Share Name Share Symbol Market Type Share ISIN Share Description
Helical Plc LSE:HLCL London Ordinary Share GB00B0FYMT95 ORD 1P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -6.00p -1.53% 386.00p 385.50p 389.50p 400.00p 385.50p 397.50p 137,554 16:35:07
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Real Estate Investment & Services 44.2 43.5 35.8 10.8 456

Helical Share Discussion Threads

Showing 276 to 299 of 300 messages
Chat Pages: 12  11  10  9  8  7  6  5  4  3  2  1
DateSubjectAuthorDiscuss
06/10/2019
16:46
Is the CEO total compensation a bit rich compared to equivalent peers ?
cordwainer
24/9/2019
20:03
I think there's been enough volume during september to fulfil the aforementioned holding leap. If not I'm interested to know any alternative explanation.
cordwainer
24/9/2019
19:17
Yes but also unlikely given very little volume of late...
edwardt
24/9/2019
16:12
can the MMs not fulfill a large order from lots of smaller sells ?
cordwainer
24/9/2019
16:09
perhaps but unlikely.
edwardt
24/9/2019
14:59
...maybe the shareholding jumped from e.g. 2.99% to 5.03%, as it becomes notifiable at 3% and each extra 1% thereafter.
cordwainer
24/9/2019
09:28
lets hope so - surely the other side should have reported their sale though?
edwardt
19/9/2019
17:26
Prudential spotting a good investment ?
cordwainer
05/8/2019
13:16
Recent bid speculation means HLCL has held up rather well re the sector, might it drift back down towards £3?.
essentialinvestor
22/7/2019
13:38
That's effectively what I said, Slade still owns a good chunk of this. They won't get it cheaply, so a deal is an outside possibility.
essentialinvestor
22/7/2019
12:50
real estate article in FT had this snippet about helical As for Helical, it has so far repelled takeover approaches which it said came in below the book value of its assets. One was reportedly from an affiliate of Connecticut-based Starwood Capital. Mr Prew said it “remains an attractive, digestible vehicle to take private for institutional capital”, though he added that price was likely to remain a stumbling block.
llef
22/7/2019
11:35
If someone thinks they are going to waltz in here and pick up assets for a chunky NAV discount they are solely mistaken - not going to happen. If there is any deal, it will be on a 10% or less discount to NAV imv.
essentialinvestor
05/7/2019
16:21
yes focuses on offices
cordwainer
05/7/2019
15:00
@Cordwainer - What type of property does CLI hold? Offices?
apollocreed1
05/7/2019
14:48
Holders of HLCL should also take a look at CLI (CLS Holdings) if they havent already. -Half of revenue from UK and the rest from Germany and France, -Lower avg cost of debt (~2.5% vs 4%), -About the same discount to NAV, -About the same rental yield. Maybe the lower debt cost is partly explained by local financing and/or that CLI tends to refurbish rather than build outright.
cordwainer
21/6/2019
17:23
i should've gone to specsavers. also wondering why not converted ? edit: had quick glance at the old RNS etc and share price hasnt moved much in five years and conversion was supposed to be at 35% premium to share price of 10 June 2014 (i.e. £4.9694) so.. no conversion. I guess there's been a referendum and a refocused strategy since then.
cordwainer
21/6/2019
16:56
fair point. suppose they could have refinanced it but i was wrong.
edwardt
21/6/2019
09:31
i don't think they were in a rush to pay off the bond, becasue as I understand it, it was a 5 year bond issued in june 2014 and so it matured naturally? "Helical has confirmed that its five year £100m Convertible Bond with a 4.0% coupon, originally issued in June 2014, has been repaid out of existing cash resources. "
llef
21/6/2019
08:58
ask yourself why management would be in a rush to pay off the convertible bond?
edwardt
20/6/2019
13:24
All gone quiet on the bid front
badtime
18/6/2019
09:03
sensible move indeed - housekeeping by the board. the fact it can be called by the board pays testament to their mindset.
edwardt
18/6/2019
07:37
"Helical has confirmed that its five year GBP100m Convertible Bond with a 4.0% coupon, originally issued in June 2014, has been repaid out of existing cash resources. The repayment of this listed unsecured debt instrument will reduce the Company's gross annual finance costs by GBP4.0m." If I'm not mistaken, a conservative but sensible move which also averts future shareholder dilution. Maybe the market still dismisses this as a diversified non-REIT property company instead of the office-only growth-postcodes defensive assets which deserve a narrower discount. Even after an international bid approach and a modest uptick, I'd say the market's asleep on this.
cordwainer
13/6/2019
08:47
i would take £5 and walk away with a wee smile.
edwardt
10/6/2019
19:14
Hopefully another bid this week otherwise I'm afraid share price might revert to it's more pessimistic discount along with the rest of the sector.
cordwainer
Chat Pages: 12  11  10  9  8  7  6  5  4  3  2  1
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