Share Name Share Symbol Market Type Share ISIN Share Description
HICL Infrastructure Company LSE:HICL London Ordinary Share GB00B0T4LH64 ORD 0.01P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +0.60p +0.39% 154.40p 154.40p 154.50p 155.10p 153.00p 153.00p 2,843,707 16:35:06
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Equity Investment Instruments 0.0 121.8 6.9 22.4 2,763.08

HICL Infrastructure Company Share Discussion Threads

Showing 776 to 798 of 800 messages
Chat Pages: 32  31  30  29  28  27  26  25  24  23  22  21  Older
DateSubjectAuthorDiscuss
01/8/2018
09:25
Interim Management Statement
skinny
19/7/2018
16:32
Sorry about that - I thought I had formatted it landscape and increased the page width to something like 100cm to make sure all the columns were visible - regression strikes again :-(
irkin
19/7/2018
15:47
@ Spangle - yes, corrected by going to landscape format.
jonwig
19/7/2018
15:33
@Irkin - thanks for article, I couldn't get in either @Jonwig - if you download it, watch for column widths in tables - the 14cm col width means that you'll need to do a wee bit of formatting otherwise you won't see all the columns
spangle93
19/7/2018
15:26
@Irkin - thanks for article, I couldn't get in either @Jonwig - if you download it, watch for column widths in tables - the 14cm col width means that you'll need to do a wee bit of formatting otherwise you won't see all the columns
spangle93
19/7/2018
14:26
Irkin - got it, thanks for your help. Have the article and will read it soon. Yes, I registered a long time ago but now it's forgotten that and wants me to sign up again. I will contact them and check what their policy is.
jonwig
19/7/2018
13:42
jonwig - not sure why you are having problems. I registered ages ago so can't remember what I did. If you are still interested I have uploaded the article here: hTTp://www.mediafire.com/file/hwjiwckpo8jwnoc/Article%29.odt Let me know if you can't read it and I'll upload in a different format.
irkin
19/7/2018
11:04
2.01 pence per ordinary share (the "Q1 Dividend"). The shares will go ex-dividend on 23 August 2018 and the Q1 Dividend will be paid on 28 September 2018 to shareholders on the register as at the close of business on 24 August 2018.
neilyb675
19/7/2018
06:28
@ Irkin - I read Citywire and saw the link, but the site won't let me register for 'Investment Trust Insider', as it wants the firm I work for and my firm email. I've tried cheating but it's too clever for me. Have you a workround for that, please? It seems daft not to let PIs read them, as they are big users of ITs!
jonwig
19/7/2018
01:07
One of the REITs they cite is AEWL. Battered so far, but just starting to recover after recent update.
chucko1
18/7/2018
20:32
Interesting comments re the premium: hTTp://citywire.co.uk/investment-trust-insider/news/trust-watch-the-infrastructure-funds-to-buy-after-john-laing/a1138962?re=56630&ea=1107018&utm_source=BulkEmail_Money_Daily_Summary&utm_medium=BulkEmail_Money_Daily_Summary&utm_campaign=BulkEmail_Money_Daily_Summary
irkin
18/7/2018
18:00
Yup - GCP Infrastructure (I meant GCP as the ticker). DIGS is interesting as it explains why ESP should be able to turn their fortunes around - which is just what they appear to be doing. (slightly off-topic, but if you're interested in GCP/HICL/DIGS then you will have met ESP en passant).
chucko1
18/7/2018
15:19
Great discussion - it's always a privilege to read jonwig posts, though they usually make me feel like a numpty! Chucko - do you mean GCP Infrastructure? I've been in GCP Student Living (DIGS) since IPO, and I'm very pleased with it.
spangle93
18/7/2018
13:13
Well, I left some on the table but spent half the cash on GCP, which is a lower risk version (a bond portfolio, effectively). I am happy to have the performance risk still, but in its more diluted form and I have interest rate hedges elsewhere in any event. GCP trades at around 6% premium (was much higher last year) which I think is fair given the quality of the asset managers and the more dependable nature of its underlying assets.
chucko1
18/7/2018
12:14
"Always better to leave some on the table for the next man" - couldn't agree more. Sometimes feel I get suckered by my own consciousness of where the price has been, rather than where it's going, but all good learning. Plus - where you put the money is as important.
spectoacc
18/7/2018
09:37
Specto sorry to sound like a broken record but, could w have made more probably, Could we have lost more very probably. I only ever lose sleep when I lose money not when I don't gain it.
schofip
18/7/2018
08:42
Those of us selling out are wrong so far. JLIF come off a bit, HICL got stronger. @chucko1 - I can't claim any prescience whatsoever re the Brexit vote, but hadn't had a day like that since 2008 :)
spectoacc
17/7/2018
13:45
@SpectoAcc - quite! Clearly I have lost a few memory cells the past years as I get increasingly decrepit. In fact, I thought that might happen (certainly more than the 10% probablility implied by the betting markets), but could not execute anything at 8.00am. Some of the prices were truly dire and only managed to get bits and pieces during the morning. Very quickly back onto PHP, the 105p NAV I was referring to is the EPRA NAV estimate for end FY 2018. The same figure was 91.1p FY 2016 and 100.7p FY2017. The EPRA NAV is the best one to use as it takes derivatives hedging etc. into account.
chucko1
17/7/2018
13:01
@chucko1 - except for the day after the Brexit vote ;)
spectoacc
17/7/2018
10:53
I think we were all wrong footed by the political angle on HICL whether the risk is real or just vote grabbing bluster. Despite trading a high value portfolio for over 10 years I would never consider myself in any way an expert and i am always very interested in what other people have to say on boards like this as it often highlights opportunities and threats I had not considered. I am also in 3inf, phnx. I never stay permanently in any share. I tend to use the relative strength indicators and buy and sell based on overbought and over sold levels of 70/80% and 20/30%. I am sure there may be many flaws in this strategy but it has worked very well for me. At the end of the day i am making good money and sleep soundly at night. Could I make more with a different strategy,probably. Could I lose more very probably.
schofip
17/7/2018
10:09
apollo, chucko - as for the PHP NAV, choose your weapons: IFRS was 94.7p, EPRA 100.7p at 31/12. There seems to have been a fair bit of fundraising since then, which might have lowered these figures temporarily (cash drag). For some reason I chose to buy AGR over PHP - LTV I think it was.
jonwig
17/7/2018
09:58
The Morningstar quote page states that PHP is on a premium of 28%. Is that figure wrong? If correct then seems very expensive.
apollocreed1
17/7/2018
09:41
@SpectoAcc - totally agree with your thoughts on avoiding large premia. This eneabled me to trade in and out of ESP a number of times as it approached 10% premium for a relatively new issue. I still have a large position which I am nursing back to health! I'm back in profit now, but that does include trading and dividends! On PHP, they have a compounded return of 12.9% over 21 years. From recall, the NAV is circa 105p with a current share price of 115.6p (just gone ex-div), so a premium of 10%. They have very long leases on their properties and a div yld of 4.66% so a premium in this case is not such a large risk in the context of the quality of the enterprise. If you are looking from some extra juice, try NRR. It's retail focused hence the stock's current malaise. But it's largely misunderstood and the 8% div yld and share price discount compensate adequately. The experience of the management is noteworthy.
chucko1
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