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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
  -1.00 -0.47% 211.50 211.50 212.00 212.50 211.50 212.50 5,499,841 16:35:04
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Real Estate Investment Trusts 47.8 48.6 11.2 18.9 962

Gcp Student Living Share Discussion Threads

Showing 251 to 275 of 275 messages
Chat Pages: 11  10  9  8  7  6  5  4  3  2  1
DateSubjectAuthorDiscuss
08/9/2021
14:13
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
suetballs
12/8/2021
06:50
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?)
jonwig
11/8/2021
23:53
Any one with comments on last rn
friars3
09/8/2021
09:37
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
11:17
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
suetballs
22/7/2021
17:13
Is student living been sold
friars3
18/7/2021
21:54
Share price suggests that
adamb1978
18/7/2021
19:59
Hopefully we can attract another bidder. Suet
suetballs
18/7/2021
15:45
Apologies, spreadsheet error! It's still not generous valued though...
adamb1978
16/7/2021
20:47
Not sure it does...
edwardt
16/7/2021
15:13
Does anyone have views on why ESP trades at only just over 0.5x NAV?
adamb1978
16/7/2021
14:06
Added to ESP
matt123d
16/7/2021
14:01
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
adamb1978
16/7/2021
14:00
Happy days
donald pond
16/7/2021
13:59
213p offer
adamb1978
11/7/2021
06:55
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.
jonwig
09/7/2021
11:05
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
donald pond
09/7/2021
10:35
Inching towards £2 - bid next week? Suet
suetballs
05/7/2021
12:32
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.
riverman77
05/7/2021
11:48
You'd expect a decent premium over nav to make this a credible offer - I'd say 210-220p would be the bare minimum, with 230-240p closer to fair value. Remember it was trading over 200p before covid so can't possibly see this going for less than that.
riverman77
05/7/2021
09:49
Last NAV was up 4% to 179 and we've been told next will be a material increase so I'd suggest the same again as a minimum. In other words, this is probably still trading below NAV
donald pond
05/7/2021
09:36
Even at £2 this has to be inexpensive? Bags of potential as students will still want to study in London post covid. Suet
suetballs
02/7/2021
20:19
Scape Living, part of the consortium, is of course the property manager here. It's unclear to me whether Gravis (the investment manager) and the board were aware of this development.
jonwig
02/7/2021
19:56
Well, I'd be happy with a swift rerating that's for sure!
donald pond
02/7/2021
17:36
However some good news in the announcement - Board is anticipating a material increase in its property valuation for the period to 30th June 2021. I'll be watching the weekend press with interest. Suet
suetballs
Chat Pages: 11  10  9  8  7  6  5  4  3  2  1
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