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Share Name Share Symbol Market Type Share ISIN Share Description
Aew Uk Reit Plc 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
  1.30 1.69% 78.20 76.20 77.80 78.40 75.60 77.80 319,350 16:35:21
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Real Estate Investment Trusts 17.8 3.7 2.4 32.6 124

Aew Uk Reit Share Discussion Threads

Showing 426 to 449 of 1025 messages
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DateSubjectAuthorDiscuss
09/5/2019
14:02
Showing two of them as buys, that's how good the quote was.
spectoacc
09/5/2019
13:21
I had no idea you could do that on ADVFN! Thx.
chucko1
09/5/2019
13:14
What prices did they get on the 3x25?
chucko1
09/5/2019
13:11
And it possibly only ticked down at all because some punter shoved out 3x25k this morning, at such favourable quotes on XD that he couldn't resist ;) Seller does seem done, even if they could still return some time.
spectoacc
09/5/2019
13:09
Yes, last I saw was 94.25 bid which is 96.25 in old money. That’s 0.5p more than yesterday. It also appears to be creeping slightly higher now.
chucko1
09/5/2019
12:39
And the drop today was less than the dividend which augurs well!
a0002577
08/5/2019
14:59
Perfectly possible - still waiting for an RNS for last selling mind!
spectoacc
08/5/2019
14:54
The previous seller would likely have been active again at this price. Perhaps they were reducing a position rather than selling all?
chucko1
08/5/2019
14:39
Nice little rise into XD no bad thing. Should know soon whether there's still a seller & they're waiting until after XD!
spectoacc
08/5/2019
10:41
I have also been overweight in my portfolio with AEWU so although its a lovely divi it was playing on my mind. I feel happier now i have sold 3/5ths of my holding and spread that around a little. I intend to now put AEWU in the cupboard and forget about it.
bhafcseagull
08/5/2019
09:49
RCT I guess it depends on ones portfolio approach...I put 30% of all my investment funds into the reits during December because what I attempt to do is identify where I believe things look compelling and go with conviction - after all its about how much you make not how you do it ; ). Aewu 90p, regional reit @95 and WHR 97 ish. So for me selling was more an exercise in risk control and recognising its been a good run. Im already missing the income in my spreadsheet though so was probably the wrong decision.
nimbo1
08/5/2019
07:37
RCT, I largely agree. But at an 8-9% yield, versus basically 1% risk free(ish) rate, the cost of selling at a premium (but the stock remaining at a premium for an extended period) could turn out to be high. Unless there are compelling alternatives. But tomorrow may look totally different!!
chucko1
08/5/2019
07:17
I am surprised how many people seem to buy and sell these funds on a trading basis. They are boring income funds, once in at a good price I will just sit here and take my dividend. I would only sell if the funds moved to a premium.
rcturner2
08/5/2019
06:29
Agree on KIDs - even for equity funds they're deft. When times are good, they show good times continuing. As soon as we have a bear market again, they'll start showing doom & gloom. Been thinking more on RGL's performance fee but a discussion for another thread.
spectoacc
07/5/2019
17:00
What seems to concern a number of contributors on another RGL board are the “sky-high̶1; costs involved in running this REIT. They cite the KID which appears to show annual costs as high as 6% or so. It is similar for some other REITs. Performance fees appear to be a part of this, and I think it is that issue which is concerning people. All I can say is that these KIDs are worth less than used toilet paper. Under a fairly recent EU directive, all funds have to estimate the all-in costs of a fund as well as giving an idea of potential upside and downside outcomes over certain timeframes. They use a purely formulaic approach which works acceptably for most funds (usually pure equity funds), but is laughable for a number of others. For REITs, it looks as though they assume the entire value of the portfolio is purchased each year, and hence SDLT is regarded as an annual cost. That actually makes more sense than the assumptions they employ to work out the potential losses in an adverse scenario. Please, just use your own common sense!!
chucko1
07/5/2019
16:29
@chucko1 - had to look it up, and once again I'm going O/T, but RGL: "In accordance with the management arrangements, the Asset Manager and Investment Manager are each entitled to a 50% share of a performance fee of 15% of total shareholder return in excess of an annual hurdle rate of 8%. The initial performance fee period ran from 6 November 2015 to 31 December 2018 resulting in an inaugural performance fee crystallisation of £8.9m. Further details of the performance fee can be found in the full Annual Report and Accounts 2018." So 15% of everything over the 8%, which they must be most of the way to with income.
spectoacc
07/5/2019
13:50
@Spectoacc, it’s only after a further 8% from high water mark that performance fees are deducted, if my memory is good. That does not worry me, although it would become a potential issue in a higher interest rate environment.
chucko1
07/5/2019
13:38
@nimbo1 whereas I've sold RGL today ;) Not particularly negative on them, but had a good run & never been comfortable with their performance fee scheme, which has the potential to make costs look very high (tho only if they're successful of course). AEWU is solely income/discount for me. WHR has potential to improve NAV from here, & SHED is my dark horse NAV riser.
spectoacc
07/5/2019
13:05
Im not negative on AEWU - 9% income is fantastic - for me it was a short term trade which looks like it may backfire.
nimbo1
07/5/2019
13:04
My thought process was out of all my reit holdings this is probably my least favourite - I hold the same amount in £ of WHR and Regional Reit - I like the fact they have specialist strategies and appear to be able to create NAV growth. I don't see AEWU generating significant NAV growth - so for me it was always about the discount moving around. Looking at level2 I was hasty to sell as there is now only one mm selling on 95.8...so it will no doubt move higher.
nimbo1
07/5/2019
12:47
I’m not sure I’m bothered what the seller is doing. It seems a little hamfisted to sell at 90.3p when there is clearly buying interest at higher prices, regardless of how much is known to be sold. Here we are at over 94 bid, and it’s not as though the buyers at 90.3p are rushing to exit here. Yes, taking a profit is fine, but how long do you want to risk being out of this market for at 9% div yield? Plus stamp duty. But then I’m in this for the long term income, so I’m just one constituent of this market. Respect all strategies.
chucko1
07/5/2019
11:20
you may well be right - in which case I'll kick myself ; )
nimbo1
07/5/2019
10:56
Good luck all, can't go wrong taking a profit, though I find it tends to not work as often as it does work, when trying to nick a few p! If the seller's done, we're going back to a quid ;)
spectoacc
07/5/2019
10:32
I have also decided to sell 20,000 shares in 2 batches which both showed as buys. I have another 10,000 at a slightly higher price to see if they shift but will keep the remaining 20,000 for a while and see what goes. I have bought a load of Centrica today just to see if i can make a few quid out of the dividend but i will look to offload as soon as i can.
bhafcseagull
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