Share Name Share Symbol Market Type Share ISIN Share Description
Alpha Real Trust Limited LSE:ARTL London Ordinary Share GB00B13VDP26 ORD NPV
  Price Change % Change Share Price Shares Traded Last Trade
  10.00 5.99% 177.00 74,263 10:14:24
Bid Price Offer Price High Price Low Price Open Price
173.00 181.00 177.00 167.50 167.50
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Real Estate Investment & Services 5.32 2.15 108
Last Trade Time Trade Type Trade Size Trade Price Currency
13:53:24 O 4,200 177.00 GBX

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Date Time Title Posts
17/6/202116:28Undervalued Property Play412

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Alpha Real (ARTL) Most Recent Trades

Trade Time Trade Price Trade Size Trade Value Trade Type
2021-06-24 13:53:25177.004,2007,434.00O
2021-06-24 12:46:03176.92332587.37O
2021-06-24 12:29:27173.502,0003,470.00O
2021-06-24 12:21:32173.502,4924,323.62O
2021-06-24 11:52:35173.5012,00020,820.01O
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Alpha Real (ARTL) Top Chat Posts

Alpha Real Daily Update: Alpha Real Trust Limited is listed in the Real Estate Investment & Services sector of the London Stock Exchange with ticker ARTL. The last closing price for Alpha Real was 167p.
Alpha Real Trust Limited has a 4 week average price of 161p and a 12 week average price of 159.50p.
The 1 year high share price is 177p while the 1 year low share price is currently 139p.
There are currently 60,763,978 shares in issue and the average daily traded volume is 6,697 shares. The market capitalisation of Alpha Real Trust Limited is £107,552,241.06.
cerrito: Thanks Skyship. Today's rise in the ARTL share price drove me here and I saw your 409. I own the fact that I have misread PE over the last 15 months. All I have now is a small holding in BPET Some years back had a good run with SVI/SVG and have had HVPE in the past. Do not know if you are one of those who had the cojones to buy HVPE at about £p March/April last year. I have been concerned that the valuations have been too frothy but will follow your advise and relook.
pavey ark: Couple of points here: If they are resuming lending then I would suggest that they don't intend to buy out private investors. If the lending resumes and the dividend rises then the share price will respond, bringing it closer to the NAV and raise the buy out price. The advantage to be had here is that the loan periods tend to be short and the interest rate high. As this management have shown themselves to be very proactive if circumstances change (not catastrophic changes, perhaps this form of lending becoming less profitable) then it wouldn't take long to get cash back in and move on to something else. I was getting rather fed up with the inactivity but these guys have shown that they know what they are doing so they can take my money and get on with things.
pavey ark: hpcq, I have a core holding built up about five years ago but bought twice last year 138p and 145p and sold half of these back at 158p (more to fund another purchase than anything else). I really like the management but my only concern is the holdings in the ARTL (off shore this.... venture that) ....hmmmm. The buyout thing has been a theme since I first invested but all that has happened is that these guys have continued to make money at whatever they turn their hand to. I'm well in profit here and any buyout must be north of 180/190p so I'll hold.....just a slight niggle that private shareholders may not get their full due but when did they ever ?
skyship: Simon Thompson re-visits ARTL in his IC Online column today: ============================================================ Alpha alert for share price gains ■ Likely windfall gain on land sale ■ No defaults on secured loan book First-half results from Alpha Real Trust (ARTL:153p), a company that invests in high-yielding property and asset-backed debt and equity investments, highlights a compelling and low-risk investing opportunity. etcetcetc
cerrito: Skyship, I am sure that your curiosity will be satisfied this week if not the week after when we will get the half year report..Given the way they used the word cautious in the September 18 update I am not expecting much change in the cash position. No doubt they will give us info on repayments and undrawn commitment. Indeed I am sure they have looked at the level of detail and commentary that RECI provides its shareholders , although of course RECI’s portfolio of £346m dwarfs that of the £37m of ARTL. I would like some comment from ARTL where they see demand for loans coming from as I suspect that de novo development activity has frozen….although there has been a freezing of the supply of loans. I guess we need to brace ourselves for a further hit on the Madrid valuation. Be good if they were to comment on where they are with buy backs. I do not see myself as buying more given the illiquidity of the shares and the low dividend but at least it is a low maintenance share. Also while connected companies have 68poc of the shares would be good if there was some form of presentation to the retail shareholders, given that the AGM is in the Islands.
