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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 76.60 77.40 - 0.00 00:00:00
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 551 to 574 of 1025 messages
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DateSubjectAuthorDiscuss
28/11/2019
14:47
Skyship, my largest propco holding is also RGL with AEWU second plus a smaller holding in SUPR. I have HCFT on my watchlist but couldn't decide if I liked it enough considering the retail aspect so have deferred for now. I suspect SUPR is probably the safest propco in the sector considering the tenants' profile and rental strategy of inflation linking but of course the much lower yield of c.5.35% reflects that lower risk. Until recently I also held PHP but sold when the share price went up so much that the yield went below 4% and it seemed to me to have become overpriced (certainly compared to SUPR for example which I'd guess is best comparator). I sold PHP having held from the days of 102p based on a Mike Walters tip originally. As I get further into my retirement years I find myself increasingly drawn to holding propcos within my income portfolio but choice is difficult. Anything with large retail exposure worries me (SUPR I consider an exception to that due to its tenants).
redhill9
28/11/2019
14:42
Picked up a few more at 92.4p. Love the borrowing rate. The loan incurs interest at 3 month LIBOR +1.4%, which equated to an all-in rate of 2.17% at 30 September 2019 (31 March 2019: 2.32%). The Company has entered into additional interest rate caps on a notional value of £46.51 million at 2.00% covering the extension period of the loan from 20 October 2020 to 19 October 2023. Although there has been no dividend growth, cover has been rising over the last few years and is now 109%. Prefer REITs that wait until they can already fully cover any increased amount.
2wild
28/11/2019
13:51
redhill - spot on. My largest holding is of course RGL; thereafter AEWU & EPIC. Less happy with this last; though the lower share price surely prices in the retail w/hse concern. Can you say where else you would go in the sector? NB: I sold my HCFT due to the same retail w/hse concerns as EPIC; also playing a few DJAN, though that simply a short-term oversold trade and a nice chart for a little upside...
skyship
28/11/2019
11:03
redponza, it's true the dividend has been flat but with a current yield of c.8.65%, which is seemingly adequately covered by earnings, lack of dividend growth isn't a great concern? Not a share to go overboard on but worth holding for diversification in a property/income portfolio.
redhill9
28/11/2019
10:11
Stemis - I don’t think it has if Skinny’s 561 is correct
sleepy
28/11/2019
09:54
I always think the problem of this ticker is that its dividend per share never grows....
redponza
28/11/2019
09:22
Well they've certainly achieved full coverage of the dividend. I don't quite understand how the average lease expiry has fallen by 1+ years under just 6 month. That's either a threat or an opportunity, depending on how you look at it...
stemis
28/11/2019
07:13
Half Yearly Results. Financial Highlights ● Unaudited Net Asset Value ("NAV") of £147.55 million and of 97.36 pence per share ("pps") as at 30 September 2019 (31 March 2019: £149.46 million and 98.61 pps). ● Operating profit before fair value changes of £7.26 million for the period (six months ended 30 September 2018: £6.86 million). ● Profit Before Tax ("PBT") of £4.16 million and 2.74 pps (six months ended 30 September 2018: £11.68 million and 7.71 pps). PBT includes a £2.41 million loss arising from changes to fair value of the investment properties in the period (six months ended 30 September 2018: gain of £5.65 million). This change explains the significant fall in PBT for the period. ● Unadjusted EPRA Earnings Per Share ("EPRA EPS") for the period of 4.37 pps (six months ended 30 September 2018: 4.10 pps). See below for the calculation of EPRA EPS. ● Total dividends of 4.00 pps have been declared for the period (six months ended 30 September 2018: 4.00 pps). ● Shareholder Total Return for the period of 5.50% (six months ended 30 September 2018: 3.56%). ● The price of the Company's Ordinary Shares on the Main Market of the London Stock Exchange was 93.90 pps as at 30 September 2019 (31 March 2019: 92.80 pps). ● As at 30 September 2019, the Company had drawn £50.00 million (31 March 2019: £50.00 million) of a £60.00 million (31 March 2019: £60.00 million) term credit facility with the Royal Bank of Scotland International Limited ('RBSi') and was geared to 25.50% of the portfolio valuation (31 March 2019: 25.30%). ● The Company held cash balances totalling £2.01 million as at 30 September 2019 (31 March 2019: £2.13 million). Under the terms of its loan facility, the Company can draw a further £1.64 million (31 March 2019: £2.31 million) up to the maximum 35% loan to NAV at drawdown. Property Highlights ● As at 30 September 2019, the Company's property portfolio had a fair value of £196.05 million across 35 properties (31 March 2019: £197.61 million across 35 properties) and a historical cost of £197.02 million (31 March 2019: £196.86 million). ● As at 30 September 2019, the Company's property portfolio had an EPRA vacancy rate of 3.96% (31 March 2019: 2.99%). ● Rental income generated during the period was £8.78 million (six months ended 30 September 2018: £8.46 million). The number of tenants as at 30 September 2019 was 92 (31 March 2019: 95). ● EPRA Net Initial Yield ("EPRA NIY") of 7.45% as at 30 September 2019 (31 March 2019: 7.62%). ● Weighted Average Unexpired Lease Term ("WAULT") of 4.33 years to break and 5.82 years to expiry (31 March 2019: 4.87 years to break and 6.10 years to expiry). See below for definition and relevance to strategy. more.....
