Share Name Share Symbol Market Type Share ISIN Share Description
Aew UK Long Le LSE:AEWL London Ordinary Share GB00BDVK7088 ORD GBP0.01
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +0.00p +0.00% 100.50p 99.50p 101.50p - - - 0 06:43:34
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Real Estate Investment Trusts - - - - 80.90

Aew UK Long Le Share Discussion Threads

Showing 76 to 99 of 100 messages
Chat Pages: 4  3  2  1
DateSubjectAuthorDiscuss
18/8/2017
12:53
LXI have no trouble making acquisitions so why are this lot so slow ?
tyranosaurus
14/8/2017
15:19
Thanks, jonwig. LXI is not a thread that I follow.
speedsgh
14/8/2017
14:53
Thanks - will post the link on LXI, which is the main topic of the article.
jonwig
14/8/2017
14:42
James Carthew: a Reit long and winding road - HTTP://citywire.co.uk/investment-trust-insider/news/james-carthew-a-reit-long-and-winding-road/a1041467
speedsgh
28/7/2017
16:18
All these REIT companies might has well use the same master prospectus with just the name and date changed. This one will perform as well as the rest ie will be undersubscribed and in no hurry to invest the funds. AEWL Portfolio Update 11/07/2017 There is no portfolio as they have not purchased anything.
tyranosaurus
21/7/2017
14:49
Yet another REIT coming to market. Looking to raise up to £200m... Intention to Float - HTTPS://www.investegate.co.uk/triple-point-soc-hsg/rns/intention-to-float/201707200700105654L/ IPO prospectus - HTTPS://www.triplepointreit.com/storage/documents/SOHO%20-%20Prospectus%20(20%20Jul%202017).pdf HTTPS://www.triplepointreit.com/ Triple Point Social Housing REIT plc The Company's investment objective is to provide Shareholders with stable, long-term, inflation-linked income from a portfolio of Social Housing assets in the United Kingdom with a particular focus on Supported Housing assets. The portfolio will comprise investments in built assets and the forward funding of pre-let development assets, the mix of which will be optimised to enable the Company to pay a covered dividend increasing in line with inflation and generate an attractive risk-adjusted total return... ...Following deployment of the Net Proceeds of the Issue and associated gearing, the Company is targeting a covered dividend equal to 5 per cent. of the Issue Price per Ordinary Share1 in respect of the Company's first full financial year, to be paid quarterly and increasing annually thereafter in line with inflation...
speedsgh
19/7/2017
10:22
speeds - yes, it's head scratching. And the biggest (LAND, BLND) are sitting on huge nav discounts (30% recently) whilst reducing investment, selling stuff and doing share buybacks.
jonwig
19/7/2017
10:08
Interesting that some REITs are now struggling to raise the desired levels of capital at IPO. May be more a reflection on the perceived quality/lack of history of the companies rather than a reduction in overall demand? Quality companies with track records are still managing to get away oversubscribed fundraisings (BBOX NRR etc). Have to say I was sceptical of Supermarket Income REIT investment proposition when I read re intention to float.
speedsgh
19/7/2017
07:14
Wasn't convinced either. Supermarkets seem to be over their recent hump, but as a business model the gigantic stores seem to have had their day. I'd invest if they said they were only going to buy Aldi or Lidl sites :)
spectoacc
19/7/2017
07:08
Supermarket Income REIT raised £100m of target £200m. I don't know the ticker, but SUET would be appropriate. Dealings start 21 July. I didn't apply.
jonwig
16/7/2017
14:58
I don't think they are looking for bargain, but secure, quality assets they can leverage and use to provide dependable income...
stemis
15/7/2017
19:52
Long leases & index-linking tho - I'd say that's pretty good. I don't see interest rates rising (or at least, 2% would be the "new normal") but there's a lot swimming naked if they did go back to eg 5%.
spectoacc
14/7/2017
09:36
Going to be interesting to see what the costs of purchase are, and where (eventually) it leaves the NAV.
spectoacc
11/7/2017
12:07
Yes, IIRC the target size of the placing at IPO was £150m but they only achieved £80m. jon - I wouldn't worry. Alex Short seems like a lovely lady from what I can tell :o)
speedsgh
11/7/2017
08:22
Oops! And I sent an e-mail ... blush! :(
jonwig
11/7/2017
08:06
Thanks @Mike - the blind leading the blind here :)
spectoacc
11/7/2017
07:52
Guys - only £80m raised @ IPO. Are you getting confused with the RESI REIT figure of £180m mentioned in post 54? Figures in RNS seem correct to me. I hope Alex is gentle in her response!
yorkiemike
11/7/2017
07:43
Spec - yes, it's about 13%. Will they identify the actual properties some time? Most companies do this.
jonwig
11/7/2017
07:26
Simple typo seems the likely explanation, but "..A hotel, a gym & an ice rink" for £54m would seem way too much so am guessing the "1/3rd" is the typo. The yield, index-linking and time to expiry all seem spot on.
spectoacc
11/7/2017
07:18
An announcement at last: Https://www.investegate.co.uk/aew-uk-longleasereit--aewl-/rns/portfolio-update/201707110700046451K/ But surely there's an error: The combined value of the assets is £24m and represents over 30% of the net proceeds raised ... 30% of £180m is £54m. I've contacted Alex Short, the named person in the RNS.
jonwig
07/7/2017
15:16
RESI REIT raised £180m hxxps://www.resi-reit.com/documents-news
davebowler
05/7/2017
14:08
The Charles Stanley buy of 4m shares was for discretionary clients.
jonwig
05/7/2017
13:31
My last post here. Sold all my shares this morning at a very small loss. Perhaps they are too busy with AEWU to attend to AEWL ?
tyranosaurus
03/7/2017
18:00
Two RNS`s and still no acquisitions.
tyranosaurus
Chat Pages: 4  3  2  1
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