Great Portland Estates Share Discussion Threads

[essentialinvestor] 26/10/2023 12:14

Second very small amount today.

[essentialinvestor] 20/10/2023 10:09

Bought back in, very small amount only.

[essentialinvestor] 24/8/2023 11:25

Out at £4.14

[essentialinvestor] 22/8/2023 11:25

Bought a small amount near the open under £3.83
for the better half.

[nickrl] 21/8/2023 21:05

Still a naff yield but its assets maybe desirable by a bidder although mr.market seems to feel Armageddon is just round the corner so who knows.

[essentialinvestor] 21/8/2023 17:20

That answer is yes, today.

[essentialinvestor] 21/6/2023 16:25

Might GPE re-test the October '22 low?.

[essentialinvestor] 01/6/2023 15:01

Still around 80 pence from the Truss October low point, no guarantee it gets there again.

[essentialinvestor] 24/5/2023 11:57

Exceptional performance (not holding atm).

[essentialinvestor] 31/3/2023 19:50

Not sure on that, it's small amounts,
appreciated in any case.

[hindsight] 31/3/2023 19:11

EI, well done, you are the master on these

[essentialinvestor] 31/3/2023 13:01

Closed off my trade just above £5.

[essentialinvestor] 30/3/2023 15:24

Nice bounce. How sustainable I'm less sure on.

[essentialinvestor] 27/3/2023 12:02

Bought back in, a small amount as a trade.
Briefly available under £4 in October.

[nickrl] 24/3/2023 21:22

@EI despite fall divi yield still lousy but guess it has good assets in London that will support the share price at some point.

[essentialinvestor] 24/3/2023 18:01

Indeed, a smidge under 20% - all be it with a significant
multi year CAPEX development program ahead,
which they could flex.

GPE excel at consistent asset sales
through the cycle. Up to 2020 they had been net property sellers for 6/7 years. And some significant sales since.

[hindsight] 24/3/2023 17:28

Lost touch here a bit EI, but remember the low LTV of 20%

[essentialinvestor] 24/3/2023 15:42

Possibly heading below £4.50?. still waiting to buy.

[essentialinvestor] 22/3/2023 15:41

Beginning to look interesting again?.

[essentialinvestor] 12/2/2023 14:09

Where GPE perhaps do not get the credit they deserve, is in their outstanding record of astute asset sales, which once again we have evidence of in the recent transaction.

[essentialinvestor] 12/2/2023 14:02

I was pretty confident demand for London Grade A office would continue to remain strong - that is the top 5% or so of office space. It's a markedly different niche from the wider commercial office sector.

[hindsight] 12/2/2023 13:51

EI, the cream here has risen quite a bit

[hindsight] 04/10/2022 12:56

EI, yes and I like the LTV drop too