Helical Share Discussion Threads

[edwardt] 25/11/2016 08:09

me neither but they don't marry with the discount level do they!!

[essentialinvestor] 24/11/2016 15:48

Would not describe myself as well informed on the sector but bought back
recently and those results look reassuringly good to me.

[edwardt] 23/11/2016 11:55

anyone well informed here? I guess selling up assets helps improve balance sheet but does not do much for income versus debt payments?

[essentialinvestor] 11/11/2016 09:22

The NAV discount here remains jaw dropping.

[casino444] 09/11/2016 02:22

07 Nov 2016
Peel Hunt
Add

04 Nov 2016
Numis
Buy

[spooky] 07/11/2016 11:15

I think they are much too cheap but i have been stopped out.

[edwardt] 07/11/2016 11:03

i have this on a 42% discount to nav, the widest in its sector.

[edwardt] 17/10/2016 10:18

the sales should help the ltv which has got a little extended.

[abarclay] 11/8/2016 08:03

Read more: Office capital values in the City of London hit after the Brexit vote

Prices fell by 1.1 per cent in the first quarter and then by another 0.9 per cent in the second quarter. JLL said price falls over the past year have hit high-value properties particularly hard - but large, single-floor flats have performed better than houses or other types of apartment.

Neil Chegwidden, residential research director at JLL, said: "Given recent uncertainty it is unsurprising that prices have weakened again during the second quarter."

The research from JLL follows on from similar data released by Knight Frank researchers, who found that prime central London house prices fell by 1.5 per cent year-on-year in July.


rot setting in

[spooky] 28/7/2016 15:55

Sold mine today.

[badtime] 28/7/2016 14:40

Well done for those who have stayed the course..my swap into the bonds not quite as successful :)

[dadedidodu] 22/7/2016 12:43

swanning up

[cousin jack] 13/7/2016 18:27

Thanks Hpcg. I must try harder to keep up.......

[hpcg] 13/7/2016 17:10

No, its a happy face from those who bought in recently and have seen a decent price rise, or in badtime's case actual realised profits.

[cousin jack] 13/7/2016 17:08

Would someone please explain to an old timer what :) means !

I assume it's a negative view of the company at the current price. And certainly the London focus may be a concern relative to similar companies with greater activity outside London. However I think Speedsgh has flagged up an interesting approach via the bonds.

[badtime] 12/7/2016 21:47

HP......also :)

but i am out at 264

[speedsgh] 12/7/2016 17:38

Have taken the alternative route to exposure to Helical + picked up some of the 6% 2020 bonds (HB20) at 101.5p today. Will hopefully provide a steady income over next 4yrs.

[hpcg] 12/7/2016 16:57

I realise this doesn't add any new information but :)

[essentialinvestor] 09/7/2016 09:03

Have known HLCL since the early 90's, this is a highly astute BOD.

Attempting to call an exact low is exceptionally difficult,
if wider markets plunge we could possibly trade under £2 for a time.

I would be far more confident in the longer term outlook,
this looks a decent multi year buy and hold to me - all just imv only.

[bolador] 09/7/2016 08:33

Essentialinvestor,

Yes thanks, but did you see that the poor chap bought stock just before the referendum result at 399.5 on the 26th of June, still he must have had a lot of confidence at that level ?

I think there is a line of stock being sold right now at around 230, hence no bounce yesterday but quite good volume. If so once it clears I hope for a better price.

[essentialinvestor] 08/7/2016 15:12

Non Exec just bought shares bolador, as you may have seen.

[bolador] 07/7/2016 17:26

March NAV 461p closing share price today 235p ! Falling knife or rubber ball ?

[bolador] 01/7/2016 12:45

SNIP? nav over GBP400.Brexit induced share price crash opportunity ?Unusual 25% discount to nav.Skilled people in charge here, one example, out of old retail properties into modern distribution centre warehouses plan completed.

Any useful information gratefully received.