Immobilien Company plc ("SDIC" or "the Company")

Further Investments

Speymill Deutsche Immobilien Company plc (AIM: SDIC), the pan-German residential
property investment company listed on AIM, announces further investments.

Main highlights as at 2 February 2007 are:

- Residential properties in various German cities notarised (i.e. committed to
be purchased) for a cumulative cash consideration of EUR866.3 million

- Expected initial net rental income of approximately EUR63.6 million per annum

- Blended net initial yield of 7.1%, projected to rise to 7.6% within 12 months
of full investment

The Company has notarised apartment blocks containing 15,937 units at an overall
average price of EUR814 per square metre. There are presently approximately
1,116 vacant units (circa 7% vacancy including units to be refurbished or
redecorated prior to letting).

Approximately EUR26.3 million is planned to be allocated for refurbishment of
those properties currently notarised and this expenditure is expected to be
yield and value enhancing.


5 February 2006

[vmin]

aus dem Spiegel


2007 wird Boomjahr für deutschen Immobilienmarkt
Immobilienbesitzer können sich freuen: Die Nachfrage nach Grundstücken und Gebäuden wird in diesem Jahr einer Studie zufolge weiter steigen. Vor allem ausländische Investoren treiben die Preise - und damit die Mieten.



Frankfurt am Main - Der deutsche Immobilienmarkt steht vor einem Boomjahr. Davon profitieren vor allem München und Hamburg, wie aus der aktuellen Marktanalyse "Emerging Trends in Real Estate Europe 2007" der Wirtschaftsprüfungsgesellschaft PricewaterhouseCoopers (PwC) und des Urban Land Institute (ULI) hervor geht. "Für den deutschen Markt sprechen nicht nur die günstigen Konjunkturperspektiven, sondern auch die im europäischen Vergleich niedrigen Immobilienpreise", sagte Helmut Trappmann, der Leiter der Immobiliensparte von PwC.


DPA
Fensterputzer an Frankfurter Hochhaus: Die Immobilien der Stadt sind im europäischen Vergleich kaum noch gefragt. In Deutschland liegen München und Hamburg vorn
Zusätzliche Impulse dürfte die für 2007 erwartete Zulassung von börsennotierten Immobilienfonds in Deutschland, den sogenannten Reits (Real Estate Investment Trust), bringen. Viele Unternehmen dürften ihre Gewerbeimmobilien schnell in einen Reit einbringen, um vom bis 2009 ermäßigten Steuersatz für Veräußerungsgewinne zu profitieren.

Im Jahr 2006 erreichten die Direktinvestitionen in den europäischen Immobilienmarkt ein geschätztes Volumen von mehr als 153 Milliarden Euro. Im Vorjahr waren es noch 151 Milliarden Euro. Für 2007 erwarten die Branchenexperten insgesamt eine ruhigere Entwicklung, der deutsche Immobilienmarkt jedoch dürfte einen größeren Teil der europäischen Investitionen auf sich ziehen. "Die steigende Nachfrage nach Büro- und Geschäftsflächen wird schon bald deutlich höhere Mieten und höhere Verkaufspreise ermöglichen", sagte Trappmann.

In Frankfurt stehen 14,5 Prozent der Büroflächen leer

Internationale Investoren haben sich auf diese Entwicklung bereits eingestellt und allein in den vergangenen zwei Jahren schätzungsweise 41 Milliarden Euro in Deutschland angelegt. Allein im ersten Halbjahr 2006 zog Deutschland gut 17 Milliarden Euro (rund 25 Prozent) aller grenzüberschreitenden Immobilieninvestitionen in Europa an.

Gemessen an der Bewertung von Ertrag und Risiko bleibt Paris im Jahr 2007 der attraktivste Immobilienmarkt Europas. London folgt nach Ansicht von knapp 400 befragten internationalen Immobilienexperten wie bereits 2006 auf dem zweiten Platz. Einen großen Sprung nach vorn machte München, das sich im Jahresvergleich vom 17. auf den 4. Platz hinter Stockholm vorschob. Hamburg verbesserte sich um fünf Positionen auf Rang neun. Es ist das erste Mal seit Beginn der Marktanalyse im Jahr 2004, dass die beiden deutschen Städte den Sprung in die europäischen Top 10 geschafft haben.

