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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% 75.50 76.80 77.60 - 167,484 12:21:10
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Real Estate Investment Trusts 17.8 3.7 2.4 31.5 120

Aew Uk Reit Share Discussion Threads

Showing 651 to 673 of 1050 messages
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DateSubjectAuthorDiscuss
24/12/2019
15:40
2wild / Specto - do either of you mind explaining P. No. 649, because at the moment I view it as entirely bogus & totally irrelevant. Sorry, prepared to be convinced - but I suspect unlikely.
skyship
24/12/2019
15:17
I added some AEWU the other day - my main concern was putting too much in such a small fund. But the way things are going they might be able to issue next year(which I view as a good thing in a sub £250m fund). I particularly like the high exposure to industrial and the minimal reliance on high st income. Income is going up and the divi was already covered anyway. Have a look at the last results. If you want to be in commercial property with a good allocation to industrial and avoid high st retail I don't think there are many better options (can't put it all in SHED or even WHR!) AEWL is tiny - the best bet in my view would be a sale but they appear to have ruled that out. I don't think there is too much wrong with the portfolio but 3 years after launch they still haven't covered the divi. Underlying yield is lower and costs are much higher than at AEWU. It simply isn't big enough to be an effective and efficient REIT. It might work out well in the end but Its a special situation and not comparable to a sustainable REIT.
jombaston
24/12/2019
12:53
HugePants, tend to agree. The lack of volatility in its dividend coverage suggests it’s not as risky as it’s being priced. That said, it does have trouble keeping these lofty levels, but then there’s a higher degree of certainty in the National politics, so everything has been given a filip. It might stay around here. If you look at PHP with what is regarded as a gilt-edged dividend, it yields 3.8% with a NAV premium of around 40%. I thought it was expensive 9% ago, but “fixed” income comes more expensive nowadays.
chucko1
24/12/2019
12:06
Its not an obvious sell though is it? Its a conservatively geared property company with an 8% covered yield.
hugepants
24/12/2019
11:46
Nah mine was the earlier even smaller one! If I had any more left down the back of the sofa, I'd be out of those at over £1 too. I like AEWU but only at the right price.
spectoacc
24/12/2019
11:44
10K just traded @100.012p
skinny
24/12/2019
11:26
Wish I'd kept hold of more now! Sold the last few from ISA at a quid, wow. The L's look a total bargain in comparison..
spectoacc
19/12/2019
11:26
SpectoAcc AEWL added
2wild
19/12/2019
09:13
Exactly RCTurner The thicko valuers were knocking down valuations right left and centre, because a tiny fraction of the comprop market was being flogged off at a discount for technical reasons. Rent rolls, the real driver of value, were barely touched in the "financial crisis". Helped me make a shedload, so thanks to all the thicko valuers and here's to more of the same in the next recession!
eezymunny
19/12/2019
07:35
@2wild - interesting post, thanks. Can you add AEWL?
spectoacc
19/12/2019
07:27
The NAV of a propco is calculated on the best information available at the time. Clearly that valuation can change, hardly rocket science. During the last crash, open ended funds were gated and were dumping properties onto the market, which affected valuations. Once that stopped valuations went back up again.
rcturner2
18/12/2019
17:50
I do wonder how AEWU has an 109% covered 8p dividen on below 98p NAV. Yield adjusted to 100% cover basis per 100p of NAV: AEWU 8.9% RGL 6.8% EPIC 6.1% NRR 7.1% SLI 4.7% UKCM 3.6% AEWL 4.3% Obviously these do not account for levels of gearing or interest rates. Interesting all the same with AEWUs LTV towards the lower end of the scale at 25%. I tend to agree some NAVs appear dubious.
2wild
18/12/2019
16:53
Sorry SKYSHIP but valuing commercial properties is hardly the realm of investment geniuses. "Valuations" were savaged by thicko valuers in the last crash, and then put back up once the whole world hadn't blown up and it was clear that rent rolls hadn't blown up). It's a nonsense of a profession IMO. I've made a fortune doing my own valuations and ignoring thicko valuers thank you very much....
eezymunny
18/12/2019
15:04
Blimey - even Methuselah could only make 969 years old! But Doctor Who is older :)
a0002577
18/12/2019
12:20
Eezy - this is the worst part of a rather childish post - a rare thing on this thread: "NAV that is made up by some thicko valuer"
skyship
18/12/2019
11:49
Blimey - even Methuselah could only make 969 years old! :-)
skinny
18/12/2019
11:44
redhill9 You could spend 1000 years trying to convince SKYSHIP that divi sustainability is significantly more important than the NAV that is made up by some thicko valuer. Don't bother. I wasted 1000 years of my life all for nothing. He's positively Araldited to faith in NAVs ;)
eezymunny
17/12/2019
18:07
I am Spartacus too...released mine into the wild today myself.
cwa1
17/12/2019
17:43
I tend to be sceptical of propco NAVs as I suspect there is a fair margin for error in either direction, and put more faith in apparent sustainability of dividends. I certainly wouldn't sell RGL just because it went to a premium if the yield still remained attractive.
redhill9
13/12/2019
16:34
Bought back nothing today, fwiw. Many are higher (NRR, AEWU, EPIC, OIG), all not by much, and some (eg ESP, SQNX, SQN, CSH) unchanged or lower. "Cheap insurance", as @chucko1 would say, albeit I called it completely wrong. Housebuilder moves seem ridiculous, running a painful s/b short on BKG, as well as running losses on some $ exposure. A good weekend to all.
spectoacc
13/12/2019
09:49
HL still incorrect after nearly 2 hours.
skinny
13/12/2019
09:36
DMA only for me too, but wasted time attempting quotes. When there's the size on the OB, they really shouldn't be switching the RSP machines off! Just seen someone paid 99.98p for 50k AEWU earlier - madness.
spectoacc
13/12/2019
09:32
HL web site effectively ground to a halt. Had to use PLUS500 for proxy sales.
chucko1
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