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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
  0.20 0.26% 76.60 75.20 76.60 76.60 75.20 76.40 25,220 08:10:10
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Real Estate Investment Trusts 17.8 3.7 2.4 31.9 122

Aew Uk Reit Share Discussion Threads

Showing 451 to 475 of 1025 messages
Chat Pages: Latest  29  28  27  26  25  24  23  22  21  20  19  18  Older
DateSubjectAuthorDiscuss
26/5/2019
11:07
Barclays stopped caring about it's investment platform a long time ago. Woeful service. 'Smart Investors' - definitely misnamed.
eeza
26/5/2019
09:13
Same here £11.95 + stamp duty.
skinny
25/5/2019
20:12
only ever paid commission about a 10er and stamp duty nothing like that cost
jon123
25/5/2019
17:52
Hi guys , i tried to buy some of these friday , 10,000 through Barclays Smart Investor, and as i went to hit the buy button a Costs and Charges Disclosure window popped up making me aware of charges which totalled about £578. Is this normal for this Reit , are these charges for the Investment Manager, has anyone else paid similar costs? Appreciate any replies. Dan
danny500
23/5/2019
07:26
@RCT - it can, just as it could at say RGL (40% LTV), though headroom may be as important. Note this from NRR: "-- Affordable average retail rent of GBP12.52 psf (March 2018: GBP12.36 psf); deliberately limited exposure to structurally challenged sub-sectors such as department stores (<0.1% of total income) and casual dining (1.2%)" and compare it to CAL's portfolio, with its Debenhams and TopShops etc. LTV up sharply much less because of valuation drop, much more because they're spending on assets. One point on NRR tho - they're going to see some share selling if/when (when, IMO) Woodford collapses.
spectoacc
23/5/2019
07:23
New rivers LTV has gone up quite sharply in their latest results, why is it any different from CAL, surely it can go exactly the same way with the LTV hitting the covenants?
rcturner2
23/5/2019
07:20
NRR's a different beast to AEWU, but one of my larger holdings. Re our CAL discussion, and who's likely to be the winner from shopping centres: "NewRiver is pleased to announce that it has agreed terms, in principle, relating to a new 50:50 joint venture (the "JV") with BRAVO Strategies III LLC ("BRAVO"), a fund managed by the Pacific Investment Management Company, and also announces that it has exchanged contracts on the acquisition of a portfolio of four retail parks for total consideration of GBP60.5 million" I guess could make a list of who "invests", who "manages", and who "trades". Most of the standard small REITs (FPCT, UKCM, SLI, & many more) are the investing end, and RGL, NRR, PCA more at the trading/management end. AEWU nearer the investing end. All IMO, some may beg to differ.
spectoacc
23/5/2019
06:58
I'm not sure I would want to go anywhere near New River REIT.
rcturner2
22/5/2019
16:52
Happy to keep harvesting dividends from AEWU and RGL. Delighted to see NRRR share price dropping back as I have funds to invest. 210p would be nice for a 10% yield. Bring it on - no disrespect for current holders. By the way, four years ago to the day since I started this thread. Had a look back at early posts to see who was on here then and my early views on the company. Still slightly under the water with my first two share purchases, but the quarterly dividends keep clocking up. Property will come back in to fashion again one day. I just hope I am still here when it does. :-)
lord gnome
22/5/2019
16:17
SpectoAcc, I feel your pain. Though slightly less so as I decided to harvest a few more RGL divs instead. And some more NRR - brought the holding up to AEWU-type levels on that now as I see some transient fear returning to NRR to have knocked the price back meaningfully. Sky just reporting that May to resign tonight “according to sources”. Probability of harder Brexit increases - could knock NRR further.
chucko1
22/5/2019
15:37
Still a lot of buyers, and not quite up to NAV (taking income into account, and assuming no change to previous capital value). But either a C-Share or a raise at above NAV (to account for costs) is starting to look feasible. Both good for fund size/spreading of costs. Could do with it not going much higher or I might be tempted out, when really I just want to harvest the qtly 2p.
spectoacc
22/5/2019
05:59
@chucko1 - they've said they won't raise money unless it's at NAV or higher, including issue costs: "Any new Ordinary Shares will only be issued pursuant to the potential Share Issuance Programme at prices greater than the latest published NAV per Ordinary Share. " https://uk.advfn.com/stock-market/london/aew-uk-reit-AEWU/share-news/Publication-of-Circular/78136196 C-Share also likely.
