Gcp Student Living Share Discussion Threads

[spangle93] 02/1/2022 12:37

Money paid into HL account on 27-Dec

[maddox] 22/12/2021 17:06

Hi Guys,

Congratulations on your impending payout. If you want to retain an investment in the sector - please join me on the UTG Unite Students thread.

Wishing you a Merry Christmas and a prosperous New Year.

Maddox

[donald pond] 07/12/2021 08:22

I know the team at Gravis well and they are a class act. I've held WJG before but had forgotten about them so will have another look.

[ptgint] 06/12/2021 16:57

That's good to know and thanks. I liked DIGS and bought in at 135 and had no intention of selling. I also agree with you re ESP but also don't think the management seem as good as DIGS. In this sector I'm still in WJG as its seems a good alternative IMHO.

[donald pond] 06/12/2021 14:16

News today and we should get paid out by year end. A pity, DIGS was a quality company. ESP looks cheap but isn't as good in terms of property and location Still, buying at 130 in October 2020 has paid off handsomely

[ptgint] 02/12/2021 16:30

I was under the impression we were to be paid out this month but I haven't seen any recent news to confirm this. Am I wrong ?

[suetballs] 08/9/2021 13:13

Record numbers of UK students heading for uni - per the BBC. OK overseas students sharply down but overall numbers only slightly down.
imo the insiders here have got this on the cheap - bloody frustrating.
Suet

[jonwig] 12/8/2021 05:50

The scheme of arrangement seems to be the method of choice when directors recommend accepting a bid. It was used in the Morrisons takeover. It still needs a GM and a vote, so in practice, we investors won't see much difference from any other procedure.

The bid seems to be assured, given the share price and lack of dissent. (But weren't we promised a property revaluation?)

[friars3] 11/8/2021 22:53

Any one with comments on last rn

[suetballs] 09/8/2021 08:37

Moved on this am - shame I liked this company.
Increased my holding in sn. which is currently in the doldrums!
Suet

[suetballs] 26/7/2021 10:17

I currently can't see another bidder popping up and am tempted to move on. However there so many good shares to choose from - decisions decisions!
Suet

[friars3] 22/7/2021 16:13

Is student living been sold

[adamb1978] 18/7/2021 20:54

Share price suggests that

[suetballs] 18/7/2021 18:59

Hopefully we can attract another bidder.
Suet

[adamb1978] 18/7/2021 14:45

Apologies, spreadsheet error! It's still not generous valued though...

[edwardt] 16/7/2021 19:47

Not sure it does...

[adamb1978] 16/7/2021 14:13

Does anyone have views on why ESP trades at only just over 0.5x NAV?

[matt123d] 16/7/2021 13:06

Added to ESP

[adamb1978] 16/7/2021 13:01

Notable that there arent any irrevocables beyond the directors, which keeps the door firmly open for other parties.

Would be a nice 50% profit in 8 months for me, but would prefer to hold.

There aren't any other listed alternatives for investing in this class of assets are there? I own a few others in my SIPP, such as BBOX, 3IN etc, but I liked DIGS given it was a different type of asset underpinning it.
Thanks

[donald pond] 16/7/2021 13:00

Happy days

[adamb1978] 16/7/2021 12:59

213p offer

[jonwig] 11/7/2021 05:55

Not an isolated bid, but part of a bigger trend?

The world’s biggest commercial property landlord is shuffling its $378bn real estate deck.

Two moves by Blackstone — the sale of BNY Mellon’s London office in St Paul’s to Italian insurer Generali for £465m, sealed this week according to people familiar with the deal, and an approach to buy student housing operator GCP Student Living — are a sign of how landlords are repositioning their portfolios as the pandemic accelerates structural trends.

Covid-19 has hastened the decline of two key commercial property sectors — retail and offices — and prompted landlords to pile into alternatives they believe will fare better.

Top of their shopping list are: warehouses, supported by the ecommerce boom; rental flats and student housing, made attractive by home shortages and growing student populations across Europe; and life sciences campuses, buoyed by huge investment in research and development.

“These are megatrends which have . . . been accelerated by the pandemic,” said James Seppala, head of real estate in Europe at Blackstone.
FT.

[donald pond] 09/7/2021 10:05

There does seem to be an imbalance of information here. Scape know the projects inside out, Gravis say the NAV is going to have a material uplift...would be helpful if us investors understood the valuation better and what is driving the uplift

[suetballs] 09/7/2021 09:35

Inching towards £2 - bid next week?
Suet

[riverman77] 05/7/2021 11:32

The key point about this is the properties are almost all based in London where supply is obviously severely constrained, but big demand due to so many top universities and draw of the capital for foreign students. Very attractive assets in other words which should attract healthy premium.