Berlin rangiert im europaweiten Standortvergleich auf Platz 25, Frankfurt am Main ist mit Rang 27 sogar europäisches Schlusslicht. Beide Städte leiden nach Ansicht der Befragten unter einem Überangebot an Büro- und Geschäftsflächen. So lag die Leerstandsquote im dritten Quartal 2006 bei Büroimmobilien in Frankfurt bei 14,5 Prozent und in Berlin bei 10,1 Prozent. Demgegenüber standen in München nur 8,3 Prozent der Büroimmobilien leer und in Hamburg lediglich 7,9 Prozent.

Überangebot bei Hotels

Die höchsten Renditen bringen europaweit Investitionen in Shopping-Center. Auf einer Skala von eins (miserabel) bis neun (hervorragend) vergaben die Experten eine Durchschnittsnote von 6,19. Die zweithöchsten Renditeerwartungen knüpfen die Befragten an den Hotelmarkt. Da immer mehr ältere Menschen in Europa ausreichend Zeit und Geld zur Verfügung hätten, seien die Aussichten vor allem für Wellness-Hotels und Resorts gut.

Speziell in Deutschland ist die Entwicklung des Hotelmarktes aber nach Einschätzung der Immobilienexperten nur schwer zu prognostizieren. Nachdem im Jahr 2006 vor allem ausländische Investoren die Rekordsumme von einer Milliarde Euro in Hotels steckten, befürchten einige Beobachter ein Überangebot.

wal

[CCLSC]

Hier noch etwas, weiss aber nicht, wann genau das auf dieser Webseite veröffentlicht wurde. Habe nur den Direktlink erhalten.

CCLSC



Das Comeback

Mit einer Kursverdopplung melden sich die Speymill-Aktien zurück. Geht die Rallye weiter?

Und nun laufen sie doch, die Aktien von Speymill. Einst vorgestellt im AKTIONÄR bei einem Kurs von 0,81 Euro, hatten die Anteilseigner lange Zeit nichts zu lachen. Denn in den Sommermonaten des vergangenen Jahres machten Gerüchte die Runde, dass das Unternehmen Schwierigkeiten hätte, neue Immobilienfonds zu platzieren. Das Ergebnis war, dass die Aktien einen rasanten Kursverfall erlebten. Zu Unrecht, wie sich jetzt herauskristallisiert. Denn das Geschäft mit den Immobilien boomt.
Erfolgreiche Immobilienfonds

So konnte die Tochtergesellschaft Speymill Deutsche Immobilien erst im vergangenen Dezember in verschiedenen deutschen Städten für 746 Millionen Euro Wohnungen übernehmen. Diese werden etwa 55 Millionen Euro Nettomieten im Jahr einbringen. Ein ähnlich glückliches Händchen haben die Speymill-Manager unter der stillen Leitung des einflussreichen Sir James Mellon bereits bei ihrem ersten, auf die Stadt Berlin fokussierten Immobilenfonds bewiesen: „The Epicure Berlin“ konnte wenige Monate nach seiner Lancierung im Oktober 2005 mit einem Volumen von 750 Millionen Euro erfolgreich geschlossen werden. Besonders interessant könnte es auch bei Speymill Macau werden. Der auf die chinesische Sonderverwaltungszone Macau spezialisierte Immobilienfonds wurde im zurückliegenden November lanciert. Die Insel verzeichnet ein jährliches Wachstum beim Bruttoinlandsprodukt von zwölf Prozent.
Abstauberlimits legen

Speymill bleibt ein hochinteressantes Investment im Immobilienmarkt. Einzig die Charttechnik gibt derzeit Anlass zur Vorsicht. Nachdem sich das Papier seit vergangenem Oktober zwischenzeitlich mehr als verdoppelt hat, steht nun eine Korrektur an. Abstauberlimits können bei etwa 1,10 Euro platziert werden.

