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Share Name Share Symbol Market Type Share ISIN Share Description
Aew Uk Long Lease Reit Plc 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
  0.00 0.0% 72.50 72.00 73.00 - 0.00 01:00:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Real Estate Investment Trusts 6.9 4.2 5.3 13.8 58

Aew Uk Long Lease Reit Share Discussion Threads

Showing 426 to 449 of 475 messages
Chat Pages: 19  18  17  16  15  14  13  12  11  10  9  8  Older
DateSubjectAuthorDiscuss
25/2/2020
16:19
Today's Update - see Header - would certainly seem to underwrite the current share price A 21% discount & 7.4% yield represents pretty good value versus other REITs. This snippet seems pretty unrealistic however: "The Board, along with the Group's advisers, is continuing to seek longer term solutions to expand the Group, including the introduction of new capital, and to deliver further shareholder value." I still believe a trade sale or voluntary liquidation would be the best way to deliver shareholder value.
skyship
18/2/2020
06:55
@2wild - tell that to Linkers. I see c.95p as fair value, but takes two to make a market.
spectoacc
17/2/2020
19:07
I'd question the likely ERVs of some long income portfolios - how achievable are they in the open market? Indexation are least gets us something.
edinandy
17/2/2020
18:45
With inflation at 1.3% and forecast to drift lower, index linking is becoming more of a hindrance than a benefit. Ithink 75p is fair value.
2wild
17/2/2020
17:06
It's more of a concern while no manager or plan. At the moment it's ok if you get out right. I suspect they will sell to one of the other reits soon.
edinandy
14/2/2020
22:50
The index yielding is largely illusionary It'll last, for a while/quite while until it doesn't, when tenant goes bust and market ERVs haven't kept pace with inflation
williamcooper104
14/2/2020
22:47
So true; v glad I bailed out on that one when I realised that being having difficulty selling (had a v large position at the time relatively) meant that no matter how safe the asset class was it was better just not to be in it in a major way And ground rents really are a truly AAAA (as in better than gilts) asset class in terms of pure credit risk - but they've got a huge amount of political risk Commercial ground rents have more credit but much less political risk (consenting adult/corporates as tenants not individuals) but alas as a private investor you can't access them
williamcooper104
14/2/2020
12:37
And how often does that "certainty" turn out to be anything but! GRIO a case in point, with their rock-solid (not) ground rents fund.
spectoacc
14/2/2020
12:15
HP, it’s not that I am unaware of the risks, but prefer the higher yielding opportunities that are not really available to those who require certainty. Or are unwilling or unable to exercise patience.
chucko1
14/2/2020
11:47
@HP - I nearly added "...And the NAV discount more than covers another Meridian scenario..", but thought better of it ;) Hopefully lightening won't strike twice, but who knows - at least the market for re-letting is buoyant atm.
spectoacc
14/2/2020
10:28
HP - that is why the share price is where it is! All in the price; and the price now provides clear value.
skyship
14/2/2020
09:58
The administration of Meridien shows the risks surely? Index linked yields aren't much use if the tenant goes bust. And dividend certainly not covered this year.
hugepants
14/2/2020
09:06
AEW done as investment manager on 9th April, with no clarity as yet on who'll be taking over. Not sure if that's going to lead to selling pressure (insts AEW ramped into it), followed by buying pressure (new manager's acolytes coming in instead). Either way, as many have pointed out, we've a strong yielder, with NAV protection, very long average time to breaks, divi coverage restored next year, and a large amount of index-linking. Sub-scale, but one of the very few not to have rallied hard post-GE.
spectoacc
14/2/2020
08:59
I bought into this recently, it is just an income share for me, I am not concerned about the share price/NAV position.
rcturner2
14/2/2020
08:54
But just to point out that we got the dividend again for free yesterday. The bid remains where it was with trades actually going through near to mid market. That said, it did just the same thing three months ago and then drifted back to near 71p. But at 7.5% covered yield, even this is perfectly tolerable, although decent upside remains (likely, in my opinion).
chucko1
11/2/2020
15:16
That's a reasonable dividend in a couple of days! @£6,850.
skinny
11/2/2020
15:15
Must know something we don't....
edinandy
11/2/2020
14:05
OK - come on, own up - who just bought 500k @ 74p?
skyship
10/2/2020
16:51
Volume picks up as price steadies: free stock charts from uk.advfn.com
skyship
08/2/2020
14:18
Priorities ...
chucko1
07/2/2020
15:58
I will add 50 once I finish my coffee
playful
07/2/2020
12:28
Added a few too.
chucko1
07/2/2020
11:57
Back off holiday last night - I've added a few across 3 accounts this morning.
skinny
07/2/2020
11:52
In that scenario, for what would the cleaners be needed? ;-) Have to fess up that I added yesterday too, with results better than anticipated, although I was out til the afternoon and didn't get the earlier prices
spangle93
Chat Pages: 19  18  17  16  15  14  13  12  11  10  9  8  Older
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