Sigma Capital Share Discussion Threads

[asagi] 11/6/2021 08:44

202.1p bid recommended:



massive congratulations to all holders.

Asagi (no position)

[red ninja] 15/3/2021 17:09

Last trade is a 63k + sell trade that explains it.
Also through March there have been further large sells..

[red ninja] 15/3/2021 15:01

I'm surprised to see this fall today given the majority of visible trades seem to be buys. I guess there is a volume seller in the background.

I suppose it's had a good run.

[mike24] 11/3/2021 17:12

lloyds to become a private landlord?
they missed the boat dishing out funds to commercial investors in mid seventies,
P&O pension fund led the way, 5k invested was turned into 100k plus rent
what barc/lloyds branch managers failed to spot this rapid prop rise was due to inflation
land prices,wages,materials, and the fall in the £, then worth 3.40 to the NZ$
since then £ value has halved,
they dished out loans by the ton, those who invested to late turned into bad
debts, banks panacked and pulled the rug, in 1990 as mortgage rates hit 16%
they pulled the plug on the builders good companies like Walker Homes
over a 500k overdraft, given one wk to pay off, play the cycle not the market
then foreign buyers will swoop in and cream off the best,
nai

[energeticbacker] 22/1/2021 10:16

Sigma Capital: results in line, delivery has bounced back and new agreements provide added visibility.

Check Investor’s Champion’s latest in-depth commentary including results ending 30 September, activities, new agreement, outlook and forecasts.

[energeticbacker] 13/1/2021 10:45

Sigma Capital has announced news of an important portfolio realisation, as well as the latest quarterly update from the PRS REIT.

As Investor's Champion's latest commentary reveals, Sigma's current valuation, underpinned by tangible assets, is attractive for a business with seemingly such reliability of earnings and evident growth prospects in a supportive market.

[red ninja] 12/1/2021 14:45

Invesco appear to have sold down their stake, surely we are due an RNS as to who bought them ?

[red ninja] 12/1/2021 14:44

Nice news on the profit from Thistle PRS sale, but seeming a much stronger rise today than yesterday.

[energeticbacker] 23/12/2020 12:33

Sigma has announced news of a new collaboration agreement and development purchase. The economic uncertainty conceivably creates a more supportive environment for PRS with significant potential for the group in London. One to follow in 2021.

New in-depth commentary on the Investor's Champion website.

[red ninja] 21/12/2020 20:27

I'm surprised the share price stayed stayed level today given the steady selling is a fund/someone buying in the background or maybe I'm just another deluded holder.

[energeticbacker] 27/11/2020 14:13

Who better to know where there is value!

Sigma Capital's purchase of shares in The PRS REIT highlight the valuation discrepancy and compelling 5%+ dividend yield of their client, to whom they act as Investment Adviser.

More on the Investor's Champion website.

[red ninja] 24/11/2020 19:14

CANACCORD GENUITY GROUP INC initial holding at over 5%.
Presumably we'll get an RNS on who sold to them.

[mike24] 12/11/2020 14:18

middle class 90bl hit "CGT RAID" should create a rush for the exit
by btlet landlords, which within twelve months, will create even bigger
rental shortages pushing up returns way above inflation rate to
the benefit of SGM long term plans,
40% of blt's are wealthy individuals so no pain really :)
edit
14/11 wk end Times, almost 33% of landlords planning on selling up
rents outside London have increased 1.7% to a respectful average return of £744 month
covid has crystalised a two speed market, London V the rest of the country

[red ninja] 10/11/2020 11:25

Nice to see some upward movement in the share price, the Joe Bidden and/or Covid vaccine effect I guess.

[red ninja] 04/11/2020 13:53

I see Berenberg raised their target for SGM to £1.90 on the 12th of October that seems more of a medium/long term target for me.

[energeticbacker] 05/10/2020 11:27

Featured in today's Investor's Champion update – Sigma has announced the sale of a completed and fully-let PRS development to The PRS REIT for c. £5.9m.

[red ninja] 28/9/2020 10:47

This rally still seems to have legs.

150k + 3 x 50K buys today.

[energeticbacker] 25/9/2020 09:33

Interim results reflect the impact of the pandemic and national 'lockdown', which resulted in suspension of construction and lettings activities as well as ongoing restrictions. Despite the challenges the Group continued to progress, highlighting the resilience of its private rented sector operating model.

More on the Investor's Champion website.

[energeticbacker] 23/9/2020 10:17

Sigma has announced the launch of a new Joint Venture to deliver high quality, new-build homes for private rental in Greater London.

It looks an exciting development for the rapidly growing AIM group as our latest research on the Investor's Champion website reveals.

[red ninja] 22/9/2020 15:55

Sigma Capital Group: Berenberg reiterates buy with a target price of 160.0p.

[red ninja] 22/9/2020 10:36

Yep as usual the insiders get in on the deal :-

"Sigma, the UK PRS, residential development and urban regeneration specialist, is pleased to announce the launch of a joint venture with EQT Real Estate, the real estate platform of global investment firm EQT, to deliver high quality, new-build homes for private rental in Greater London (the "Joint Venture" or the "JV"). The Joint Venture is being supported by Homes England, the housing agency of the UK Government, and is targeting the establishment of an initial portfolio of approximately 3,000 homes with a value in excess of GBP1bn."

[riddlerone] 22/9/2020 07:44

There's your answer RN leaky leaky

[red ninja] 21/9/2020 17:49

Any reason for recent buying ?