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Share Name Share Symbol Market Type Share ISIN Share Description
Land Securities Group Plc LSE:LAND London Ordinary Share GB00BYW0PQ60 ORD 10 2/3P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  0.00 0.0% 540.70 540.20 540.80 - 0.00 01:00:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Real Estate Investment Trusts 740.0 414.0 -112.4 - 4,009

Land Securities Share Discussion Threads

Showing 1401 to 1421 of 1425 messages
Chat Pages: 57  56  55  54  53  52  51  50  49  48  47  46  Older
DateSubjectAuthorDiscuss
19/10/2020
21:04
Well put Deep value or catchy catchy falling knife
williamcooper104
19/10/2020
21:01
MCKS and CLS may be worth putting on a watchlist. With our current backdrop would not put it in any stronger terms than that.
essentialinvestor
19/10/2020
20:39
https://www.standard.co.uk/business/british-land-land-securities-great-portland-estates-covid19-coronavirus-a4572130.html
eeza
19/10/2020
18:09
I'm more tempted now that we've seen more transaction evidence and two large occupiers trying to buy buildings for their own use I am generally nervous as most of the times listed equity trades at discounts to NAV the underlying market catches up - eg 2007 and retail reits for the last few years
williamcooper104
19/10/2020
18:05
William, were you not tempted by Helical(HLCL) around it's recent low?. Discount to NAV was near 60% a few weeks back. Thanks for the reply on grey space.
essentialinvestor
19/10/2020
18:02
It's an interesting one - not least because, of course, this isn't like any other downturn, so no-one really knows There's about 6m sf of grey space availability in city/west end - however most of this is for 5-30k sf units - so if you are a large occupier needing 50k plus then the grey market - right now - won't help you and you will need to pre-let spaceThe development pipeline is much tighter, because of Brexit, than it otherwise would be Right now the red book values of prime offices are right - and there's a huge arbitrage given the discounts to NAV (why Brookfield and KKR are buying REITs) - but of course this could change
williamcooper104
19/10/2020
16:02
In terms of the short term SP, first issue is Brexit (I'm discounting wider UKX levels etc). All things been equal there is 10% downside or 10% + upside on a deal/no deal exit. (This is not a political point, it's just my best guessestimate on those two eventualities). Secondly the moritorium. Further lockdowns or trading restrictions may see this extended for another 6 months plus. In shopping centres, rents determined by turnover are likely to see a significant rent reset lower - retail parks look the far stronger asset to hold in this context. Grey space in the London office market potentially impactimg rents- this is not an area I understand enough to give a view on - it should impact prime office rents less?. If anyone can provide clarity or give a view on grey space, it would be appreciated.
essentialinvestor
19/10/2020
15:37
QP, would have been helpful if the then BOD had anticipated some secular sector trends 5 years ago!, but we are where we are etc.
essentialinvestor
19/10/2020
12:54
It is all of thatBut yet it's back to land secs origins of being a large scale/whole estate developer - which is where BL is headed towards It's the right thing for them to do Don't expect the divi though to be restored at anything other than a low level
williamcooper104
19/10/2020
12:21
Yes, indeed. Today's blurb is very poorly written and contains a lot of corny, over-used, hackneyed and threadbare business cliches and americanisms. Yuck! However, if one can ignore the very dubious written style, what lies behind is great and potentially good news for long-term holders. All Imo. dyor. QP
quepassa
19/10/2020
11:44
QP, I agree with your comments, but they should speak in plain english, re purpose is fine, reimagine is drivel.
flyfisher
19/10/2020
11:31
Why? Property types, uses, designs change and evolve over time. That's part of our history. The same has been happening for centuries. If retail is fundamentally changing, it doesn't mean that those sites/buildings and locations can't be re-purposed or knocked down with another type of structure erected and used for other purposes. It's just part of the evolution of cities, urban landscapes, urban uses and urban requirements. What is fascinating is that LanSec are already ambitious enough and strong enough to see that the changing retail landscape is a great opportunity and a new beginning in the ever-evolving use of land and buildings. ALL IMO. DYOR. QP
quepassa
19/10/2020
10:27
flyfisher my sentiments exactly when i paged through the presentation all glossy and buzz word heavy and little recognition that the world may look different in 2021 and what will they do if it doesn't look as rosy as they forecast. At least they have a broad portfolio so can change tack if they need to.
nickrl
19/10/2020
09:07
Strategy update - ''Reimagine our retail business.'' Are they also going to dream up rental payments and profits?
flyfisher
08/10/2020
08:20
Office deals in London on the up, investors snapping up bargains, this is an accumulation job at current levels imo
ny boy
28/9/2020
16:02
Now up 9% on the day
quepassa
28/9/2020
12:27
Watershed deal removes uncertainty? hTtps://www.telegraph.co.uk/business/2020/09/15/new-look-strikes-watershed-rescue-deal-landlords/ Rent deals based on 2% to 12% of revenue may become the new standard for the sector
muffinhead
28/9/2020
11:31
something afoot today
quepassa
11/9/2020
17:31
Yawn Yawn Yawn
quepassa
11/9/2020
17:02
QuePassa and the share price goes down in unison with people heading back!! Anyhow this is getting back close to getting on the buy list
nickrl
19/7/2020
16:00
There seems to be a little bit of confusion on LandSec. They are Not saying the previous level of dividend will be reinstated, that's a very big difference to ...a dividend being reinstated. 'The size and timing of our interim dividend will be confirmed with the publication of the half-yearly results.'
essentialinvestor
Chat Pages: 57  56  55  54  53  52  51  50  49  48  47  46  Older
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