Great Portland Estates Share Discussion Threads

[nickrl] 27/2/2024 08:25

@EI still a terrible yield compared to many of its peers.

[essentialinvestor] 26/2/2024 18:26

Goodness this is getting ugly.

[essentialinvestor] 15/2/2024 14:40

Got to be a decent long term price here..but then look at the CLI discount to NAV.

[essentialinvestor] 14/2/2024 12:14

Got a few under £3.70 - just a small position which I hope will pay off.

[essentialinvestor] 11/2/2024 13:21

Agree and GPE is not an income holding for me.

It's a play on whether they can create medium term value from their large development pipeline and some increase in value on their existing portfolio (all be it asset sales likely to continue). £3.60's may be available

[nickrl] 10/2/2024 20:23

Despite share price drop and decent assets yield still very poor here

[essentialinvestor] 09/2/2024 12:52

Added a small amount, may possibly be available in the £3.60's?.

Not a great week for the wider sector.

[essentialinvestor] 06/2/2024 13:53

Towards the low end of recent trading ranges, unfortunately I was out this morning snd missed the mid £3.80's dip.

Any views folks ?.

[essentialinvestor] 23/1/2024 11:43

Another solid update, however no recent asset sales I notice.

[essentialinvestor] 21/12/2023 13:16

Bought a small amount on the morning dip.


Will set up a GPE trading bb in the NY, to keep this one for discussion of company specific or sector news flow/prospects.

[essentialinvestor] 20/12/2023 13:59

Sold a few, - but very cheap if I'm calling this correctly in London Prime office.

[essentialinvestor] 15/12/2023 15:27

Bought a small amount back, hopefully another opportunity to add lower down.

[essentialinvestor] 14/12/2023 08:11

Sold a few.

[essentialinvestor] 06/12/2023 15:59

Nice bounce, again.

[nickrl] 30/11/2023 08:30

High discount to NAV if that's your thing but the yield is too low for me. Interesting that its price his retraced compared to its other London centric peers.

[essentialinvestor] 29/11/2023 11:55

Added another small smount yesterday.

[essentialinvestor] 22/11/2023 17:19

Bought back a small amount.

[hindsight] 17/11/2023 19:02

Thank you for the reply
Just need another broker note then

[essentialinvestor] 17/11/2023 15:38

What I'm hoping for is a bit of weakness share price wise to take a longer term position.

[essentialinvestor] 17/11/2023 14:34

Attempting to remain polite I think the IC write up is poor.

In terms of the NAV, not really but should be about the low unless another
left field calamity strikes!.


I need to increase my cyclical holdings.

[hindsight] 17/11/2023 14:31

Think I will hold on EI. Expecting bigger falls in interest rates than short sterling pricing in
Any view on the NTA 650p ?

[essentialinvestor] 17/11/2023 13:09

IC says Sell.

[essentialinvestor] 02/11/2023 12:27

Lovely bounce, with the wider sector tbf.
Closed out my small trade.

[skyship] 01/11/2023 08:40

Specto reports over on the CLI thread:

"GPE got a d/g to Sell from Citi this morning, not seen the note."

[essentialinvestor] 31/10/2023 12:26

Recent price may be a longer term gift?.