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
  +1.00p +0.51% 197.00p 196.90p 197.05p 198.15p 196.45p 196.45p 1,366,783 16:29:50
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Real Estate Investment Trusts 616.0 227.2 16.1 12.2 2,670.67

Intu Properties Share Discussion Threads

Showing 401 to 424 of 425 messages
Chat Pages: 17  16  15  14  13  12  11  10  9  8  7  6  Older
DateSubjectAuthorDiscuss
11/5/2018
09:06
I'm going to nervously say that the attitude of the market towards this share appear to have changed. Instead of constant selling going on all day every day with the buyers and sellers fighting it out, the buyers seem to be happy to move the price up and the sellers seem happy to let the price come to them. We are on the right side of 200 again now and starting to move away from it. Fingers crossed
cc2014
10/5/2018
14:20
Why do you think a new bid is comingPrice up1.7% and new bid is coming?
aby1972
10/5/2018
12:43
new bid coming? As most are held but just a few persons, any bid can be accepted by a vote. £2.80 target again.
blueteam
02/5/2018
18:12
I noticed that about House of Fraser. Some stores to close but hopefully in 2nd tier shopping centres that are having a hard time and losing customers to the 1st tier shopping centres that Intu have mainly.
kev0856153
02/5/2018
16:39
"If you owned a house at that I don't think you'd feel overstretched." 45% gearing on a freehold house is not in the same league as retail property value which has regard to the unexpired term of lease. That the retail property could be relet is not the issue: point is whether the rent would be at least the same as now. Also, whether the terms of the new lease would be at least as now. For example, let's assume a rent now of £100,000 pa on lease for 15 years granted 10 years ago. Now, the lease has 5 years unexpired. On renewal or new letting, the rent could be lower. So too could be the duration of the term. Most multiple retailers are not willing to commit to 10 or 15 years without a break clause every 5 years. I don't know how Jefferies arrive at their price target - the market doesn't appear to be taking any notice - but chances are they are assuming worst scenario. As for Intu's portfolio I don't think it's as inferior to HMSO's as the pundits would have us think; a few duds maybe but the best stuff is superb. In any event, since HMSO thought it was getting a bargain, how come INTU isn't attracting offers from would-be bidders? I must be missing something, but haven't worked out yet what it is. (It doesn't help that House of Fraser have today announced an intended CVA.)
trcml
02/5/2018
15:55
Well the online reports I've read think Intu have a high loan to value ratio of 45%. Is that high? If you owned a house at that I don't think you'd feel overstretched. What is the basis of Jefferies having a 155p price target. I'd love to be able to read that but I can't find an online version anywhere. I can't find an online version of any brokers note. Jefferies must be assuming the income will drop markedly and therefore the value of the assets will also drop by a lot. My initial thougths are Intu's portfolio comprises very good shopping centres although that's not what Hammerson shareholders thought reading some articles. I think the trend going forward will be for secondary shopping centre to lose customers but the prime shopping centres to hold their own.
kev0856153
02/5/2018
15:00
Im interested but are there any forecasts out there that give dividend and net asset value estimates for the next year or two?
kev0856153
02/5/2018
14:04
I see John Whittaker scooped up another million shares yesterday taking his holding to 369.6million or 27.28%. His dividend was around £33m on INTU, never mind the other stocks he holds so plenty of scope to carry on buying if he wishes.
cc2014
27/4/2018
09:13
It seems Coronation are buying again. One wonders who hates this stock so much that Coronation have been able to acquire so much stock. Oh, I forget everyone hates this stock except for just a few holders. It's interesting that they continue to buy post HMSO news. Surely there has to come a point where they can't continue to be able to buy stock down at this price. No I'm probably wrong on that too as there seems an everlasting supply of sellers. Shareholders Coronation 22% John Whittaker 27% Gordon Donald 8% Still Jefferies have a price target of 155p and whilst analysts keep publishing lower and lower targets I expect Coronation will be able to continue to acquire millions of shares.
cc2014
20/4/2018
18:22
Since July 2017 the share prices of HMSO and INTU seem to suggest that there wasn't much between them and only recently with the bid have they diverged, but that could be artificial. There was no evidence of a halo to protect HMSO back in July.
yump
20/4/2018
17:36
http://www.proactiveinvestors.co.uk/companies/news/195360/hammerson-s-u-turn-welcomed-by-brokers-but-orphaned-intu-is-left-in-the-cold-195360.html
cc2014
20/4/2018
10:38
It's factual that the INTU portfolio could be improved. It's also true that HMSO management would do a better job with INTU than the INTU management have. Their track record speaks for that. But these are opportunities that are being worked on, that will enhance earnings over time at minimal capital cost. I'm still not sure why the city hated the deal other than they believe HMSO was overpaying. HMSO would have offered the management skills to upgrade the portfolio quicker and reduce the cost of capital. I'm not sure they were overpaying though. INTU shares are now 196. I last sold mine around 330 and I'm back in at an average of 214. I've had two lots of dividends on some and one on others. Overall I'm down but not by very much and I'm still convinced that over a 3 year time horizon, the share price will tick up back to 300. I could be wrong but in the meantime I'll collect my dividends and if it goes to 180 I'll buy some more. I have some HMSO too and if it goes up a bit more I may switch into INTU
cc2014
20/4/2018
10:11
I think the debt selling off is not really a good thing even though it boosts nav unless they can sell off assets and buy back the debt cheaply
catsick
20/4/2018
09:34
Market movements in the fair value of debt and financial instruments since the year end have positively impacted net assets (and thereby NNNAV) by around £180 million
brwo349
19/4/2018
17:08
over 200p tomorrow happy days.
leonidas
19/4/2018
12:28
you probably right and also with the ex-divi day I would be please to finish at around 193 to 194..................
leonidas
19/4/2018
10:51
In fact, so is at a 10 year low. Amazing!
patmike
19/4/2018
10:44
Highly unlikely by end of day Leo. But should get back there within weeks
patmike
19/4/2018
10:00
I thoughts so but never mind I bought them at 190.50 I am please with that could go back to 200p by the end of the day.
leonidas
19/4/2018
09:54
no divi for you but as to whether you should have bought yesterday, who knows?
eipgam
19/4/2018
09:32
I bought some share to day will I be entitled to the Dividend or I should have bought them yesterday...........can any one let me know.thanks in advance.
leonidas
18/4/2018
17:53
It's Eldon Square.... and also the Metro Centre in the NorthEast
eipgam
18/4/2018
15:54
I'm disappointed these are not up on the day given now Hammerson will not be buying the company on the cheap. When you look at the INTU portfolio no wonder they wanted it. Trafford Centre, Arndale Centre, Egdon Square. These places are always heaving and well located in Britain's biggest cities.
brwo349
18/4/2018
11:10
Seems to be a fairly subdued reaction, the value is in intu and not hammerson. If the can keep on delevering and paying a fat div it will all work out nicely.
catsick
Chat Pages: 17  16  15  14  13  12  11  10  9  8  7  6  Older
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