Gresham House Share Discussion Threads

[muffster] 18/5/2006 22:34

On the up today. A few T Trade buys coming in. Am holding firm as lots of upside Final x-div (5.0p) 24 - May - 2006.

[ntv] 15/5/2006 20:53

sold a 1,000 today equity mkts were due for a correction today
banking a few quid

[ntv] 11/5/2006 08:22

still upwards and hms on the move again

[foster] 04/5/2006 16:05

A broad-brush view of the share price...
Take the property portflio at NAV (conservative for a REIT).
Add the investment portfolio at 35% discount to NAV.
This implies a share price of around 700, coincidentally matching the peaks of 2002. However I should be surprised if we get there without some selling by stale bulls, triggering some profit taking.
From the chart I expect consolidation at 560, then 640.

[muffster] 04/5/2006 10:09

Just bought in

Hammerson are looking to set up a REIT and the shares are up.
With the big discount to NAV and the proposed REIT there looks to be plenty of upside here.

[ntv] 03/5/2006 07:41

rambutan2
yes lucky timing and there didn't seem to be a huge amount of stock at the time when i started buying
shame i didn't manage to get a decent position but an excellent profit in a few short weeks and surely more to come
a no brainer imho!!!!!!!!
property profits should be good in 2006 as well
looking for 625 min

[rambutan2] 02/5/2006 16:54

you must be laughing ntv - good timing.

[ntv] 02/5/2006 16:40

nice tick up again

[philjeans] 28/4/2006 15:29

Basic earnings per share 155p; share price today £5; P/E 3.2!!!!!!

Still plenty of headroom here - property portfolio alone worth far more than the market cap.!

Strong BUY.

Wait until TRT announce their news - these will take off!!

[ntv] 28/4/2006 09:54

still able to buy at a 30% disc
far to cheap

[ntv] 28/4/2006 09:06

worth buying any dips now

[ntv] 28/4/2006 08:39

was looking for 635
but 650 will do ;-)))

[egoi] 28/4/2006 08:37

Diluted nav 775p REIT split will release more value and 485p share price. Fair value at least 650p imho. Fantastic chart.

[ntv] 28/4/2006 08:29

shame i never got the chance to buy a decent stake

[ntv] 28/4/2006 08:28

excelllent results

[egoi] 26/4/2006 08:45

Results will be out on Friday; yesterday's Times 'rumour of the day' further news imminent on the REIT arrangements. I think it may be necessary to upgrade my fair value target on this stock following this Friday's results.

[ntv] 25/4/2006 23:07

6 month chart looks mega

[jhan66] 25/4/2006 14:08

graph looks well weighted for another leg up above this level too.
-30% discount helps support, even if nav on property holdings is on the high side (possibly).
Hope to hold on for the results.

[soysoy] 25/4/2006 11:45

coming upto a 3 year high
i have been in this for yonks

[ntv] 24/4/2006 22:37

results due soon

[foster] 15/4/2006 22:30

On the GHE chart last week, the 50day m.a. made a golden cross through the 200day, one of the more reliable bullish indicators for chartists.

[ntv] 10/4/2006 23:00

added again

[ntv] 08/4/2006 08:56

it is always to value a property company without much detail
if the newer property gets some decent lets you can begin to see some value
to put aavaluation on the propertygoing into the reits we need to see a seperaate set of a/c's showing debt associated with the property and its total rental income which imho is not intirely clear in the existing acs
but this could be an interesting situation
i was hoping to soak up alot more around 360/370 as this seemed a bargin
as you say a persistant seller has had enough of waiting so wants out,hoping we will drop back to my target level

[ntv] 03/4/2006 23:25

property portfolio contains a decent size amount of development work so once that is finnished could be asset enhancing