Find Your Broker
Share Name Share Symbol Market Type Share ISIN Share Description
Aew UK Reit LSE:AEWU London Ordinary Share GB00BWD24154 ORD GBP0.01
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -0.20p -0.22% 89.20p 88.40p 90.00p 89.40p 89.20p 89.40p 494,590 12:18:41
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Real Estate Investment Trusts 12.3 9.8 7.2 12.4 135.19

Aew UK Reit Share Discussion Threads

Showing 176 to 199 of 200 messages
Chat Pages: 8  7  6  5  4  3  2  1
DateSubjectAuthorDiscuss
18/1/2019
14:10
Well, I bought a few more - I think it’s a well run REIT and the compensation is good enough.
chucko1
18/1/2019
13:50
I see no prospect of an imminent dividend cut.
belgraviaboy
18/1/2019
13:39
They have to pay out 90% (at least) of earnings. If earnings fall so can the pay out. Each div announcement carries the rider that the Div level is not guaranteed.
eeza
18/1/2019
12:40
They are a REIT and they cover their dividend (just). There cannot be a cut.
chucko1
18/1/2019
12:25
if you go on last years update release they'll be one next week if they old the dividend could be a good yield
jon123
18/1/2019
10:50
Bought a few today - 88.61p to buy!
spectoacc
18/1/2019
10:47
Getting a kicking again. Seems to be going in the opposite direction to the other REITS.
eeza
19/12/2018
09:38
that's only true if the sale is pulled if the sale continues then the plays only get cheaper but there has to be a point when things turn around just not sure were there yet
jon123
19/12/2018
09:02
There are a lot of bargains about just now. Anyone with the cash to build a portfolio would have the pick of the market at sale prices.
lord gnome
19/12/2018
09:02
Bought a handful more this morning, got quite near the bid so the MMs have a lot of stock. I see the issue as being a possible impending recession - gearing is relevant, yes, but so is length of leases, security of covenant, tenants going bust, and the killer: empty rates. Saying all that, I still like the property plays, but as pointed out before - there's so many "bargains" it's difficult to chose. Even BBOX has tempted me, for the first time ever.
spectoacc
19/12/2018
08:30
The dividend will only drop if rents drop - as a REIT they have to pay 90% of their income out as dividends. Also, note the low gearing of 26% Looks a Brexit Bargain here with a yield of 8.85%
belgraviaboy
19/12/2018
07:55
as long as they maintain the dividend i don't see a problem here just the market as a whole hammering the sector
jon123
18/12/2018
22:20
Brexit and state of the market waikenchan. Lots of property trusts are flat on the floor.
lord gnome
18/12/2018
21:05
Is the decline in share price just the brexit effect or do we think there are legitimate worries on the types of commercial properties AEWU hold?
waikenchan
15/11/2018
07:15
Half-yearly Results Financial Highlights ● Unaudited Net Asset Value ('NAV') of £151.65 million and 100.06 pence per share as at 30 September 2018 (31 March 2018: £146.03 million and 96.36 pence per share). ● Operating profit before fair value changes of £6.86 million for the period (six months to 31 October 2017: £4.96 million). ● Unadjusted profit before tax ('PBT') of £11.68 million and 7.71 pence per share for the period (six months to 31 October 2017: £6.99 million and 5.60 pence per share). ● EPRA Earnings Per Share ('EPRA EPS') for the period were 4.10 pence (six months to 31 October 2017: 3.73 pence). See below for more details. ● Total dividends of 4.00 pence per share have been declared for the period (six months to 31 October 2017: 4.00 pence per share). ● Total shareholder return for the period was 3.56% (six months to 31 October 2017: 5.17%). See below for more details. ● NAV total return for the period was 7.99% (six months to 31 October 2017: 6.06%). See below for definition. ● The price of the Company's Ordinary Shares on the Main Market of the London Stock Exchange was 95.01 pence per share as at 30 September 2018 (31 March 2018: 95.60 pence per share). ● As at 30 September 2018, the Company had a £60.00 million (31 March 2018: £60.00 million) term credit facility with The Royal Bank of Scotland International Limited ('RBSI') and was geared to 25.84% of the Gross Asset Value (31 March 2018: 26.00%). ● Since the period end, the Company has extended the term of its loan facility with RBSI by three years up to 22 October 2023. ● The Company held cash balances totalling £8.15 million as at 30 September 2018 (31 March 2018: £4.71 million), of which £7.40 million (31 March 2018: £3.57 million) was held for the purpose of capital acquisitions. Property Highlights ● As at 30 September 2018, the Company's property portfolio had a fair value of £193.53 million (31 March 2018: £192.34 million) and a historical cost (including purchase costs and capital expenditure) of £191.92 million (31 March 2018: £196.64 million), representing an increase of £1.61 million (31 March 2018: decrease of £4.30 million), or 0.84% (31 March 2018: decrease of 2.19%). ● The majority of assets that have been acquired are fully let and the portfolio had a vacancy rate of 3.27% as at 30 September 2018 (31 March 2018: 7.10%). ● Rental income generated in the period was £8.46 million (six months to 31 October 2017: £6.50 million). The number of tenants as at 30 September 2018 was 95 (31 March 2018: 104). ● Average portfolio Net Initial Yield of 7.90% (31 March 2018: 7.74%). See below for more details. ● Weighted average unexpired lease term ('WAULT') of 5.00 years (31 March 2018: 5.08 years) to break and 6.18 years (31 March 2018: 6.16 years) to expiry. See below for more details. more.....
skinny
13/11/2018
14:15
Started buying here - small to start...
belgraviaboy
13/11/2018
12:56
Always feels a mixed blessing when John Baron ramps something - goes to show the size of the seller tho.
spectoacc
13/11/2018
12:14
I note from John Baron's latest column in IC that he has recently added AEWU to his IT Income portfolio... HTTPS://www.investorschronicle.co.uk/shares/2018/11/09/ports-in-a-storm-and-inflationary-winds/ Meanwhile, during October... AEW UK REIT (AEWU) was introduced... AEWU seeks to capitalise on the pricing anomalies offered by smaller commercial properties on shorter occupational leases (averaging 4.9 years to break and 6.1 years to expiry) in strong commercial locations. An active asset management approach is then employed to improve income streams. The 8p dividend is now covered by earnings and represented a yield of 8.6 per cent at time of purchase. An experienced management team, a focus on the industrial sector, limited exposure to retail, a geographical bias outside the south-east and discount to the last reported net asset value of 100p adds to the attraction.
speedsgh
13/11/2018
11:53
Agreed - someone dumping. This is historic but: Coutts & Co. 15,762,994 10.4% Schroder & Co. Ltd. 14,981,358 9.88% Close Asset Management Ltd. 13,448,090 8.87% Quilter Cheviot Ltd. 11,157,173 7.36% Merian Global Investors (UK) Ltd. 11,087,801 7.32% Ostrum Asset Management 7,000,000 4.62% Premier Fund Managers Ltd. 4,835,085 3.19% Investec Wealth & Investment Ltd. 4,813,400 3.18% Hargreaves Lansdown Stockbrokers Ltd. 4,176,000 2.76% Hawksmoor Investment Management Ltd. 3,350,000 2.21%
spectoacc
13/11/2018
11:48
Plenty of retail buying but the offer is steadily dropping, so seller (or large unreported sell) in the background?.
eeza
09/11/2018
17:29
500,000 late reported trade timed 1505hrs @ 93.50p. Obviously been absorbed by the Market.
eeza
22/10/2018
14:27
Hi Jonwig: totally agreed that for the PI it doesn't make sense to buy the C shares it's why I gave that ridiculous example to highlight it. BUT remember this is a placing aimed at institutions. I am sure the board will not launch it unless they have already established a lot of interest. Institutions dance to another tune. As to VCTs - the boot is on the other foot here. Existing investors have funded the lemons and the new investors get the pickings (hopefully) from the ripening plums - much to my annoyance as an existing investor - they are being given my money by allowing then a share of my ripening portfolio.
a0002577
22/10/2018
12:27
A000... - ask yourself, if the current assets are worth 5% more than their shares (ords), why would the fully-invested C share assets (at, say, 95p) be worth more than the C shares? Their share price should fall immediately. And when conversion occurs on a nav basis, the C shares would turn into ords on a 0.95:1 basis, so a C share holder would end up with a 5p loss. If AEWU's shares stood at a premium, new ordinary shares could be issued at a slightly smaller premium. VCTs aren't comparable, as any new shares get a 30% tax rebate.
jonwig
22/10/2018
12:19
A000 - this is my understanding and precisely what we see when entities like GABI issue GABC shares. The only difference is that the proceeds from the C shares need be “substantially invested”. Tends to take a few months, and then gets converted into the current shares at some conversion factor that entirely eliminates dilution effects.
chucko1
Chat Pages: 8  7  6  5  4  3  2  1
Your Recent History
LSE
AEWU
Aew UK Rei..
Register now to watch these stocks streaming on the ADVFN Monitor.

Monitor lets you view up to 110 of your favourite stocks at once and is completely free to use.

By accessing the services available at ADVFN you are agreeing to be bound by ADVFN's Terms & Conditions

P: V: D:20190119 03:55:02