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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% 212.50 212.50 213.00 213.00 212.50 212.50 105,036 14:59:59
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 201 to 223 of 275 messages
Chat Pages: 11  10  9  8  7  6  5  4  3  2  1
DateSubjectAuthorDiscuss
17/11/2020
14:06
Stifel issue another buy note on back of that news
donald pond
17/11/2020
12:54
£1.9m of arrears to be settled. Must have sent the heavies round! Well done. Suet
suetballs
17/11/2020
12:18
HiThink the rise at WJG may have been due, in part, to Paul Scott (Stocko) mentioning that he had bought some. He listed his recent purchases and most went up (coincidence?).
discodave45
17/11/2020
07:25
WJG did very well yesterday but I agree, DIGS looks better value to me. Though they aren't exactly alike. But I know the management of DIGS and they are first class, so I am sure this will pay solid get back to a premium rating as life returns to normal.
donald pond
14/11/2020
22:00
Up to your old tricks dave. Pretending you know what you are talking about.
babycheeky
14/11/2020
21:35
Was looking at Watkin Jones (WJG) but thanks to donald and daves last podcast I prefer DIGS (thanks Donald).WJG are expensive on most valuation metrics whereas this is on 18% discount to NAV (based on last published NAV of 171.7) and the 12m average is a 12% discount, so decent value.Any thoughts on short term price action?Thanks
discodave45
13/11/2020
08:17
Stifel note today, buy with a target of 165
donald pond
11/11/2020
15:33
Donald - wish I had more spare cash to top up on digs. Added to gvc today - my current fav share. I think your timing here is excellent. Suet
suetballs
11/11/2020
15:07
I have bought in very heavily this week, absolute bargain down here.BTW the move to Jeffries is likely to be a result of the team at Stifel who covered DIGS moving to Jeffries a year or so ago.
donald pond
11/11/2020
14:33
Glad I stuck with these - back to breakeven. Suet
suetballs
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
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