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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
  1.20 1.52% 80.40 79.20 81.40 80.40 78.20 78.20 220,023 10:06:31
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Real Estate Investment Trusts 17.8 3.7 2.4 33.5 128

Aew Uk Reit Share Discussion Threads

Showing 876 to 900 of 1000 messages
Chat Pages: 40  39  38  37  36  35  34  33  32  31  30  29  Older
DateSubjectAuthorDiscuss
03/6/2020
15:35
And the 70.20 offer duly got lifted. Now trading fairly near the offer at 71. But this was always another one which was really cheap. Like NRR. Against all this, though, I am not comfortable with a 40% US rally the past 10 weeks. However, if AEWU can pay its dividends for the most part, with 0.25% UK rates, avoiding accidents will likely see this one back in the high 80s.
chucko1
03/6/2020
14:54
Suddenly well bid - 150k on at 70p.
spectoacc
26/5/2020
14:32
noiseboy - JDW's own RNS confirms they have deferred the March rental payments and agreed deferred payment plans with some landlords whether that AEWU who knows. Also pretty telling that Lakelands rent reduced by 42% so much for upward only rent reviews! Still feel any long term inv across most propcos turns on what the govt does with current restriction on taking legal action. My take is if there isn't enough evidence from retailers & hospitality that landlords are being collaborative over rental concessions then it will get extended by min of 3mths.
nickrl
26/5/2020
10:55
FWIW :- Liberum Capital Buy 66.40 65.40 101.00 - Reiterates
skinny
26/5/2020
10:11
Mostly sells & up less than quite a few other property REITs - deserved more than that IMO.
spectoacc
26/5/2020
08:07
That last bit doesn't sound too good does it? They shall be pursuing these recalcitrant debtors shall they? LOL Best of luck in this climate, I'd say. Beginning of the end: if the assets don't produce, they are of 'nil value', one of the desperate Specto's favourite phrases.....
chuckol
26/5/2020
08:00
Probably JD Wetherspoon!
noiseboy
26/5/2020
07:32
Reads v well IMO, quite a lot in there. Eg " Alex Short, Portfolio Manager, AEW UK REIT, commented: "The completion of this sale will deliver to the Company an IRR in excess of 30% which, particularly at the current time, highlights the defensive nature of the Company's strategy. Seeking mispriced assets and those that have higher alternative use values as well as high levels of income, has been a feature of the strategy since IPO. As the portfolio matures these assets create opportunities for significant value to be added and, as evidenced by the Corby disposal, we are now seeing a number of these positions reach fruition". " Getting that away is impressive. The part lower down about defaults well worth a read too: "Unfortunately, there are a few larger tenants who have significant financial resources and the ability to pay who are refusing to do so or even to enter into dialogue. The Company shall be pursuing these tenants when legally able to do so and charging the full default interest rate allowed within their lease agreements. " £27m cash.
spectoacc
26/5/2020
07:04
Sale announcement and update statement.
skinny
12/5/2020
12:29
The Office of National Statistics published a report yesterday saying that retail assistants are amongst the most vulnerable to catching the Coronavirus. Is it any wonder when thugs like SpectoAcc refuse to obey common sense rules and vent their spittled aggression on these people who are amongst the most poorly paid in the UK? He then boasts about it on ADVFN. Of course, by now Spectoacc is beginning to realise what poverty is about. He has lost enormous sums of money (for him) on some spectacularly inept choices of investments. He's still hanging on to them, and buying more too, waiting for the next wave to come along and wipe him out completely.
