Highcroft Investments Share Discussion Threads

[nickrl] 03/9/2020 13:19

As receivables well up that's an indicator that collected rent stats are hiding deferrals in there as they don't split it out. That said they are flush with cash to cover the dividend at same level as last year.

The BA asset has 3.5yrs to run on its lease and before then there will be clearer idea of where the aviation industry is headed but would leave a big dent in income but suspect BA have got a lot more expensive property in Heathrow area.

[superadams] 03/9/2020 10:25

Looking at their portfolio the only real concern for me is the big BA engineering facility in South Wales.

[crumppot] 03/9/2020 09:58

Yes but they have a legal requirement to pay out 90% and they can only defer that for a while.

[semper vigilans] 03/9/2020 09:30

It gives them another month to see what similar REITs do?

[crumppot] 03/9/2020 09:24

I am a bit surprised that there is no guidance as to the minimum dividend they could pay. They must know that now, based on the rents they have collected so far.....

[semper vigilans] 03/9/2020 07:48

Not too bad on the rental collection front.
Prudent to wait to declare size of distribution.
Directors should be buying at this level if stock becomes available.

[spangle93] 20/8/2020 14:55

No - interims were out on 22 July last year, so that milestone is well past

[crumppot] 20/8/2020 13:43

Bigger trades today.
Anyone know when the results are due to be announced?

[spectoacc] 22/6/2020 13:45

More tiny trades - at least they're buys :)

[coolen] 21/6/2020 23:27

Algo funds that are set up to track precisely, perhaps ?

[crumppot] 19/6/2020 17:07

Why would someone buy 3 shares at £7.38 each?
Have a good weekend all!

[spectoacc] 19/6/2020 14:48

Interesting, thanks @Kenny - my buy a few weeks ago never appeared either. Doesn't help there's a 50 share NMS!

Edit - getting quoted 681/781 for sell/buy in size, not too keen on that spread but going higher I hope.

[kenny] 19/6/2020 14:38

Agreed, low volume today but there was a 10,000 share buy on the 12th which was not shown on ADVFN.

[spectoacc] 19/6/2020 14:18

On 112 shares traded today, got to laugh.

[1tcm1] 15/6/2020 09:31

Spectoacc really makes me laugh. He sits on this thread and innumerable others pompously giving his worthless opinions when he is arguably the biggest loser on ADVFN.

Take this share, for instance. He's already lost a huge pile of his paltry money stash here and is likely to lose more imminently. That is because he simply does not have a clue about investing: he just loves the sound of his own voice.

[stemis] 10/6/2020 20:02

Glad to see my votes were cast at the AGM. Would have been nice to have an update on collections at the AGM but I guess that was too much to ask...

[spectoacc] 10/6/2020 14:30

I'll just assume it's all going really well ;)

[semper vigilans] 10/6/2020 14:02

A bit of an update on trading would be welcomed?

[spectoacc] 27/5/2020 09:33

Thanks @Semper - had another flick through their properties before buying


They've notably failed to dcb so far, but would no doubt be v hard to get out of if/when Covid kicked off again. Risk/reward!

[semper vigilans] 27/5/2020 09:26

Whilst no company is ‘safe’ at the moment Spec, HCFT looks better than many others.

[spectoacc] 27/5/2020 09:19

Back in this morning, mildly against better judgement but "everything has its price"... Will wait to see if that was HCFT's.

[crumppot] 12/5/2020 17:13

SteMIS Why?

[stemis] 11/5/2020 16:43

I've instructed my broker to vote my shares against approval of the remuneration committee report and the reappointment of the non execs. I don't imagine it'll do any good but I do think this company needs a good shakeup in its corporate governance.