Assura Share Discussion Threads

[old crow] 25/9/2015 11:03

Forget what Goldman Sachs reckon 200p for SAGA
the Crows think could be a small profit to be made from current price this coming Wednesday
Cheers all on AGR

[shauney2] 24/9/2015 16:41

No you didn't do right old crow.You could have got them at 53p;-)

It would have been nice to have sold yesterday but hindsight is a wonderful thing.
Not too fussed though as i have had these for a while in my income pot.

Looking forward to see who or what they acquire with the proceeds after lowering the debt levels.

[bench2] 24/9/2015 13:08

Groundhog Day... AGR tapped shareholders on the same day last year ... 1 for 4 @ 43.5p . Which partially explains the big fall . Is there too much share issuance from from this sub group of REITS ? The rocket like rise in the shares to reach 63p in 3 weeks looks suspicious . Was it ramped to help the rights pricing ???

[stupidboypike] 24/9/2015 10:50

old crow, nice one. Every instinct told me to sell some yesterday, I really don't know why I didn't. Well done you. Best regards SBP

[old crow] 24/9/2015 10:33

Bscuit

What you reckon, yesterday the Crows sold entire holding over 200k AGR
just under 63p and today bought them all back at around 54.5 p
Did I do right.

[topvest] 24/9/2015 10:31

Yes, good news medium term. I will take up the open offer.

[aa29] 24/9/2015 09:54

SBP, I don't disagree with your overall view (another one here who almost sold some yesterday!!).

[stupidboypike] 24/9/2015 09:35

"As long as you don't realise how much of your previous investment value has been switched to institutions by the deep discount on the offer."

They have paid well above NAV. Share prices go up and go down. Yesterday we were artificially high in my opinion, in fact I very nearly sold a few! However, long term this is great. AGR are a core hold for me, paying a covered, secure and effectively index linked income. Wish I had another 5 like this.

Best regards SBP

[wirralowl] 24/9/2015 09:33

Agreed goliard, think its a smart move too. A little short-term pain, but you only have to look what happened to the share price after the last fundraising to realise its no bad thing longer term.

The increased dividend is most welcome and the increased rent roll resulting from their new developments will support their intention for a progressive dividend going forward. As you say, lowering the debt and LTV ratios leaves the company better prepared for the likely interest rate rises to come too.

[aa29] 24/9/2015 09:27

That is a real boost zeppo. As long as you don't realise how much of your previous investment value has been switched to institutions by the deep discount on the offer.

[zeppo] 24/9/2015 09:20

Immediate participation in the divi.

Looks good to me!!!

z

[goliard] 24/9/2015 08:32

Very clever long term move.

Investors are chasing safe yield. Why pay the bank interest when shareholders can take it as yield instead? Also protects against any increased borrowing costs as interest rates rise.

Only bad for short term holders and the board cares much less about them.

[muffster] 24/9/2015 08:13

Massive open offer, very long term hold I think now.

[muffster] 24/9/2015 08:12

Don't like it.

[stupidboypike] 24/9/2015 07:49

dividend increase by 10% and shareholders get to participate in the offer. I like it.

Best regards SBP

[stupidboypike] 23/9/2015 08:30

We got an RNS from Blackrock on the 8th Sept about a purchase way back in March. My theory (FWIW) is that they started buying again around the 8th and then someone checked the figures and realised they should have announced the March purchase. Certainly the nice upward trend started around the 8th. Anyway nice to have an upward share in such dire markets.

Best regards

SBP

[bscuit] 23/9/2015 00:33

Crow,
Thoughts? since 01.09 AGR is up over 20%, PHP is slightly less than flat though it did go XD and MXF is down as is the market. Indeed AGR was +.25 today on a down market day. Somebody stake building I wonder?

[hazl] 20/9/2015 10:23

Thanks hyper for reply...still don't know what to think.
The company itself is interesting,research still in progress....do not hold as yet.

[hyperboreus] 19/9/2015 20:53

hazl have a look at post 537 on 31 March 2015 if you haven't already done so.

A similar pattern has developed on most days during the past week with steady buying after 14:30hrs which suggests that BlackRock may well be increasing their stake here.

[old crow] 19/9/2015 18:33

Bscuit

The Crows note your comment, and would not like to lose the secure income......
and neither would the Crows, this week alone made thousands on AGR
but prefer to hold.

[hazl] 19/9/2015 13:04

Am trying to compile a list of shares that I would like in the future if the price is right,etc etc.
Clearly its difficult to know whether shares in general are likely to drop or not with market sentiment as it is.
Mostly researching at present.

Where it gets confusing at the very least, and even rather annoying; is when you get an RNS apparently from Blackrock increasing,recently,as hyperboreus points out in post 578.
Look at the difference in date of the transaction compared to when they notified!
What have they been doing since then, and will we find out in a few months time?
Comments welcome.
IMO

[bscuit] 19/9/2015 10:11

There was talk some months ago of PHP becoming a target for an Infrastructure/Pension fund and there is an obvious "read across"--I hold both and would not like to lose the secure income......not that I currently draw it.

[topvest] 19/9/2015 09:47

See there is a new Assura medical centre being built in the centre of Kidderminster.

[hyperboreus] 18/9/2015 16:46

Wow! Interesting finish to an excellent week here :o)