Assura Share Discussion Threads

[alotto] 06/6/2024 08:28

Why people wish for acquisitions is beyond me. Do you want equity investors to own everything? You'll be left with nothing on the exchange to trade and profit from dividend income.

[justiceforthemany] 30/5/2024 19:44

Hedge fund must be adding.
Won't be M&A as directors are all buying.
Yet...

[cwa1] 30/5/2024 19:31

ADVFN have a volume column on their monitors for all stocks. Also on the quotes pages-click on the prices button.

They mean something sometimes and nothing terribly important most of the time. Exceptionally high volume can be an indicator that a long term overhang has been cleared and that MIGHT presage a share price improvement.

You have to know what you're looking for and even then it often amounts to nothing 😊

[alotto] 30/5/2024 19:22

How do you know about volumes, where do you check, and does it necessarily mean something?

[tradez4dayz] 30/5/2024 17:20

Very big any idea on cause

[hardupfedup] 30/5/2024 14:45

big volume day

[speedsgh] 29/5/2024 09:05

Notice of Dividend -

Assura plc ("Assura" or "the Company"), the specialist healthcare property investor and developer, today announces that the next quarterly interim dividend of 0.84 pence per share will be paid on 10 July 2024 to shareholders on the register on 7 June 2024 (the "Record Date"). The Ex-dividend Date will be 6 June 2024.

This interim dividend will be wholly Property Income Distribution ("PID")...

[goliard] 24/5/2024 07:34

Yes that is correct as the rent stays the same irrespective of the valuation.

[alotto] 24/5/2024 07:25

In their annual results they made it clear that property valuation does not affect earnings

[goliard] 24/5/2024 07:03

Yield went out by 0.3% in line with what was expected. Hardly an exciting move. If there were a meltdown in commercial property generally then AGR could be hit by that just based on relative pricing but it's all really down to interest rates.

[alotto] 24/5/2024 05:43

I was reading the property valuation didn't change significantly in the last balance sheet for British Land. Why did it for Aaaura tho?

[george stobart] 23/5/2024 16:12

Anyone knows if the evil Tories win, whether they would sell off the NHS and Assura assets to American hedge funds for chump change?

if the Tories sell the NHS would this mean assura share price goes to zero?

[essentialinvestor] 23/5/2024 14:28

Given their current debt rating that perception is extremely unlikely.

We are near the turn in the UK rates
cycle and the share price is about 40 pence..

The market is clearly questioning payout sustainability.

Anyway, enough said on that from me.

[alotto] 23/5/2024 14:00

It would concern investors the possibility that the dividend cut signals trouble / potential risk of insolvency.

[essentialinvestor] 23/5/2024 12:22

Disagree on that one.

I'm not suggesting slashing the dividend, 15-20% cut is reasonable.

Obvs different views make a market etc.

On the current SP, yield is bang on 8%, would 6.5-6.7%
deter investors...

[alotto] 23/5/2024 12:16

Essential the share price would crash if they cut the dividend.

[essentialinvestor] 23/5/2024 11:37

Much better for the share price outlook to cut the divi by 15-20%.


Once the market begins to question payout sustainability, the air hangs heavy over the share price like a dulling wine.

[catch007] 23/5/2024 08:28

Too much pessimism here at present imho. Sound operating model and well run company. I continue to accumulate at these share price levels and yield. Interest rates will fall in due course which will assist the first round of refinancing, the bulk of debt is hedged. I would take Jeffries views with a pinch of salt! Given we now have a looming election the main parties will be at pains to support the NHS which of course provides the bulk of rental income to Assura as a trusted partner.

[alotto] 22/5/2024 19:28

Thanks goliard. I find it bizarre that insolvency is even a possibility considering ARG credit rating is A-.
Even more bizarre considering that the dividend has been upped. What's the point of raising the dividend payout if we are allegedly walking on egg shells?
I think Jeffries has been too harsh this time. Even said that Assura is being priced out from new developments when they actually delivered new developments? The FY results also sounded quite upbeat as well.

[george stobbart] 22/5/2024 19:26

Only Sir Kier Starmer can bring stocks back from the dead like Assura. He will heal our country from this two decade Tory disease

[cwa1] 22/5/2024 19:10

Thorough overview ☺️

[george stobart] 22/5/2024 16:05

The Rt Hon Keir Starmer loves this country more than anything in his life and will invest billions to upgrade our beloved NHS infrastructure which will boost AGR's rental income