Empiric Student Property Share Discussion Threads

[jl9] 21/7/2015 10:44

Google this:

Empiric Student Property – An Investment In Education Pays The Best Dividends

[jl9] 21/7/2015 10:35

Mmmm. Got a problem posting this link.

[jl9] 21/7/2015 10:34

here:

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[jl9] 21/7/2015 10:34

Interesting analyst write up here:


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[jl9] 21/7/2015 10:33

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[jl9] 17/7/2015 16:42

Agree. Looks like a sitting duck investment opportunity right now.

[wirralowl] 17/7/2015 15:50

I'm also subscribing and agree its a pretty solid looking inflation-protected income play.

Demand continues to outstrip supply for student accommodation, and their target market is primarily the higher-end accommodation sought by mature postgraduate and overseas students (the majority of whom pay their rental fees for the year up front - so great for cashflow!). Priced at just above NAV (104.6p in May) it should gives a starting yield of c.5.67%, which should grow in line with RPI (so preferable to retail bonds for me now).

It could well also offer some capital growth as the value of properties increases and if it gets rated to a similar degree as peer DIGS, we could well see a nice uplift in share price

[jl9] 17/7/2015 14:51

I should say I'm also invested and topping up via the offer.

[0rient] 17/7/2015 14:40

I'm subscribing for this share offer..decent opportunity to buy in size :)

Probably about as safe as you can get with big yield which they can't alter as it's a Real Estate Investment Trust and has to return 90% of rental income to shareholders!!

Buying it in my SIPP for long term hold..i can see it being a future target for some big Russian/Saudi investor in the future too :-))

[jl9] 17/7/2015 13:36

We'll soon see an immigration raid on a brain op where the surgeon is carted off.

Just keep pressing down on those numbers.

[jl9] 17/7/2015 13:30

These numbskull policies are beginning to bite, with Indian students in particular now going increasingly to Aussie, Canada and the US. Great work Cameron. Keep up the good work.

[jl9] 17/7/2015 13:26

Pandering to ignorance for votes can be extremely costly. Talking about immigration in terms of numbers without reference to quality is equally dismaying.

[jl9] 17/7/2015 13:12

Fair comment. Not impossible but in the scheme of things unlikely.

The other risk is Camereron's 'get tough' policy on immigration. "We can't stop hoards of criminal dross entering but we can at least clobber the fee-paying students and others wanting to do well here."

[daveb12] 17/7/2015 12:54

General opinion from me is that most government run businesses don't have much control over this sort of thing and they have to concentrate on running their business rather than this sort of thing. I think they get some input, hopefully Empiric ask? Potentially this could change but very unlikely - eg GP's likely to run some NHS budgets shortly, in a year or so it will be proved this will not work!!

[jl9] 17/7/2015 12:31

I'm just trying to gauge the risks around this.

What is to stop the universities themselves increasing their on or off site accommodation for students and capturing the income? They are surely in a good position to do so. Any thoughts?

[skinny] 13/7/2015 17:36

It may differ with your broker, but with AJ Bell its 17:00 on 21 July 2015.

[saj3] 13/7/2015 17:34

Do I just phone my broker about the placing, when's the last date to take them up.

[saj3] 13/7/2015 16:50

Is the placing for anyone? I thought it was institutional investors only?

[daveb12] 13/7/2015 15:21

I have a little spare cash so will probably take up mininum. Has gone higher so potential small uplift now Greece and China improved, with no costs?

[paulturner006] 11/7/2015 08:24

Any thoughts on the share price re new placing? Anyone taking advantage?

[rjd123] 08/7/2015 07:47

Raising new funds at 105.75pence placing?

[swsmith20] 19/6/2015 16:19

Why no movement in the share price?

[swsmith20] 19/6/2015 16:18

Looking good today

[piwood] 19/6/2015 16:15

Check out todays buy volume