Share Name Share Symbol Market Type Share ISIN Share Description
Highcroft Inv. LSE:HCFT London Ordinary Share GB0004254875 ORD 25P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +10.00p +1.10% 920.00p 900.00p 940.00p 920.00p 910.00p 910.00p 1,300 15:52:28
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Real Estate Investment Trusts 0.0 2.8 55.7 16.5 47.54

Highcroft Share Discussion Threads

Showing 151 to 175 of 175 messages
Chat Pages: 7  6  5  4  3  2  1
DateSubjectAuthorDiscuss
15/12/2017
10:44
Looks a good appointment. It will be an even better one if he buys some shares very soon.
semper vigilans
15/12/2017
09:22
Well that is certainly a very interesting appointment - see Header. Charles Butler - the former CEO of Market Tech - the £3bn propco which owns great chunks of Camden Market. Certainly a vote of confidence in HCFT & its Board. Having bought back in @ 880p I was waiting for another offer at the same price; but on today's appointment I've decided to pay the full 900p.
skyship
27/11/2017
13:52
The book is normally managed tightly on HCFT - I’m presuming the deals may have been done ‘outside’; - could be wrong.
semper vigilans
27/11/2017
13:43
Ahh - Trades show someone else picked up the other 1000 shares "foolishly" discarded at 860p this morning. The later buyer paid just 875p. Well done someone - hope it was one of you on this thread...
skyship
27/11/2017
12:09
Quite a few director buys this year - all in the 900s. They don't amount to much in total; but surely a show of confidence. Anyway, having been lucky with my timing when selling @ 940p, from the Trades record it looks as though I may have been lucky to pick up from a stray seller as I bought back in today @ 880p. Tried for a 2nd 1000; but back to 900p cheapest offer at the moment. Will watch & wait as at 880p the discount is 19.8% v. the Jun'17 NAV, whilst the prospective yield is now at 5% to a likely 44p total dividend. Has to be attractive at this level. https://uk.advfn.com/p.php?pid=chartscreenshot&u=UjlWfjmfMReSoFOC7UajF%2FRZl4lrZ25Q&kslash=s
skyship
31/7/2017
09:12
It would be nice to see other directors buying too.
semper vigilans
31/7/2017
08:28
Highcroft is very unlikely to merge with anyone as they have a controlling shareholder the Kingerlee Group. I think they will want to grow internally.
crumppot
29/7/2017
09:41
mw8156 - Ahh - sorry for doubting you!. WSP - a real minnow - will add it to the CP+ Header.
skyship
28/7/2017
22:04
wynnstay properties wsp is the other wynnstay, a small property plc would be a good fit for cardiff and highcroft but would require willing
mw8156
28/7/2017
20:33
If you're searching for propcos - go to the CP+ thread...
skyship
28/7/2017
20:32
WYN - "A group engaged in the supply of agricultural feeding stuffs; the distribution of arable farm inputs and the merchanting of general agricultural products" nw8156 -Doesn't look like a property company to me!!!
skyship
28/7/2017
17:47
Hmmm unlikely! Hold them all anyway.
topvest
28/7/2017
09:43
good results, looks as though they have both warehouses and, less optimistically, retail would have thought that some of the smaller property cos could merge ie Cardiff, Wynnstay and Highcroft, London and Assoc but perhaps not the last!
mw8156
28/7/2017
06:55
Yet more steady progress. Also good to see some of the board buying shares with their own money!
semper vigilans
03/6/2017
07:34
A £4.2m acquisition providing an initial 11.2% yield. Looks to be a good deal: https://uk.advfn.com/stock-market/london/highcroft-HCFT/share-news/Highcroft-Investments-PLC-Property-Acquisition/74897859
skyship
24/3/2017
08:00
Very solid results - a possible tick up of the share price to reflect the progress?
semper vigilans
08/3/2017
08:08
Relations seem more settled now.
semper vigilans
07/3/2017
22:59
I am a long term happy holder. I seem to recall some aggravation in the distant past from, was it a Brian Conn ? If so, is that the same Mr Conn as of Stewart & Wight plc and how are relations now ?
coolen
07/3/2017
11:21
MTIOC - It's a classic 'under the radar' type of company. Agree with all you said in post 95. I have seen the spread as high as 12% (Currently around 5%) which is down to the low liquidity I guess. Not a problem for us long term holders :-)
losos
03/3/2017
10:02
Steady as she goes!
crumppot
03/3/2017
09:21
The Finals approaching - 23rd March last year...
skyship
26/12/2016
15:02
Revisited HCFT as part of my Xmas review/wrap up. Been in since 2011 and am pondering buying a few more. The positives are as they have always been. Simple strategy focussed on SE commercial with a unit cost above HNW. Moving from retail shops to warehouses. Long lease lengths. Low costs (although these have increased over the last few years) and only a few deals a year. Very efficient in a SIPP. Valuation does not appear too high. Currently c. 10% discount to June 16 NAV (after taking account of spread, dealing costs etc..). The NAV will probably be c. 5% higher at year end. Also the NAV tends to be conservative with most realisations at 20%+ premiums to NAV (although some of these have been planning driven, which is more difficult on commercial rather than residential sites). The is a yield of c. 5% increasing by more than inflation. Not a bargin, but not expensive either. Only negatives that I can see are as follows. Unit sizes increasing, which means one or two sites could be a material % of portfolio. New incentive at 10% of distributed amount could drive poor decisions e.g. use of leverage to increase rental income or poorer quality by higher yielding counterparties. 42% Kinglee holding mitigates this. Also, with Kinglee and Conn holdings there will never be material liquidity in the stock (which is fine for long term holders like me). I suspect this is one of the reasons, HCFT gets little media coverage. Hope everyone is having a good break and best wishes for 2017. MTIOC
mtioc
14/12/2016
09:18
Another decent deal.
semper vigilans
25/10/2016
08:54
Decent yield, good cover, good cash position, as long as there is some discount (To NAV) I am happy to hold, as I have done for many years, and added not so long ago.
losos
08/7/2016
09:25
Very tempting buy for yield.
semper vigilans
Chat Pages: 7  6  5  4  3  2  1
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