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Share Name Share Symbol Market Type Share ISIN Share Description
Daejan Holdings Plc LSE:DJAN London Ordinary Share GB0002502036 ORD 25P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  0.00 0.0% 8,050.00 8,040.00 8,050.00 - 0.00 00:00:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Real Estate Investment & Services 0.0 137.8 0.0 - 1,312

Daejan Share Discussion Threads

Showing 1226 to 1248 of 1450 messages
Chat Pages: 58  57  56  55  54  53  52  51  50  49  48  47  Older
DateSubjectAuthorDiscuss
10/7/2019
12:38
A partial buyback of stock would reduce liquidity excessively. The company would have to go completely private, which I believe is unlikely.
apollocreed1
05/7/2019
17:29
Not going to happen in a million years even though it would be the best use of capital.
bisiboy
03/7/2019
16:46
The company should buy its own stock.
russman
01/7/2019
17:47
breakout tomorrow
ntv
27/6/2019
14:28
with quarter of assets in the USA,and trading well below NAV there must be a compelling case to buy the stock? Results in three weeks. R.
retsius
26/6/2019
08:37
some huge trades today but no changein the sp?
retsius
25/6/2019
12:22
Very high volume (By DJAN standards) today.
dandanactionman
23/6/2019
13:00
Konrad - agreed, QE has muddied the water regarding the usual cycle; so yes, agreed, property valuations remain low IMO, especially in the regions where 7%/8% yields are still commonplace. This has to be compared with today's average debt cost of 3.25% on long maturity. This means that pension funds, especially local council pension funds, will continue to ratchet up their underweight positions. That means buy into the high-yielding regional property plays such as AEWL, AEWU, EPIC, HCFT, RLE, RGL etcetcetc Just keep an eye on the CP+ thread, as in my link above... GLA
skyship
23/6/2019
12:09
SKYSHIP, I think calling the cycle is very relevant. Where are we on the cycle? I think because of low interest rates this cycle will last a while longer (don't bet the ranch on that one). What has changed and continues to change profoundly is retail. This is new. It's daja vu all over again accept for retail.
konradpuss
23/6/2019
10:16
Konrad & retsius - you may find my post below of some interest; whether or not you choose to remain in DJAN: https://uk.advfn.com/cmn/fbb/thread.php3?id=29245091
skyship
23/6/2019
08:04
Introducing a larger share buyback mechanism to minimise the discount and aid liquidity, may be too radical for Mr Freshwater. That is why the discount is 50%.
russman
21/6/2019
16:33
As usual with this share, just when you think ,ok looking forwards to the WE. Somebody sells £380k worth and the price is severely marked down. Gut wrenching finish to the week!
retsius
19/6/2019
19:25
My previous post is nearly long as their full report! retsius I am still long and wrong it has let trading down a bit recently Sold last lot of AAZ today so can't really complain long 2 or 3 gold miners and a few others and pieces bit patchy last few days and not liking the drop in STCM, it goes XD tomorrow so see how it fairs GLA
ntv
19/6/2019
19:20
the one line trading statement and along with the Final results, are due mid July
ntv
19/6/2019
19:07
Does anybody know a date in July when full year results are due?
dandanactionman
19/6/2019
18:07
Skyship Loss at present too much to sell. R.
retsius
19/6/2019
17:54
'well past the time when you should move on to better' Focus on the underlying business not the share price. In the long run the market is a weighing machine.
konradpuss
19/6/2019
17:39
retsius - certainly is. Surely well past the time when you should move to a better, higher yielding propco. I would recommend AEWL, EPIC, HCFT....or still RGL, though I did top-slice there quite recently (up 20%YTD!)
skyship
19/6/2019
14:28
This is one MF of a share.
retsius
07/6/2019
06:52
Erog, I would not argue with much of that. A valuation is only a valuation - an opinion of a surveyor (the dim profession as I call it and I am one!). I think that you really have a two tier market, the Uber prime and the rest. Daejan has a couple of Uber prime assets however much of the rest is well not Uber prime. The good think is the tenanted (regulated tenanies) in the U.K. many London, as these have a sorted of built in reversion when a tenant croaks. They also produce a reasonable yield due to these rents gradually being reviewed and creeping up to nearer open market rents. I have watched these fellows leave flats empty for years (it might be Freshwater their private company) however I have seen it with my own eyes. They sometimes do strange things. As I proved previously here, looking at returns over the last eleven years a quoted company like Shaftesbury would have been a better bet in the listed property sector. I would guess the management at Daejan think eleven years a very short time in which to compare returns! Enjoy the countryside which will stand you in good stead due to the poor air quality in cities currently.
konradpuss
06/6/2019
15:49
Konradplus Interesting comments. The one ray of sunshine here and has not been commented on is the American assets. Daejan have been accumulating property there for several years. One has just got to check the current exchange rate of the £ against the $ to realise how much the assets will have appreciated in the last year alone. I believe the exchange rate in the last accounts was $1:40 to the £, but this would have to be checked. At the moment as you know it is $1:27 to the £. R.
retsius
06/6/2019
15:30
Ergo, I am a non-practicing (thank God!) chartered valuation surveyor. I know who values for Daejan and mark my words the valuations are conservative.
konradpuss
06/6/2019
14:54
Erog, sorry I think you are stone wrong. Daejan NAV has increased, British Land down 6.4%. I think Land Sec. is similar. Fake News!
konradpuss
Chat Pages: 58  57  56  55  54  53  52  51  50  49  48  47  Older
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