|A & J Mucklow Group
||EPS - Basic
||Market Cap (m)
|Real Estate Investment Trusts
Mucklow Share Discussion Threads
Showing 76 to 99 of 100 messages
|Too cheap to ignore. - Fantastic yield to boot.
Very well run family business.
Seems to me that the post-referendum malaise about a negative Brexit impact on UK industry has dissipated fast.
Very, very, very HARD to ignore the real strength, robustness, hard detail and STRONG OUTLOOK of their November Trading Update.
ALL IMO. DYOR.
|As always I found their statement very useful in terms of the dynamics of the property market in the midlands: interested in their comments on shortage of vacant industrial property and also the shortage of land round B'ham able to have more than 50ksqft buildings.
Congrats to those who bought sub 400p post referendum; a convincing statement and good financial position but concerns on macro picture prevent me from buying atm.|
|Wrong thread, sorry|
|Ex Div Friday 5th. Interim 9.31p|
Small regional operator, so of limited interest to the great unwashed I'm afraid.
Any specifics on your list?
|Looks like a good well run company with consistent results. Doing some research but disappointed with silence of this thread......|
|Spent hours analysing this stock as the headline yield is attractive and maybe the time for secondary industrial property will soon be upon us.
A very steady and stable company. Some people may say it is boring but then again those attributes may be its strength.
But despite that, there are other more attractive property plays around in my view offering better potential and equally attractive yields.
Good luck to all holders.
ALL IMO. DYOR.
|Have not had shares in these for a few years
need to say a bit surprised at their recent run so I suppose were susceptible to an IMS which had no new good news|
|Agreed - solid results as ever..great company.|
|Results steady as you go.
Best outcome in the present climate.|
|I know they are a good company and they are not an investment trust but to me interesting to see their share price is 375 odd a significant premium to their 300p NAV at Dec 31 12.
I have held in the past and over the last 18 months have looked at getting back in but the pricing always seemed rather rich.
I have read this wrong.|
|AGM today, has anyone been?
|I have not been in this for a couple of years now but follow especially as I find their comments on the Midlands market to be interesting.
The results were not as bad as the fall in share price would suggest; to me the share price has got way ahead of itself in the last couple of weeks; indeed for all their good management and good balance sheet somewhat surprised that they still trade at a premium to NAV after today's fall.
Will not be buying unless they fall much further.|
for a company that has increased 25% in 5 weeks (70p on 270p)it is very quiet around here!|
|very quiet around here...
|Good results here and the already big dividend is increased. A very good income share.|
|Overall,the IMS is broadly positive.|
|Curious pattern of trades this morning. Anyone care to comment.|
the other kevin
|Steady as she goes.|
|Very much 'same again' and business as usual. Must be the steadiest listed property business around!
A bit disappointed to see no acquisitions of new properties in the last 6 months, when other companies having been taking advantage of the dip in prices.
I sold out in Jan at £3.20 thinking these were going nowhere. Still keep an eye on them as I do think it is a solid and dependable business so may get back in at some stage for the divi.
|Here are the results........|
|Rent collections remain stable,vacancy rates reduced,steady as she goes.|
|Bound to have really. Only forced sellers are selling in this market and values are still going down. MKLW is reasonably safe, with £100m or so of unencumbered property. They will be able to sit it out, which is more than can be said for most other real estate groups. No increase in interim dividend, but hopeful of a small increase at the final otherwise they will blow their dividend increase record which I think goes back to the early 60s.|
|fairly decent set of interims.
would've preferred if the LTV had not risen since the previous report.
unlikely to require a rights issue.|