Helical Share Chat (HLCL)

Share Name	Share Symbol	Market	Type	Share ISIN	Share Description
Helical	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
	-4.00p	-1.02%	390.00p	390.00p	391.00p	393.00p	390.00p	393.00p	75,630	12:32:41

Industry Sector	Turnover (m)	Profit (m)	EPS - Basic	PE Ratio	Market Cap (m)
Real Estate Investment & Services	99.9	41.6	34.0	11.5	460.92

Helical Share Discussion Threads

Showing 226 to 248 of 250 messages

Chat Pages: 10 9 8 7 6 5 4 3 2 1

Date	Subject	Author	Discuss
06/4/2018 15:44	Also noting slowness of getting tenants for Manchester portfolio, significant gearing, Carillion-related delay at Bart's Square. Probably should trade below NAV for now, as for 35% - would normally seem a bit steep so I guess the market is expecting a correction in office real estate prices going forward. Strangely oscillating price actions. But Farringdon East seems like the bees knees. Tempting.	cordwainer	Read Full Thread Reply
05/4/2018 14:50	Noting that £100m bonds get converted next year.	cordwainer	Read Full Thread Reply
07/3/2018 16:19	roll it into the equity chaps - on 35% discount with a management that seems to be selling everything they own!	edwardt	Read Full Thread Reply
06/3/2018 13:46	Good to hear, badtime :o)	speedsgh	Read Full Thread Reply
06/3/2018 13:37	Chased and one received	badtime	Read Full Thread Reply
06/3/2018 10:23	Thanks yet again Speed	badtime	Read Full Thread Reply
06/3/2018 09:39	@badtime - You might want to query that with your broker. I appear to have received 110.85p capital repayment + 1.12p accrued interest.	speedsgh	Read Full Thread Reply
06/3/2018 09:23	Price was 110.85 .......with no accrued interest hmmm	badtime	Read Full Thread Reply
02/3/2018 15:58	Bonds redeemed.....111?	badtime	Read Full Thread Reply
08/2/2018 14:19	A pleasure. It only took a few clicks :o)	speedsgh	Read Full Thread Reply
08/2/2018 14:15	Speed thanks for taking the time to dig that out	badtime	Read Full Thread Reply
08/2/2018 14:08	Prospectus - HTTP://www.helical.co.uk/wp-content/uploads/2016/05/Helical-Bar-plc-retail-bond-prospectus-4-June-2013.pdf From pg39... "If the Issuer exercises its right to repay the Bonds early, you will receive cash compensation for the loss of income you would have received had you invested in a high quality alternative, represented by bonds issued by HM Treasury (commonly referred to as “gilts”) with a comparable fixed rate of interest as the Bonds. Such payments will be made to you equal to the higher of the nominal amount of the Bonds (£100 per Bond) you hold, or a price whereby the yield given up will equal that of a gilt of comparable maturity plus a margin of 0.5 per cent., together with any accrued interest. For example, as the Bonds have a fixed interest rate of 6.00 per cent. and mature on 24 June 2020, if the Bonds were repaid on 24 June 2014 the cash payment would amount to £123.34 for every Bond issued at a nominal amount of £100."	speedsgh	Read Full Thread Reply
08/2/2018 13:11	Going back to the bonds...will accrued interest also be paid ..I've had a look at the rns but didn't see anything	badtime	Read Full Thread Reply
01/2/2018 09:48	And back up again	badtime	Read Full Thread Reply
31/1/2018 23:57	wow, nice 8% drop.	cordwainer	Read Full Thread Reply
23/1/2018 11:58	assuming gilts don't collapse by february, yes. it should redeem at circa 111p by my maths. so will bid offer spreads, i see little point selling unless you really need to invest elsewhere.	edwardt	Read Full Thread Reply
22/1/2018 19:56	My bond is now showing 9.2% profit ,am i likely to have anymore profit if i wait for redemption?	ponywen	Read Full Thread Reply
22/1/2018 13:47	basically i struggle to see nav going up much but i can see discount narrow. given the extent of it being so wide, i call this my margin of safety. bit washy as it is based on audited nav and is not done on mark to market transactions but i think you get my point.	edwardt	Read Full Thread Reply
22/1/2018 13:27	yep, as a holder of both the bonds and the equity, im quite pleased with this outcome. The refinancining by AVIVA both saves helcial money and, (more importantly to me), reduces the maturing debt risk that helical had in case of a disorderly Brexit. It makes teh equity a safer inv imo. cheers	llef	Read Full Thread Reply
22/1/2018 12:32	they will mature at 111p and will accrue to feb so leave alone would be my suggestion. as for the equity, the bear thesis is centered on high debt levels so this should placate them. the discount to nav should all things be equal start to contract, hence i am in hold mode here.	edwardt	Read Full Thread Reply
22/1/2018 12:27	Hmm the bonds I hold are being redeemed early...moved up today ..do I sell now...pondering time	badtime	Read Full Thread Reply
11/1/2018 13:15	good rental update but anyone got any ideas other than that as to why share price gone on a march of late...	edwardt	Read Full Thread Reply
04/1/2018 12:47	given lots of deal activity in the sector, i for one would not be unwelcome of a bid near nav. this has too big a cost base for its size in my humble opinion.	edwardt	Read Full Thread Reply

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