Assura Share Chat (AGR)

Share Name	Share Symbol	Market	Type	Share ISIN	Share Description
Assura Plc	LSE:AGR	London	Ordinary Share	GB00BVGBWW93	ORD 10P

	Price Change	% Change	Share Price	Bid Price	Offer Price	High Price	Low Price	Open Price	Shares Traded	Last Trade
	+0.50p	+0.77%	65.10p	65.00p	65.10p	66.10p	64.20p	66.10p	5,472,943	16:35:03

Industry Sector	Turnover (m)	Profit (m)	EPS - Basic	PE Ratio	Market Cap (m)
Food & Drug Retailers	99.3	63.8	2.7	24.1	1,551

Assura Share Discussion Threads

Showing 826 to 847 of 850 messages

Chat Pages: 34 33 32 31 30 29 28 27 26 25 24 23 Older

Date	Subject	Author	Discuss
02/7/2019 07:06	Good trading update, as is usual here: https://www.investegate.co.uk/assura-plc--agr-/rns/trading-update/201907020700041070E/	jonwig	Read Full Thread Reply
21/5/2019 15:55	Sharecast: Assura on Tuesday reported that portfolio expansion drove annual rental income and profit growth, while the company's pipeline has reached a record level on the back of a new acquisition. The primary care property investor and developer achieved profit before tax of £84.0m for the year ended 31 March, a 17% increase over the year before, as gross rental and related income jumped by 19% to £102.4m with net rental income climbing by 19% to £95.2m. The rental increase was aided by £240m of property additions throughout the year, on top of another £314m in the year before, through both acquisitions and development. The NHS remains Assura's primary customer, accounting for 85% of the total rent roll, with approximately 8.5% of the UK's NHS patients using the company's premises. Jonathan Murphy, chief executive of Assura, said: "Assura has delivered another year of strong operational performance with robust revenue and rental growth. This has been driven by our development and investment teams' focus on growing and enhancing our portfolio and active asset management. We are well positioned in the primary care property market and our development pipeline is the strongest it has been in 10 years." The FTSE 250-traded company said its extended pipeline will increase from £190m to £282m following its acquisition of the primary care developer GPI, which was announced on Tuesday. Assura increased its full-year dividend by 8% to 2.65p per share, while cash and cash equivalents stood at £18.3m at the end of the period, down from £28.7m at the same point last year. "As the government continues to approve healthcare schemes, we look forward to maintaining our deep relationships with the NHS. This is built on our strong links with healthcare trusts and ability to provide high-quality primary care facilities that benefit patients and reduce pressure on the NHS," said Murphy. A statement from the company said it was confident about the next 15 years due to its portfolio of 563 properties and its continued investment in its development and asset enhancement teams. Assura's shares were up 2.14% at 62.10p at 0901 BST.	jonwig	Read Full Thread Reply
21/5/2019 11:25	The only negative here for me is that NAV is lagging but the acquisition is clearly likely to pep up future developments, overall very encouraging, share price moving up on fairly heavy volume for AGR 👍 Shortish bullish interview with AGR CEO Jonathan Murphy: Https://vimeo.com/337441734	hyperboreus	Read Full Thread Reply
21/5/2019 08:49	stupidboyME - cheers, have amended. I think the premium was even higher when I bought these.	jonwig	Read Full Thread Reply
21/5/2019 08:42	jonwig, at 61.5 the premium looks like over 15% to me unless I've missed something. Otherwise everything absolutely brilliant. Like you - a strong hold, why sell? Best regards SBP	stupidboypike	Read Full Thread Reply
21/5/2019 08:28	FY results: https://www.investegate.co.uk/assura-plc--agr-/rns/assura-full-year-results/201905210700216257Z/ Dividend up, NAV up. (NAV 53.3p so premiumnearly 16% - may be a drag). Strong hold for me.	jonwig	Read Full Thread Reply
09/5/2019 16:32	and still moving upwards	alter ego	Read Full Thread Reply
29/4/2019 14:24	Bit of strength today	badtime	Read Full Thread Reply
31/1/2019 08:19	Very positive news for the sector as a whole: 'The new contract will make available billions of pounds of extra investment for improved access to family doctors, expanded services at practices and longer appointments.' Https://www.theguardian.com/society/2019/jan/31/nhs-england-plans-20000-new-staff-to-free-up-gps-schedules	hyperboreus	Read Full Thread Reply
25/1/2019 16:46	JomB - thanks for #813. (MDX, MXF - I mix them up too.)	jonwig	Read Full Thread Reply
25/1/2019 16:41	obviously I am referring to MXF above.	jombaston	Read Full Thread Reply
25/1/2019 16:38	You are right, Jonwig. The financial, cost and earnings metrics are best for AGR and worst at MDX. Admin expenses of 9% of rent at AGR is impressive - less so the 15% at MDX. Earnings have not been as strong at MDX, which is one reason I never bought them but as a PHP shareholder I will end up with the laggard now! I am sure that PHP can dramatically reduce costs at MDX. Lets hope the combined company can post lower cost ratios than PHP. I guess at least the value at AGR stands out.	jombaston	Read Full Thread Reply
25/1/2019 06:55	Isn't it the case that both PHP and MXF use outside fund managers, whilst AGR is self-managed? If so, the former will have had higher charges, and merging will probably help to reduce them.	jonwig	Read Full Thread Reply
24/1/2019 21:40	I have AGR, PHP and MDX!!	topvest	Read Full Thread Reply
24/1/2019 21:14	I have both AGR and PHP!	bscuit	Read Full Thread Reply
24/1/2019 19:43	This will leave AGR to get on with cherry picking the best properties while PHP have to integrate MDX. I know where I am better served!	getscenic	Read Full Thread Reply
24/1/2019 07:13	News of an interesting merger announced this morning which might create more interest and activity in this sector. The combined market cap of the enlarged group will be similar to AGR: Https://www.investegate.co.uk/primary-health-props--php-/rns/recommended-all-share-merger-of-php---medicx-fund/201901240700079815N/	hyperboreus	Read Full Thread Reply
24/1/2019 07:11	PHP and MXF to merge: https://www.investegate.co.uk/primary-health-props--php-/rns/recommended-all-share-merger-of-php---medicx-fund/201901240700079815N/	jonwig	Read Full Thread Reply
22/1/2019 09:29	Depends how rich you are, Dave!	jonwig	Read Full Thread Reply
22/1/2019 09:00	How many shares would I need to make the dividend worthwhile?	hopefuldave	Read Full Thread Reply
22/1/2019 07:07	Encouraging trading update: https://www.investegate.co.uk/assura-plc--agr-/rns/trading-update/201901220700056942N/ Current yield is 5%.	jonwig	Read Full Thread Reply
07/1/2019 22:01	Jonwig Thank you! We needed some good news. z	zeppo	Read Full Thread Reply

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