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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
  0.00 0.0% 76.40 74.80 76.60 76.40 76.40 76.40 19,771 08:09:42
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Real Estate Investment Trusts 17.8 3.7 2.4 31.8 121

Aew Uk Reit Share Discussion Threads

Showing 476 to 500 of 1025 messages
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DateSubjectAuthorDiscuss
28/6/2019
16:01
UK property doing well today. Appears to be across the board.
sogoesit
27/6/2019
15:19
And meanwhile, the bid seems to be getting firmer, although we are at NAV flat. Lofty heights for AEWU, but it seems that the income has been so steady at 8.0pps it’s being regarded as undervalued from an NAV perspective. Valuation should be a risk adjusted thing, taking into account hard factors (e.g. financials and property type and location) and soft factors such as management and history. You could argue that this could trade at a 20% premium (rather like PHP does), yielding around 6% (assuming a 10 year horizon). This would put it at the same level as a number of other property and infrastructure REITs, and still at a higher yield than quite a few. Still, I’ve let a few go, and will continue to do so as RGL has cheapened up a little, AEWL is quite a bit too low for the risk and NRR just has to take its NW medicine. There will be a time to attack those again (already have, but only with medium artillery).
chucko1
27/6/2019
15:12
i have been thinking of selling some but there seems to be plenty of buyers about and the price keeps nudging up so have held off so far
jon123
27/6/2019
10:31
Must admit I have sold out of my holding today.
rcturner2
26/6/2019
11:01
I agree, SpecToAcc - and also with your sentiments on Green Infrastructure funds You will find more discussion - perhaps better discussion - over on the Lemon Fool on REITS, Green funds and VCTs - we would welcome your contribution there. Try https://www.lemonfool.co.uk/viewtopic.php?f=8&t=17343 to start with kind regards - A000
a0002577
26/6/2019
06:25
Personally I see nothing wrong with AEWU, with its steadily growing NAV & fat covered yield, trading at par. "Daft" is the premiums on many of the alternative energy ITs. Reminds me a lot of the infrastucture ones before Old Labour sorted them out. BSIF springs to mind.
spectoacc
26/6/2019
06:22
nimbo, I think it depends on the assets being held by individual REITs. There are other REITs on much larger discounts and yields such as NRR (New River) but then that REIT has shopping centres and other retail assets so is more risky in the current environment. There is also the debt/leverage issue to consider when comparing REITs as some are quite possibly overborrowed and exposed to LTV covenant breaches.
rcturner2
26/6/2019
05:43
And what are the alternatives please ?
solarno lopez
25/6/2019
21:24
Maybe. The market is bonkers - why it thinks its a good idea to drop these reits to such large discounts to bring them back to 0 is ridiculous. Why anyone is still holding this at NAV given the alternatives...although income good of course.
nimbo1
24/6/2019
12:39
nimbo - I reckon AEWL would be a better match for CREI; though obviously an in-house deal with AEWU brokered by AEW would be neat. Whatever, whilst waiting for the result of the Strategic Review, AEWL certainly look good value on a 19.6% NAV discount and 7.1% yield; as I posted extensively yesterday on the AEWL and CP+ threads...
skyship
24/6/2019
09:33
Maybe the two sets of managers should get together. No, wait.. ;) AEWL a completely different beast - long leases, lower rents. Pity no one seems to want to buy it, as flogging off individually will incur c.5% stamp duty.
spectoacc
24/6/2019
09:26
AEWU should buy AEWL - at a 9% discount to AEWL NAV and a 9% premium to the AEWL share price. That would be immediately enhancing to the NAV of AEWU and probably be acceptable to AEWL holders... They can issue the shares at NAV here as that's where this now sits.
nimbo1
18/6/2019
05:53
Yes - AEWU went onto SETS (or rather, the old SETSmm) in middle of the day last week.
spectoacc
17/6/2019
17:05
Has this just moved to SETS as most trades were AT today. Can only remember seeing O trades before. Also number of trades at over 300 is way above normal for AEWU.
2wild
17/6/2019
15:55
AEWU has twice gone through similar of course; the difference with AEWL is that it's already in an "all options open" review, so does seem a bit odd. The longer it goes on, the more I'm guessing "..Decided to stay with current manager on slightly reduced fees" result. AEWU seller does seem to be long gone at least.
spectoacc
17/6/2019
15:27
Indeed. I just bought a few more L at 0.2p above bid on a 2p bid-offer. There’s an angry seller out there!
chucko1
17/6/2019
15:12
Have bought more AEWL (near to bid too) but it's a funny one - may not exist soon if Board ever make a decision. Whereas AEWU, still awaiting the "NAV + costs" fundraising - can't be far away I reckon.
spectoacc
17/6/2019
14:01
Yup. Been selling a few, but I have been met by a wall of buyers!! Real concerted buying. I really have no clue why. And still AEWL is in the dog house. AEW really needs to share the love.
chucko1
17/6/2019
13:36
Creeping back towards NAV of c.98p/share (based on last NAV less divi plus earnings).
spectoacc
05/6/2019
14:20
Well, I had sold some of this in order to buy RGL. Swapped a bit of it back again just now. 5p in between for nothing other than randomness. This is the way with these REITs often times.
chucko1
05/6/2019
14:00
EPIC sliding as well - I topped up. I'll add here if it gets to 90p.
dendria
05/6/2019
13:40
92 and I’m buying back my sales. That said, AEWL has moved lower too, so I’m not yet convinced there’s not something else afoot here, rather than the return of the previous seller.
chucko1
05/6/2019
13:15
Seller returned for another bite?
eeza
28/5/2019
21:05
Ring them , thats drivel .
holts
28/5/2019
17:28
With Lloyds Bank and pay £8 or £11 commission 0.5% stamp duty and on trades over £10,000 PMT Levy of £2 is also due.
2wild
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