Derwent London Share Discussion Threads

[philanderer] 09/5/2019 08:55

Added a few.


9th may Liberum hold -
9th may Peel Hunt hold -

9th may ++++ Q1 Results ++++

[dplewis1] 09/5/2019 08:17

Solid enough update that

[philanderer] 08/5/2019 19:17

Peel Hunt reiterates 'hold'

Q1 update tomorrow.

[philanderer] 03/5/2019 09:54

3rd may UBS buy tp 3750p

reiterates

[philanderer] 01/5/2019 20:31

xd tomorrow morning for the 46.75p dividend

[philanderer] 01/5/2019 08:39

Numis downgrades to ADD. TP 3779p

[philanderer] 30/4/2019 08:11

Soho Place news not having much of a positive affect 🙄

[jathomas] 27/4/2019 23:59

What are the risk factors for this share?

[philanderer] 24/4/2019 15:44

Deutsche BUY.....tp 3700p up from 3600p

[dplewis1] 24/4/2019 11:09

5 day versus 30 day % volume change is up 25%

[philanderer] 05/4/2019 23:31

Derwent London Plc (LON:DLN) insider David Silverman sold 6,165 shares of Derwent London stock in a transaction that occurred on Friday, April 5th. The stock was sold at an average price of GBX 3,219 , for a total value of £198,451.35

[philanderer] 29/3/2019 20:17

I walked right past it yesterday afternoon. It's a beauty :-)

[dplewis1] 28/3/2019 09:48

Yeah nice. Not my side of town but looking at the pictures it's a big old place.

[philanderer] 28/3/2019 09:39

Brunel Building fully let :-)

[philanderer] 21/3/2019 13:41

In broker note action, Capital & Counties, Derwent London, Shaftesbury and Great Portland Estates were all initiated at ‘hold’ by Panmure Gordon, while JPMorgan started Assura at ‘neutral’;.

SHARECAST

[philanderer] 19/3/2019 13:24

19th mar Deutsche hold tp 3600p

reiterates

[philanderer] 15/3/2019 10:22

Cautious view

John Burns, the outgoing chief executive of Derwent London, concedes that last November’s £250m private placement with eight institutional investors was brought forward partly because of concerns of the UK’s exit from the EU. However, he adds that his firm has signed more than £80m of lettings since the referendum in 2016. “We have been taking a fairly cautious view over the last few years,” says Burns. “On the development side, we’re always making sure materials are in place, but I wouldn’t say we’re stockpiling.

“To be honest, it’s all quite difficult to predict, so we’re just getting on with it. We did decide to go to the market with the £250m private placement last year, when we could have waited. I suppose we did it earlier partly because of Brexit. There was a slight Brexit thinking behind that.”

[philanderer] 14/3/2019 00:07

Bscuit, many thanks , just read it online now 👍



12th march , Questor:

Update: Derwent London

Derwent still offers diversification for patient investors.

Questor says: hold

[bscuit] 13/3/2019 12:45

I saw it in print copy- possibly copyright--
Highlights
by contrast with many commercial property landlords. It has shown increasing NAV per latest results. Vacancy rates near historic lows. Selective would-be occupiers played to its strengths. Shares traded 15% discount to historic NAV, which builds in a little safety margin. LTV 17%. Offers diversification for patient investors.

[philanderer] 13/3/2019 12:03

Bscuit, have you got a link for that Telegraph rec ? thanks.

[bscuit] 13/3/2019 10:49

Telegraph says "Hold" - kiss of short term death?

[dplewis1] 13/3/2019 09:36

UBS raises PT to 3750p from 3600p

[philanderer] 12/3/2019 10:21

Director dumped 25,000 yesterday.

Seem to have been absorbed ok.