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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
  0.00 0.0% 212.50 212.50 213.00 213.00 212.50 212.50 416,067 16:02:53
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Real Estate Investment Trusts 36.3 114.7 25.2 8.4 967

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
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.
donald pond
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.
ptgint
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
donald pond
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 ?
ptgint
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
suetballs
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?)
jonwig
11/8/2021
22:53
Any one with comments on last rn
friars3
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
suetballs
22/7/2021
16:13
Is student living been sold
friars3
18/7/2021
20:54
Share price suggests that
adamb1978
18/7/2021
18:59
Hopefully we can attract another bidder. Suet
suetballs
18/7/2021
14:45
Apologies, spreadsheet error! It's still not generous valued though...
adamb1978
16/7/2021
19:47
Not sure it does...
edwardt
16/7/2021
14:13
Does anyone have views on why ESP trades at only just over 0.5x NAV?
adamb1978
16/7/2021
13:06
Added to ESP
matt123d
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
adamb1978
16/7/2021
13:00
Happy days
donald pond
16/7/2021
12:59
213p offer
adamb1978
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.
jonwig
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
donald pond
09/7/2021
09:35
Inching towards £2 - bid next week? Suet
suetballs
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.
riverman77
05/7/2021
10:48
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
08:49
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
Chat Pages: 11  10  9  8  7  6  5  4  3  2  1
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