Intu Properties Share Discussion Threads

[propinv] 03/10/2019 10:52

William. Mid teen IRR for effectively equity in the 80-130% LTV range. Must be off your rocker to think thats is attractive.

[propinv] 03/10/2019 10:50

Ok. Going to join in the conversation here. Nothing to do on Metro for now. I like retail in UK. See my posts on Hammerson, bought at 207p. Is Intu a target, yes? Do they have other solutions to trade way out? No. Banks are shrinking exposure to RE lending. Retail more than most. Yes, yields are going down, but management can not on their own solve this themselves, it is reliant upon 3rd party solutions and big lumpy 3rd party solutions. When you invest you have to back a plan. This one has a plan that is 100% dependant on what others do.

[outlawinvestor] 03/10/2019 10:31

Hmmm, sounds like someone is not bowled over by the predictive power of tea leaves/coffee grind.

[williamcooper104] 03/10/2019 10:27

Balance sheet, debt, capex and cashflow will either save or kill Intu - share price charts won't

[outlawinvestor] 03/10/2019 10:25

JEFFERIES CUTS INTU PROPERTIES PRICE TARGET TO 35 (44) PENCE - 'UNDERPERFORM'

hxxp://www.morningstar.co.uk/uk/news/AN_1570091646668784700/broker-ratings-summary-peel-hunt-raises-flutter-entertainment-to-hold.aspx

[sentimentrules] 29/9/2019 12:42

Well must say having looked at it on Friday, the accumulation sure ramped up . Also all volume measures and flows.

Il stick to short stop 51 because it's all occurring in still low volatility.

But if the above remain intact and volatility has broken out and 51 reached, il actually be joining the buy camp.

Target as stated by the poster above. See how it reacts. Only be a 4p profit if I'm forced long , on aggregate. to the gap but better than nought

Highly stress though, short must remain until volatility joins the rest around 51. Gap also not fully filled 40 to 36

[kingston78] 29/9/2019 11:16

I have said it before and I am going to say it again that the share price will rise to fill in the "falling gap" 65-70 p area.

Investors have rejected the 32 p level as being too low and push the price to the 40 p level. Some seller took advantage to sell when the share price was around 43-45 p. So 40 p is a critical level.

There is sufficient momentum for the share price to continue rising beyond 50 p, and once it has achieved that, I believe the herd instinct will attract more buyers pushing it up beyond the 60 p level very quickly.

[williamcooper104] 28/9/2019 11:47

Getting on for mid teen IRR at 75p Being repriced as holdco leverage

[sentimentrules] 27/9/2019 17:38

Sure..time is an estimate..not an easy one...but it will do as I said. ..simply because. ..I'm SR

Hahaha

[1oughton] 27/9/2019 17:38

I offered but you never took up.

[sentimentrules] 27/9/2019 17:38

But you offered one more day. A lie?

[1oughton] 27/9/2019 17:37

The truth arrived?What u mean the £4 you swore was gonna happen ?Lol moron

[sentimentrules] 27/9/2019 17:36

So. ..intu..time to listen....

[sentimentrules] 27/9/2019 17:35

So, all week SentimentR has been saying on the Metro board, 'wait till friday, wait till friday, it's gonna be £4, bleurgh, blah, blerg... buy don't sell, I'm the master, you're all idiots, the US is buying [it never was], flows, volume, city money, blah, blag, bilge,...'

And here we are. Friday has arrived.

....

Indeed the truth arrived looooool

[williamcooper104] 27/9/2019 17:32

EG covering this - One of Intu's lenders is seeking to sell about £50m of exposure to the landlord's revolving credit facility at c75% of face value. Story via @lauralevfinance @LCasiraghi and @ManySundays on @TheTerminal

[cryptotrade] 27/9/2019 14:23

Just a view

[wigwammer] 27/9/2019 14:16

"Today's lift the sign of the bears gathering my friends.. Let the buyers in.." lololol :)

[sentimentrules] 27/9/2019 13:52

SR says...

At least closer to 30p than 45p this day week

[sentimentrules] 27/9/2019 13:48

You were very quiet 47p and down wig

Silence shall fall again soon :)

[wigwammer] 27/9/2019 13:46

Random words. I think there's a gerbil spinning round in your head fella :)