skinny
18/10/2019
06:21
AEWU continuing to do everything right IMO. Alex Short done such a good job of AEWU, and such a poor job of AEWL. But remarkable how the small retail holdings (c.14% of the fund) were marked down 5.77% in just one quarter.
spectoacc
18/10/2019
06:17
NAV Update and Dividend Declaration. Highlights At 30 September 2019, the fair value independent valuation of the property portfolio was £196.05 million (30 June 2019: £196.56 million). On a like-for-like basis the valuation of the property portfolio decreased by £0.51 million (0.26%) over the quarter (30 June 2019: decrease of £1.05 million and 0.53%). NAV of £147.55 million or 97.36 pence per share (30 June 2019: £148.33 million or 97.87 pence per share). EPRA earnings per share ("EPRA EPS") for the quarter of 2.13 pence per share (30 June 2019: 2.25 pence per share). The Company today announces an interim dividend of 2.00 pence per share for the three months ended 30 September 2019, in line with the targeted annual dividend of 8.00 pence per share. NAV total return of 1.52% for the three months ended 30 September 2019 (three months ended 30 June 2019: 1.28%). The Company remains conservatively geared with a gross loan to value ratio of 25.50% (30 June 2019: 25.44%).
skinny
14/10/2019
17:30
This is by far my largest holding and the total value of my portfolio is often skewed by random movements on AEWU.
2wild
14/10/2019
16:02
This is one of the weirdest shares for intra day price moves!
skinny
10/10/2019
20:38
Yes, it was trading 90/90.25 near the close. Strange that the seller had a chance to sell at 94 for the past two weeks, but sold a lot today and yesterday down here. Same thing seems to happen frequently with this share. It’s as though someone has a perpetual desire to lose money.
chucko1
10/10/2019
16:58
Topped up at 90.25
hugepants
09/10/2019
14:48
I was just offered 90.83 & 90.62 - albeit on 1000 shares.
skinny
09/10/2019
14:45
And yet 95.6 and even 97 traded a couple of weeks back. No news whatsoever. I like this kind of stupidity.
chucko1
09/10/2019
14:35
You can buy at 90.85 and sell at 90.62 just now. One of the smallest spreads I've seen on this stock.
lowtrawler
09/10/2019
06:09
A sensible RNS. "Why increase gearing ceiling, if no intention of using it?". With gearing already low, they can survive a massive (Brexit-induced?) collapse in valuations before covenants ever became an issue.
spectoacc
07/10/2019
13:36
Bought at 91.5p. Looks like random motion between 91p and 96p.
chucko1
07/10/2019
10:20
Please, any chance you could put a volume chart on the header?
petersinthemarket
07/10/2019
07:25
Heading back to the lows again....
skinny
04/10/2019
11:15
Why would anyone trade 1 share?
2wild
04/10/2019
09:54
That 1 AT @91.40 is misleading this morning.
skinny
24/9/2019
15:29
Thanks @2wild, you're right - went into the Smallcap, not the 250, at review before last. Seeing it as happy AT'ing at 96p as 94p does imply less careful tracker buyer tho.
spectoacc
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