arja

25/1/2025 07:14

Read Full ThreadReply

heading for 260 again and no wonder as has bad fundamentals sadly !

mountpleasant

08/1/2025 17:07

Read Full ThreadReply

Big setback...


hxxps://www.independent.ie/business/planning-for-900-homes-in-dundrum-shopping-centre-scheme-blocked/a302985390.html

thomstar

21/11/2024 16:40

Read Full ThreadReply

Many lost 1000s here , it needs the more mainstream disrespect that it deserves. Awful pile of excrement

robertball

16/11/2024 03:51

Read Full ThreadReply

Positive FT article re: commercial values. Turning point or value trap?

thomstar

08/11/2024 16:00

Read Full ThreadReply

This has been bobbing around in the toilet bowl for ages about time someone pulled the flush

giammy85

02/10/2024 11:14

Read Full ThreadReply

They are making a last minute offer to purchase 2026-2028 bonds. I see they have done something similar in the past but I am not sure how to calculare the purchase price. There is no practival example in the Bond Tender Offers. Anyone knows?
Benchmark GB00BL68HJ26 has a YTM of 3.75% + a 0.85% spread for the 2026 bonds gives 4.6%. 2026 bonds are now trading around 102 mid.

sr2day

18/9/2024 07:25

Read Full ThreadReply

High volume this morning.what,s up.

elsa7878

29/8/2024 17:34

Read Full ThreadReply

Very interesting. Could you provide a little more detail on the latter point. Many thanks.

mountpleasant

26/8/2024 13:10

Read Full ThreadReply

Article in latest edition of the Phoenix magazine.
Its not complimentary at all.
Talks about a 500m valuation write-down.
Lists a series of management errors, and especially attacking the CEO for expressing a personal vision for the company, instead of a corporate vision.

orchestralis

25/7/2024 08:57

Read Full ThreadReply

Another share consolidation announcement

thomstar

24/7/2024 11:32

Read Full ThreadReply

But not for long and not very high

williamcooper104

22/7/2024 15:23

Read Full ThreadReply

Buyer is the family office of the main sharholders in LMVH It's basically the owner of a lot of the tenants buying it

trcml

22/7/2024 15:01

Read Full ThreadReply

HMSo can't wait to spend the £600M+. Interestingly, the comment that the interest on the money offsets the loss of rental income. By the same token, selling the entire portfolio would probably earn as much interest. Bringing the divi to yield up the same level as another REITS is welcome. But I like having a few thousand shares rather than a few hundred. Never having heard of the buyer, I sent the CEOs my newsletter from June 1998, in which I predicted what has happened since and continues to happen to retailers.

williamcooper104

22/7/2024 07:31

Read Full ThreadReply

They tend to be these days Were a lot more optimistic pre GFC

redoctober5

13/7/2024 17:51

Read Full ThreadReply

aby1972 . Atleas tell us wha it says

aby1972

13/7/2024 17:18

Read Full ThreadReply

Great article in ft today about hammerson property valuations

nickrl

20/5/2024 07:43

Read Full ThreadReply

BLND shifting half of Meadowhall at 3% above Sept23 valuation is a potential positive that there maybe a floor now on this corner of retail.

williamcooper104

19/5/2024 10:13

Read Full ThreadReply

Common equity

mountpleasant

19/5/2024 07:56

Read Full ThreadReply

They are in talks to sell Kildare Village, outlets mall.. similar to Bicester model. Named in Sunday Times today, bidder is LVMH. Why are they selling a key asset that is profitable? Is it due to the debt levels?

aby1972

17/5/2024 10:04

Read Full ThreadReply

What does jump in the common meanNo idea what your saying

williamcooper104

16/5/2024 17:46

Read Full ThreadReply

Oh - looks like Bicester/value retail sold Might jump into the common