Share Name Share Symbol Market Type Share ISIN Share Description
Corpora Plc LSE:CP. London Ordinary Share GB0033423343 ORD 1P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +0.00p +0.00% 4.50p 0.00p 0.00p - - - 0 06:40:20
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
6.5 -14.6 -15.0 - 0.00

Corpora Share Discussion Threads

Showing 3776 to 3800 of 3800 messages
Chat Pages: 152  151  150  149  148  147  146  145  144  143  142  141  Older
DateSubjectAuthorDiscuss
31/12/2017
16:46
CREI isn't my favourite in the new "Income" sector due to its NAV premium. Personally I prefer EPIC, RGL & RLE; but whichever, this interview explains exactly why I believe the sector to be safe for income and growth: https://tinyurl.com/ycyn8o3x
skyship
15/12/2017
15:33
Thread created for Aberdeen Standard European Logistics Income plc (ASLI) which has today listed on the premium segment of the London Stock Exchange offering a focused long term income strategy exploiting the demand-supply imbalance in European logistics... HTTP://uk.advfn.com/cmn/fbb/thread.php3?id=42074530
speedsgh
15/12/2017
12:10
An interesting RNS today from propco tiddler Highcroft (HCFT). Charles Butler - the former CEO of Market Tech (the £3bn propco which owns great chunks of Camden Market) has been appointed Chairman. May amount to nothing at all; but certainly a vote of confidence in HCFT & its Board. https://uk.advfn.com/stock-market/london/highcroft-HCFT/share-news/Highcroft-Investments-PLC-Directorate-Change/76304659 I recently bought a few @ 880p; and was waiting for another offer at the same price; but on today's appointment I've decided to pay the full 900p for my balance. The March Finals for the y/e Dec’17, should reveal a total dividend of 44p (41p) and an NAV of c1110p (1097p as at 30th Jun’17). So at 900p the yield = 4.9% and the discount = 18.9%. Perhaps nothing exceptional; but if there is more to this appointment than immediately meets the eye, then there could be some good upside from here.
skyship
14/12/2017
13:06
I do like RGL as well and hold a few but cant help comment on the fees. A nice earner for some. 1.1% of EPRA NAV up to £500m; 0.9% on EPRA NAV over £500m. Payable quarterly in arrears (split 50:50 between LSI and Toscafund) 4% of gross rental income payable quarterly in arrears (LSI only) 15% of the Total Return (EPRA NAV growth plus dividends declared) over an 8% annual Hurdle Rate, subject to a high-water mark (split 50:50 between LSIand Toscafund) 2/3rds paid as shares... Are will these be newly created shares or will they use company money to buy in the market for the asset manager?
mozy123
13/12/2017
18:06
Well, we agree - I hold both LBOW & RECI - the latter my largest holding. Also like both EPIC & RGL, especially RGL on that exceptional yield.
skyship
13/12/2017
16:06
well the 5 years swap rate moved from 0.49% to 1.08% oct 16 to oct 17. Base rate moved up by .25% only Again i hope you are right. the only value i can find in commercial property is through debt products like lbow or reci. getting a decent yield, similar or close to prop co, but with the added buffer of the underlying equity taking first decline in value. nav on those should be less volatile than prop cos
yieldsearch
13/12/2017
15:43
JLL's property clock looks confident; and the swap rates show the incredibly low rates prevailing for years to come! "In Europe, politics rather than economics continue to dominate. The recent German elections delivered a fourth term for Angela Merkel, albeit with a reduced majority. Elsewhere, ongoing uncertainty surrounds Britain’s withdrawal from the EU, while the political standoff in Spain is cause for concern. Nevertheless, the European recovery remains on track for a post-GFC high in 2017. Indeed, accommodative policy, solid domestic demand and reviving job creation are driving occupier activity in Europe." Those BLND you mentioned - well, there is a sure sign of sentiment swing from recent over-concern - the share price UP 10% over the past 3weeks! More then ever it is currently a case of looking for pockets of value (& yield) rather than buying the sector.