Erschienen in DER AKTIONÄR Ausgabe 07/2007.

[CCLSC]

SPEYMILL GROUP plc



Pre Close Statement



Speymill Group plc, the property service business specialising in property construction, real estate investment and property management, announces the following pre-close statement ahead of preliminary results for the year ended 31 December, which are expected to be released on Wednesday, 18 April 2007.



As indicated in the 2006 Interim Report, our trading activity in 2006 was weighted to the second half of the year, with total turnover in that period expected to be more than double the level achieved in the first half. Encouragingly, both our asset management and contracting activities did achieve the forecast improvement in the second half, providing a sound basis for the group to move towards the substantial growth targeted from 2007 onwards. Full year results are expected to be in line with expectations and more details are given below.



Asset Management

In November 2006 we announced the launch of our third property fund under management, Speymill Macau Property Company plc which raised US$ 80m on AIM for investment in new build residential properties in the rapidly expanding Macau market. US$ 36m of this fund has already been invested and the remainder is expected to be invested by the end of the first quarter.



An announcement was released on 2 February 2007 updating progress on the other AIM listed fund we have under management, Speymill Deutsche Immobilien Company plc. As at that date 866.3m euros had been notarised for investment in German residential properties since the fund’s launch in March 2006, with a current blended net yield of 7.1%. This is in line with target and keeps us well on track to have the fund fully invested by the end of the first quarter of this year.



The private Epicure Berlin Property Company fund has now almost reached its close and has not at present achieved the targeted level of leveraged investment value, with a current notarised value of 342m euros. There is a further 30m euros of value to be added for property refurbishment work, which will be carried out over the next 12-18 months.



GOAL Service, our Berlin based joint venture, now has over 150 employees covering property acquisition and property management services for the funds we manage in Germany. The company’s management team has already been strengthened and further appointments are planned in the first half of 2007 to ensure that the appropriate levels of control are maintained as the level of activity continues to increase. The notarised investment values for the two German funds noted above represent a total of over 22,000 units for management by GOAL.



We announced in January 2007 the appointment of Peter Warren as Head of Capital Markets and Product Development for our asset management activities, further strengthening the senior management team for this expanding business. Peter joined us after 14 years at Goldman Sachs International and he will make a significant contribution to the continuing development and diversification of our asset management division.



Contracting

Speymill Contracts has enjoyed increasing success during 2006 and the start of this year in winning a number of design and build hotel development projects, having invested considerable time and effort in entering this market. This has enabled the company to move from the losses incurred on low levels of activity in 2004 and 2005 to some profitability in 2006 and the opportunity to achieve further considerable improvement in performance in 2007.



In addition to a substantial increase in orders already on hand, the value of future order prospects currently stands at over £105m. The company currently has 12 major contracts in progress and orders won in recent months include 150 bed safari hotel at Chessington World of Adventure, 155 bed /104 bed Premier Travel Inns at Reading and Bournemouth respectively, 90 bed Travel Lodge hotel conversion in Eastbourne, 87 bed Sleep Inn hotel in Glasgow, 80 bed Accor Etap hotel in Bradford and a residential development of 68 two bed apartments in Birmingham.



Overview

The Board is pleased that the group has achieved the targeted level of improvement in activity in the second half of 2006, with full year results pre FRS20 share related transaction charges in line with market expectations.



Having incurred the first charge under FRS20 in the 2006 interims, the level of charge has increased considerably in the second half of the year due to current commitments to certain share based payments to an employee in addition to the share options charge. These payments impact on both the 2006 and 2007 FRS20 charge and have resulted in a small loss being incurred in 2006 after that year’s charge.



Given the encouraging performance achieved to date on existing property funds under management, there is a clear market opportunity to raise further funds for the geographical areas where we already operate and to extend our model into new areas.



