Andrew Saunders
Analyst, Shore Capital
Replay available
Londonmetric Property Plc (LNSPF) Q2 2024 Earnings Call
Londonmetric Property Plc (OTC: LNSPF) Q2 2024 earnings conference call, held 2024-11-26. Replay captured from the company's public earnings webcast.
Hosted by
Featured presenters
Sam Lott
Analyst, Coaltics
Eleanor Frew
Analyst, Barclays
Vee Valentine
Head of Capital Markets, London Metric
Unknown Analyst
Analyst
Martin Dore
Chief Financial Officer
Andrew Jones
Chief Executive Officer
Bjorn Eastman
Analyst, Panama Liberum
Investor webinar replay
Watch the replay and follow the connected company analysis, news, and investor updates for Londonmetric Property Plc.
Replay transcript excerpt
WEBVTT 00:00:00.031 -- 00:00:04.980 Morning, ladies and gentlemen, and welcome to London Metrics half-year results for the 00:00:04.980 -- 00:00:09.485 period ending 30th of September 2024. Well-trodden 00:00:09.769 -- 00:00:14.578 path, this. I was just saying, I think this might be my, somewhere between my 38th and 00:00:14.578 -- 00:00:17.383 40th time I've actually stood up to do these results. 00:00:17.383 -- 00:00:21.530 Not always in wearing the London Metric colours. 00:00:21.530 -- 00:00:26.817 I'm going to start with a brief overview, highlights of the period, pass it over to Martin, 00:00:26.817 -- 00:00:29.761 take you through the numbers in more detail. 00:00:29.761 -- 00:00:36.306 I'll come back and give you a view on the property performance, both on 00:00:36.389 -- 00:00:41.075 the sectoral performances and our activity in the investment market and how we see the 00:00:41.075 -- 00:00:46.182 investment market, and then finish with an outlook slide of what we think will 00:00:46.182 -- 00:00:51.227 come next. to pass over the course of the next six to 12 months, 00:00:51.227 -- 00:00:55.469 and then we'll open up the floor to Q&A. 00:00:56.091 -- 00:00:57.512 So 00:00:57.512 -- 00:01:02.557 our activity over the last 18 months has cemented our position as the UK's 00:01:02.557 -- 00:01:08.442 leading triple net income REIT. The CTPT and LXI takeovers 00:01:08.442 -- 00:01:13.787 are delivering cost synergies, earnings progression, and material dividend 00:01:13.787 -- 00:01:16.947 growth. We have exceptional 00:01:16.947 -- 00:01:18.630 income characteristics, 00:01:18.630 -- 00:01:23.641 both credit, occupancy, duration and growth, and that's underscored by 00:01:23.641 -- 00:01:29.212 the rent review and lease renewal re-gear settlements that we've a...