Assura Share Discussion Threads

[bscuit] 10/9/2015 11:02

Not forgotten, but earlier this year AGR share price was significantly outperforming PHP which is now doing much better. For security of income I would expect better capital appreciation.

[old crow] 10/9/2015 10:39

bscuit So remember the Crows saying AGR should be around 57p

[bscuit] 09/9/2015 11:38

PHP still outperforming.

[old crow] 09/9/2015 10:28

All agr news sent direct to the Crows by email
Repeat, reckon price is still below par but only bought for div income.

[hyperboreus] 09/9/2015 09:13

Interesting RNS late yesterday regarding BlackRock Inc who have increased their stake from 3.79% to 6.22% in Assura.

[old crow] 03/9/2015 17:49

bscuit

Reckon pro rata with php agr should be around 57p

[old crow] 02/9/2015 17:33

Shorters, well just the old crow trying to stir up some conversation.
All the very best

[bscuit] 02/9/2015 13:44

The current RSI in PHP is surprising given its divi is not fully covered. perhaps thew market is rating it on the basis it will be covered, which suggests Assura does need to hike the divi. PHP has been mentioned as possible Pension fund target so the same possibility exists here.

[hyperboreus] 02/9/2015 12:32

Which shorters are you referring to oc, I haven't come across Assura on any Short Interest Tracking websites?

As I have mentioned before I have held and accumulated shares in Assura since 2012 and I agree with you that they are a well run rock solid outfit, but I personally do not think that anyone needs to rush in here even after the pull-back.

I think that the share price will only start to rise once they announce a larger than expected increase in the quarterly dividend as the yield is only 3.8% currently.

Brokers dividend forecasts for y/e 31 March 2016 are 2.05p and 2.26p for y/e 31 March 2017 so not exactly that exciting enough for a surge in the share price in the near term I would have thought.

I am more than happy to continue to hold here given the average share price I bought at but I think the share price will only really motor if they become a 'takeover' target at some stage in the future and personally I think that could well happen.

[davidosh] 02/9/2015 12:28

Shorters ? do you have evidence of that ?

[old crow] 02/9/2015 10:30

Only one way for those shorters to go, buy back in quick
before you really get burned.

[old crow] 31/8/2015 12:25

Bscuit, agreed

A few weeks back I was up over 7k and now am down over 12 thousand pounds
no worries only bought for pension div
this is a solid company

[bscuit] 28/8/2015 22:31

What is surprising is the current relative strength of PHP, whose dividend is less well covered.

[badtime] 28/8/2015 19:15

I was thinking 'ideas' re why both were down I guess ..especially after holding up during the market wobbles earlier this week

[shauney2] 28/8/2015 16:59

A big UT at the end knocked it down a bit more.Stops getting hit at the moment.

Ideas?
I see this as a long term hold for me so a bit sanguine although obviously not good to see the decline in the share price.
See how the half year results are the end of September and add if i they are good.

[badtime] 28/8/2015 16:36

MXF also weak..ideas?

[old crow] 28/8/2015 11:22

Most certainly over done south
Doctors surgeries most solid for a nice pension income.

[badtime] 28/8/2015 10:57

Bit of weakness at mo...if this continues i'll buy back in

[melody9999] 15/8/2015 22:05

Yeah nice to see some buying coming in Hyper. Nice web site too - all adds to the sense we are invested in a solid reliable company. Holding tight!

[hyperboreus] 14/8/2015 16:00

Definitely looking a bit perky today on decent volume once more.

[hyperboreus] 11/8/2015 16:49

Decent performance and volume particularly this afternoon given the overall market sentiment.

Chart starting to look more promising melody9999

New look website updated in last week or so:

[hyperboreus] 24/7/2015 14:47

You could argue melody999 that there was no reason for the sharp rise from 54p to 62p in March in the first place.

I am a big fan of Roberts and Laffin with what they have done here and think Assura is a very safe investment as I have said before, however I think it is fairly valued at these levels given the current yield of 3.6%.

Unless Assura announce a 'transformational' deal which seems unlikely right now to me, I think it will be a case of steady away, hopefully with say a minimum 5% annual increase in the dividend payout.

[melody9999] 24/7/2015 10:53

Looks like the overhang may have cleared this morning with some large sell orders being completed. Expect RNS and share price recovery as no clear reason for the recent fall.

[hyperboreus] 21/7/2015 17:20

Wise words WirralOwl, the share price fall of late for me is not an issue as I have accumulated my shareholding in 'rock solid' Assura purely for the yield which for me is currently around 5%.

I would imagine that the board will more than likely feel compelled to up the dividend at the latest in Jan 16 and in the meantime I cannot honestly see the share price doing a great deal as the current yield is only 3.7% at the current level of 2p per share.

[wirralowl] 21/7/2015 15:36

Yeah, happy enough to keep as a core holding for the long term. share price maybe got a little ahead of itself earlier this year, but the company seems to be doing all the right things in a positive sector, so no complaints from me.