Helical Share Chat (HLCL)

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
	+0.00p	+0.00%	365.00p	363.50p	365.00p	367.50p	363.00p	363.00p	42,787	16:29:56

Industry Sector	Turnover (m)	Profit (m)	EPS - Basic	PE Ratio	Market Cap (m)
Real Estate Investment & Services	44.2	43.5	35.8	10.2	431

Helical Share Discussion Threads

Showing 251 to 272 of 275 messages

Chat Pages: 11 10 9 8 7 6 5 4 3 2 1

Date	Subject	Author	Discuss
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	Read Full Thread Reply
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	Read Full Thread Reply
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	Read Full Thread Reply
05/7/2019 16:21	yes focuses on offices	cordwainer	Read Full Thread Reply
05/7/2019 15:00	@Cordwainer - What type of property does CLI hold? Offices?	apollocreed1	Read Full Thread Reply
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	Read Full Thread Reply
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	Read Full Thread Reply
21/6/2019 16:56	fair point. suppose they could have refinanced it but i was wrong.	edwardt	Read Full Thread Reply
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	Read Full Thread Reply
21/6/2019 08:58	ask yourself why management would be in a rush to pay off the convertible bond?	edwardt	Read Full Thread Reply
20/6/2019 13:24	All gone quiet on the bid front	badtime	Read Full Thread Reply
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	Read Full Thread Reply
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	Read Full Thread Reply
13/6/2019 08:47	i would take £5 and walk away with a wee smile.	edwardt	Read Full Thread Reply
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	Read Full Thread Reply
10/6/2019 08:52	looks like all we are arguing about now is price - seems to me that the share price is a bit slow to reflect this...	edwardt	Read Full Thread Reply
10/6/2019 07:18	Good news that more than 1 party interested in helical... We can confirm that the Company has in the recent past been in receipt of more than one unsolicited approach from different parties. To date all proposals made have been at a significant discount to the Company's EPRA NAV and therefore in the Board's view did not reflect the fair value of the Company.	llef	Read Full Thread Reply
09/6/2019 15:00	Indeed- let's hope we get near Nav for it- especially as they have been selling kit at premiums to nav...	edwardt	Read Full Thread Reply
09/6/2019 06:28	It may be a very nice Monday.	essentialinvestor	Read Full Thread Reply
06/6/2019 13:13	I think this company has the best quality office space in London and Manchester so should hold up pretty well. There's no retail property so nothing to worry about really.	apollocreed1	Read Full Thread Reply
06/6/2019 12:40	I'm just in @ £3.5476. Been watching for quite a while. Tempted as long ago as March 2018 but now the discount to NTAV is better, the gearing is less and the yield is higher. And the London - Manchester strategy seems to be doing ok. Even if some parts of London go south, having sites near to Crossrail should be supportive (if Crossrail ever gets opened that is). Also like the comments in the results / update about Manchester's population growth. - Finger's crossed.	cordwainer	Read Full Thread Reply
22/3/2019 14:30	Any idea why this has fallen so much over the last week?	apollocreed1	Read Full Thread Reply

Chat Pages: 11 10 9 8 7 6 5 4 3 2 1

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