Share Name Share Symbol Market Type Share ISIN Share Description
Tritax Big Box REIT LSE:BBOX London Ordinary Share GB00BG49KP99 ORD 1P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +1.60p +1.12% 144.70p 144.50p 144.70p 144.90p 143.30p 143.70p 1,908,392.00 16:35:01
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Real Estate Investment Trusts 43.8 134.0 21.6 6.7 1,599.17

Tritax Big Box Share Discussion Threads

Showing 526 to 550 of 550 messages
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DateSubjectAuthorDiscuss
24/2/2017
16:48
And on past record - it shouldn't be long in coming (the fundraising).
skinny
24/2/2017
15:38
It can go to £1.50 but sometime in the next few months there will be another fundraising and it will sink to near NAV. What the NAV is will be discovered in the results due out soon. Money to be made predicting the next fundraising.
tyranosaurus
24/2/2017
13:31
Its hard to find safe reliable income streams with some element of protection against inflation - so I am not surprised to see the price increasing. Of course this is a get rich slow scheme and I don't think it can go too much higher but as I could be wrong.
nimbo1
24/2/2017
13:15
Chart playing out nicely here :-)
cheshire man
22/2/2017
21:13
Jonwig........you may be correct but how many industrial property companies are there around these days? Brixton and Slough used to be the only big players in the market and I'm not sure that much has changed within the UK. Overseas may be a different matter of course.
ygor706
22/2/2017
09:05
ygor - I have the impression that SGRO concentrates on whole industrial parks rather than widespread single units. It's been divesting itself of non-core assets. I may be quite wrong here, of course!
jonwig
22/2/2017
08:21
SEGRO is also on the lookout for acquisitions and is very close to achieving FTSE 100 status. Could Tritax be a potential target to get them over the line?
ygor706
17/2/2017
10:33
Positive results from SEGRO today.Their comments re big box logistics must be a good read across to BBOX. 'In the UK, the availability of high quality big box warehousing in core logistics locations has been particularly low and this has resulted in significant rental growth over the past two years. The supply shortage is most apparent in London where industrial land is being lost, in particular, to infrastructure projects and residential development. The Greater London Authority issued a report during the year forecasting that one-third of London's industrial land will be lost over the next 25 years' hTTp://uk.advfn.com/stock-market/london/segro-SGRO/share-news/SEGRO-PLC-SEGRO-Results-for-the-year-ended-31-Dece/73888521
shauney2
14/2/2017
08:56
Warehouse assets the niche assets for me. If the others have commercial or high st properties then the experience will be mixed
steptoes yard
13/2/2017
13:15
I agree Now looked closer at the prospectus. They have a wide choice of sectors to choose from.
tyranosaurus
13/2/2017
10:56
LXi will be a diverse company across just about all sectors. Logistics was just one mentioned in their prospectus.
jonwig
13/2/2017
10:41
LXI are more diverse than BBOX. Logicorare mooted to be floating shortly.Very similar to BBOX in that they are mainly logistics.
shauney2
11/2/2017
11:49
I see LXI REIT plc are floating on the market doing the same thing as BBOX
tyranosaurus
09/2/2017
18:48
I cannot see the NAV being much in excess of 133p at the year end, so with the share price at a reasonable premium to that I doubt there will be any fireworks with the results. But that's to be expected from a 'get rich slowly' investment.
greatgiginthesky
09/2/2017
10:02
A nice rise on the chart in anticipation of solid news :-)
cheshire man
07/2/2017
13:44
Full year results on Tuesday 7 March 2017.
skinny
28/1/2017
09:49
Doesn't specifically mention tritax but this article is singing the praises of large scale logistics warehouses from an investment perspective. In a good place here in terms of income and relative capital security. hxxp://www.thetimes.co.uk/edition/money/why-a-warehouse-is-the-place-to-stash-your-cash-5z7p7329f
nimbo1
26/1/2017
10:11
From Citywire hTTp://citywire.co.uk/money/five-brexit-proof-property-trusts/a986107/2?ref=citywire-money-latest-news-list The possible listing of a potential rival in Logicor is mentioned again in Shares magazine. Tritax owns and rents out huge warehouses to well-known companies including Amazon (AMZN:NDQ) and Tesco (TSCO). A 19 January update suggested demand continues ‘unabated’. It could soon have a larger rival with private equity firm Blackstone reported to be looking to list warehouse business Logicor on the London Stock Exchange this year, potentially attracting a value in the region of £11bn.
shauney2
24/1/2017
09:47
One of my brokers is buying this for their discretionary clients, and recommended it to me. We got 140.2p. (I can't find that on the trade list, though.)
jonwig
21/1/2017
12:40
Hargreaves Lansdown View 19/1/17 hxxp://www.hl.co.uk/shares/share-research/201701/tritax-big-box-reit-demand-unabated The Big Box is in demand. They may not be pretty, looming alongside major roads and motorways, but they are at the heart of modern logistics and e-commerce. Companies need these huge buildings to house automated goods handling equipment, keeping stock flowing through to the end point of demand as efficiently as possible. The portfolio is let to blue chip clients on long leases, with upward-only rental reviews providing the income growth to fund a progressive dividend policy. Because the nature of what the companies use these buildings for is so fundamental to their very existence, Tritax is unlikely to suffer from unexpected vacancies. Indeed, the company has found tenants seeking to extend leases many years before their current term expires, so determined are they to retain the use of the facility. The business is very simple; they use the experience of the executive team to build a portfolio of in-demand assets where rental growth prospects look encouraging. The debt is kept low, to limit risks. With average interest rates on debt of around 2%, using borrowings to part fund the purchase of assets that have typically offered starting yields of 5.7% makes perfect sense. As a REIT, Tritax is obliged to pay out the majority of profits after management costs, so can't retain much cash. That limits the group's ability to fund acquisitions organically and we've seen repeated equity raises as the company continues to grow. It would be no surprise to see more shares issued this year. We view Tritax as a "get rich, slowly" scheme. It is not trying to shoot the lights out, simply to deliver a steadily increasing dividend. At present, the shares offer a prospective yield of 4.6%. Full Year Trading Update Tritax's £1.9bn portfolio contains 35 Big Box assets, let to 29 tenants, and includes 10 new investments made this year. The group's current weighted average unexpired lease term (WAULT) across the portfolio is 15.3 years. The group exchanged contracts on two forward funded developments shortly before Christmas. The developments, totalling £102m, are both pre-let to Howdens Joinery Group. The group is targeting a full year dividend for 2017 of 6.4p (up from 6.2p in 2016, of which 4.65p has so far been paid). Loan-to-value (LTV) currently stands at of 30%, with £150m in undrawn debt facilities.
davegk
20/1/2017
15:43
Updated Financial Calendar
skinny
19/1/2017
16:29
Cheers rustle.
shauney2
19/1/2017
15:51
Well, fast response from company: Thank you for your email. We are currently uploading the proposed timetable for 2017 to the Company's website and it should be available from tomorrow morning. Kind regards
rustle2
19/1/2017
15:26
So re-iterated that we move to quarterly dividends from Jan 1st but no announcements or on website about when to expect first payment or ex-div date? Have I missed this?
rustle2
19/1/2017
12:50
Looks a good one to park some cash, with quarterly divi payments from 01Jan this year too. Prefer to get in around 130p though, resistance 139p & 148p, support 130p
ny boy
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