skyship
13/12/2017
15:25
yes i would agree that we are at the top of the market, or close to, with very limited further growth rental growth is slowing/falling (see below JLL property clock) vacancy space is increasing property yield very low (lowest since the financial crisis) interest rate curve is going up (5 year swap rate is usually a good indicator of cost of refinancing, see below) in an economic environment of uncertainty (brexit) and increased inflation (impacting anyone but also construction costs) In commercial property sector, a large number of reit are trading at a discount. The land sec, british land used to trade at a premium. Now doing buy back. Some large M&A activity (intu, westfield) are happening in a sector out of flavor. I am not surprised that there has been a good number of IPO pulled out or not achieving their target issuance hxxp://www.jll.eu/emea/en-gb/research/office/office-property-clock hxxp://linkmasterfinance.co.uk/uk-swap-rates/ The sector activity has been underpinned largely by foreign money parking cash (for prime assets), and local authorities going on a shopping spree (for dodgy secondary assets) as they are benefiting from ultra cheap uk government financing, and using this as a tool to create revenue (instead of funding communities requirement such as school or housing). happy to look at the bright side for uk commercial property sector but cant really find many.
yieldsearch
13/12/2017
15:07
speedsgh - "we are at the top of the market". The big difference is that UK Bank Rate in 2006 was 4.5%-5.0%! Even with interest rates on an upward curve, no-one, repeat no-one is suggesting rates moving back above 3% as UK inflation is forecast to peak this month @ 3.1% and now trend lower. So propcos are fixing long-term debt @ 3% and letting at 8%. Outside the SE, in the regions where the economy is growing at a faster rate, many quality assets, with quality tenants and long leases STILL provide yields of 8%+. Hence a company like RGL can provide a covered yield of 7.5%. So, one obvious question, just to what region was yr comm. surveyor chum referring?
skyship
13/12/2017
13:37
Absolutely. Was speaking yday to a commercial property surveyor who was recommending sitting on your hands for now (vis-a-vis buying direct commercial property) as "we are at the top of the market". Some of the yields being quoted/achieved on very ordinary assets are eye-watering. It's like 2006 all over again. Will doubtless end in tears for some.
speedsgh
13/12/2017
13:06
Looks like you'll get all you wanted speedsgh, but yet another property fund launch that fails to hit target. Sign of the times.
lord gnome
13/12/2017
12:26
Results of fundraising for Aberdeen Standard European Logistics Income IPO. £187.5m raised against a target of £250m. Admission to be effective Friday, 15 December 2017... Result of Initial Fundraising - HTTPS://www.investegate.co.uk/aberdeen-stand-euro-/rns/result-of-initial-fundraising/201712131208522484Z/
speedsgh
13/12/2017
09:44
I didn't know about this until I read your post. I would have been interested as well. I will now have to wait until it commences trading. Definitely on my short list.
lord gnome
13/12/2017
09:14
LG - I've applied for some in the IPO. Fingers xxd.
speedsgh
13/12/2017
09:05
Now that one does look interesting, speedsgh - a Euro version of Tritax Big Box. Something different which should do well. I can see this one getting away.
lord gnome
13/12/2017
08:59
Results of the £250 target issue for the Aberdeen Standard European Logistics Income IPO are scheduled to be released today with first day of dealings on Friday (15/12). Will be interest to see how that has fared in comparison to the Aviva REIT which has been pulled for now. Publication of Prospectus - HTTPS://www.investegate.co.uk/aberdeen-stand-euro-/rns/publication-of-prospectus/201711201453000069X/
speedsgh
13/12/2017
08:20
You can take the pitcher to the well only so many times: ======================================================== https://tinyurl.com/yadmlw32
skyship
08/12/2017
06:57
Taken from Sleepy’s post on the RGL thread: ==================================== http://www.edisoninvestmentresearch.com/?ACT=18&ID=20048&LANG= Interesting read on UK property: Market outlook: Attractive yields offset uncertainty There is macro uncertainty in the UK commercial property market as a result of ongoing Brexit negotiations. However, so far, the property industry supply/demand dynamic has generally remained benign. UK property returns over the last three and five years have outpaced those of both UK equities and UK government bonds. Despite a recent UK interest rate rise, government bond yields remain very low by historical standards, so investors seeking income may be attracted to commercial property, which offers a significantly more attractive yield.
