Intu Properties Share Discussion Threads

[zoro9791] 05/11/2019 15:47

Would open a short if I was breave. Never mind will see how it goes in the morning.

[knowing] 05/11/2019 11:25

Yes provisionally tomorrow

6 November 2019 Q3 trading update (provisional)

[sidny1] 05/11/2019 11:21

Does anyone know when today's trading announcement is going to be put out?

[sidny1] 04/11/2019 16:46

441,000 shares bought on the close of tradingLet's hope tomorrows announce has some positive news

[williamcooper104] 04/11/2019 16:07

Brutal seeing administrations this side of Christmas

[knowing] 04/11/2019 10:03

Some say yes some say no








Let's see !

[sentimentrules] 29/10/2019 10:01

The retail property market is now dead. Some of the last ones to try get into it were sports direct lol

Time to start writing down soon..

[hpcg] 29/10/2019 09:51

jakNife - The equity portion of the EV is so low as to act like an option trading at the money. Changes in the perceived catalysts are thus magnified. R.e. your Brexit question, I would say it is a function of sentiment. Irrespective of the business Intu is at the mercy of lenders, and if they feel more positive, even if that positivity is specious, they will be more open to benign outcomes for equity. For now the trades here are to buy or sell opposite to any extreme in volatility, assuming that too is sentiment based and not a material change in circumstances. Too time consuming for me so I'm on the sidelines now.

[outlawinvestor] 25/10/2019 18:39

UBS CUTS INTU PROPERTIES TO 'SELL' ('NEUTRAL') - TARGET 46 (90) PENCE

hxxps://www.morningstar.co.uk/uk/news/AN_1571992875565961400/uk-broker-ratings-summary-goldman-says-buy-boohoo%3b-peel-hunt-ups-asos.aspx

[outlawinvestor] 24/10/2019 05:59

High Street woes mount as '85,000 jobs lost'

[sentimentrules] 21/10/2019 08:51

Poor stdy

Market pressure hitting him hard haha

[zcaprd7] 18/10/2019 14:34

Intu isn't the high street if you're going to be pedantic...

[knowing] 18/10/2019 13:03

Nahhh Unicorns

[outlawinvestor] 18/10/2019 13:01

Should have bought CAL as well when it was 14 pennies

Yeah, if wishes were horses eh?

[knowing] 18/10/2019 12:59

Should have bought CAL as well when it was 14 pennies

[williamcooper104] 18/10/2019 12:51

Nope I don't have metro - never liked the business case of creating a new old bank Have L&G (market is pricing growth potential) and Lloyds (because it's big and ordinarily boring)

[williamcooper104] 18/10/2019 12:47

Your right consumer economy is bricks and clicks But the bricks are even more leveraged as they've got mega operational leverage via huge fixed cost basis Other way of looking at it is that intu is trading in part on option value and there was the prospect of a super hard Brexit meaning that come jan 2020 intu could have been in interest payment default default rather than just covenant default That worse case scenario seems to have receded (at moment) so the time value of the option is now much greater Of course long term consumer economy will be more clicks than bricks And the only brinks standing will be instragramablr ones

[outlawinvestor] 18/10/2019 11:31

Presumably you don't have MTRO in your Brexit portfolio.

[outlawinvestor] 18/10/2019 11:30

You contradict yourself. INTU has reacted to Brexit, MTRO hasn't.