Hansteen Share Discussion Threads

[essentialinvestor] 30/3/2017 22:16

Think you can blame my frequency of posting on multiple boards!.

[badtime] 30/3/2017 22:07

I'm not going totally mad then....just a tad

[essentialinvestor] 30/3/2017 21:32

bt, mentioned it on the HLCL board earlier.

[badtime] 30/3/2017 19:55

EI....I agree re EJHLCL ...did you alter your post ..I'm sure I read earlier that you've monitored (or something like that) them for the last thirty years....or have I imagined it

[essentialinvestor] 30/3/2017 19:27

NAV and LTV the metrics I look at in this sector, plus yield
with dividend outlook.
For House Builders PE is more useful.

[pillion] 30/3/2017 19:19

Listed property companies are on very low p/e ratios

Is this because of their debt ?

[skyship] 30/3/2017 19:18

The EURO has already fallen 1percent v. Sterling since that well.timed hedge...

[essentialinvestor] 30/3/2017 18:49

Ian Watson and Morgan Jones are sometimes referred to as "the maestros"
for their reading of the commercial property market cycle.


What is the betting the EURO now begins to climb against GBP,
showing once again their astuteness in timing a contintental exit.

The maestro for me was Michael Slade, ex HLCL, but the HSTN joint CEO's
may come close.

[essentialinvestor] 30/3/2017 16:40

Over 6 Million traded, may be some of the tracker funds
repositioning?.

Had 4 small lots of BLND today on the XD, added HLCL yesterday, both small holdings.

Looking forward to the 3.7 divi on HSTN.

[pillion] 30/3/2017 14:10

Cats

Not a cat person myself but made this for son's [then] girlfriend



Corian, half inch thick -- as you can see I am only a novice woodworker

[essentialinvestor] 30/3/2017 13:53

bt, bought some BRSN, speculative, not one I would recommend to my Dad,
small position only, some of the TA guys are looking for around 6.60,
which is a long way down from here.

SKG going like a train today.

[essentialinvestor] 30/3/2017 13:50

A little surprised at that bt.

Rate his view, have read his articles for so many years now.

Always strikes me as modest and down to earth, like that trait.

[badtime] 30/3/2017 13:44

Edmund missed that rns? tut!

[essentialinvestor] 30/3/2017 12:51

That's a relief as I have a cat ).

Luck with your holding, longer term reckon it looks a decent price fwiw,
HSTN can move around a bit.


Decent article on HSTN by Edmond Jackson over on the other place.

Only main point he misses is they look to have largely hedged EURO/GBP
on the German/Dutch asset sale.

[ccr1958] 30/3/2017 12:45

EI, I only ever kick my self ..LOL !!!

[essentialinvestor] 30/3/2017 12:41

Oh my, please don't knock on my front door if it goes horribly wrong! ))

Directors do not appear to have sold any post results,
big volume today.

[ccr1958] 30/3/2017 12:38

Just bought in !!

[essentialinvestor] 30/3/2017 12:27

lol, near to you then, Brooklands Weybridge.

At least no flooding this year!.

[ccr1958] 30/3/2017 12:26

EI, the kettles on ,I`m in West Byfleet .. :))

[essentialinvestor] 30/3/2017 12:19

1.13?, never say never P but that would look on the low side,
however just my take only.