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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
  -0.60 -0.78% 76.60 76.40 77.00 78.80 76.80 78.80 308,682 16:35:05
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 576 to 600 of 1050 messages
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DateSubjectAuthorDiscuss
11/12/2019
12:42
Dummy trade to buy 1k worth at 91.13 so these small trades are buys Skyship.
ramellous
11/12/2019
12:39
Did mine earlier in the week, now all out of AEWU. Hope to be back in again at some point.
spectoacc
11/12/2019
12:28
Quite a bizarre series of small sales today - absolutely no idea why that should be. Pre-election jitters perhaps...
skyship
11/12/2019
12:19
Just bought at 91.13p
neilyb675
02/12/2019
20:40
Thanks for the link to PCA note. Reading through this just strengthens my view that this is decent property portfolio with good upside potential.
riverman77
02/12/2019
10:42
Sorry O/T: HP & Riverman, Edison update their PCA thread: https://www.edisongroup.com/publication/investing-for-growth-5/25702
skyship
29/11/2019
16:44
HP - no problem. Actually Retail & Retail W'hse are separately classified by all propcos, so I merely repeat the returns as stated. Retail has been more seriously impacted by both internet shopping and CAV action. Ret. W'hse has suffered too; though less severely.
skyship
29/11/2019
16:29
Apologies thought EPIC were 100% retail. "Retail W'hse (rather than Retail)" Semantics surely? EPIC said the retail warehouse index cratered 6.9% in the last 6 months.
hugepants
29/11/2019
15:46
EPIC got it badly wrong, switching into Retail Warehouses about 20 months ago. Maybe it'll come right for them - maybe it won't. Didn't think much of RLE's last acquisition but would love Invesco to properly dump so we could buy them on the cheap. Have never liked PCA management but everything has its price. I'd buy again if low enough. SHED the best for me, right sector, right management, but prone to being illiquid and the occasional dilutory fundraising. The not risk-free AEWL my largest prop (see "everything has its price").
spectoacc
29/11/2019
15:39
HP - EPIC is 24% Office; 72% Retail W'hse (rather than Retail); 4% Spec/Alt. As I stated in my 566 above, I hold a few EPIC from sometime back; and the Sp has drooped because of their over-exposure to Retail Warehouse.
skyship
29/11/2019
14:26
I hold RLE and PCA. RLE actually has a well diversified portfolio. Not sure skyship how you can claim RLE has too high an exposure to retail when one of your picks, EPIC, is 100% exposed to retail! (RLE is on a similar discount and yield to EPIC)
hugepants
29/11/2019
08:57
Riverman: PCA - as posted many times, I will never buy PCA again whilst Sinclair still at the helm. He trashed any credibility with that absurd pre-emption placing 2 yrs ago which slashed both the Sp and the NAV, all to satisfy his ego to manage a fully listed rather than AIM listed propco. RLE - I do occasionally trade them; but not a core holding due to their rather eclectic portfolio which appears to have very little coordinated strategy. 2018 stats showed Office 38%; Retail 36%; Spec./Alt 26%. Retail rather too high. Current share price of 53p seems to represent Fair Value.
skyship
29/11/2019
06:06
I am a foreign investor and so will incur a 20% dividend withholding tax, the 8% yield will turn to sth like 6.8%.... RGL at least has some growth in DPU which is more attractive to me.... PCA's management seems a bit poor?
redponza
28/11/2019
17:12
You can get regional office exposure through RLE and PCA but at much more attractive discounts (both over 20% last time I looked).
riverman77
28/11/2019
16:44
IMO regional offices are in a sweet spot, so I like AEWU, but have a far higher allocation to RGL. Also the management far more active, as Specto states above.
skyship
28/11/2019
16:42
Compare..... AEWU..to..RGL: Sp....……………; 94.0p......108.5p Discount:....3.5%.....5.1% Yield:...…...8.5%.....7.6% Office:......23%......78% Industrial:..48%......14% Retail:......14%....….6% Spec./Alt....15%......2%
skyship
28/11/2019
16:21
True @HP, but RGL much more "active". AEWL my largest property IT, with SHED probably my favourite. Have some AEWU but not so many.
spectoacc
28/11/2019
16:01
Re comparison with RGL I hold both but hold a lot more of AEWU. Aren't they both yielding about the same and on similar discounts to NAV? But AEWU has LTV of only 25% versus RGL at 40%.
hugepants
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
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