Assura Share Discussion Threads

[badtime] 21/11/2015 12:32

MXF's div cover has been improving ..but I'd wait for a pullback to to 78/80 before buying.I hold

[shauney2] 21/11/2015 10:56

Also THRL.
A care home provider.Riskier probably when you think back to Southern Cross.They have just done a placing which was over subscribed.Trading above NAV.

BBOX,completely diffferent sector.Distibution warehouses.A play on internet shopping.
Article from the IC includes both the above.Not up to date though.

[bscuit] 21/11/2015 10:14

SBP--

Well in the same sub-sector you could have PHP [dividend now nearly fully covered and with much better overall return performance in the last year or so--5% of my portfolio[AGR 3%]] and MXF [dividend only about 65%$ covered but paying a better divi.

[wirralowl] 20/11/2015 17:30

hi sbp,

ESP is another one I like atm for a niche, growing market, with good potential for income & capital growth, but as always, dyor.

Regards
WO

[stupidboypike] 20/11/2015 15:24

Anyone know any other shares with similar potential income profile over the long term?
Best regards SBP

[zeppo] 20/11/2015 11:34

5% of my portfolio.

Content with that.

z

[winsome147] 19/11/2015 16:58

I'm amazed at the lack of interest on this BB compared to the more sensational risky growth stocks.

I have steadily topped up since they were around 32p and subscribed for a lot more at the recent placing. I think that once they join the FT250 next month they will gain a higher profile which could drive the price higher. But they make up 10% of my portfolio now - by far my biggest holding - so I must resist the temptation to buy more.

[wirralowl] 19/11/2015 09:51

Yep, all looks good to me, except the premium to NAV, but bearing in mind the sector they operate in, with near-guaranteed govt-backed income, its not really surprising. In fact I think AGR compares favourably in this respect to rivals PHP & Medix.

A long-term key hold for me too, as with a growing population and growing elderly population at that, I can only see an increase demand for GP facilities.

[stupidboypike] 19/11/2015 08:07

Does what it says on the tin. 4% yield, effectively Index linked, virtually guaranteed. I'd buy more if I wasn't ridiculously overweight already.

Best regards SBP

[winsome147] 16/10/2015 16:16

Got my new shares yesterday. Very happy the share price has remained stable.

This has been a smart move by Assura and one that will propel them into the FT250. I wonder will PHP now contemplate the same strategy??

[winsome147] 14/10/2015 18:10

I see that my funds are still on hold even though my application for excess shares will be scaled back. We were supposed to be told today how many shares we are to get and they should have been allocated to shareholders this morning. Yet no news today on anything.

I have to say I'm a little annoyed about it.

[jaws6] 14/10/2015 08:44

it is done by registrar not broker
please see news in header on 12/10

[exmooroil] 14/10/2015 08:18

New shares admitted today, but no announcement of allocation for the placing/open offer.

Most irregular. What does Liberum Capital have to say?

[winsome147] 12/10/2015 08:26

Looks like there was heavy demand for the new shares according to this morning's RNS.

This will propel Assura into the FT250 in 7 weeks' time if I'm not mistaken.

Happy days!

[badtime] 03/10/2015 19:09

You seem happier this weekend Topvest

[topvest] 03/10/2015 14:32

Their development in Kidderminster is now going up very quickly. I've taken up my basic entitlement. They are making steady progress and could well end up being the market leader in this sector.

[old crow] 03/10/2015 10:29

bearish, better visit a AGR surgery and see a doctor

[bscuit] 02/10/2015 17:01

Charles Stanley Direct ok, but it may help mine are in CREST.

[terrys trousers] 02/10/2015 16:28

head and shoulders forming

[shauney2] 02/10/2015 15:54

No such problems with Barclays.

[wirralowl] 02/10/2015 15:43

I've the same issue as Jimbo with idealing. Will only let me apply for my 1 in 5 basic entitlement, no option to apply for excess, and won't let me put a total greater than 1 in 5 in my 'take-up' box.

My Dad who is with selftrade / equiniti has had no problem applying for excess.

[bscuit] 02/10/2015 13:02

Just choose a sum of money minimum £1,000 [2000 shares] and apply for it or multiples of 1000 shares--that sets your limit.

[jimbo3352] 02/10/2015 12:29

Has anyone had problems applying for shares under the excess entitlement? My SIPP holdings are with iDealing and I got them to set up a corporate action for the 1 for 5 element but the excess entitlement creates a problem as there apparently is no limit (by reference to existing shareholding) for the excess application. All rather irritating when existing shareholders are getting 25%+ dilution.