Capital & Regional Share Discussion Threads

[ciderboy] 03/11/2011 12:38

could be prlude to a bid. parkdev now 27.5%.

[nick rubens] 18/10/2011 16:16

Will add if if drifts much more. Can't see any reason for the drift except market lethargy.

[ciderboy2] 13/9/2011 11:20

getting their purchase before close period. at last result nav approx 56p.

[topvest] 23/8/2011 22:08

Yes, good results. Dividend Forecast was 1p for the year, so this is likely to be a final dividend in my opinion, H2 permitting. It will probably help their cause to get back to the dividend list and so I would expect a modest dividend with the annual report.

[m1keg] 23/8/2011 16:35

Nick,

Value will out eventually. This is just a long term hold till the markets get themselves back in order. Its just a load of tosh that the market is effecient at what it does.

If somebody offered 50p for the company the market would bounce to 65p ,at least, then the market would be forced to look at its actual true value.

I agree by the way that Interims where very good. I'm sure a dividend would help the share price but honestly I'd rather the management continue using the cash for the moment. I can wait a few years for my 120p get out price!

MikeG

[nick rubens] 23/8/2011 16:16

Seems my prior post was very appropriate.

Excellent Interims today.

Back to 40p IMO and with fundamentals to back the rise rather than speculative or vain hope.

[rustle2] 19/8/2011 06:37

"We have continued to see strong letting activity during the quarter at or above ERV across the portfolio. This has underpinned growth in valued income and has helped us deliver impressive performance in very challenging market conditions for our retailers"

Further details and an update on current trading conditions will be provided in the Group's interim results statement which will be issued on 23 August 2011.

Used to hold, considering getting back in...

[nick rubens] 11/8/2011 08:39

I've been buying over the last few days. Dividend forecast, Profits forecast. Can't see why it should loose a quarter of its value in the recent market sell off.

[nick rubens] 08/8/2011 22:38

Cheers MikeG.

Looking forward to seeing CAL back in play.

[m1keg] 08/8/2011 15:33

Nick,

After the last disposal the RNS carried the line.

Capital & Regional has an interest of 13.4% in the Junction Fund.

And Yes we are still following events!

MikeG

[nick rubens] 08/8/2011 12:30

How much of the junction fund do they own? Anyone know off hand? Cheers.

[nick rubens] 08/8/2011 12:18

Anyone still following events here?

[eddyt27] 04/7/2011 15:26

Back to where i was Nov 09, keep going

[1nf3rn0] 04/7/2011 13:24

Finally making a push through the 40p resistance level today.

[1nf3rn0] 06/6/2011 16:17

Did we miss some updates on holdings from Laxey Partners?

"On 30 July 2010, the Company received notification that Laxey Partners Limited has an interest in 19,017,367 Ordinary shares of 1p each in Capital & Regional plc. This represents 5.42% of the issued share capital of the Company"

But according to the CAL website Laxey held over 30 million shares on 18th March 2011, almost 9%.



Today's SL announcement (plus the Laxey holdings which I hadn't notice increase) means that the top 5 shareholders now hold over 50%, so room for deals to be done if ParkDev, for example, wish to make a takeover approach.

[1nf3rn0] 06/6/2011 16:08

"On 6 June 2011, the Company received notification that Standard Life Investments Limited has an interest in 26,464,193 Ordinary shares of 1p each in Capital & Regional plc. This represents 7.548% of the issued share capital of the Company."

Major shareholdings as at 18 March 2011 showed Standard Life holding 18,268,824 (5.21%) , so they've added more than 8 million shares over the last 3 months. They increased to 22,051,119 on 11 April.

If it's good enough for SL it's good enough for me.

[kiltrock] 07/4/2011 20:50

MikeG, MR, 1nf3rn0

Thanks for the welcome, been watching this for a long time, from somewhere about 4.40 and I bought for 0.40, even turned this down at 0.29 and so on. for my part it's time to take a stand and get in for the long term. I am the look out for 1 or 2 more invests. in property/real. est. and then leave this sector alone. I copy from another piece I posted elsewhere from the builders federation in Feb. as follows. -

The recession and new investment framework has created a challenging climate in which to build, whilst rising unemployment, a deep freeze in mortgage lending and the lowest rate of peacetime building since 1923 means the need for new affordable homes has never been greater. END (this was to do with housing)

The bit refering to 1923 just tells the present story.

Kilt

[1nf3rn0] 07/4/2011 10:25

I'm looking for 150p-200p over the next 5 or 6 years. Very long term hold, but as long as they keep on top of their gearing ratios it's just a question of waiting for commercial property to bounce back, which it will at some point. My average here is 36p, been adding since 2009, but stupidly didn't sell and buy back on that big spike up to £1 before the rights issue!

[monkeywrench] 07/4/2011 08:29

kiltrock - Yes.
Had a shed load but sold half in 2007 to buy silver and gold.
Keeping fingers and legs crossed for what I still hold, but I feel
it's definitely a long termer.

[m1keg] 06/4/2011 19:35

kiltrock,

I know we don't post much, we are all on the buy forget system with these. We forget to be civil sometimes. Mine are all nicely stored in an ISA away from the taxman.

The future looks OK IMO. Their tie up with the South Africans looks like it could give them a better chance to expand there holdings and new funds.

Anyway welcome to the club.

MikeG

[kiltrock] 06/4/2011 19:20

Monkeywr. are you holding? most def. a buy and hold and i can see this one being ok long term, all we need is assets value to rise, if the American property market get going i can easily see us following. I am researhing other companies in this sector and one on my list is Daejan epic DJAN share 26.82 trading below asset value of 48.20 but can't make up my mind. i need to research further.

[monkeywrench] 06/4/2011 15:12

Buy and forget. Good idea.

[kiltrock] 06/4/2011 14:28

anyone watching this one, I've bought in today after watching for some time. This is going to be buy and forget, and wait for the property market to recover.

[1nf3rn0] 23/3/2011 13:36

Good set of results today. Seems to be ahead of expectations. No real surprise to see them withhold the dividend again, it makes more sense to continue paing off debt at the moment.