The excellent progress made in our contracting business, together with the ever increasing order pipeline being generated as the company’s brand and reputation continues to strengthen, provides the opportunity to take that business to substantially increased levels of turnover and profitability sooner than previously anticipated.

[Schnuckelinchen]

Antwort auf Beitrag Nr.: 27.765.620 von CCLSC am 17.02.07 01:32:36

Kurs 100p

[nekro]

Allein mit den schon konkret angelaufenen Projekten dürfte SYG die unter Verwaltung stehenden Mittel in diesem Jahr verdoppeln

[CCLSC]

SPEYMILL GROUP plc

Preliminary Results 2006

Speymill Group plc, the property service business specialising in real estate investment management, property construction and property management, announces preliminary results for the year ended 31 December 2006, which marks a return to operating profit, before FRS 20 charges.

Financial Highlights
* Turnover up 46% to £22.31m (2005: £15.32m) with turnover on continuing activities up 67% and strong H2.
* Operating profit, before exceptional costs and goodwill, of £0.64m (2005: loss of £0.95m).
* Earnings per share before exceptional costs and goodwill of 1.52p (2005: loss 2.44p) .
* Outstanding debt virtually extinguished.
* Year end cash resources of £0.65m.


Operating Highlights

* First full year contribution from asset management business.
* Epicure Berlin Property Company had a notarised investment value of € 342m at year end.
* Speymill Deutsche Immobilien Company (SDIC) had a notarised investment value of € 902.4m as at 15 March 2007 with the fund soon to be fully invested.
* Speymill Macau Property Company (MCAU) launched in November 2006, raising US$ 80m on AIM with full investment expected in the first half of 2007.
* GOAL Construction GmbH awarded contracts for the Epicure and SDIC refurbishment programme, with a combined spend in excess of € 50m.
* Speymill Contracts returns to profitability and considerably higher turnover expected in 2007.
* Speymill Contracts forward order prospects exceed £100m

Concerning prospects Bob MacDonald, Executive Chairman, said:

“Overall we have now created a much improved financial position where our level of activity is already generating trading profits, with management fee income streams and contracting orders in place to considerably improve profitability in 2007 and two established businesses with the capability of continuing growth thereafter.”

[Plutokrat]

Es soll eine neue Muttergesellschaft mit Sitz auf der Insel Man gegründet werden, die Aktionäre erhalten anstelle ihrer bisherigen Aktien Aktien der New Speymill, diese wird dann an der Londoner Börse notiert, die Notiz der alten Aktien wird eingestellt.
Schließlich wird New Speymill in Speymill 2007 Limited umbenannt.

Am 1. August wird es eine HV und eine aoHV geben.

http://www.londonstockexchange.com/LSECWS/IFSPages/MarketNew…

[Plutokrat]

Speymill meldet ein Joint Venture mit der amerikanischen Goodman Group zur Untersuchung der Entwicklung von \"Retirement Village Communities\" (Seniorenwohnanlagen/-dörfer) im Vereinigten Königreich.

http://www.londonstockexchange.com/LSECWS/IFSPages/MarketNew…

[Handicap13]

Die Wirkungen des Jouint Venture hat man am Kurs schon gesehen!

Und was bedeutet das für Speymill selbst
bzgl. Umsatz und Gewinn?

andreas

[weisenstein]

Hallo,nur mal als Hinweis -

all unser Swen Lorenz ist auch im Vorstand(Director) Speymill Macau
klick http://www.mcau.co.im/directors.html


läuft im Moment gerade in Korrektur,aber schätze wo Swen da auch Öl - siehe aktuell Fakland

Mfg
Weisenstein

[Plutokrat]

Bevor hier morgen jemand in Ohnmacht fällt, weil er keinen Kurs mehr findet, erinnere ich noch mal an #538.