spectoacc
21/5/2019
15:55
This fund has performed fairly well. A fund raise should go well, even close to NAV. In the medium term, it would be good to see AEWU achieve what AEWL was unable to - diversification and economy of scale. Market cap of £146mm or assets of circa £220mm is still pretty small.
chucko1
21/5/2019
15:38
Spikey close. I still think that "At or above NAV" fundyraisy will be coming soon.
spectoacc
14/5/2019
17:21
out of interest I bought some SRE today. If you want to investigate further this video is the best place to start. hxxps://www.piworld.co.uk/2019/04/24/sirius-real-estate-sre-investor-presentation-at-sharesoc-10th-april-2019/ Surprisingly it comes out 8th in the IC large cap quality screen behind GAW, Spirax, Mony, Paypoint, MJ Gleeson, Diageo and Unilever...so they must be doing something right.
nimbo1
14/5/2019
08:25
Many thanks for all the ideas
nimbo1
10/5/2019
13:34
Agreed re seller. Last NAV c.98.6p, I know 2p divi to come off BUT the divi's covered (just under last time, due to costs of the silly prospectus), so HAV won't be -2p. Thinking about the prospectus - maybe before long they'll be able to increase the size of the trust after all.
spectoacc
10/5/2019
13:01
95.60 bid. If the seller had further interest, surely they would have been in the market by now. This is 8% above where they were selling just 2 or 3 weeks ago. For us, it’s pretty well NAV flat now.
chucko1
09/5/2019
16:27
I also have ESP! :-(
skinny
09/5/2019
16:01
Nimbo have a look at this one http://uk.advfn.com/cmn/fbb/thread.php3?id=29245091
alanji
09/5/2019
14:56
Ha ha ESP, oh yes - I've got those too :) Also bought too soon, when they finally went to a discount, and had to avg out of trouble. Still sat on a few and happy with them for the moment.
spectoacc
09/5/2019
14:52
As some will know, I hold many of the same REITs as SpectoAcc, with NRR being a scolded gem. The only one that has caused me trouble is ESP. but I traded that a lot as it was at one stage at NAV + 13%. Is now NAV - 13%. Did not get badly caught but tied up a lot of capital for a while during its recovery. AEWL is another, but I had tiny positions and I see it as a speculative one now. Bought a few just an hour ago.
chucko1
09/5/2019
14:47
Nimbo1, what I believe is driving this is that there is a growing realisation that global interest rates can remain low for decades. Not just months or years. That was the case in previous eras, including in the 20th century and for very long periods even further back. It’s just that no one has any direct experience of this apart from those close to Japan. They’ve been there for 25 years and counting, but we all thought that this was a problem confined to them alone following the absurd asset bubble of the late 80s and early 90s (Nikkei average peak P/E of 72 and value of Imperial Palace real estate greater than that of all of California [I still find that difficult to believe]). We are at 2.44% UST10yr in the US - everyone was calling for 3.50% a few months back. So a flat yield curve and some now calling for a rate cut if no US/China trade deal. These REITs are likely good for 7.5% per annum with a 0.75% base rate. Low volatility to boot. I would only sell if there was a compelling alternative. Oh, like LYFT!?
chucko1
09/5/2019
14:45
@Nimbo1 - I'm not on a comm prop BB, but my current holdings are: AEWU, AEWL (for corp action/manager change), SHED, RLE, WHR, and probably a few more I've not remembered! Recently sold RGL but it's still a decent one IMO. Also recently sold BBOX. Am keen to be with good managers, in the right sub-sector, with not too much gearing, a decent yield (to keep them honest), and trading below NAV. Ideally active management too. Not over-keen on offices, but do like industrial. SHED is possibly my favourite but there's a lower yield and it's sometimes very illiquid. NRR another I like & hold, for the Woodford selling pressure and the very active management (and divi!). More pubco than comm prop tho.
spectoacc
09/5/2019
14:32
Out of interest I believe I was wrong to sell these. I may buy back - if I bought back today I'd pay the same price I sold at without the divi! Daft. Anyway ref the investment trust property sector as a whole it feels to me there has been a change of heart towards them. Suddenly investors see buying solid high income streams at a discount as a good idea. Funny that :). I see Commercial property (Regional) as one of the only asset class's that hasn't enjoyed a huge increase in value...and you can use the divi's to pay your bills. Spent and anyone else reading do you have any other ideas ref investment trusts in the sector? I will do some further research and share it here if I find anything of interest...or are you part of a commercial property adorn board?
nimbo1
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