Great Portland Estates Share Discussion Threads

[essentialinvestor] 21/5/2025 15:27:36

I've sold a hard of my holding today,
UK gilts movement is beginning to look ugly again.

Hopefully I'm being too cautious.

[essentialinvestor] 16/5/2025 14:45:49

She's coming good.

[essentialinvestor] 10/4/2025 13:17:51

Very solid update.

[essentialinvestor] 06/4/2025 14:10:16

Just as it appeared GPE was set fair for a significant multi year share price increase, last week happens.

[skyship] 30/3/2025 07:50:58

Any indication what the full year dividend might be? 2.9p Interim declared.

[essentialinvestor] 24/3/2025 19:00:35

Thanks for the view.

[sigmund freud] 24/3/2025 18:49:51

that previous chart was a log chart.
standard chart posted below.
early days, but that looks like a completed double bottom. recent bounce off the upper level around 293p look promising. along with an increasing volume which is good.
the descending line is a downtrend line from the top a few years ago, so currently GPE is at an interesting share price level. upwards breakout soon is definitely possible.
the recent report indicates to me that the recapitalisation is now taking effect. certain other similar reits probably need to do similar to make a change in trend. imho of course



free stock charts from uk.advfn.com

[essentialinvestor] 21/3/2025 10:53:38

Nicely in profit now, but given the volatility and backdrop that could change quickly!.

[kipper7] 14/3/2025 16:49:50

Any reason for the big move up today?

[sigmund freud] 31/1/2025 19:13:38

posted for a kindred spirit


free stock charts from uk.advfn.com

[essentialinvestor] 03/12/2024 11:55:27

DLN is arguably the nearest listed alternative to GPE.

Unlike GPE, DLN has avoided a dilutive equity raise (thus far).

[essentialinvestor] 21/11/2024 14:25:34

I've updated the header.

[essentialinvestor] 21/11/2024 13:14:33

Right, does everything have a price..

I've bought a very small amount.


"..never again is
what you swore
the time before.."


Quality lyric, courtesy of Martin Gore.

[essentialinvestor] 18/11/2024 14:29:38

Nick, I traded GPE (and it's previously incarnation).

[nickrl] 18/11/2024 08:28:06

@EI was catching up on updating my watching s/sht and had to do a double check that i had entered the right figure for the latest NAV when i saw how different it was. GPE never came close to be of interest although with the share price drop yield has crept up from near the bottom of the list but still well below my min 6% threshold.

[essentialinvestor] 15/11/2024 14:45:19

The point I attempted to make on the GPE equity raise, was timing.

GPE could have raised capital 2 years ago at a materially higher share price and encountered far less equity dilution,
or having waited, sold a couple of assets at a competitive price
to attract buyers.


From a couple of the comments I received,
this elluded certain posters.

F...knows why, as it's as obvious as snow.

[essentialinvestor] 14/11/2024 23:46:18

The extraordinary dilution to NAV now laid fully bare by the H1 update.

I'm tempted to post in stronger terms but will remain polite.

[essentialinvestor] 07/11/2024 17:55:04

I just happened to look at the DLN
and GPE share price and noticed your post.

I was deeply unhappy about the equity raise, as previously mentioned and from memory said GPE was no longer investable (for me).

So now, following a dramatic recent share price fall, you could perhaps make a speculative buy call, but I am not holding and do not intend to buy.

[hybrasil] 07/11/2024 17:28:43

Well essential investor. What do you think now?

[essentialinvestor] 03/6/2024 08:32:28

hindsight, I've removed the header info as it's no longer appropriate.

[typo56] 02/6/2024 15:23:35

Perhaps nitpicking, but then it's not the rights issue that's diluting the discount, it's the assets they're buying.

That would be the same, regardless of the means of funding. Funding via rights would seem to be at least as good as funding through selling existing assets at a discount.

[hindsight] 01/6/2024 09:53:54

EI is correct, as the shares were trading at ~30% discount the right issue has diluted that discount, unless of course they can buy assets with the new cash at -30% which seems very unlikely

[typo56] 01/6/2024 00:07:34

Accept a price cut on selling 3 or 4 assets? Erm, wouldn't that reduce the NAV?Don't look at the share price, look at the total value of your holding (including the nil-paid rights shares). That hasn't been diminished by the rights issue.