yieldsearch: 1) Insider ownership ARTL: 68% (Antler and Alpha Pte). v good but this does have its own issue. BPCT, EPIC, RGL, SLI, SREI: very limited, the usual brain dead instit investors providing limited pressure to the management. 2) Strategy ARTL increasing debt exposure vs direct equity. Security of income is greater and more protected (if a loan is not paying interest, artl would just take over the asset.). Not sure if they will be as successfull as RECI but they are well known in the debt market. 3) Real Estate view/cycle Covid has/will trigger significant changes in the property sector. Retail will be further impacted, leisure/food hospitality as well. (h20?) Offices will have to be refurbished (hepa filter?), will have to be reconfigure, structural vacancy, etc Lettings market is generally weak (wfh then not wfh then wfh.. how can you sign a 5 years lease??) with more concessions provided to tenants. Investment sector is mixed: large open ended funds finally reopen could trigger substantial supply. Additional supply should hit the market from lpa receiver acting for lender on busted loans. then factor in Uk economy current state impacting the occupational and investment market (unemployment, v or w or l shape recovery) finally factor in, the final outcome of brexit (no one knows what will happen, i really hope everything will be fine/oven ready but creating uncertainty now) so punting the propcos because of large discount, yes it can be strategy, if well timed and no further stress and if you believe that the discount is not justified and will reduce. and if there is a rally, well done, you just deserve it. Buying long term a company with large insider ownership, may also be an good investment (i am sure people remember Daejan holdings. artl not as close as djan but to some extent similar)
pavey ark: On a more general note to holders and potential holder, I just plotted on the ADVFN overlay facility, SLI (the only REIT I hold) against ARTL over 1,2,3 and 5 years.... ...well I bought some SLI back at 50p recently and although the value is only c.25% of my ARTL holding I really don't know what I was thinking. ARTL has produced a COMPOUND growth of 18% a year over the last five years ....including COVID and if I go back to the beginning of March (not the peak share price but the start of the covid effect)the COMPOUND growth was 23% a year for the previous 4.5 years.(excluding dividends) This management is very nimble and exited the ground rents sector just at the right time, built the H20 shopping centre then sold 70% for much gain, the data centre in Germany for much gold, the student accommodation in Leeds and Birmingham again for considerable profit and now they are making short term asset backed loans to property developers. I wondered how they could get such high rates of return on such low risk loans (very high asset backing)but it seems that banks etc can't enter this market without jumping through a large number of hoops so if you want a million or two for six months or so to finish your multi million pound project you don't have a big choice. My point is that as long as this is a profitable place for their cash then these guys will be there but if not they will simply move on. Not only are these loans heavily asset backed but there is a large number of them which obviously spreads the risk. There have been no defaults but it would not surprise me if ARTL simply took over a seriously distressed project and this would be at very advantageous term. Cash is still coming in from India and recent property sales so my guess is that they will let the Covid dust to settle(if it ever does), manage their existing loans then there will be any number of developers desperate to get their projects finished.....step in ARTL.
pavey ark: Skyship, As I said before I am not here to convince you or anyone else ....each to his own but you are investing in companies with much greater risk than ARTL and have a much poorer record of enhancing shareholder value. To suggest that their Spanish shopping centre is a cause for concern when they now have close to 50% of their assets value in cash is a rather strange way of looking at must have a rather "rose tinted" view of some of your property holdings. Simon Thompson did not MAKE the share price he merely pointed out to people the rather obvious merits of the company and investors have taken it from there. The share price has maintained its value simply because any serious investor looking at ARTL, doing proper research and subsequently buying the shares has not been disappointed in their investment. Anyway you are not really interested here and as I said before it is NOTHING like the list of your recent buys but it is much more likely to increase shareholder returns and it is a MUCH,MUCH safer investment than say SLI and the others for the reasons I pointed out previously. PS. "chance their arm"...........these people NEVER chance their arm....that is my point.
pavey ark: Skyship, I also hold (very,very recently SLI) but you are comparing apples with oranges..The guys at ARTL are in a different league to anyone buying a shed that's leased to B&Q and up until the recent turmoil the share price reflected their ability.ARTL is much more of a bargain than anything like SLI but only if you appreciate their history of deal making and their ability to make the right move time after time.Each to his own and yield alone does not make a good investment but in that area and with their fairly recent change of direction I expect the yield to increase at a much greater rate than the shares in your chosen list.
pavey ark: Very interesting update. As you would expect these guys seem to have positioned the company in a very nice place .....funny that....they must be very lucky !!??? Anyway as there seems to be a total absence of any kind of response so I thought I'd point out something that will be obvious to some and a complete mystery to others. With a NAV of 211p and a share price of 167p the discount appears to be c.21% Wrong!!......In any real world situation you can't discount cash. The company appears to be rapidly approaching 50% cash but to keep things simple lets say 100p/share. 211p NAV -100p 167p share price - 100p (111-67)/111 give 40% He-ho ... it is my way of looking at this. In the interests of full disclosure I hold a reasonable number of these.
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