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% 363.50p 364.50p 365.00p 365.00p 352.00p 352.00p 820,978 16:35:29
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Real Estate Investment & Services 44.2 43.5 35.8 10.2 430

Helical Share Discussion Threads

Showing 226 to 250 of 275 messages
Chat Pages: 11  10  9  8  7  6  5  4  3  2  1
DateSubjectAuthorDiscuss
13/10/2018
12:30
Helical is a play on London commercial, Manchester still very small. Brexit talks now entering their crunch point. Interesting to see if dispose of any further London properties.
essentialinvestor
12/10/2018
13:01
A friend of my Dad's retired at a young age by heavily backing HLCL in the early 90's. He subsequently died an early death from his fondness for champagne. But I'm sure he had lots of fun in the interim. Compare how HLCL navigated the financial crisis in comparison to LAND/BLND. Note the exits from industrial and retail here.
essentialinvestor
12/10/2018
12:56
Yes, a bit surprised by the downward movement even allowing for the recent stock market trend. The sale of The Shepherd Building, along with the sale of the remaining non core assets earlier this year should add another 10p or more to NAV. Also the £120M odd should enable them to reduce overall debt (perhaps redeem the 2019 Convertible) so they seem well positioned to weather any downturn or buy distressed assets from other property cos.
strathroyal
12/10/2018
11:22
Are we moving in to a lower trading range. 3.20 had provided support on a number of occasions.
essentialinvestor
18/9/2018
10:49
More than offset by the latest asset sale on a LTV basis?.
essentialinvestor
11/9/2018
16:37
some dollar-denominated debt, hmm.
cordwainer
06/8/2018
11:36
Ta for reply and with you all the way
badtime
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
03/8/2018
14:19
Are you holding EI?
badtime
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
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
13/7/2018
14:53
back on a 27% discount with a much improved balance sheet. i have picked some more up.
edwardt
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
05/4/2018
14:50
Noting that £100m bonds get converted next year.
cordwainer
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
06/3/2018
13:46
Good to hear, badtime :o)
speedsgh
06/3/2018
13:37
Chased and one received
badtime
06/3/2018
10:23
Thanks yet again Speed
badtime
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
06/3/2018
09:23
Price was 110.85 .......with no accrued interest hmmm
badtime
02/3/2018
15:58
Bonds redeemed.....111?
badtime
08/2/2018
14:19
A pleasure. It only took a few clicks :o)
speedsgh
08/2/2018
14:15
Speed thanks for taking the time to dig that out
badtime
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
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
Chat Pages: 11  10  9  8  7  6  5  4  3  2  1
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