||EPS - Basic
||Market Cap (m)
|Real Estate Investment Trusts
Hansteen Share Discussion Threads
Showing 76 to 98 of 100 messages
|Thanks bench I sold at 116 and waiting to get back in.
Yes. I thought it European holdings would have sent it up.
Yday someone bought 500,000 at 111
British Land recovering|
|Why the recent drop? Any views.|
|Hansteen Holdings plc invests in a range of industrial properties located across Europe including the Netherlands, Germany, Belgium, France and the UK.
5% divi. Recommended by IC corrs who know.|
|anyone know anything about these,,,|
|I rather like it like that. I have other things for instant gratification. Being delighted as Hansteen chugs along doing good deals and paying valuable dividends is a different kind of thing.That last deal looked excellent to me.|
|Wake up you lot this is good investment|
|the high short ratio - if it is still in place - is probably just hedging by convertible bond holders. this is very common. unfortunately it doesn't help the share price on a short squeeze as stock is delivered from the converted CB when the short is closed, so no new demand is created for the ordinary shares although one does get better liquidity which in a pretty quiet post can be useful.
But on a on a completely different note this gives me the impression of being a really smart, well-run outfit and thus largely a case of sit and hold with just a weather eye on the vauation metrics.
And the most recent news on the portfolio sale confirmed my impression.|
|Still 11.85% stock on loan for March. What is it with these guys? Have they decided they just won't give in, no matter how much money they lose?
Not my problem any more. I bought for income, not dreaming the price would move significantly one way or the other, but 20% profit had to be taken. I've had profits slip away before.|
|This is starting to look like a sweet spot for HSTN.
European property exposure about to benefit from QE and a wall of money over the next 18 months. Most of the property (industrial) is in Germany which should do particularly well from a lower Euro. Importantly, NAV in sterling terms is protected by the permanent hedging policy. 80%+ of the debt recently rolled over + cheap interest rates to fund further acquisitions.
Convertible bond due in 2016 is the only black spot. Be interesting to see how long the shorts hold out here.|
|Happy XMAS to all the Hansteen holders who have just benefited by the sustained rise.|
|I don't pay for the daily stock on loan figures, but the monthly shows August essentially unchanged form July. If these are long term shorts, they won't want to be paying those costs forever - so quite conceivably the large short position could eventually drive the price up.|
|Thanks Bernardhy. I already have some Sainsbury's, don't need another that the professionals are betting against!
Still I remain very interested in this - I'll just have to do a bit more research.|
HSTN are in the top 10 most shorted stocks. Some put this down to a likely rise in interest rates and borrowing costs.|
|I have been looking through REITs on a recommendation but most seem to have drawbacks - paying out more than earnings, imminent placings, already having gone up 20% in a year...
This one seems such a standout, I wonder if I am missing anything?|
|Yes John. This has come on my radar. I think the divi is nice. They have made some smart deals and exits. The Euro weakness will hit the bottom line though. Any views on potential upside here? Will the change to the Bond conversion price mean anything material?|
|This is a very quiet bulletin board. Good sign in my view so just purchased a few|
|Pound seats this time...?|
|Consolidation at the £1.00 level for a while until the next leg up to
£1.15 - £1.20 IMHO.|
|Can't seem to keep the pound seats at the moment...|
|ERET interim results out today.
European Real Estate Investment Trust Limited
NAV is up 1p to 194p per share.
Current share price 80p
So discount to NAV is 59%
Net LTV 58.4%
Hansteen with top qualtity management now trading at a premium to NAV.
Perhaps HSTN may like to buy ERET at a nice discount.|
|Really good news today for Hansteen holders - not so if you are a Warner Estates holder. I'm pleased to be in the right camp. This gives Hansteen significant scale - a transformational deal by the looks of things.|
|SKYSHIP - you got that (9 months later 76p) right!!!|
|Massive placing & open offer @ 81p. This will ground them for ages. A stonking sale, especially if you are seeing this today & can still sell for 84.5p.
BUY CIC @ 111.5p - predator @ 28% NAV discount
BUY MCKS @ 119p - a target with a 6.8% yield & a 39% NAV discount
BUY IFD @ 37.4p - yielding 9.4% and a 24% NAV discount
Property companies standing at their asset value are an absurdity IMO...|