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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
  +15.00p +4.09% 381.50p 375.50p 380.00p 381.50p 368.50p 368.50p 1,530 10:52:43
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Real Estate Investment & Services 44.2 43.5 35.8 10.7 451.00

Helical Share Discussion Threads

Showing 51 to 74 of 275 messages
Chat Pages: 11  10  9  8  7  6  5  4  3  2  1
DateSubjectAuthorDiscuss
10/6/2014
23:12
Interesting points though!
leec060778
10/6/2014
23:12
London Property never goes 'Pop' Thom....the City never feels a recession. It's a beast of its own making.
leec060778
10/6/2014
18:14
But, as I said earlier, it could potentially go up further from here as £100m dev profit is a blockbuster headline that's going to linger for a while. I'm currently weighing up some profit taking on my shorts & considering whether to get back in in a few months time. London property has to pop at some point, but Draghis borrowing Yellens punch bowl so the party may go on until 2015.
thomcooper
10/6/2014
18:11
Exactly. They've clearly had a lot of development property come through thst theyve been able to shift into a receptive market. But, there are lots of new office schemes being built in London & it is only a matter of time before the bubble goes pop again. If not, they're unlikely to win big in the same way next year. At the end of the day, real estate is real estate. It produces a set yield & the NAV goes up & down usually below 20% pa. Therefore, you should look at the long term performance of the co. In my opinion it is not much different to you going & buying an office & rent it out. You wouldn't expect to pay £455m (Hlcl market cap) for £340m worth of property. The management are very good, but they're never going to be good enough to warrant paying a 30% premium.
thomcooper
10/6/2014
10:22
Cheers Essential....
leec060778
10/6/2014
09:28
Lee, you may want to look at the forecasts on Digital look. The valuation is best looked at in the context of NAV imv.
essentialinvestor
10/6/2014
09:22
Just out of curiosity Thom what makes you think the share price is overvalued?The Marketcap to Pretax Profit ratio is x4.4....which is fantastic!
leec060778
09/6/2014
17:26
I saw an article a few weeks ago (can't put my hand on it) illustrating the abundance of new schemes in the pipeline. Not sure that they'll be able to keep up that return on developments (although it is impressive). Directors dumped a load of shares a few months ago, so sell the news? A correction is way overdue in london. Cyclical downturns occur every 7 years or so. 2008 + 7 = 2015. Might have another good year. I'm short & have been doing nicely from February high. Might consider getting out for a bit though as I'm now at a minor loss & believe it could go higher for a few months at least. Based on The investment properties alone (development properties haven't been producing much over past few years & won't if we get another downturn), the share price is wildly overvalued, but as I say, we could see it climb north for a while yet.
thomcooper
09/6/2014
15:56
Fantastic share price ..just went Large an Long. Undervalued IMO
leec060778
29/4/2014
00:19
Something else regarding the share sale to the co. If the co wanted more shares then it should have done a pre announced buy back so all could have participated.
thomcooper
29/4/2014
00:03
Shorts going nicely...
thomcooper
17/4/2014
00:34
Directors thought similar too by the looks of things... I'm short at least down to sub 250 if not lower if world doesn't look so rosy when it gets there.
thomcooper
16/4/2014
23:51
This is way overvalued. NAV a lot lower than Cap. Been short since 370. Got a long way to fall yet...
thomcooper
15/2/2013
09:07
Would tend to agree with that Cerrito.
essentialinvestor
14/2/2013
22:25
Can understand why today's IMS was met by a very small fall as no real news and seems to be steady as she goes; not sure if I see any catalyst to drive the price up in the short term-perhaps planning permission in White City Note that rent roll has suffered as clients representing 1% of annual income have entered administration and that is with minimal Blockbuster and no HMV, Jessops, Comet or Republic.
cerrito
01/12/2012
21:01
anyone in these I have a small loss making position but did some work mid week on them as things looked good and was going to finish this weekend. Seems too late as at the moment looking pretty fairly priced.
cerrito
13/3/2012
11:36
Big volume this morning, perhaps that has cleared out a seller that has been knocking about in recent days.
bolador
11/3/2012
19:09
Yes, looked ok to me. Everyone is very bearish on property at the moment. It's a tough market, but everything has it's price. Helical Bar are a well run company and they are not bad value at this level. One of the few companies to write a letter to new holders as well - a nice touch!
topvest
09/3/2012
08:58
topvest, did you read the IMS?.
essentialinvestor
28/2/2012
19:24
Well I've bought some today. This is a good company and should do reasonably well. Real estate is looking reasonable value at the moment.
topvest
13/2/2012
15:53
I thought the news on the Corby asset sums up perfectly what much of the industry faces, just imv.
essentialinvestor
13/2/2012
12:48
Following in the theme of my previous post, no surprise to read this in today's IMS The last four months have seen a gradual tightening of property lending, with a number of banks withdrawing from the market entirely.
cerrito
07/2/2012
18:44
Good to see from yesterday's RNS, that RBS still making new loans. That a company of HLCL's strength can be happy paying this spread for 5 year money shows the headwinds that the industry is facing.
cerrito
11/11/2011
08:34
Ess.. Kicked it down the stairs about a year ago :-) It's the market it's in I believe, rather than the way it runs its business. I have no property shares. apad
apad
Chat Pages: 11  10  9  8  7  6  5  4  3  2  1
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