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Assura Share Discussion Threads
Showing 676 to 698 of 700 messages
|Snippet from AGR website:
|Odd spike in the share price after going ex-div today|
|Couldn't resist topping up with some spare cash. I guess this is the next best thing to govt bonds, paying a higher div. Low debt and secured rent from the govt make it hard to beat as a safe haven.
Given that inflation is set to rise sharply next few years and much of Assura's rent is inflation linked then the targeted 10% rise in divs pa should be easy to achieve. That puts the yield at 7.25% in 5 yrs time and if interest rates don't rise much in the meantime then I'd expect a share price closer to 75p by then.|
|Trading statement confirms good progress:
Yield now 4.6%.|
|I have a long term holding but added a few today.Its been stuck in tight range for the last 2 to 3 years.I have added a few times around 52p then sell as they approach 60p
It pays the beer money.
Should have an update in the next week or so.|
|Yes, I've held these since 33p and topped up three or four times. Got some more last week at 55.7p but now they've broke through the bottom of their trading range. Surely bargain territory now. Stock overhang or something. But then PHP is following. Seems a bit odd.|
|winsome - their last statement was very positive, and if others in the sector are also droopy I wouldn't worry. NAV premiums were a bit high, in any case.
HMG wants GP to make a bigger contribution, taking the heat off A&E. They also want to train and recruit more GPs. If these policies succeed GP will become a key sector for NHS improvement, and expanded or upgraded properties. Of course, 'stuff happens'.
A prospective yield of about 4.3% looks attractive.|
|Any obvious reason for the squeeze on the share price recently, especially last few days? PHP following same pattern. Wondering should I top up. One of the few rock solid shares these days.|
|Well done stupidboypike, after selling out last year, the scenario you wished for on 4 Oct 16 has worked out perfectly, smart move by you 😇|
|Well I waited and finally got in at less than 55p. Got to be OK long term but as ever no idea what the share price will do over the next few months. Best regards SBP|
|Thanks for that vriac, for anyone out there here is a link to the full article which is bang on really as Assura is very much a rock solid investment with a growing quarterly dividend income stream.
|Questor. D.Tel. earlier this week in FTSE 250 . HOLD .
Headline Assura offers a safe haven amid volatility and long term value.|
|Just watched the interim results webcast and the outlook as projected by Interim CEO Jonathan Murphy and Property Director Andrew Darke is very encouraging regarding the pipeline of new developments and acquisitions compared to previous years.
Dividend increase of 9% from January 2017 will do for me for the time being :-)|
|Big box was tiped by Midas some months ago, I am in for loads more at 134.|
|Pike I did the same ,I am waiting for 55 as well.|
|I love this share but I have sold them today at over 60p. That's a 20% premium to NAV. (5 years of dividends!). I would rather sit on cash at that premium. I will certainly buy back in if they drift nearer to 55 again. I notice that PHP is on a similar premium. Anyone any thoughts for any other safe income shares?
Best regards SBP|
|I would sell some on this spike, but I simply do not know where else to put the money with this safety and income. Any thoughts anyone, PHP?
Best regards SBP|
|Prominent IC tip 30/09/2016.|
|A bit naughty to bury the last RNS in the Assura web-site. Basically, if you find the detail, it says that they are going to let Graham Roberts have his VCP shares if the criteria are met even though he is no longer employed. OK, if that's the decision why not post the half page RNS properly rather than hide it.
I'm sure Graham Roberts deserves something for what he has done here which has been an excellent job. We all wish him a speedy recovery.
However, I don't like VCPs as they are based on greed. Directors are already paid lots of money and shouldn't need millions of free shares if the criteria of doing their job properly are met. I don't mind normal option schemes, but this VCP is just giving a proportion of the company away to the inner circle.
Not announcing it properly gives the Board a black mark in my book. They know its sensitive which is why they have buried the content rather than simply say what they have done. Poor!|
|Really nice piece. Here it is for anyone who wants to read:-
Thanks for flagging it up Jombaston
Best regards SBP|
|Quiet thread but just been tipped by Midas.
Results must be imminent. Has been a reliable holding for me for several years.|
|GRIO - this gives great inflation protection as over two-thirds of the ground rents are index-linked, yet it still trades close to NAV. The yield of 3.2% might not sound like much but compares well with gilts, especially index-linked. Virtually no leverage either.
CREI have an investment strategy of buying the smaller value units that the big institutions can't be bothered with. This gives it a decent yield without having to gear up (LTV was only 17% last I looked). Premium to NAV is low to mid single figures.
AEWU - this is a bit riskier as they are only recently fully invested and targeting an 8% yield. Looking at some of their recent purchases I'm hopeful they can sustain it. Seems decently priced, again just above NAV.
UKCM - this is a big diversified commercial property fund with possibly the least gearing in its peer group (currently only 10% LTV with a 25% limit)yet it still has a yield of 4.6%. The discount to NAV is over 6% when they have publicly stated they will not let it stay under 5% for a prolonged period. So I'm looking for some buybacks to push that closer to asset value.
EPIC also satisfies my criteria for low premium and LTV and decent yield
Please don't take these as recommendations - you might have a different investment strategy to me. You can see the LTV and NAV stats are very different to the health sector!|
Interested to know what ground rent and commercial funds you hold and why?|