Assura Share Discussion Threads

[jonwig] 25/5/2018 16:06

@ winsome - NAV per share affected by increased number of shares. LfL probably not much change. Property sector in general is moving to a discount or narrower premium.

The Labour policy effect could well be deterring some investors, though I don't think they've made specific proposals about the NHS estate. I think most primary providers (GP clinics) are in favour of the private involvement in properties, considering the previous chronic under-investment.

[winsome] 25/5/2018 14:45

Rent roll UP
Dividends UP
NAV UP
LTV down

All good and well except they seem to be suffering from the Corbyn effect. Otherwise they'd be trading closer to 70p by now based on previous premium to NAV. I've just had a cursory glance through the figures and Net Assets have jumped from 818 to 1250 since last year, which is a 52% hike! Not sure why that's not reflected in EPRA NAV (which I must confess I'm not an expert in)

So currently trading close to NAV and I'm thinking of topping up. Even if idiot Corbyn does get in I don't see much scope for impact on Assura or PHP. Their rents are hardly extortionate looking at the ROCE.

[zeppo] 25/5/2018 10:54

23rd May 2018

Peel Hunt retains Hold


Liberium reiterates Buy.


z

[zeppo] 24/5/2018 19:26

My adviser says that Liberium expected better results.

A hold and a long wait until next year's results - or positive acquisition announcements.


Meanwhile quarterly dividends to savour.



z

[zeppo] 23/5/2018 21:06

'Off-book' trades going on far longer than I realised after 4:30 and resulting in the awful closing price.

Any ideas?


z

[zeppo] 23/5/2018 18:43

Thank you jonwig!

9% increase in dividend promised 'from next year'????

Big trades 'off-book' after 4:30pm today at above the 'closing price'.

Hopefully today's drop will be reversed at least a little tomorrow with placings etc.


z

[jonwig] 23/5/2018 15:47

Results video;

[zeppo] 23/5/2018 10:47

Market down currently and underwhelmed by AGR results -- so far.

Waiting for my advisors considered comment - which may take a day or two.

I feel very confident to hold long term and enjoy the rising income.

Next year's results will not be affected by the debt repayment.



z

[hiddendepths] 23/5/2018 07:45

Very nice results too. Excellent generator of income for the pension with limited downside and scope for the capital to rise above inflation for years to come.

[zeppo] 08/5/2018 17:04

Still hovering.

Better day today.

15 days to Preliminary Results.


z

[zeppo] 27/4/2018 11:13

Resolution Capital Limited
Sydney, Australia

Have increased their holding in AGR by 1%:


'Resulting situation on the date on which threshold was crossed or reached
6.29%.........149,953,265

Position of previous notification (if
applicable) 5.29%'

This is good news ahead of the Full Year Figures on 23rd May 2018.


z

[zeppo] 25/4/2018 16:13

Jonwig

Thank you for the info..

Currently a gain against the market.

Hope it stays firm for the next four weeks.

z

[jonwig] 25/4/2018 11:12

@ zeppo - the main rule about close period is that company directors and PDMAs aren't allowed to deal in its shares.

As always, any potentially price-sensitive information must be disclosed to the market immediately.

[zeppo] 25/4/2018 10:27

hd

Since a disappointing rights price of 57p the shares have continued to be sluggish.

Can the company make announcements eg: new surgery deals with the rights money, during the close season before the impending results.


What is restricted during the close season?


z

[hiddendepths] 25/4/2018 08:07

I think the shares were probably placed, zeppo. With the overhang cleared, it's normal for the shares to rise.

[zeppo] 24/4/2018 11:47

But someone is buying them - for the price to be currently up??

Invesco lowered their holding from 11%+ to 10%+.

Full Year Results 23rd May 2018.

z

[hiddendepths] 24/4/2018 11:03

Interesting volume today. Is that Schroders cleared out?

[zeppo] 15/3/2018 15:03

Ex divi today.

Began the day negative but currently positive.

My adviser looks at where it has come since 2014.

z

[hyperboreus] 15/3/2018 08:23

Loving the cynicism Bscuit! 😂

[bscuit] 14/3/2018 22:57

Bearing in mind the past I expect a placing to follow a surprising rise....

[zeppo] 14/3/2018 20:28

Positive for two days in difficult market.

Looking forward to 23rd May Full Year Preliminary results.

z

[zeppo] 05/3/2018 11:29

'Questor' in Sunday Telegraph, 4th March 2018, recommends 'Hold'.


z

[zeppo] 01/2/2018 20:22

slev61

Having missed this the first time round I am grateful for the 'rehash'.

I will monitor the institutional investors, especially when the Full Year results come out in May.

z

[slev61] 01/2/2018 17:52

Thanks SBP. Sorry for rehash. Still, if you were taking out a 15 year fixed rate mortgage, I don't think anybody would be signing up if there was an early repayment penalty of 5 years interest. Accept that the refinance may eventually pay for itself - I just can't get over the fact that management were such mugs in the first place.