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AEWU Aew Uk Reit Plc

85.80
0.10 (0.12%)
28 Mar 2024 - Closed
Delayed by 15 minutes
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
  0.10 0.12% 85.80 85.60 86.00 87.70 85.40 87.00 1,372,637 16:35:00
Industry Sector Turnover Profit EPS - Basic PE Ratio Market Cap
Real Estate Investment Trust 20.72M -11.33M -0.0715 -12.03 136.25M
Aew Uk Reit Plc is listed in the Real Estate Investment Trust sector of the London Stock Exchange with ticker AEWU. The last closing price for Aew Uk Reit was 85.70p. Over the last year, Aew Uk Reit shares have traded in a share price range of 82.50p to 104.20p.

Aew Uk Reit currently has 158,424,746 shares in issue. The market capitalisation of Aew Uk Reit is £136.25 million. Aew Uk Reit has a price to earnings ratio (PE ratio) of -12.03.

Aew Uk Reit Share Discussion Threads

Showing 726 to 749 of 1550 messages
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DateSubjectAuthorDiscuss
11/3/2020
22:30
I actually got a small bunch at 86.8. I said I would wait for 84, but there seemed so much panic I thought it was worth another trade. Trump speaks at 9.00pm EDT tonight, so it’s anyone’s guess where this all opens tomorrow. Up a thousand, down a thousand - just random noise nowadays. Equivalent to a 5 point move on AEWU - you’re only a few trades away from making or losing a few points on this!
chucko1
11/3/2020
17:04
Added at 87.2p. At 9.17% yild, 10% discount to net asset value, borrowin costs now down to 1.7%, low LTV, £7 million in cash and high dividend cover, whats not to like
2wild
11/3/2020
15:43
Bargain time again (yet again). Can buy at 88.28, so I did. Twice. I buy again at 84ish.

And I think it gets there.

chucko1
11/3/2020
07:21
Everytime I inserted AIF into the EPIC box, up came AAIF. Perhaps that has been happening to Specto too...
skyship
11/3/2020
07:16
specto, I don't know where you are getting your information from.

AIF charges 0.70% per annum

Your list of holdings is also way off.

Please refer to their most recent factsheet:

hxxps://www.premierfunds.co.uk/media/5124/acorn-income-fund-monthly-factsheet.pdf

rcturner2
10/3/2020
14:47
300 offer? ;)

Usual problem with fund-of-funds is double charges. And I'd not fancy RGL or WHR yet. SHED I'm committed to, but even that may be starting to look pricey. AEWU I'll have at the right price, one of its appeals has always been the relatively low gearing (unlike, for eg, RGL).

Edit - sorry for OT, but AIF ongoing charge 1.59%, holdings according to HL:

Telecom Plus, Polar Capital, Primary Health, Ocean Wilsons, James Halstead, Goodwin, Secure Trust Bank, FDM Group, Four, LMP. All from 2.7% to 1.95% of total NAV, so a very long tail. Have to say I don't see any particular insight in that lot. Last NAV (from Friday) 391p at best, and must be a chunk lower after yesterday.

spectoacc
10/3/2020
13:53
Spec, it went to 300p intraday which is a 5 year low. At that point the NAV was over 400p.

They hold REITS such as RGL etc, so you are getting a discount from your discount!

I haven't bought anything yet, still watching and waiting.

rcturner2
10/3/2020
13:03
By pence? Anyone can look at the chart, and make their own judgement. 330p in Dec/Jan 2018/19. Same again in August, again in mid-Oct of the past year. Am assuming all done on mid, so +24p today on a 27p spread, ie above the level of just 5 months ago.

Not saying it's not a raging buy - never looked at it - but it's a perfect example (there's many) of seeing bargains due only to the comparisons, when IMO the world has changed over those 5 months.

spectoacc
10/3/2020
10:53
That's simply not true. It has already dipped into multi year low territory.
rcturner2
10/3/2020
10:51
@RCT2 - whereas I look at AIF and see it back only at level of a few months ago, ie pre-Covid. Has been quite a few like that - the falls look massive because they've been so sudden, but they're only giving back say 4-6 months of gains.
spectoacc
10/3/2020
10:49
I generally only buy ITs on wide discounts and tend to sell them when the discount narrows too much or the yield drops.

I sold several very long standing ITs recently APAX and PEY and both have fallen back significantly. I was at 40% cash before the current carnage.

I am looking across the board to get back in over time, but again only when the discount is very large at least 10% and preferably a lot more.