Die neuen Aktien haben die WKN A0MWJ8 und die ISIN IM00B1ZBDN89, das Kürzel IM am Beginn der ISIN steht nicht für inoffizielle Mitarbeiter sondern für die Insel Man.

http://www.berlin-boerse.de/publications/pdf/Publication_005…

[rotwein]

gibt es hier irendwelche News?
In D seit Wochen kein Handel mehr und in UK auch nur noch minimale Umsätze. Kurs pendelt seit Wochen um die 100 Pence.

Gruß Rotwein

[CCLSC]

Antwort auf Beitrag Nr.: 32.165.113 von rotwein am 26.10.07 16:53:13

Über 100k Stücke Umsatz finde ich jetzt aber nicht wirklich minimal für SYG.

CCLSC

[mattheo_1]

Hallo!
Kurze Frage:
Wurde der UP Centurion geschlossen?
Das aktuelle Factsheet zeigt an: Fondsvermögen 0,49 Mio. und keine Aktien im Depot.

Grüße,
mattheo

[Investor@work]

Antwort auf Beitrag Nr.: 32.226.796 von mattheo_1 am 01.11.07 07:43:03

Der UP Centurion Fond ist geschlossen!

Was ist heute bloß mit Speymill los????

[Investor@work]

Speymill Group warns FY to fall short of 3.65 mln stg pretax forecast

LONDON (Thomson Financial) - Property service company Speymill Group PLC warned its full year pretax profit is likely to fall short of the forecast of 3.65 mln stg.
The company said it remains profitable and cash generative, and pretax profits for the year ending Dec 31, 2007, will show a significant advance over last year. It said there is no change to the previously announced intention to pay a dividend for the year.
The company said the recent severity of financial market conditions has led to a more cautious and considered approach, and said there could be timing delays and likely reduction in income stream from the fees payable against investments made.
The company said there have been delays in local planning and approval processes for construction projects in Macau, which have held back the previously anticipated rate and level of investment in the Speymill Macau Property Company (MCAU).
Also, Speymill's holding company was re-incorporated in the Isle of Man in September 2007, incurring one-off costs of almost 400,000 stg.
The company said current funds under management are expected to reach about 3.5 bln usd once fully invested.

[CCLSC]

Moin!

Da viele ja aufgrund der Studie von Swen Lorenz in Speymill investiert (gewesen) sein dürften, hier kurz der Link zu seinem neuesten Update:

Lieber Leser,


ab sofort können Sie auf meiner Internetseite eine umfangreiche Studie über eines der ungewöhnlichsten Substanzinvestments der Welt abrufen.

Ich hatte bereits im Dezember 2004 ausführlich über diese Sondersituation berichtet. Der Aktienkurs ist seither um rund 200% gestiegen.

Die neue Studie liefert eine Fülle an neuen Fakten und Hintergründen. Auch wer bislang dachte, eigentlich schon alles über dieses Unternehmen zu wissen, wird aus dem vorliegenden Dokument etliche überraschende neue Erkenntnisse gewinnen.

Wie üblich, ist diese Studie sowohl auf Deutsch als auch auf Englisch abrufbar.

Wichtiger Hinweis: Die PDF-Datei ist mit 16 Megabyte recht umfangreich. Sie sollten diese Datei auf ihren Rechner herunterladen, anstatt sie in einem Fenster zu öffnen.

Mit freundlichen Grüßen

Swen Lorenz

http://www.undervalued-shares.com/de/

[CCLSC]

Moin,

nachdem der Kurs ja nun mächtig eingebrochen ist frage ich mich, ob die Zeit für einen Wiedereinstieg gekommen sein könnte.

Was mich ein bißchen stutzig macht: ist wirklich nur die Gewinnwarnung Auslöser dieses dramatischen Kursverfalls? Ich kann das kaum glauben.

Wie seht Ihr die Lage bei dem Unternehmen?

CCLSC

[Handicap13]

Antwort auf Beitrag Nr.: 32.923.401 von CCLSC am 03.01.08 11:12:21

Hi,

hat sich was an der Aktionärsstruktur geändert?

hat sich was am (Führungs)-Personal geändert

ah