1tcm1
12/5/2020
12:14
Loads AT'd at 65.4p off the bid at 11.46am, and 30k more AT'd at 65.4p at 12.11 - MMs diddling as per usual.
spectoacc
12/5/2020
12:13
Finally went through at bang on 64p. Shame, as it was a 1.4p discount to the published bid price.
lowtrawler
12/5/2020
12:05
I've had a limit sell on at 64p today which is not executing. 46000 shares. Tried a fill or kill but that also failed. Can't get a firm price to sell and so need to put on a limit. The current bid price is over 65p. Not had similar problems in the past. Are we so thinly traded that the MMs won't pay over 1p less than the bid for 46000?
lowtrawler
11/5/2020
12:01
I was thinking more laughable ..some seem to have far too much time on their hands
badtime
11/5/2020
10:40
A worrying analogy!
skinny
11/5/2020
10:33
Yes, people like SpectoAcc are assuming that this latest small upwards correction validates their previous nonsense investments. They believe they are Masters of the Universe once again. I'm very afraid their day of reckoning is not so far away. PS In truth they've already had a massive day of reckoning, but, unbelievably, they have chosen to ignore it. They're already in the lifeboats: the next wave, and it doesn't have to be a big one, will be final.
humphbumph
11/5/2020
09:13
We have hit the iceberg and the boat is sinking. At the moment people are still trying to carry on as if we aren't about to enter the icy water.
rcturner2
11/5/2020
09:10
Skyship, I said "could" go under. I'm 90% cash now, I have 3 shares in total, the only one which I think is a buy is Phoenix, which I got into at 490p and is now over 600p. I don't think people have fully taken in what is about to happen in the next 6 to 12 months. It will be a complete and total economic and financial meltdown.
rcturner2
11/5/2020
09:07
None is the answer to that.
the air marshall
11/5/2020
09:00
RCT - Re yr 866 above - personally I think you've got that wrong on two counts: 1. Values are not going to fall as far as you believe - already many indications of that 2. No lender wants to repossess; especially when propcos cashflow easily covers debt cost Still, everyone has to play their own game with the stock-market; so a question: Where would you now risk buying? Which stocks or which sector(s)?
skyship
11/5/2020
08:38
I think you may be whistling in the dark, Specto. RCT is right. I sympathise with you because you've already taken a huge hit here(and in another dozen or so similar shares). I mean wouldn't it be better if you confronted the sad fact that a drop from over a 100p to 60p odd is a massive blow to your portfolio, such as it is now. I think, for the time being at least, you should take that temp job as a Queue Marshall at Morrisons.
chuckol
11/5/2020
08:26
That gave me a good laugh! INTU, HMSO, CAL etc - sure. Over-indebted already, wrong sector, Covid-19 just accelerating the trends we had already. But eg BLND, LAND, GPOR, DLN, SHB - really? Industrial, Big Box, last mile? Look at LMP's successful fundraise last week. SHED, WHR.. The smaller REITs like AEWU all look fine to me - low gearing compared to last crisis, banks who wouldn't repo anyway, debt often at the asset not the company level (the slightly different RGL good at that). Many with cash to invest/bolster them through Covid (AEWU's £7m). There's even been the occasional profitable disposal since Covid began. High St retail, where the bloodbath tap will run even faster, a very different beast from eg offices, last mile, industrial.
spectoacc
11/5/2020
07:33
I'm of the opinion that all listed propcos could go under. They are basically screwed as their NAV will drop probably by as much as 75% and this will put them into the hands of their lenders. I would not want to have any involvement in commercial property until this is over.
rcturner2
30/4/2020
16:25
I should add that is volatile market conditions, ex-div date often offers lots of freebies in many of the REITs. And in these market conditions, you have to trade it like a madman. That’s why I say that cash is worth 6% per annum.
chucko1
30/4/2020
16:22
Well, 2.4 hours is a long time in these markets!! I took profits on 5% of my holding (at 63.87 - could not resist) but only because I bought back some RGL that keeps oscillating with some amplitude around 80. Crazy and random stuff out there, but always with a mind that AEWU has tremendous value. RGL a little riskier with higher LTV and excitable management. I suppose it keeps me off the streets - which some would argue is beneficial for many reasons.
chucko1
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