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MERE Matrix Eur

106.25
0.00 (0.00%)
28 Mar 2024 - Closed
Delayed by 15 minutes
Share Name Share Symbol Market Type Share ISIN Share Description
Matrix Eur LSE:MERE London Ordinary Share GG00B7GHJ063 PART PREF SHS NPV
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  0.00 0.00% 106.25 - 0.00 00:00:00
Industry Sector Turnover Profit EPS - Basic PE Ratio Market Cap
0 0 N/A 0

Matrix European Real Estate Share Discussion Threads

Showing 2001 to 2024 of 2325 messages
Chat Pages: Latest  81  80  79  78  77  76  75  74  73  72  71  70  Older
DateSubjectAuthorDiscuss
20/1/2011
09:17
Not great, Frankfurt turning into a disaster area, voids up from 29% to 36% even after new lettings, does anyone know what's the problem with this location?

They're desperately trying to hang onto IBM in Nice, and now Mgt are getting really concerned about their FX liability crystallising in 2014.

I don't understand why these funds can't borrow in Euros to fund euro assets instead of taking out hedging contracts. Investors think they're buying European commercial property with the risks and opportunities associated, then find they're in a hedge fund! K.

kramch
20/1/2011
08:49
Yoda's dad.

lol

lol short killer
20/1/2011
08:44
short killer. Are you Yoda?
nigelwestm
20/1/2011
07:44
Yes, simply the increased divi is worth for us to hold.

lol

lol short killer
20/1/2011
07:27
Good update today. Everything seems to be much the same, and the shares are still trading at a huge discount to NAV. Nice to see the dividend increase, too.
nigelwestm
05/1/2011
21:48
This is very lightly traded, so it only takes sells or buys of a few thousand to move the price a lot.

MERE fell recently on pretty small volumes, so I suppose that has given people a chance to top up ahead of the news of the next dividend.

nigelwestm
05/1/2011
20:30
I picked up a few thousand today at a little under 93p.

I can only think that a few others are starting to see the value here and there is limited stock available.

b3842517
05/1/2011
14:52
I'd say that it is down to someone spotting the obvious value here and deciding to load up. The amounts bought today are of the same order of magnitude to my own holding, so wouldn't think it is news.

We've got results due in the not-too-distant future so should get the timing on the next dividend payment as well. Could be someone accumulating ahead of that.

nigelwestm
05/1/2011
14:20
Erm, what's this all about, just the usual response to some small time buying or news about to break ?
sand dollar
03/1/2011
18:50
Well, just wait until they announced the next dividend payment. That can't be too long off.
nigelwestm
03/1/2011
18:39
fall in property value or rise in interest rates, either could be a problem if excessive. I'm long and will stay long, I think the risks are minor and more than priced in.
zangdook
03/1/2011
16:19
I would say it is a good time to buy too:
nigelwestm
28/12/2010
11:59
If the current share price is justified because of the possibility of a fall of 30% in the valuation of commercial property then I suspect it is a good time to buy.
kimboy2
28/12/2010
11:53
Nigelpm - "it would only take a 30% slide..."???

ONLY?????

If property fell 30% this would be the least of any of our worries - we'd be in a serious european meltdown scenario.

geng
23/12/2010
14:10
why the staggering discount?


that's the way it goes sometimes - if the market was always right we'd not make any money!

On the bearside -

It would only take a 30% slide in the value of all their property to wipe out the shareholders equity completely and even before then likely the banks would call in their debt.

nigelpm
23/12/2010
14:07
but tim, why the staggering discount?
ydderf
23/12/2010
13:59
I continue to monitor MERE, though commercial property is not flavour of the month at the moment so not yet tempted to buy in again. The MERE reports are excellent imo and give a very clear insight as to what is going on - no underhand stuff at all.
tim000
23/12/2010
13:51
Go back and take a look at Tim's threads, very detailed analysis taking all of the variables into account, bottom line is that they are all covered.
sand dollar
23/12/2010
11:41
Doesn't the NAV take care of most of these variables ? That is what valuations are about.
kimboy2
23/12/2010
11:38
margin of safety is so huge there's room for a few variables.
zangdook
23/12/2010
11:26
the last statement read quite negatively I thought - imho there too many variables to have any confidence in the acounting rules NAV

who here would like to present a valuation model which incorporates the effects of the

1. Currency hedge
2. Interest rate hedge
3. Loan cover covenants
4. Void rates and creditworthiness of tenants
5. Cash surplus to pay dividends
6. Capitalisation rates in a rising interest rate environment

?

I prefer to put it all on Red....or maybe Black......then again....

ydderf
23/12/2010
11:10
No mate, bought the spreadbet AKA "tax free" way!
nigelpm
23/12/2010
11:08
nigelpm, 3k+ shares bought?
smurfy2001
23/12/2010
10:54
Bought a few this morning for the first time - looks very cheap assuming their property holds up reasonably well should be a good investment a less than a third of NAV.
nigelpm
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