As I said above AIF (which I sold in December) has a very good set of holdings and is already at a discount above 20%.

rcturner2
10/3/2020
10:39
"As I went 100% cash a few weeks ago..."

Tournesol - well done you. I went to 50%; but now at 33%. Always prefer to keep some skin in the game and benefit from either bounces or recovery.

Well remember 2008/9. Lost 31% of my SIPP in 2008; then made 85% in 2009.

Are you not tempted to buy back in for a %age, or are you fearful of further dramatic falls as other countries go into lock-down?

skyship
10/3/2020
10:33
@tournesoi - indeed. ITs are the thing to buy when the market has tanked and when sentiment has soured/discounts widened. They're not the thing to buy and hold when discounts small/on premiums (LTI's 80% premium for eg).

The gearing factor alone should make them fall more than the market - and rise by more than it on the way back up.

A similar gearing argument (to stay vaguely on topic!) for the likes of AEWU.

spectoacc
10/3/2020
10:29
RCT

I had about 1/4 of my funds in IT's (including REITs) until recently. The rest was divided between individual equities (1/4) and a basket of bonds and prefs (1/4) with the balance in cash.

A I went 100% cash a few weeks ago since when I have been tracking my previous holdings to see if my decision to exit was a good one.

The ITs in which I used to have holdings have done just as badly as the individual equities and in many cases significantly worse - eg the ITs focussed on small companies.

Had my ex-portfolio been 100% IT its resilience against the recent volatility wouold have been significantly lower.

tournesol
10/3/2020
08:07
I mean ITs in general.

AIF (for example) which has a very wide set of holdings including other REITs is already on a 25% discount.

rcturner2
10/3/2020
07:44
RCT - sorry, not fully understanding your post.

By ITs do you mean REITs. If you are referring to general ITs then you would have to be very selective to achieve "massive discounts". The majority of ITs trade in a range of 10% discount to a 5% premium.

To my mind the problem with delegating portfolio management to a basket of ITs is that one tends toward a BUY & HOLD mentality, whereas managing your own affairs gives you the opportunity to massively increase cash levels in times of doubt.

skyship
10/3/2020
07:16
This is where investment trusts come in. I have a long list of those I bought in 2010/2011 which not only allow you to buy cheap shares but also at a massive discount.

The discounts are one of the best indicators of market mood.

If you look at HFEL for example, this is still trading close to NAV which is mental considering the "FE" stands for Far East.

rcturner2
09/3/2020
19:02
@tournesoi - I guess the point is twofold. 1. This wasn't a crash, tho I accept eg SDR's uncrossing price this morning, or PMO's 10p opening UT, suggests some panic. 2. FTSE is 6k for a reason - oil has tanked, economic activity out of China and now Italy will have cratered. So the market is perfectly rational to have dived.

But anyone who knows the market knows "rational" isn't the time to buy. "Schizo" is the time to buy, when it's pricing in a worst-case that may well not come to pass.

Or: buy cheap, don't buy fair value.

To say the market isn't yet pricing in the worst-case is an understatement. 12 months of rolling lock-downs, Covid-19 spreading across America, mass bankruptcies, deaths, over-loaded healthcare, an inability in the West to lock down the way China has - choose your FTSE figure for pricing in that possibility.

(Yes - "pricing" is % chance, but that's the FV price. The market is bi-polar).

I recognise I've fallen into "Do you want to be right or do you want to be rich".

spectoacc
09/3/2020
18:03
Specto

Perhaps we'll avoid a stock market crash, perhaps we won't. But to be very clear - this isn't it.

If I interpret you correctly, you're saying that things will likely get worse before they get better.

Sadly I agree with you. I don't think is a flash crash. I think it is a descending staircase in which today is just one step downwards. I am afraid there are more to come before the direction of travel is reversed.

tournesol
09/3/2020
15:53
You'd think a few more forced sales from the property unit trusts must be not far away!
spectoacc
09/3/2020
15:47
Hopefully they be able to pick up some bargains with their 7 million that they raised!
waikenchan
09/3/2020
15:12
Watch Italy, if you want to see where we're likely heading.

Perhaps we'll avoid a stock market crash, perhaps we won't. But to be very clear - this isn't it.

spectoacc
09/3/2020
14:59
All guesswork..with not a lot to base it on
badtime
09/3/2020
13:41
You need to look to Italy if you want to see what's going to happen here, and all over Europe, and the USA.

We're not guaranteed a crash, or disaster, but neither are remotely priced in yet.

spectoacc
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