Hammerson Share Discussion Threads

[hugepants] 24/4/2019 15:33

Shareholding RNS. This APG Asset Management N.V. outfit have increased to above 8%

[m_kerr] 22/4/2019 17:08

for what it's worth, i think their strategy to exit UK retail parks, and concentrate on the very best centres that brands want to be in is correct, though they at best underestimated the pace of change in retail, and are now 'adapting' to the change has already happened, meaning lower prices for assets sold.

if the directors believe the valuations are accurate (given that they rejected 635p from Klépierre a year ago), why don't they personally buy up shares and proceed to liquidate the company? with a 54% discount to NAV, there is at least a 100% upside.

[m_kerr] 22/4/2019 16:47

anyone know if hammerson provide any breakdown of their tenant concentration? newriver provide a thorough breakdown of theirs, but can't find anything similar on hammersons report.

[andyj] 17/4/2019 11:10

Thanks for that, always good to have input from an intellectual.

[andyj] 12/4/2019 11:45

Heavy volume too,

[cc2014] 12/4/2019 11:43

Strange spike.

Edit: and still going...

[cc2014] 05/4/2019 08:08

Downgraded? Price action seems odd this morning

[777mason] 25/3/2019 09:57

JPMorgan's, UBS, Moody's, and Zacks I believe, I don't have much left In this sector thank's to my insight.

[mountpleasant] 23/3/2019 16:11

Zacks, you say?
Its the National Enquirer of the analyst world.

[777mason] 23/3/2019 08:57

Place a piece of polarising filter on an overhead projector and it will show you the reduction Intensity of transmitted wave that way you may see the light.
There are also polarised elements of the waves parallel to economic to determine the direction of the price.
The greater the variety of equivalent polarisation demonstrations that can be performed in the study the better.
I hope this helps, (Warning) please were sunglass has some time if the light gets too bright we can be blinded permanently.

[r ball] 22/3/2019 23:49

Anybody think that shopping is polarising. Town centres closing but shopping centres remaining for showcasing goods....undervalued target price £12.

[777mason] 21/3/2019 18:08

Hammerson was downgraded by Zacks Investment Research from a “hold” rating to a “sell” rating in a research report issued on Thursday. that 4th downgrade in 2 days not looking good.

[hugepants] 21/3/2019 12:33

Looking a but grim here today. Its gone ex dividend but there's obviously some negative sector news.

[robertball] 14/3/2019 12:32

Old news. BrentX was on the cards anyway....

[777mason] 13/3/2019 19:09

Projects now on hold until 2020 at the earliest include Brent Cross, the Whitgift Centre in Croydon and The Goodsyard in the City of London.

hxxp://www.constructionenquirer.com/2019/02/25/hammerson-puts-major-construction-work-on-hold/

[mountpleasant] 11/3/2019 20:59

I read an article, says all capital projects are put on hold. Has anyone seen this?

[robertball] 01/3/2019 10:27

Just the floor....

[hugepants] 01/3/2019 10:21

broker upgrade?

[robertball] 26/2/2019 21:52

That's your floor then

[r ball] 25/2/2019 10:10

dividend isn't safe if NAV drops as it might breach covenants...

[hugepants] 25/2/2019 09:38

I don't think the >50% discount to NAV is justified based on these results. 7% yield

[r ball] 18/2/2019 10:59

Intu update this week?

[777mason] 15/2/2019 16:48

not sure does anyone know the answer to mountpleasant question and if so where?