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Share Name Share Symbol Market Type Share ISIN Share Description
Derwent London Plc LSE:DLN London Ordinary Share GB0002652740 ORD 5P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -19.00 -0.57% 3,323.00 3,325.00 3,327.00 3,356.00 3,291.00 3,291.00 319,157 16:35:22
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Real Estate Investment Trusts 268.6 -83.0 -69.3 - 3,720

Derwent London Share Discussion Threads

Showing 276 to 300 of 425 messages
Chat Pages: 17  16  15  14  13  12  11  10  9  8  7  6  Older
DateSubjectAuthorDiscuss
27/8/2020
16:42
Phil, Air conditioning surely.
essentialinvestor
27/8/2020
00:44
Do many of these office blocks have windows that actually open to let in fresh air, or is it all recirculated air by air coditioning ?
philanderer
26/8/2020
14:05
Hi Jack, unfortunately not!.. had a small amount on a few occasions only. Expecting a sharper sell off here which has not happened up to now. With the continued media comment on the future of office work, It might be worth considering why the share price has been relatively resilient. Perhaps some investors may see demand longer term from certain industries. Anything collaborative, for example media, PR, marketing etc are perhaps better served in an office environment, also any organisation requiring higher security with client and internal communications. There must be a reason this is not significantly lower.
essentialinvestor
26/8/2020
13:57
EI: “Someone is making a lot of money on that”. From previous posts I reckon you already have !
cousin jack
26/8/2020
13:56
The City of London risks being 'hollowed out' as thousands of white collar workers refuse to return to their desk, a top stockbroker has warned. Steven Fine, the boss of Peel Hunt, said he is 'angry' to see financial firms encouraging their staff to stay at home while leaving the Square Mile like a ghost town. https://www.dailymail.co.uk/money/markets/article-8662973/City-London-hollowed-home-working.html
philanderer
26/8/2020
13:37
"No plan for a return to the office for millions of staff" Fifty of the biggest UK employers questioned by BBC have said they have no plans to return all staff to the office full-time in the near future. Some 24 firms said that they did not have any plans in place to return workers to the office. https://www.bbc.co.uk/news/business-53901310
philanderer
26/8/2020
12:52
Was out this morning and missed yet another bounce from circa 27.80. Someone is making a lot of money on that.
essentialinvestor
26/8/2020
00:15
"JPMorgan and Linklaters signal end of the daily commute for City workers" Staff at the elite firms will be allowed to work from home part of the time after the pandemic is over https://www.telegraph.co.uk/business/2020/08/25/jpmorgan-linklaters-signal-end-daily-commute-city-workers/
philanderer
25/8/2020
20:08
For me the bigger risk here is the 24% of the portfolio that is due lease expiry/break next year. This is biggest of any propco and I don't know who tenants are but they clearly have the whip hand. Derwent recognise this and have some earmarked for development but that just more CAPEX on top of the 200+m they already have committed and risks increased void costs. I know these have been quality over the years but imv this risk isn't in the price.
nickrl
25/8/2020
18:19
Yes, it's not going up any time soon. I'm holding now just as a hedge in case people start returning to London offices. Looking more and more unlikely as the weeks go by.
philanderer
25/8/2020
16:25
And here we go.
essentialinvestor
24/8/2020
14:53
We may be due another leg down on the London heavy office REITS. Lots of remote working press comment over the weekend.
essentialinvestor
24/8/2020
14:18
Soho’s status as the ‘beating heart’ of London at risk as offices remain largely closed after lockdown HTTPS://www.standard.co.uk/business/soho-business-owners-warning-return-work-a4531716.html
philanderer
21/8/2020
12:28
Only one in six workers returns to office despite pleas to do so from Government https://www.dailymail.co.uk/money/markets/article-8648083/One-six-workers-returns-office-despite-Government-plea.html
philanderer
20/8/2020
17:31
430k shares traded.
philanderer
20/8/2020
14:15
A good chance the chinese will end up owning most of London ?
philanderer
20/8/2020
14:03
Phil/ Nick, the GPOR debt issuance looks interesting. They may be seeing value in the London mzrket emerge over the next year.
essentialinvestor
20/8/2020
12:04
Sold yesterday's buy.
essentialinvestor
20/8/2020
11:59
The one bright sector today.
philanderer
19/8/2020
16:32
Had some before the close. Nick has mentioned around £25 as a potential buy point and would zgree, if available, that looks a safer entry level.
essentialinvestor
17/8/2020
15:00
Another bounce off that support level, quite incredible.
essentialinvestor
16/8/2020
14:34
Great Portland have been more explicit than DLN in highlighting capital value falls to come - GPOR have more retail exposure. I thought declines of 20-25% on Central London office space would cover most scenarios. There is also an increase in voids to navigate. What you may also see divergence between nearly refurbished or built Grade A space and the rest?.
essentialinvestor
16/8/2020
00:46
And this one.. Thousands in City will never return full-time: PwC reveals HALF its staff will routinely work from home as coronavirus starts workplace revolution .....Banks, insurers and financial services giants in the City are also understood to be drawing up similarly radical plans to shift permanently to increased home working. In some cases, firms may seek to save money by downsizing to smaller offices. https://www.dailymail.co.uk/money/markets/article-8630621/Thousands-City-never-return-time.html
philanderer
15/8/2020
15:31
That will get attention in the weekend press.
essentialinvestor
15/8/2020
00:16
'Schroders to allow thousands of staff to work from home in milestone for City' Britain's largest listed asset manager has fired the starting gun on the end of City life HTTPS://www.telegraph.co.uk/business/2020/08/14/schroders-allow-thousands-staff-work-home-milestone-city/
philanderer
Chat Pages: 17  16  15  14  13  12  11  10  9  8  7  6  Older
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