Lee metals is the only counter thus far that provide results that I expected. Lippomall and Sabana are both disappointment. Dividends increase from 2.5 cents to 3.5 cents. At closing price of 39 cents, it is giving a yield of 8.9%. Beating most reits or trusts. Is it sustainable? Yes, IMHO, but only for 1 more year, as earnings from Austville will be realised this year. The EPS of 5.2 cents from that project itself (for calculation, see http://sillyinvestor.wordpress.com/2013/10/30/property-counters-determining-future-earnings/), should allow payment of DPS of 3.5 cents, a perhaps some “special” dividends. 2015 onwards, it will have to depend on operations, but dividends of 2 cents, is normal dividends, which I believe the management can manage. Take away the 1 off-gain of amost 3 million from disposal of subsidiary, Lee metals will still be earning 37 mio net profits, still a record ......