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Share Name Share Symbol Market Type Share ISIN Share Description
Ediston Property Investment Company Plc LSE:EPIC London Ordinary Share GB00BNGMZB68 ORD 1P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -0.70 -1.06% 65.40 65.00 65.80 68.80 68.80 68.80 51,812 16:35:07
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Equity Investment Instruments 20.8 14.1 6.7 9.8 138

Ediston Property Investm... Share Discussion Threads

Showing 426 to 450 of 450 messages
Chat Pages: 18  17  16  15  14  13  12  11  10  9  8  7  Older
DateSubjectAuthorDiscuss
21/1/2021
12:17
"...However, Bruce (pictured) said the resilience of the sector ('retail warehouses') – to which EPIC is 64% invested with the rest in offices.." I think they are actually 64% retail warehouses, 10% supermarkets with the rest offices.
hugepants
21/1/2021
11:55
Plenty of others have been bullish about there retail pk assets seeing near normal footfall and a fair few pks have been sold on at lowish yields over the last 12mths so there is still a mkt. Rental collection is at a sustainable level that should ensure we at least get a special divi at year end even if they maintain lower rate for rest of the year. Beyond Haddington devpt though this is a steady as she goes operation so wouldn't be surprised to see a capital raise here as bound to be more opportunities this year.
nickrl
21/1/2021
10:29
"Well, he would say that". But an interesting read, perhaps marred a little by the last few paras where they state how badly EPIC has done, inc the divi cut. Still a fan tho - discount, yield (which will rise), rent collection during lockdown, going to be well-placed for the new normal. Https://citywire.co.uk/investment-trust-insider/news/stop-ignoring-pandemic-proof-retail-parks-says-epic-s-bruce/a1452619?ref=investment-trust-insider-latest-news-list
spectoacc
11/1/2021
16:38
BLND today extolling the virtues of there open air retail parks "Well located, open air retail parks have continued to play an important role for retailers and demonstrate operational outperformance with footfall 87% of the same period last year, 32ppt ahead of the UK market benchmark. Retailer sales for stores that were open on our retail parks were 85% of the same period last year"
nickrl
06/1/2021
11:36
I think they'll leave it another quarter or so to see what happens with this lockdown. I'm happy knowing the money's in the co too.
spectoacc
06/1/2021
11:31
Interim Divi RNS out https://www.londonstockexchange.com/news-article/EPIC/announcement-of-interim-dividend/14816473 Affirms 0.3333 payment with following commentary 96% of the rent due for the quarter has been collected at the date of this announcement, which is in line with previous forecasts. The current dividend level is 136% covered by rent collected (less expenses) for quarter four. Im presuming this refers to rents due 25/12 and if so is very good position and surely must allow an uplift in divi now.
nickrl
16/12/2020
10:53
A few other observations Inv Mgt Company has given us 40k pa discount on charges and 20% of fee will be paid in shares and with lower NAV its dropped by 0.4m. Small investors have increased on the register CVAs have cost 6% of NRI - EPIC have right to move out tenant though as when they get suitable replacement. Rent collection at cash level, ignoring whats still owed, they easily cover 4p pa so with REIT rules i would forecast 0.4p/mth is sustainable. Doesn't look like they have many issues with can pay but wont merchants so limited bonus likely to arise from ending of the moratorium. Restoring dividend to previous level needs the vacancies filled and replacement tenants for CVA units who are going to pay a fair rent.
nickrl
16/12/2020
08:25
Waiting longer on rent collection before increasing the divi, but reads well. Best to ignore the 3 years of NAV falls tho :)
spectoacc
03/12/2020
08:57
Let's hope momentum continues.
spectoacc
03/12/2020
08:44
Indeed. Will be interesting to see who the counterparty is. Nice to see that Momentum are keen
cwa1
03/12/2020
08:21
Quite a chunk bought up.
owenski
03/12/2020
08:19
Interesting stake building RNS this morning - but who was the seller?
spectoacc
02/12/2020
15:29
I feel relaxed holding EPIC, the share price increase since October has been nice and steady, compared with volatility of RGL and SREI.
clausentum
02/12/2020
14:41
Missed that, thanks. 94% collection with more to come next year. Slightly surprised they haven't upped the divi already, knowing the 90% rule, but an increase ahead if 134% covered. MMs still keeping a nasty spread.
spectoacc
02/12/2020
12:49
Monthly dividend confirmed at 0.3333p/mth. https://www.londonstockexchange.com/news-article/EPIC/announcement-of-interim-dividend/14777910 Quarter 4 rent collection update At the date of this announcement, rent collection is in line with previous forecasts. If the tenants who pay their rent monthly continue to do so, it is projected that the Company will collect 94% of the rent due for quarter 4. On this basis, the current dividend level would be 134% covered by rent collected (less expenses) for quarter 4. Must be scope here for a bit of an uplift when they announce finals.
nickrl
23/11/2020
16:42
Retail bargain? Covid-19 underscores opportunity in unloved retail parks 23 November 2020 Ediston Property Investment Company's Calum Bruce considers the continued need for physical retail and the benefits of being out-of-town in terms of adhering to social distancing measures. Link : hTTps://www.trustnet.com/News/7852933/retail-bargain-covid-19-underscores-opportunity-in-unloved-retail-parks/
flagon
19/11/2020
10:15
Currently 63.3p to sell, 65.5p to buy (25k), but MMs been enjoying this spread for a while, including selling at 66p to the unwary.
spectoacc
18/11/2020
10:32
Comes down to value, yield, rent collection, vaccine possibilities - agree there's more to go, particularly if/when NAVs stop getting marked down and start climbing again, possibly within 12 months. Easier to trade in/out when there's clear value, harder when they've all gone up :) Divis being restored also a good sign - EPIC ahead of the pack in that.
spectoacc
18/11/2020
10:16
It was so easy to decide to buy EPIC in October at 50, the only difficulty was which of the bargain REITs to choose. Now RGL, EPIC, SREI etc still seem to have further capital gain potential, but I am finding it psychologically hard to put further money into them because of the 30% rise I have missed. I currently have equal amounts in these 3 REITS, and a long term holding in SHED which is safe but with limited near term upside.
clausentum
17/11/2020
19:50
Wasn't expecting to make such capital appreciation on this, bought it as an income stock. :-)
owenski
12/11/2020
11:55
XD today, but too small to bother the s/p, and all trades over 60p today.
spectoacc
09/11/2020
11:33
Sold a wee few at 59.4, couldn't resist the spike, but seems a good market.
spectoacc
05/11/2020
15:36
As I said, nailed on now I have sold.:-)
gary1966
05/11/2020
15:34
Good luck, going higher I reckon ;)
spectoacc
05/11/2020
15:13
Well I have taken a chance and sold in the hope that they may retrace a little, as I would like to increase my holding, with the 2 and 14 day RSI running at nigh on 100 and 74 respectively and they have moved up from 46 to 56.5p since the 6th October. Usually get it completely wrong and so you should all be good for a continuation of this fine run up to 65p at least!! GLA
gary1966
Chat Pages: 18  17  16  15  14  13  12  11  10  9  8  7  Older
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