Highcroft Investments Share Discussion Threads

[semper vigilans] 27/3/2014 08:23

Welcome doc.

[doc_oj] 27/3/2014 08:22

very nice indeed! happy with my recent investment.

[semper vigilans] 27/3/2014 07:32

Usual solid stuff!

[semper vigilans] 13/3/2014 10:02

Last year's results were on 19 March, so can't be too long now for 2013 finals.

[crumppot] 07/3/2014 09:09

Semper, there have been a number of sellers recently, probably profit taking and this has led to the adjustment in the price.

[semper vigilans] 07/3/2014 07:34

Well done doc. Not sure why we have had the fallback of late, but good value, conservatively run company.

[doc_oj] 06/3/2014 19:18

ive invested a small amount here today in my SIPP. seems promising.

[topvest] 09/1/2014 20:19

Yes, very interesting. Pretty much no discount now.

[semper vigilans] 09/1/2014 17:23

Something going on?

[topvest] 07/1/2014 21:23

Excellent. Chart looks nice here. Nice steady income and capital growth - share price starting to show that investors now like this company.

[topvest] 04/12/2013 20:48

Valuations always look prudent here - bodes well!

[semper vigilans] 04/12/2013 16:10

Decent sales - if the last deal was anything to go by they could double the income generated from that capital.

[crumppot] 19/11/2013 15:35

The new boss hasn't bought any shares but the Chairman and the Company Secretary have! They must have confidence in his abilities.

[topvest] 17/11/2013 15:13

Yes, all looks very solid here. A share to put away and hold without any worries!

[semper vigilans] 17/11/2013 12:51

Time for the new boss to buy some shares.

[crumppot] 14/11/2013 09:56

The office purchase in Cardiff looks interesting as the additional income should boost the dividend, 2014/2015. Prospects for Highcroft seem to have improved with the new MD in charge.

[topvest] 24/8/2013 18:28

Yes, agreed. Nice little company this.

[semper vigilans] 15/8/2013 08:08

Pretty good stuff.

[crumppot] 23/7/2013 09:44

MTIOC - Oxford High St properties sell on very low yields, investors will pay circa 5.0% for these investments.

The new investment property is very large but will provide a big income stream and potentially increase dividends for shareholders going forward.

I hope the new chief exec will do some deals for the company, refreshing the portfolio periodically.

[semper vigilans] 21/5/2013 09:13

Hope the new Chief Executive picks up some shares.

[mtioc] 19/5/2013 22:14

Just had a look through the final results for YE 2012 and particularly the property valuations.

The property valuation was a bit odd. Most of the valuations have decreased by between 5% and 15% yoy. The exception is the retail outlet in Oxford which has increased by £1.5m or over 80% and is now the most valuable property. In 2012 it was let to Britania BS but in 2013 it is let to Jigsaw. I assume the new valuation reflects a new lease. Did I miss something or did I get the wrong end of the stick?

Even at current market cap of £32.3m, if you strip out cash and equities at par, the properties trade at a c. 30% discount to what appears to be fairly conservative property valuation.

[semper vigilans] 14/5/2013 16:53

Big sale (for HCFT) today just before the AGM.

[crumppot] 08/4/2013 15:06

Apparently the AGMS are interesting affairs, where there have been healthy debates between the board and 'revolting' minority shareholders.

[coolen] 01/4/2013 23:50

Highcroft have had a revolting minority holder for some years, fairly well known.