Hansteen Share Discussion Threads

[pillion] 22/3/2017 21:46

Ok; who gave EI the down vote ?

[essentialinvestor] 22/3/2017 21:16

Luck with that, residential looks ok around this way atm,
so update may read nicely.

[pillion] 22/3/2017 21:10

Update on my CRST tomorrow

[essentialinvestor] 22/3/2017 15:46

Bloody Shocking.

[essentialinvestor] 22/3/2017 15:12

P, my fist sell on Monday was at 1.29, a little bit away from that atm!,
a few at 118.99.


EDIT
There looks to be a terror attack happening in London, for anyone unaware.

[essentialinvestor] 22/3/2017 14:33

SKY, expected you would approve of that deal!!, thought of your reaction when
I read it funnily enough.


Had another small amount, adding back slowly.

SHA has got a tad political, it was a great board for a long time.

[skyship] 22/3/2017 13:32

BT - haven't looked at the SHA thread for over a week - just makes me angry to read some of the liberal and remoaner claptrap from the usual suspects. Miss Ptolemy however...

EI - only just seen the really great deal pulled off by the management here. Selling the Euro portfolio with the exchange rate as it is - MASTERFUL piece of timing. Of course the share price go a bit ahead of itself; but pleased that you sold into that strength - your timing here has been every bit as MASTERFUL.

I haven't played HSTN at all, preferring the larger discount at PCA. My mistake; though hopefully next month's stats from PCA will cheer me up on that score. Looks to be a 19% discount and a 5% yield....so s/b limited downside and perhaps 10% upside.

[essentialinvestor] 22/3/2017 10:59

Pillion, expeted it for weeks, so was bound to be right eventually!.


DLG my main buy this AM, had some SKG and WG. as well, and a small amount of KGF,
may come to regret KGF.

[pillion] 22/3/2017 10:55

....a few weaker days overdue...

Quite right too EI

[badtime] 22/3/2017 10:42

Pete look at the interims they paid a div

[petewy] 22/3/2017 10:18

Thanks Bad. Woodford is in that. But no div.
ISAs at £20,000 are going to flood the stock market next month with people looking for value i.e. dividends.

Going to TRY

[essentialinvestor] 22/3/2017 08:19

Had a small amount 121.16.

Looks like some market downside at last.

[essentialinvestor] 21/3/2017 22:57

bt, a few weaker days overdue, in fairness have thought that for weeks
and it has not happened.

Looking to add a few SKG, buy back some DLG, at least that is the plan!.
UKX futures off a fair bit atm, may all look different by 8.00am.

[badtime] 21/3/2017 22:49

I had a quick peep on the SHA thread today..noticed that Hosede is calling it Armageddon again...must admit to being a bit ignorant re waves but can't help thinking the goal posts keep moving ...still a hint of caution is no bad thing

[badtime] 21/3/2017 22:45

Aye...I did buy a few more yesterday at 122.5 obviously still have more from lower down....looking longer term here :)...so wouldn't mind too much if it dipped

[essentialinvestor] 21/3/2017 22:42

Had topped up on the midweek dip ).

Not good for the blood pressure though bt, so a rare occurrence these days.

IC say BUY fwiw, analysts at Jefferies looking for year end adjusted NAV
to reach 132.

[badtime] 21/3/2017 22:31

EI....just saw your post from the other day re HSTN...never knew you were holding that many :)

[badtime] 21/3/2017 22:30

Petewy...hav u ever looked at PSDL....Germany only (I think)

[essentialinvestor] 21/3/2017 16:57

Pete, I added another small amount at 122.16.

Take your point re European exposure, however EURO looks very generously
priced against GBP to me, that may not last.

If you look at how REITS are positioning atm many seem to be selling
what they can.

Just looking at GPOR, their LTV will be down to around 12-14% on the latest sale, can never remember a level that low, LAND is at something like 22-23%.

Would be more concerned about wider equity weakness atm,
looks a lot of complacency about. REITS on the other hand are behaving ultra cautiously.

[petewy] 21/3/2017 16:26

Thanks EI. I want a European interest as well. Why I was in HSTN

[essentialinvestor] 21/3/2017 14:57

Mentioned a couple of times to expect German sales.

Watson and Jones have history timing commercial property to perfection,
I trust their judgement.

You do not usually get to be that rich by making many poor calls, just IMV only.

[petewy] 21/3/2017 14:43

I invested in HSTN for UK and European Properties. Sold out of Europe.
Promise of share in £1.2 billion. Sure?
where to now? TR Property Investment Trust? Any suggestions?

[essentialinvestor] 21/3/2017 12:23

Linton, have put CNA on my watchlist again fwiw, usually bounces from around £2.