Intu Properties Share Discussion Threads

[sentimentrules] 08/9/2019 12:11

Which posts are you referring too? 16 'real-time' positions on Advfen.

12 in good profit. One around breakeven. 3 In the red but still not near fixed risk stop

If you want to highlight a post in one, do it on all 16

Good lad...

[wigwammer] 08/9/2019 12:08

lol. Nobody who follows your posts will make any money. They may feel dizzy and confused, but making money? No... ATB :)

[sentimentrules] 08/9/2019 11:45

Yes.i hope so..

23p not need wait till November for it

[wigwammer] 08/9/2019 11:44

Bidding war faster than expected

[sentimentrules] 08/9/2019 10:44

23p faster than expected then

[wigwammer] 08/9/2019 10:36

You were all warned..

[williamcooper104] 08/9/2019 02:26

Can be hard for retail investors to understand that the bottom can be in the debt stack well ahead of where they are, and that they are trading on option value

[williamcooper104] 08/9/2019 02:24

I heard that it was the impending CVA of Arcadia that did it for Brookfield Could be tempting now - but I suspect only as part of discounted debt financing

[zccax77] 08/9/2019 00:56

Good luck with the short, though I expect orion will struggle to find a partner due to
Peel, Olayan and the Canadian giant Brookfield tried to take Intu private for 210p a share, or £2.9bn, last year, but had to pull out after Brookfield’s lenders became nervous.

:
hxxps://www.thetimes.co.uk/edition/business/buyout-baron-aref-lahham-heads-bidders-circling-struggling-shopping-giant-intu-qdppf3zz3

[hpcg] 07/9/2019 12:17

Very nice 32-43 trading range with a brexit tide. Flat at the moment, looking to reenter short at top end of range.

[kirk 6] 06/9/2019 16:41

This should take off on Monday gap up likely with that huge buy in auction of 1.6m shares

[zccax77] 06/9/2019 15:33

Arcadia represent 4 % of intus rent roll, monsoon 2%. Does not bode well for them. Plus every single site has a debs in it.

[williamcooper104] 06/9/2019 14:05

Yep - problem is that CVA = ERV Thus high net yields mean little

[buywell3] 06/9/2019 14:04

BOO HOO says it all

On Line is now king

Shops on High Streets and Shopping Malls are toast

Rents are going to be cut cut and cut again IMO

Better turning them into flats to flog to housing associations IMO

[sbb1x] 06/9/2019 13:58

Buyers buying up the dip.They seem to like this entry price...

[sbb1x] 06/9/2019 13:28

Philip green empire has 177 million loss, just announced on sky news... might see a little drop here

[knowing] 05/9/2019 23:14

https://www.transportxtra.com/publications/parking-review/news/62090/intu-lakeside-s-parking-into-leisure-areas

[sentimentrules] 05/9/2019 17:42

Both ways lol

[wigwammer] 05/9/2019 17:33

Quite possibly. High risk, high return :)

[sentimentrules] 05/9/2019 17:28

But purchasers should have a conscience that the bears can knock this down another 50% for them.. . :)

In fact, not too radical to suggest, they are often a team.. .

A triple team. Shorters ... buyer...third party buyer..

Win win all around safely. Assuming buyer interest of course. Not seem to be around yet in direct or third party form, buying the bar push.

[wigwammer] 05/9/2019 17:07

They should have a conscience that a purchaser of the enterprise isn't going to care about covenants :)

[sentimentrules] 05/9/2019 16:52

Bears have conscience ?

[wigwammer] 05/9/2019 16:51

With all due respect to the great people of Scotland, it is silly season when people are using the valuation of Aberdeen's #2 shopping centre as a benchmark to value the dominant shopping centre in the whole north west of England. At least the 8% NRY valuation here is gradually working its way into the conscience of some bears :)