British Land Share Discussion Threads

[sicker] 07/4/2017 08:41

A two day surge up 'til now, long may it continue :-)

[contango1] 07/4/2017 08:27

Something exciting BLND against a wider down market.

[its the oxman] 05/4/2017 15:19

Be nice to clear 620 and even press on to 650p

[keith95] 04/4/2017 20:07

Got a bunch too ... put UAI on your watch list - same sector nice dividend.

[kcsham] 31/3/2017 19:20

Time it perfectly!

[essentialinvestor] 30/3/2017 16:36

Added 4 lots, 587.33 my lowest.

[essentialinvestor] 30/3/2017 13:02

Thanks sicker, aware.

[sicker] 30/3/2017 11:58

7.3p ex-div fall to-day Ess.

[essentialinvestor] 30/3/2017 10:24

Small amount, may be further falls ahead imv.

[essentialinvestor] 23/3/2017 10:56

Just looking at BLND as it happens, hold HSTN,
tempted to buy a few.

[its the oxman] 23/3/2017 10:55

Just trending sideways. Real value here but what is going to turn sentiment around. Lots of patience required.

[essentialinvestor] 11/3/2017 14:02

Possible post A50 bounce on the cards?.

[hugepants] 31/1/2017 12:15

Going like the proverbial clappers here today.



Tim Roberts, Head of Offices and Residential, British Land, said: "The interest we've seen in 7 Clarges Street and these transactions evidence occupiers' continuing appetite to make long term commitments for the best buildings in London's key financial and cultural districts.

"Securing 83 per cent occupancy at 7 Clarges Street, just four months after its launch in September, is testament to the design and quality of the workspace and the appeal of the location."

[cousin jack] 30/1/2017 11:00

Yes, not looking good. Will sell the initial holding bought last week if still below 580 towards the close and look to re-enter at a lower point.

[essentialinvestor] 30/1/2017 09:59

Below 5.80 atm, so a close below that level perhaps unless
wider markets bounce back

[essentialinvestor] 27/1/2017 12:36

It's so difficult to get an optimal price, if I decided to buy a few it
would be in small stages only.

There are headwinds, think everyone would agree with that, however this is a
quality REIT.

Another downward lurch would not surprise me.

[skyship] 27/1/2017 11:54

A close below 580p would certainly be disturbing:


free stock charts from uk.advfn.com

[essentialinvestor] 27/1/2017 11:07

Just thinking the very same atm Jack.

[cousin jack] 27/1/2017 11:00

580-585 seems critical. A break below 580 would not be good. That dividend is so tempting at this level though......... Have dipped toe in water but monitoring closely.

[pogue] 27/1/2017 10:10

I disagree that the fears are unwarranted but only in the short term say 2-3 years then the City will pick up again but there is no doubt whatsoever that jobs will goto EU as banks etc have to open subsidiary offices in EU to get the deals etc which may well be done in the UK. After a couple of years once the government has firmed out what role London will play in the global finance markets I expect office space demands to rise again. Retail on the other hand is dead regardless and replacement renters found for it. I can see long term all SHOULD be fine but there is definitely room for declining profits

[skyship] 27/1/2017 09:12

I feel sure that the banker brexit fears will prove to be unwarranted; but the reality is that no-one knows, so in the meantime sentiment will prevail - perhaps taking these lower. Personally on the sidelines for a little longer...

EI - I've added your HSTN to the Header charts on the CP+ thread.

[shalder] 26/1/2017 22:54

I suspect the heavier discount for BLND reflects their greater exposure than LAND to City/Central London office space. there is a great deal of talk re banks & other financials moving operations that need to be in the EU to Dublin/Frankfurt etc so the potential downside for valuations is a concern.

[hugepants] 26/1/2017 20:19

BLND's assets look to be split about 50:50 between offices and what they call "retail and leisure". I'm guessing they have a lot of shopping malls that include cineplexes and eating places etc so the actual retail exposure may be less than expected.

Not really had a good look yet at the peer group but I think LAND is on a 28% discount to NAV and yields 3.5% compared to BLND's 35% discount and 5% yield. BLND though has a higher LTV; 30% versus 22%