Assura Share Discussion Threads

[jonwig] 11/12/2020 10:54

sbp - PHP LTV is 45% vs AGR 33% - that's usually a guide to safety.

[stupidboypike] 11/12/2020 10:08

I've always been under the impression that Assura was a more solid offering than php. However, a quick comparison shows php share price and dividend seem to have outperformed assura over most periods in the last 5 years. Can any assura fans give a quick pointer to why it might be a better share to own than php? This is not provocative by the way, it's a serious question.

Best regards
SBP

[steve3sandal] 03/12/2020 14:44

Just quickly as on phone... I wonder where our buildings fit into a digital future. Very difficult to get a F2F appointment. Many could need repurposing for NHS out patients in community which tenant could require in lieu of AGR cap ex. I'm speculating. The premium over NAV did get very high... and you may be right on rates etc. Meanwhile I'd top up if the share price comes to me.

[goliard] 03/12/2020 12:52

Significant weakness here recently. Two factors maybe contributing - 1. Removal of RPI as an index, but not for nearly 10 years and (2) Reduced expectation of negative interest rates and even worries of high inflation and incresed rates means that the yield becomes less attractive.

One of my favourite "safe" shares, but maybe some doubts about the long terms creeping in? Any other views?

[stupidboypike] 30/11/2020 08:31

badtime, I'm waiting for exactly that too!

Best regards SBP

[badtime] 27/11/2020 11:27

Much lower and i'll be adding

[jonwig] 17/11/2020 07:16

HY results. "Same old" -



Community Fund is an ethical plus, even though it was responsible for a small drop in EPRA earnings.

NAV 56.2p, premium fully deserved.

[cwa1] 10/11/2020 11:11

Joined the crew here at a smidgeon over 74p this morning. Hopefully sensible medium term value with a respectable yield to boot. Fingers crossed and all that stuff

[alter ego] 16/9/2020 16:20

impressive presentation, can see why NHS keen to partner with AGR and the enormous improvement in facilities provided. Couldn't get the videos to run on my Mac though.

[badtime] 16/9/2020 12:03

No equity comes with a guarantee over protection of capital...but this is one of those shares where I can sit back and relax a tad

[jonwig] 16/9/2020 07:17

Virtual property tour for analysts.
Will be available to proles from 1:00pm here:

[jonwig] 17/6/2020 11:23

According to this it reached 226p in 2007. (I assume it's back adjusted for share issues.)



(Go to the chart tab and choose max.)

[badtime] 17/6/2020 10:25

All time high?

[badtime] 22/5/2020 20:45

Added at 74 today...seemed a good price

[scubadiverr] 19/5/2020 10:50

Not all. Bbox is selling at a discount to nav. They supply huge logistics warehouses to, in main, online businesses, on long-term leases that are then outfitted by the renter with extremely expensive technology that creates a substantial exit barrier. Not only is bbox trading now at a substantial discount to nav it is yielding nearly twice as much as. A safe dividend is not good if at the time of wanting to sell the market will only pay nav.

[bscuit] 14/5/2020 23:56

Steve,
totally agree. Other property owning companies are suffering rents being with-held for inability to pay, but the tenants' rent is mostly from HMG. For this PHP and SUPR rent non-payments are most unlikely. In these uncertain times a very solid hold on income considerations.

[steve3sandal] 14/5/2020 23:04

On the contrary I think 72p could be an opportunity. Could the market improve its offer a little more please. Hopefully the Mar low 65/67p is a floor and anything around that more than interesting to me. Results next Thurs likely to create a lot of attention. Stay alert!

[scubadiverr] 14/5/2020 22:39

Nearly 2 years dividends gone in one day and with such a lofty premium to nav looks a scary REIT to hold. Bbox seems to be holding up well and trading at a discount to nav

[bscuit] 07/4/2020 09:47

Existing small shareholders would have had to be extremely agile to participate !

[jimbo3352] 07/4/2020 09:32

I can't say I see the logic of the share price coming down to the placing price when the placing was small relative to the total shares in issue and at a price well above NAV. It was however a very welcome opportunity to top up at the placing price or slightly below.

[horndean eagle] 07/4/2020 09:30

obviously picked a good day for it. didnt do so well in terms of who they sold them to though. badly handled placing.

[jonwig] 07/4/2020 07:19

All shares placed at 77p.
Quite a result!

[horndean eagle] 06/4/2020 20:21

Wasn't wrong re placing. Picked a good day for it. Anything above 73p and they will have done very well.