Capital & Regional Share Discussion Threads

[nick rubens] 08/8/2011 11:30

How much of the junction fund do they own? Anyone know off hand? Cheers.

[nick rubens] 08/8/2011 11:18

Anyone still following events here?

[eddyt27] 04/7/2011 14:26

Back to where i was Nov 09, keep going

[1nf3rn0] 04/7/2011 12:24

Finally making a push through the 40p resistance level today.

[1nf3rn0] 06/6/2011 15:17

Did we miss some updates on holdings from Laxey Partners?

"On 30 July 2010, the Company received notification that Laxey Partners Limited has an interest in 19,017,367 Ordinary shares of 1p each in Capital & Regional plc. This represents 5.42% of the issued share capital of the Company"

But according to the CAL website Laxey held over 30 million shares on 18th March 2011, almost 9%.



Today's SL announcement (plus the Laxey holdings which I hadn't notice increase) means that the top 5 shareholders now hold over 50%, so room for deals to be done if ParkDev, for example, wish to make a takeover approach.

[1nf3rn0] 06/6/2011 15:08

"On 6 June 2011, the Company received notification that Standard Life Investments Limited has an interest in 26,464,193 Ordinary shares of 1p each in Capital & Regional plc. This represents 7.548% of the issued share capital of the Company."

Major shareholdings as at 18 March 2011 showed Standard Life holding 18,268,824 (5.21%) , so they've added more than 8 million shares over the last 3 months. They increased to 22,051,119 on 11 April.

If it's good enough for SL it's good enough for me.

[kiltrock] 07/4/2011 19:50

MikeG, MR, 1nf3rn0

Thanks for the welcome, been watching this for a long time, from somewhere about 4.40 and I bought for 0.40, even turned this down at 0.29 and so on. for my part it's time to take a stand and get in for the long term. I am the look out for 1 or 2 more invests. in property/real. est. and then leave this sector alone. I copy from another piece I posted elsewhere from the builders federation in Feb. as follows. -

The recession and new investment framework has created a challenging climate in which to build, whilst rising unemployment, a deep freeze in mortgage lending and the lowest rate of peacetime building since 1923 means the need for new affordable homes has never been greater. END (this was to do with housing)

The bit refering to 1923 just tells the present story.

Kilt

[1nf3rn0] 07/4/2011 09:25

I'm looking for 150p-200p over the next 5 or 6 years. Very long term hold, but as long as they keep on top of their gearing ratios it's just a question of waiting for commercial property to bounce back, which it will at some point. My average here is 36p, been adding since 2009, but stupidly didn't sell and buy back on that big spike up to £1 before the rights issue!

[monkeywrench] 07/4/2011 07:29

kiltrock - Yes.
Had a shed load but sold half in 2007 to buy silver and gold.
Keeping fingers and legs crossed for what I still hold, but I feel
it's definitely a long termer.

[m1keg] 06/4/2011 18:35

kiltrock,

I know we don't post much, we are all on the buy forget system with these. We forget to be civil sometimes. Mine are all nicely stored in an ISA away from the taxman.

The future looks OK IMO. Their tie up with the South Africans looks like it could give them a better chance to expand there holdings and new funds.

Anyway welcome to the club.

MikeG

[kiltrock] 06/4/2011 18:20

Monkeywr. are you holding? most def. a buy and hold and i can see this one being ok long term, all we need is assets value to rise, if the American property market get going i can easily see us following. I am researhing other companies in this sector and one on my list is Daejan epic DJAN share 26.82 trading below asset value of 48.20 but can't make up my mind. i need to research further.

[monkeywrench] 06/4/2011 14:12

Buy and forget. Good idea.

[kiltrock] 06/4/2011 13:28

anyone watching this one, I've bought in today after watching for some time. This is going to be buy and forget, and wait for the property market to recover.

[1nf3rn0] 23/3/2011 13:36

Good set of results today. Seems to be ahead of expectations. No real surprise to see them withhold the dividend again, it makes more sense to continue paing off debt at the moment.

[monkeywrench] 14/2/2011 10:05

Quite, sorry about CAPIAL, don't know how to change it.

[kibes] 11/2/2011 13:07

Capial and Regional, What is going on? (CAL)

Nothing. At all.

[dcd] 04/2/2011 12:32

Seems to me the MMs have pulled every trick in the book to shake people out over the past couple of weeks, somthing brewing IMO.

[nilip] 02/2/2011 10:16

Just read thru the Nov. IMS :


The key highlights are:


· Focus on letting activity drives increase in occupancy, contracted income and valuations
· Significant outperformance in The Mall's footfall in the first 9 months of the year
· Completion of The Mall bond restructuring
· Improved quality of portfolio resulting from six property sales across the funds for GBP245m
· Capital distribution from The Junction of GBP42m - Group share GBP5.6m
· Completion of investment in Garigal Asset Management GmbH

[smurfy2001] 02/2/2011 10:01

Yeah?

Well don't hope, because this dog of a share will dissapoint you...

[nilip] 02/2/2011 09:59

Oooohhhh ! how the mighty have fallen :-)

From over 1500p to 38p






Looks likes there's something going on behind the scenes again here ...


Share price seems to be limbering up to race up again ?


This could be the start of a heads up situation all of a sudden ?


Been ticking up nicely last few days ... could things be about to become all rosy again ?

[kibes] 02/2/2011 09:40

A little too soon maybe! Now at 38.5p do we have liftoff?

[dnfa1975] 28/1/2011 09:38

decided to dump this messy puppy, held for yonks and took a smack on the bum

[kibes] 17/1/2011 14:31

I'm not sure but I think 34p is very close to the NAV for CAL due to the dilution. Whereas stocks like QED are at a huge discount (QED now at 40p has NAV above 100p anyway). I am in both as well as MNR. One advantage of CAL is that it has a good steady rental and property management income which MNR and QED don't.