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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% 721.20 722.40 723.20 - 0.00 00:00:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Real Estate Investment Trusts 635.0 -1,393.0 -188.2 - 5,348

Land Securities Share Discussion Threads

Showing 1476 to 1496 of 1500 messages
Chat Pages: 60  59  58  57  56  55  54  53  52  51  50  49  Older
DateSubjectAuthorDiscuss
24/11/2022
12:00
UK commercial property market to outperform EuropeBrexit will deliver a huge boost for the UK's commercial property sector, according to a prominent US real estate investment firm. The UK will be Europe's best performing real estate market over the next five years because UK property yields are less vulnerable to rate increases than continental peers, according to a report published by AEW, which managed €87.8bn (£75.6bn) of property at the end of June. Properties in the UK have been trading at a discount compared with European peers since Brexit and that has created a buffer.
bondholder
15/11/2022
17:54
@williamcooper they have until 2030 to get assets compliant to EPC B and im sure with a construction recession they will get good pricing on this sort of work. They also have anotehr 110m to expend on completing current developments which will further increase the vacancy level as far from being fully pre let.
nickrl
15/11/2022
14:19
I think they'll do their developments with third party equity; so ought to be able to manage the cash strain on that Difficulty comes from capex to get the rest of their assets into EPC B
williamcooper104
15/11/2022
14:07
LAND report city offices down 9.7%!! but im surmising thats from selling Moorfields at 9% below book so isn't necessarily reflective of the wider mkt.

NRI also flattered by 19m of surrender premiums received so baseline earnings are actually only up 7m although extra finance costs also ate into earnings. However, Moorfields sale has lowered net debt by 20% so will lower finance costs for H2. So they can support the divi but could get dicey if they plough on with the developments that are ready to go unless they have reasonable level of tenant committment.

nickrl
15/11/2022
06:35
Barnes4 buys high ad sells low don’t be sucked in by the clown, he doesn’t invest in anything, he is a fantasy investor!
therealdeal25
14/11/2022
08:34
Hey Dreamer Barnes or digger Barnes 😂😂Dreamer nothing but a dreamer,
therealdeal25
14/11/2022
07:03
Barnes Roar dreamer nothing but a dreamer! ROOOOOAAARR
therealdeal25
10/11/2022
15:37
Land about to pop again
barnes4
10/11/2022
15:23
And the rest
barnes4
10/11/2022
13:41
Oh yes 6 notes
barnes4
10/11/2022
07:41
6 quid today?
barnes4
07/11/2022
13:30
Today or 10 years ago, or even years before that :)
williamcooper104
07/11/2022
13:22
Is it 6 pounds today?
barnes4
07/11/2022
13:22
Is it 6 pounds today?
barnes4
07/11/2022
12:48
Looks like 6 quid is about to return
barnes4
27/10/2022
08:56
Yes but Gilt yields are falling, so price up 2% today & will continue my guess good value up to £6.00.
giltedge1
26/10/2022
18:41
That's been true in past recessions; but WFH plus prime property not yet anywhere repriced for higher gilts means it mightn't be true this time - plus in a deep consumer recession retail tenants are now used to just not paying the rent; and what's a landlord to do when most of the industry isn't paying rent That said; would be more surprised than not it LAND (BL too) stay at these levels/fall much further and don't get taken private; too much dry PE money and a $7-9bn fund can easily fund a buy and break up
williamcooper104
26/10/2022
18:34
Apparantly LAND was offered over £ 1 Billion for Moorfields back in January, but decided to market instead, must be the most expensive marketing campaign in history - £200M. Anyway, besides that slip up in a good position as in past recessions grade A offices have held up well as trophy assets for Foreign Investors, so one of the few property companies in offices that will have liquidity.
giltedge1
28/9/2022
08:41
Yep - have to give them credit for that
williamcooper104
27/9/2022
21:37
Also there's loads of PE dry powder still about At some point a break up/buy out becomes compelling Once PE too small and LAND plus BL too big But they could easily digest them now
williamcooper104
27/9/2022
21:37
Their recent large asset sale very well timed!.


Remember gearing impacts NAV on the downside during falling values.

essentialinvestor
Chat Pages: 60  59  58  57  56  55  54  53  52  51  50  49  Older
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