Share Name Share Symbol Market Type Share ISIN Share Description
Intu Properties LSE:INTU London Ordinary Share GB0006834344 ORD 50P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -3.10p -1.54% 198.60p 198.50p 198.60p 202.30p 198.00p 202.30p 1,404,656 12:41:40
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Real Estate Investment Trusts 594.3 188.3 13.7 14.5 2,692.36

Intu Properties Share Discussion Threads

Showing 301 to 325 of 325 messages
Chat Pages: 13  12  11  10  9  8  7  6  5  4  3  2  Older
DateSubjectAuthorDiscuss
23/11/2017
11:58
Me also CC! However, 200 looking increasingly like a temporary floor.
andyj
21/11/2017
11:09
And again at 197.7. Beginning to feel like I'm chasing this a bit now but at 7% dividend I can't resist. I may take one further lot around 190 but that will be it. I assume market things dividend is at risk due or at best no room for growth due to debt but with Spanish economy picking up from very low base and UK doing fine if not great I don't see it that way. At some point it has to get off the downtrend line. It's the speed at which it's falling which surprises me.
cc2014
20/11/2017
13:54
I added (again) this morning. This time for my SIPP.
cc2014
20/11/2017
13:38
From a visual POV, the move from providing shopping units to providing outlets for national restaurant chains is not going too well at Eldon Square in Newcastle.
eipgam
14/11/2017
09:53
I sense an opportunity to average down.
andyj
14/11/2017
08:12
Its brexit. There is an awful lot of debt here. Values are going to retrace. I accept its beginning to look interesting. I have a buy order in at £1.80
hybrasil
14/11/2017
08:07
Not sure what is going on here as I can't find any news yet. Pulled back a bit now but even went sub 190 for a while. The way it's coming back might even suggest there is no news just a load of stops getting taken out. Clearly I have called this wrong
cc2014
07/11/2017
13:41
Well regrettably I've been short term trading this and I've closed now as it's not been good to me. It has for the moment found a few buyers but there's a very aggressive sell bot program running which will continue all day and will put a cap on any significant rise. Kept my long term holding. I'm not bothered about the day to day movements for that.
cc2014
07/11/2017
12:52
Was always going to be a difficult day for Intu holders after the retail figures and those results seem a distant memory now, but where will support come in?
andyj
03/11/2017
16:50
I don't get it. Another day of strong against the flow of the economic picture. Service sector data really good, which bodes well for spending. Pound really weak which is good for repatriated profits from Spain. Broker positions since results. Liberium upgrade to hold with unchanged price target of 230. Numis maintains sell but reduces price target to 190 from 247 Deutsche maintains hold with price target of 220 Clearly they see something I don't. At 190p that would be a dividend of 7.4%, which is at the kind of level that Numis are suggesting it's not sustainable.
cc2014
02/11/2017
13:43
Depends on you viewpoint. Some suggest shopping centres are a thing of the past and will slowly disappear due to on-line sales and therefore you end up with an asset on which you can't afford the finance due to lower rental values. The footfall figures do not support this view. Additionally those in the doom and gloom of Brexit suggest consumer spending will collapse at some point once the wheels come off. Numis have a new price target today of 190 from previous 230. Clearly they read something into the Q3 update I do not, but there again I don't rate Numis. I'm not sure what's different today than 3-6 months ago as that's the time period in which the share price has got silly. I'm not really bothered. I'll collect my dividends and hope for a buy-out. At 223p, a bid at a price of 300p would seem not unreasonable.
cc2014
02/11/2017
12:41
Looking at the basics I'm at a loss why this is trading at these levels. NAV is way, way above these levels, but the business is stabilised, and mgt are predicting like for like growth in the medium term. It's that simple to me. I don't care about this level of debt if the company is growing sufficiently. I surmise that the NAV discount will close when sufficient like for like growth materialises. I can't see NAV weakening by any noticeable degree. Any thoughts?
josephrobert
02/11/2017
10:15
Up 5% which is very nice. Hopefully we will get some broker upgrades over the next couple of days. Lots of sellers still out there and since 9 o'clock it's slowly drifting down. it will be interesting to see if John Whittaker buys any now we are out of the closed period.
cc2014
01/11/2017
16:12
yes at this rate will be bought out by the end of year. Topped up on that dip.
blueteam
01/11/2017
10:31
Whittaker has 27.2% Coronation 19.1% Total 46.3%. Coronation buying them so fast they must be going through off-market/through dark pools/matched bargains. Still the sellers are out though. let's see what happens as the day progresses
cc2014
01/11/2017
10:15
Bought a few more this morning at 215.2. Should have bought them yesterday when they were cheaper but I was really hoping for a retrace to 212 which I don't think will happen now as too much buying from Coronation. Happy to buy more if it does go there. RNS from Coronation again this morning. Between them and John Whittacker (?) they have over 40% now. I'll check the exact details later. Trading update tomorrow and I wanted more before then.
cc2014
29/10/2017
14:02
Yield is only a function of the rents achieved. How many retailers are reporting being able to renegotiate lease terms more favourably? Many, including the likes of Next. If rents fall, so will the property value (and NAV). However, I can see some support around the £2 level if the overall market holds.
belgraviaboy
29/10/2017
13:32
Article in ST Business/markets section talking up HMSO and the value of their shopping centres. Also reports that they are indicating 6-8% divi
eipgam
29/10/2017
10:04
True, but it is stretched in the right direction. I am more content buying a 6% yield at a discount than the rush to buy the same yield at a premium, as with the infrastructure funds.
andyj
28/10/2017
07:49
Stretched rubber bands can also snap - don't always assume that the price will close the discount. A fall in NAV will achieve the same thing....
belgraviaboy
28/10/2017
00:07
I think the price is at such a huge discount to NAV that it's like a stretched rubber band.
andyj
27/10/2017
13:10
This won't help sentiment. BBC.co.uk JC Penney shares plunged 24% after the US store chain slashed its 2017 profit and comparable sales forecasts as it sold stagnant inventory at heavy discounts ahead of a holiday-season refresh. Penney, like Macy's and Kohl's, has been struggling with declining demand for apparel, the mainstay of department stores, due to tough competition from off-price retailers as well as Amazon.com. Penney's response has been to lower its dependence on clothing by expanding in other categories such as toys and white goods. Macy's dropped 5.5% and Kohl's nearly 3%.
eipgam
27/10/2017
09:10
yes some large stakes building up, just topped up. Good divi as well.
blueteam
27/10/2017
06:19
And we have a buyer! Coronation Asset Management (Pty) Ltd Resulting situation on the date on which threshold was crossed or reached 18.41% Position of previous notification 17.05%
orinocor
26/10/2017
08:22
Still falling. Is there anything to indicate the dividend may be under threat? Deutsche has the lowest price target of 220p.
orinocor
Chat Pages: 13  12  11  10  9  8  7  6  5  4  3  2  Older
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