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
	-0.50p	-0.15%	329.50p	330.50p	331.50p	337.00p	328.00p	333.00p	20,316	16:35:26

Industry Sector	Turnover (m)	Profit (m)	EPS - Basic	PE Ratio	Market Cap (m)
Real Estate Investment & Services	166.0	30.8	22.3	14.8	389.42

Helical Share Discussion Threads

Showing 226 to 249 of 250 messages

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

Date	Subject	Author	Discuss
06/8/2018 11:36	Ta for reply and with you all the way	badtime	Read Full Thread Reply
05/8/2018 10:33	Hi bt, not atm. it's worth watching HLCL as their management team is so astute- for a read on the wider sector. If you look at Derwent or GPOR, they are both near single figure LTV on gearing, I've never seen this amount of caution before. HLCL still around 40%, but would not surprise me to see it come back further. Think we may be in for an interesting year or two.	essentialinvestor	Read Full Thread Reply
03/8/2018 14:19	Are you holding EI?	badtime	Read Full Thread Reply
31/7/2018 12:23	Given the rapid rate at which HLCL are degearing, my guess is they see a less supportive macro environment ahead. What caught my attention was their call on selling out of industrial units. Mentioned previously I would expect an increased focus on Manchester.	essentialinvestor	Read Full Thread Reply
19/7/2018 16:56	On Trustnet today:- Rogier Quirijns, portfolio manager of the Cohen & Steers European Real Estate Securities fund, says: "Leave: Central London offices The London office market has been fueled by significant new supply entering the market over the last few years. However, we expect demand for these properties to slide as the Brexit process unfolds over the next 12-24 months. We have already seen several companies announce staff moves away from London since the 2016 vote. Meanwhile, rents in prime areas such as Mayfair and the City of London remain at relatively high levels, which is encouraging new supply to come to market, further exacerbating the precarious supply/demand dynamic. The market has held up better than we expected post-Brexit vote – but a large portion of the demand in the City has been driven by co-working office providers, particularly WeWork, rapidly taking up leases as the demand for shared offices has grown. WeWork takes long-term leases on large offices, in a similar vein to the traditional model for big businesses, before fitting these out and effectively subletting them to its members. As a result, it is locked into current market rents for the long term. Similar tenancy models have suffered when the market softened – and we believe this won’t be any different. As such, we believe it is warranted to remain extremely cautious on London offices." see whole article here: www.trustnet.com/news/824814/the-real-estate-sectors-to-leave-and-remain-amid-brexit-uncertainty	cordwainer	Read Full Thread Reply
13/7/2018 14:53	back on a 27% discount with a much improved balance sheet. i have picked some more up.	edwardt	Read Full Thread Reply
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

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