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Share Name Share Symbol Market Type Share ISIN Share Description
Gcp Student Living Plc LSE:DIGS London Ordinary Share GB00B8460Z43 ORD 1P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -2.20 -1.85% 116.80 116.40 117.20 119.40 116.20 118.80 466,463 16:35:07
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Real Estate Investment Trusts 47.8 48.6 11.2 10.5 531

Gcp Student Living Share Discussion Threads

Showing 201 to 223 of 225 messages
Chat Pages: 9  8  7  6  5  4  3  2  1
DateSubjectAuthorDiscuss
01/10/2020
07:41
They may just be replacing Stifel, though it's unclear. No placing anytime soon: shares are at a discount to NAV.
jonwig
01/10/2020
07:23
Appointment Of Corporate Broker GCP Student, the UK's first REIT focused on student residential assets, is pleased to announce the appointment of Jefferies International Limited as financial adviser and corporate broker to the Company, with immediate effect. Does this always equate to "placing is a'coming" or is it just a 90% correlation
spangle93
20/9/2020
07:15
The whole process has been delayed this year, so let's hope that there is a late rush.
maddox
20/9/2020
06:48
That's the disconnect, Jonwig. With universities struggling to find space on courses for all those that achieved creditable marks, I can't understand why halls of residence are equally not as overwhelmed.
spangle93
20/9/2020
06:08
On 4 Sept 2019 they said "post year end the Company's operational portfolio achieved full occupancy with respect to the 2019/20 academic year, ..." On 6 Sept 2018 they said "with the portfolio fully occupied ... for the 2017/18 academic year." The question is whether the share price discounts a weak 2020-21. And there was speculative development of surplus capacity which could be blown away. PS. Big increase in domestic student numbers after "odd" A-level season, maybe? Could therefore reach capacity by discounting rents?
jonwig
19/9/2020
09:07
The RNS states: 'At the date of the report, 68% of rooms across the Group's portfolio of student accommodation have been booked for the 2020/21 academic year.' I assume that the date is 16 Sept 2020, which is the date the Board signed-off the report for publication. In which case I'm surprised that bookings are so low as 68% - Clearing has all but finished and course places allocated by now. Thoughts?
maddox
17/9/2020
14:01
The historic data read well to me - it's the Outlook that is still a little misty. By now they'd usually have more than 68% of rooms booked for the coming year, right? It starts in 2 weeks.
spangle93
17/9/2020
14:00
I'm moderately encouraged by these numbers. The spike over 200p now looks anomalous, though I admit to not thinking that at the time! But still some uncertainty on future occupancy.
jonwig
17/9/2020
13:54
Finals out: HIGHLIGHTS(1) -- Total shareholder return(2) of -20.6% for the period. Annualised total shareholder return since IPO(2) of 7.4%, compared to the Company's target return of 8-10%. -- NAV total return(2) of 12.9% since IPO and 7.6% for the year. -- Dividends of 6.15 pence per share paid in respect of the year. -- EPRA NAV(2) per share (cum-income) of 171.78 pence and EPRA NAV per share (ex--income) of 170.36 pence at 30 June 2020. -- Total rental income for the year of GBP47.8 million (30 June 2019: GBP44.4 million). -- Gross proceeds of approximately GBP77 million raised through a substantially oversubscribed placing of new ordinary shares. -- Inclusion in the FTSE 250 Index from 18 September 2019. -- High-quality portfolio of eleven assets with 4,116 beds located primarily in and around London, with a valuation of GBP1.0 billion(3) at 30 June 2020. -- Prior to Covid-19, the portfolio was fully occupied and achieved rental growth of 4.4% for the 2019/20 academic year. -- Blended NIY(2) of operational portfolio of 4.44% (30 June 2019:4.45%). -- At the date of the report, 68% of rooms across the Group's portfolio of student accommodation have been booked for the 2020/21 academic year. htTps://www.graviscapital.com/funds/gcp-student/literature
rambutan2
27/8/2020
06:14
Reduction in management fees and terms: https://www.investegate.co.uk/gcp-student-living--digs-/rns/amendment-to-management-arrangements/202008270700062655X/ But is it as good as it looks? (Property management fees transferred to company.) NAV is well below threshold for fee reduction.
jonwig
26/8/2020
10:24
The signs point to a surplus of UK students in the next academic year, thanks to grade inflation and HMG funding more places. At least they'll absorb any shortage of international students. Maybe room rental rates will fall, but 140p compensates amply.
jonwig
26/8/2020
10:19
Looking better here. Could the worst be over? Suet
suetballs
19/8/2020
09:49
Agreed. I've never really understood the time-pressured exams - where it's impossible to finish the paper or revise an answer. This competitive stress inducing aspect is unlikely to get the best out of a student?
maddox
18/8/2020
16:24
The schools should have conducted online open-book exams. Being able to look up information when asked a question is also a skill.
apollocreed1
18/8/2020
12:08
The upside is that they have removed the cap on student numbers and there is excess applicants for university courses. The Unis are now complaining that they cannot 'accommodate' all their applicants.
maddox
18/8/2020
09:02
Totally agree Maddox. Suet
suetballs
14/8/2020
19:18
Well the A level results are out - and what a mess. The government was in a no win position and was bound to get aggro. Clearing will be busy and hopefully so will digs. Suet
suetballs
31/7/2020
14:28
Seems out of favour for now. Lower occupancy hence current share price, but hardly a disaster and normality and hopefully a much higher share will return. London exposure for longer term appreciation has to help as well.
its the oxman
31/7/2020
13:03
Nice to see the share price on the up. Suet
suetballs
31/7/2020
08:02
News as expected I suppose - but a dividend in September. A vaccine is urgently needed but we know how difficult they are to manufacture. Suet
suetballs
28/7/2020
15:46
1 August seems to be a key date for NAV, dividend and portfolio update. So maybe Friday or Monday?
jonwig
28/7/2020
15:37
when do we know occupancy levels for new academic year?
edwardt
19/7/2020
22:23
Not a lot going for the digs share price atm. Suet
suetballs
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