Boot (henry) Share Discussion Threads

[essentialinvestor] 18/1/2023 11:25

With the greatest respect to ST, I would not tend to hang my hat on what he says.


VTY looks very solid, their CEO has spent £5 million on shares in open market purchases over the last 12 months.

Will that big acquisition pay off?, if so then very interesting longer term -
emphasis on IF. May be worth looking at on a bad day/week.

[spectoacc] 18/1/2023 11:16

Hmm. Been BOOTing a few into the ISA, a rare purchase for me, but struggling to see it as much more than FV atm. Can't see this nuts rally in the markets being extended, and the stuff "yet to go up" has a habit of then falling to new lows.

But agree it's an outlier for the moment, and maybe ramper ST will indeed tip it again soon.

PSDL is another I've an eye on.

[riverman77] 18/1/2023 11:10

Noticed this hasn't budged at all in the last month, in contrast to the sharp rise in other property companies, including pretty much all the housebuilders and even the sleepy Harworth (probably the closest peer to BOOT). Took the opportunity to establish a position. It is also regularly tipped by Simon Thompson, so stands to benefit from the usual bounce if and when he mentions it again.

[essentialinvestor] 04/12/2022 21:33

mrf, around £1.90 very attractive, if available.
See what BOOT say in January.

On private equity, lows in some cases already look in, 3i main fund as one example. US markets may need to sell off hard to invalidate this, Nasdaq now approx 4% above end of June levels.

[melegramforttongo] 04/12/2022 20:59

Whilst it’s superstitious you don’t want the lemonade guy holding this .
The jonah of shareholders….

Bad omen .
Lemonade guy .

[my retirement fund] 04/12/2022 20:55

Interesting, well if it hit £2 I would want plenty for a longer term hold, but right now I wouldn't mind a few anyway sadly what do I sell ? So difficult to choose.

[essentialinvestor] 04/12/2022 16:16

Spec, thanks.

RCP have navigated multiple downturns and different market conditions,
so would hope the current environment is one which does not cause a very significant hit.

I would estimate end of November NAV at around £24.60.

[spectoacc] 04/12/2022 15:55

Not that analyst ratings mean much, but the actual note would be worth a read re RCP:



BOOT longer term record - any long-term record for anything real estate has to encompass not just the past 14 years of ZIRP I reckon.

Are BOOT better than eg GLE?

[essentialinvestor] 04/12/2022 15:51

BOOT longer term record is very strong.

Agree BOOT is not a trading share. When mentioning it on the SHA board
over the years have said as much.



mrf, RIT Capital is my largest longer term holding,
but sometimes trade a few as it's given to quick 3-4% moves.

Most would not have the time or indeed inclination to bother.

[spectoacc] 04/12/2022 15:08

"The definition of a long-term trade is a short-term one gone wrong" ;)

I do like BOOT, & hope to be back in at some point. Based on my current macro view, there's every chance I miss the bottom and never buy.

Good luck holders.

[essentialinvestor] 03/12/2022 22:40

I have long term holdings and trading positions.

Sometimes trading positions become long term holdings ;.

[my retirement fund] 03/12/2022 22:09

I'm not bearish really it's a good long term hold. Probably not your bag EI, as I know you prefer small but fast gains?

[melegramforttongo] 03/12/2022 15:12

Drew is known as “ the lemonade guy “.
Essential , you should know that ADVFN is just a hotbed of wind up merchants and some of the lowest of the low characters .
You can’t trust anyone .
It’s all just comedy value .
I do find it rather funny and a good way to pass the investing day in between research and meetings .

[essentialinvestor] 03/12/2022 14:09

mrf, any view on the SP?. I thought if markets sold off again near £2
not out of the question.

[my retirement fund] 01/12/2022 13:23

lol - is there a site where you actually get quality posters?

[essentialinvestor] 01/12/2022 13:21

TYpicaal ADVFN, eh.

Who is Drew.


This is why I will not pay this site a penny.

[cwa1] 01/12/2022 12:36

Ermmm...what?

[melegramforttongo] 01/12/2022 11:49

Poor Drew called this one wrong in June .
No wonder he is so bitter on the boohoo threads 😂😂
Drew , you were warned that this held high risk mate .
No need to take it personally though

[cwa1] 01/12/2022 10:17

Gladman hoovering up stock. Wonder what his plans are? Should "we" be paying more attention to this, or is it just an investment?

[essentialinvestor] 07/11/2022 12:39

What a difference 3 months make, eh.

They sold an industrial asset yielding a little over 3%.

Very much a tail end of ZIRP transaction!.

[steve3sandal] 21/9/2022 13:45

I might add that I like Boot especially down here but ST tips are usually lower when fluffing subsides.

[steve3sandal] 21/9/2022 13:42

I often find that typing the headline or first paragraph into Google let’s you read one article. Obviously lots of subscribe links but they clearly allow limited peeping which may help add subscribers.

[shaker44] 21/9/2022 09:51

My phone delivers a message that only subscribers to IC can get past first few paras.