Hammerson Share Discussion Threads

[researchcentre123] 26/5/2020 11:01

If you look at the dealings you can see they get share options and the MD sells half and keeps half - probably how he built up his holding. If the mds building up his stake still on balance it would be a positive. So incidentally have blackrock who I can't see doing anything stupid or uncalculated

[s34icknote] 26/5/2020 10:48

Back to where i bought my first purchase !Luckily bought about five times all the way to 40p and it became my biggest holding !Sicknote

[tomboyb] 26/5/2020 10:27

There are a few buyers here which has helped the share price -

Worth hanging on to -

[ny boy] 26/5/2020 10:13

Was a gift from the gods to acquire more in the 40p’s, there certainly have been some great market opportunities around.

[researchcentre123] 26/5/2020 09:30

That's a nice analysis although I think the actual value after subtracting debt is £6 which is what attracted me to them. I agree though. Everything else is noise - they are up today as shops will open soon but I think we all knew that anyway? I suppose next "surprise" will be there's a working vaccine at some point or that actually everyone hasn't permanently switched to Amazon (and they prefer sitting in coffee shops to buying coffee online....), which of course is just reasons for speculators to get things jumping. Ultimately they're cheap and that's it......

[ny boy] 26/5/2020 08:44

SAGA & ITV ready to breakout too

Bulls are back in town, best stay long, stay patient & time to start unlocking the economy

[s34icknote] 26/5/2020 08:30

97 percent let !Sicknote

[researchcentre123] 26/5/2020 08:26

There have been 2 buyers in the last while. Lighthouse who we've talked about. And Blackstone. I would have thought between those 2 they could organise a nice plan to manage the assets a little better. I noticed that the occupancy rate pre-covid was very high, not far off 100%. Of course it could be a sign of good management. It could also be a sign that current management are just managers rather than negotiators who hold out for the highest prices. What do you think?

[s34icknote] 26/5/2020 08:22

80 p any one !Sicknote

[ny boy] 26/5/2020 08:21

Moving up strongly as the bulls have reclaimed the all important S&P 500 200 day ma, bulls are everywhere , they are damn hungry and thirsty too

[s34icknote] 26/5/2020 08:18

Will follow holiday companies and airliners higher !Sicknote

[tomboyb] 26/5/2020 08:18

15 minutes later it has broken 70p -

[tomboyb] 26/5/2020 08:03

70p looks a distinct possibility today -

66p on ask -

[williamcooper104] 25/5/2020 20:27

Yep - that bit wouldn't be a problem No different from anything else they buy And the leverage at current share price is fine But a pe house will look to buy higher up the capital structure

[s34icknote] 25/5/2020 20:25

All nonessential shops to open 15 th June . Sky news !Sicknote

[williamcooper104] 25/5/2020 20:24

You don't need wide spread lockdowns if you can rapidly test and trace

[edinandy] 25/5/2020 20:00

A PE firm will just get an asset management house in to manage

[hpcg] 25/5/2020 19:44

NY Boy - there are only 3 potential buyers: SPG, Kleppier or PE. Both SPG and Kleppier are screwed with their own albatrosses, and have no capacity. Hammerson debt holders would prohibit if they lost any seniority. A cashed up PE fund could, but it would be the opposite of normal modus operandi. It would be impossible for them to add more leverage. I can hardly imagine PE running a shopping centre; there would be leaking roofs and out of order signs everywhere. The economics are screwed now, imagine GP fees on top of management's.

[777mason] 25/5/2020 11:56

Researchcentre123

There is differently a difference of opinion in the investment strategy.so on that note good luck and we will see how long the game will take for it to rise or should I say, how long before they lock investor into the price again.

[researchcentre123] 25/5/2020 11:11

To be honest Mason I've seen 100% wrong in your predictive posts so far - you were advocating sell at 40p is the one I particularly remember and a few days later the price is 62p now . This is just another recession and if some tenants don't make it, others will move in. It is just the nature of the world. But these buildings will still be there. As to the vaccine, it's unlikely to be 2 years. In fact Astrazenneca say it will be THIS September - the only issue being that coronavirus may be largely gone by then so their test volunteers won't have had enough chances to be exposed. Given the way of the world, I wouldn't be surprised if the Chinese have some volunteers who have volunteered to be infected after taking their vaccine. This sort of thing has happened in the past and I can see it happening again. Come what may I think we will have it by the end of the year.

[777mason] 25/5/2020 10:50

Researchcentre123

The first lockdown most outlet will survive or a large percentage of businesses; the second lockdown will financially destroy all but the most prepared. And make no mistake, there WILL be many more lockdowns over the next couple years. If the intent is to keep the cycle going until a vaccine is introduced as elitist publications assert, it will be harder to go back, We then have a LONG way to go and this first lockdown will be child's play compared to what comes next.it will destroy the economy. Do not be fooled by the reopening. It is not real because it is not meant to last. It is a steam valve to calm public outrage. we will see who is right in the long run if you check my post over time you will see 100% prediction here.

[researchcentre123] 25/5/2020 10:28

In the past Mason, I made a lot of money buying empty commercial units, renting them out and then selling them at a much higher price. There was no great skill - it just converted a "non-investment" into an investment which the risk-averse prefer to buy. People find a loss 5 times as painful as a gain makes them feel good, which means that decisions made emotionally for investments tend to be bad ones. Instinctually they will prefer a pound now over £2 next month, as £1 is so certain. Here we have a scenario that there are tenants who just don't have income for the moment. Even so, some are still paying their rent. By the end of the year at the latest vaccines will be rolled out - the Chinese and US ones have worked well to date and the UK one looks like it may stop you getting pneumonia, which is the main worry. Even the reduced income as it is is enough to pay the interest on debt and come next year come what may, people will be going back to the shops, as those health worries will be over. Unlike when I bought units, here we have the beauty of knowing who will be paying in the future - they just can't do it now. I can't predict tomorrow but in the long run this share is only going one way (up in case you didn't get it).

[777mason] 25/5/2020 09:51

In white papers published by globalists at the Imperial College of London as well as MIT, the plan is openly admitted. They suggest using “waves” of economic openings and then lockdowns to control the spread of the virus. The timelines seem to vary, but in general, the models call for a one month open, two months closed cycle. The goal is to deliberately increase infections every couple of months in specific regions of a country, then declare economic shutdown and quarantine measures once the spread reaches a certain level; this is meant to continue until a vaccine is developed, which could take years.

When the globalists at MIT say “We are not going back to normal”; this is what they mean. Right now, the general public (at least in some parts of the country) is cheering the reopenings, but what they don't realize is that the reopenings are an illusion. Restrictions are going to remain in place in many states and cities, while they will be lifted and then re-instituted in others. In fact the situation is going to become much worse over time, by design.