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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% 77.00 76.80 77.00 78.60 75.80 77.00 1,004,431 15:54:51
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Real Estate Investment Trusts 17.8 3.7 2.4 32.1 122

Aew Uk Reit Share Discussion Threads

Showing 676 to 695 of 1050 messages
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DateSubjectAuthorDiscuss
14/2/2020
16:34
Yup, just bought at 96.46 (the bid was 96.76 at the time, so I asked myself why not? May well go lower - clearly there is supply about to come. Clearly there will also be further opportunities.
chucko1
14/2/2020
16:19
can purchase at below NAV again
hugepants
08/2/2020
10:14
Sounds like a plan! :-)
skinny
08/2/2020
09:34
playful - thnx for that One take from that is that they are looking to grow their equity base with a £50-£100m issue, which will be allocated to more Industrial/Office/Specialist investments - mainly Industrial. The potential overhang suggests a hold rather than a buy at this level of 99p. Come on Alex - do the right thing and just take out AEWL @ 85p/share. A good deal all round.
skyship
07/2/2020
18:02
Our Alex.... htTps://youtu.be/A01JsdvuKXw
playful
27/1/2020
10:17
Managed a few more @96.92 earlier.
skinny
24/1/2020
14:10
nick - thnx for that. Herewith the correct link: https://citywire.co.uk/investment-trust-insider/news/aew-uk-eyes-share-issue-to-fund-move-into-cheap-retail-property/a1315482
skyship
24/1/2020
13:00
Article from AEWU managers about potential share raise and expansion into retail hxxps://citywire.co.uk/investment-trust-insider/news/aew-uk-eyes-share-issue-to-fund-move-into-cheap-retail-property/a1315482?ea=1467379&;utm_source=BulkEmail_Investment+Trust+Insider+Daily&utm_medium=BulkEmail_Investment+Trust+Insider+Daily&utm_campaign=BulkEmail_Investment+Trust+Insider+Daily_n10_CONS
nickrl
23/1/2020
09:45
So a two stock portfolio could be NRR and AEWU. Retail property getting cheaper benefits AEWU and may pressure NRR. 9.75% blended yield for your troubles. Of course, more than two stocks is better, but if you’re just starting out ...
chucko1
23/1/2020
09:26
Investment Trust Insider reporting that AEWU looking "to snap up cheap retail properties and change their use to benefit of the portfolio"
shieldbug
17/1/2020
18:57
Still confounding me. Looks like (most) comm prop co's have had a permanent re-rating post-GE. AEWU, WHR, RGL and more. AEWL still the stand-out laggard in my view, but I would say that. Be interesting to see what sort of premium some of them can get fundraisings away at, and what that will do to the market - more money chasing up valuations even further.
spectoacc
17/1/2020
09:45
they and others normally try to raise at an NAV accretive level. so +97.24 pre the announced dividend presumably. might be poor form to pay the div on newly issued shares so perhaps issue share at circa 96 ex div??
bg23
16/1/2020
07:30
And they have stated they will be raising additional funds for their next set of acquisitions
solarno lopez
16/1/2020
07:26
No regrets selling the last over £1 but I think they've done well to hold the valuation up with the small retail allocation, others have fared worse.
spectoacc
16/1/2020
07:12
NAV Update and Dividend Declaration. Highlights At 31 December 2019, the fair value independent valuation of the property portfolio was £195.80 million (30 September 2019: £196.05 million). On a like-for-like basis the valuation of the property portfolio decreased by £0.25 million (0.13%) over the quarter (30 September 2019: decrease of £0.51 million and 0.26%). NAV of £147.38 million or 97.24 pence per share (30 September 2019: £147.55 million or 97.36 pence per share). EPRA earnings per share ("EPRA EPS") for the quarter of 2.18 pence per share (30 September 2019: 2.13 pence per share). EPRA occupancy 96.14%. The Manager's active asset management approach has led to 12 lettings being completed during the year to 31 December 2019 with annual headline income totalling £1.63m against an estimated rental value from independent valuers on these units of £1.49m. The Company today announces an interim dividend of 2.00 pence per share for the three months ended 31 December 2019, in line with the targeted annual dividend of 8.00 pence per share. NAV total return of 1.93% for the three months ended 31 December 2019 (three months ended 30 September 2019: 1.52%). The Company remains conservatively geared with a gross loan to value ratio of 26.30% (30 September 2019: 25.50%). Share price total return of 20.67% for the 12 months ended 31 December 2019. more.....
skinny
10/1/2020
15:12
Sold out here. Look to buy back in at a lower price. Don't want to be holding property at a premimum, especially a REIT buying shorter WAULTs.
shieldbug
02/1/2020
15:51
Ironically, if we stuck fairly closely to how we are now, then a deal could be "easy". ie for the vast majority of trade deals, you take two countries with different systems, different rules, different legislation, and arduously try to come to agreement on pretty much everything. We're already 100% fitted to the EU, because we're in it. Trouble is, whole point of leaving is that we diverge, & Cummings seems pretty keen on diverging strongly. The more we create our own rules & regs, the harder the deal becomes. Anyway - I digress :)
spectoacc
02/1/2020
15:01
The end 2020 deadline though was for the original May deal which was delayed 3 times without the 2020 deadline being moved. I don't think it is about political will, it's the SIZE of the purely technical nature of everything that has to be agreed.
rcturner2
02/1/2020
14:35
One other factor here is that there is currently a strong December/Boris bounce. I have used that bounce to sell most of my shares. There is no guarantee that 2020 will be plain sailing. Remember that we leave the EU on the 31st Jan with all the disruption that will cause and during 2020 the UK government believes it can finalise a trade deal with the EU, which I think is virtually impossible.
rcturner2
02/1/2020
11:24
Even at 102p AEWU yields 7.84% with a hefty 109.3% div cover. Expect dividend increase either this or next year or both, as we get close to breaching the 90% distribution rule. With borrowing costs at 2.17%, occupancy above 96% and prospective yield above 8% what's not to like. If any REIT deserves to be trading above NAV this is it.
2wild
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