LD
Logistics Development
OrganizationHeard in 3 episodes across 2 shows since May 2026
UK investment company holding a portfolio of investments, including interests connected with logistics, transport, and other businesses.
Episodes
3
across 2 shows
First heard
May 2026
Expert statements
2
2 positive
Episodes per month
Public PodLume episodes featuring it, over the last year.
1
2
Show the data
| Month | Episodes |
|---|---|
| Nov 2025 | 0 |
| Dec 2025 | 0 |
| Jan 2026 | 0 |
| Feb 2026 | 0 |
| Mar 2026 | 0 |
| Apr 2026 | 0 |
| May 2026 | 1 |
| Jun 2026 | 0 |
| Jul 2026 | 0 |
| Aug 2026 | 2 |
| Sep 2026 | 0 |
| Oct 2026 | 0 |
What experts have said about Logistics Development
2 statements · 2 positive
Logistics Development trades at a 36% discount to its stated portfolio value.
“It's at a 36% discount to what the company values its portfolio at.”
Open the episode · Paul’s Podcast - Fri 28 Aug 2026Listen at 15:55
Logistics Development may merit closer examination due to its NAV discount.
“Big discount, big discount to net tangible asset value. Maybe worth a closer look, John said here, for logistics development.”
Open the episode · Paul's Podcast - Fri 15 May 2026Listen at 35:31
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.
Episodes
3 episodes featuring Logistics Development, newest first