skyship
06/12/2017
09:52
The giant BLND was very much on my watchlist as a trade; missed it - up 7% over the past 2 weeks. DOH! Watching RLE for a top-up. Down to 58p-59p today...
skyship
06/12/2017
09:27
INTU was on my watch list, Skyship. The share price had dropped so much that it had a yield of over 6%. It was invested in bricks and mortar shopping malls - not the place to be with retail suffering and online shopping mopping up any growth. It was also heavily geared with big debts secured against its developments. I think today's bid has something of the rescue about it. I doubt if I would ever have bought any as there are better income offers available in the property sector with lower risk. Anyway, I have now been able to cross it off my watch list.
lord gnome
06/12/2017
08:50
Among the bigger brethren the £4bn HMSO makes an all-share offer for the £3bn INTU: https://uk.advfn.com/stock-market/london/intu-properties-INTU/share-news/Hammerson-PLC-Recommended-Offer-for-Intu-Propertie/76236892
skyship
07/11/2017
10:26
Thanks for signposting that article, Yieldsearch. M7 Multi-Let pushes float back - HTTP://www.propertyweek.com/finance/m7-multi-let-pushes-float-back/5093384.article M7 Multi-Let REIT has delayed its float on the London Stock Exchange, which was originally scheduled to take place next Monday. The group, which was attempting to raise between £150m and £300m from investors by 9.30am this morning has extended the deadline for the share issue to 24 November. The listing on the main market, which is dependent on the group rasing at least £147m, has been pushed back to 30 November. The company aims to acquire a portfolio of UK regional light industrial and regional office assets, and is targeting a dividend yield of around 6.5% a year and total shareholder return of at least 10% a year...
speedsgh
07/11/2017
10:19
Property week: M7 Multi-Let pushes float back
yieldsearch
07/11/2017
09:50
Speedsgh - many thanks for those. That Aviva REIT obviously a cut above most if not all of the others listing this year. Perhaps the wrong time in the cycle; but having read through the pre-IPO document I think I might apply for a few of those. What do others think?
skyship
07/11/2017
09:14
Another REIT looking to list. Aviva Investors Secure Income REIT plc are looking to raise £200m at IPO. Offer can be increased up to £250m if demand justifies. Intention to Float - HTTPS://www.investegate.co.uk/aviva-inv-scr-incm/rns/intention-to-float/201711070700067297V/ Highlights • The Company will invest in a diversified portfolio of high quality, long-lease commercial real estate assets located within the UK and leased to predominantly investment grade tenants, typically with a minimum lease length of 10 years and a targeted weighted average lease length at the portfolio level of 15 years to expiry. • Significant near-term target portfolio of approximately £85 million, currently consisting of four assets under exclusivity and/or advanced negotiations (the "Target Portfolio"), with a strong, identified acquisition pipeline of in excess of £400 million of additional assets. • On a fully invested and geared basis, the Company is targeting a secure dividend yield of 5.0% p.a.2 by reference to the issue price, which the Company will seek to increase broadly in line with inflation, and a total return of 7.0% p.a.2 over the medium-term. The Company intends to pay dividends on a quarterly basis. EXPECTED TIMETABLE Publication of the Prospectus - Mid November 2017 Publication of the results of the Issue and Admission - Early December 2017
speedsgh
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