Big Yellow Share Discussion Threads

[hubs] 08/8/2022 12:52

Interesting one this. As a recession starts and house prices stabilise and then drop, will BYG benefit from those selling, then renting... to buy back later? Is this quite a resilient company for that reason? thoughts welcome...gla.

[netcurtains] 21/7/2022 06:36

Looks a good trading update

Https://www.londonstockexchange.com/news-article/BYG/trading-statement/15549702

[netcurtains] 24/2/2022 09:40

Its possible this stock has now reached the floor as its pretty flat on a really bad day for the FTSE250.
But lets see how it ends.
One to watch.

[netcurtains] 20/1/2022 13:09

LOL - price gone right back to October.
Google has PE of 5.76

I suspect this has bust through everyone's stop loss and then some,
I probably will double up soon...

[kalai1] 17/1/2022 18:14

Big Yellow Group plc this morning issued a positive trading statement for Q3 ending 31st December 2021. Total revenue for the quarter was up 30% to £45.2m, with like-for-like revenue up 13% to £38.3m. Total revenue for the year to date was up 26% to £127m, up 14% to £112m on a lfl basis. Occupancy was up 5% to 5.182m square feet, net rent per square foot was up 11% to £29.41....from WealthOracleAM

hxxps://wealthoracle.co.uk/detailed-result-full/BYG/310

[netcurtains] 15/1/2022 22:24

buywell3: The entire sector is crashing - is that your opinion? This is the list that contains all the shares in this sector:

Https://uk.advfn.com/cmn/fbb/thread.php3?id=49285499

I'm not convinced that the entire sector is overvalued. If anything, I'd say it was miles undervalued compared to the rest of the stockmarket - hence its rise over the past few months.

One would expect, every now and again a small correction.
Remember we're on a reasonable dividend yield too - which will only get significantly bigger on any falls.

[pireric] 15/1/2022 22:08

It's not anywhere near to a P/E of 6 because you'd be using EPS that includes property re-valuation gains

E.g. for 2021 pre-tax profit was £75m excluding revaluation gains compared to a BYG market cap of £2,879m

Eric

[buywell3] 15/1/2022 21:01

None the less RSI move suggests 1450p retest imo

[netcurtains] 14/1/2022 16:44

Google says PE is now 6.
And dividend Yield about 2.4%

[netcurtains] 07/1/2022 14:51

Big Yellow has the 9th lowest PE ratio in the FTSE250 using googles figures.

Https://www.google.com/finance/quote/BYG:LON?sa=X&ved=2ahUKEwiSkOrf8Z_1AhVeQUEAHRRSCT0Q3ecFegQIDxAU

[weemonkey] 17/12/2021 09:47

debt ratio is very small here. which should be helpful if this is the start of interest rates climbing.

[netcurtains] 15/12/2021 08:26

undervaluedassets: I use Big Yellow, I found the staff very knowledgeable and efficient, the prices very competitive and its great to have 24-hour access to your stock.
I would, and do, recommend Big Yellow as a great place to store goods: whether its for a business, for student lets, house clearances, house sales or rentals.

Obviously the business is growing, not just here but worldwide. There is a lot of growth to come.

The PE ratio is tiny for such great growth potential
There is a dividend too!

[undervaluedassets] 15/12/2021 08:19

incredible stock to be in to weather inflation.

virtually no input costs (you do not need to heat or light family air looms and piles of business inventory).

And BYG can set prices as it chooses .. citing inflation as its excuse for so doing even though its costs are scarcely rising.

[bathcoup] 29/11/2021 20:23

Thanks, nfs.

The reason I wondered if it was 150p is that the closing price on 8 May 2000 was 140p, according to mornigstar.com (you need to click "Max")

HTTPS://tools.morningstar.co.uk/uk/stockreport/default.aspx?tab=7&SecurityToken=0P00007O0N%5D3%5D0%5DE0WWE%24%24ALL&Id=0P00007O0N&ClientFund=0&CurrencyId=BAS

[nfs] 29/11/2021 12:12

It was 100p

[bathcoup] 28/11/2021 16:31

Does anyone know the IPO price on 8 May 2000? Was it 150p?

[netcurtains] 24/11/2021 09:00

UVA: Yes Google has Big Yellow's PE about 10.5 and Dividend yield at 2%. Both not bad for a growth stock.
Https://www.google.com/finance/quote/BYG:LON?sa=X&ved=2ahUKEwic5-yU0bD0AhX-8rsIHRBlC9IQ3ecFegQIBhAU

(safestore by comparison (using google figures) has PE of 11.4 and dividend yield of 1.5%).

[undervaluedassets] 24/11/2021 08:49

good results.. as always..

[netcurtains] 21/11/2021 20:12

Just been watching "Storage 24" (backed by "Big Yellow Films"). Its very entertaining.
Its on Netflix.
Worth a watch.

[netcurtains] 17/11/2021 07:43

Blimy Safestore results look good!
Should boost sector (touchwood) - if not already factored into price

[bountyhunter] 06/11/2021 21:22

REIT comparisons and new issues...

Https://uk.advfn.com/cmn/fbb/thread.php3?id=49285499

[netcurtains] 21/10/2021 09:27

Safestore has broken new highs so Big Yellow is a long long way behind.

[netcurtains] 20/10/2021 10:37

Nice RNS - And storage is in...


"
Big Yellow announces that is has secured a resolution to grant planning consent for an approximately 90,000 sq ft store at its site in on the Bath Road in Slough.
"