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
  +0.00p +0.00% 905.00p 880.00p 930.00p 905.00p 905.00p 905.00p 0 06:39:32
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Real Estate Investment Trusts 0.0 2.8 55.7 16.2 46.76

Highcroft Share Discussion Threads

Showing 151 to 175 of 175 messages
Chat Pages: 7  6  5  4  3  2  1
DateSubjectAuthorDiscuss
31/7/2017
10:12
It would be nice to see other directors buying too.
semper vigilans
31/7/2017
09:28
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
10:41
mw8156 - Ahh - sorry for doubting you!. WSP - a real minnow - will add it to the CP+ Header.
skyship
28/7/2017
23:04
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
21:33
If you're searching for propcos - go to the CP+ thread...
skyship
28/7/2017
21:32
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
18:47
Hmmm unlikely! Hold them all anyway.
topvest
28/7/2017
10:43
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
07:55
Yet more steady progress. Also good to see some of the board buying shares with their own money!
semper vigilans
03/6/2017
08:34
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
09:54
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
10:25
Very tempting buy for yield.
semper vigilans
23/3/2016
11:36
Looks good especially the Wisbech acquisition but the discount to NAV is now quite thin.
mw8156
23/3/2016
10:09
Ditto for full year.
semper vigilans
30/7/2015
09:07
Solid stuff for half year. Can't be much more rejigging of the portfolio to do so things should creep along steadily.
semper vigilans
26/7/2015
12:20
MTIOC - I continue the exchange on the PE thread... http://uk.advfn.com/cmn/fbb/thread.php3?id=26570589
skyship
25/7/2015
19:10
Skyship Thanks. Intresting read. My main issue with PE is subjectivity of valuation. Two surveyors could do a red book valuation of Highcroft's portfolio and would be a max of 10% apart and very likely within 5%. On the other hand, the difference on a PE portfolio could be 20% - even assuming no bias, valuing multiple unquoted businesses is just very subjective. I am therefore skeptical of some of the valuations and hence the supposed discounts. I was in LMS and found the tenders tedious to manage. I saw some comments on CDI, while some posters recognised the expro risk, no one mentioned Stork another O&G services business. The portfolio seems to have a 50% exposure to the sector, which may well get worse before it gets better. This highlights the need for the investor to have a view on the underlying portfolio, which is tricky for most PIs. That said, there were a few interesting companies (eg bpm) that I will look at further. Happy to follow up on PE thread. MTIOC
mtioc
Chat Pages: 7  6  5  4  3  2  1
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