Land Securities Share Discussion Threads

[quepassa] 29/9/2016 10:04

Some post Brexit softness.

Overall very content to hold LandSec.

As an aside.

Have taken good size in AXIARE PATRIMONIO - Great yield. Strong prospects for improving real estate value in Madrid/Barcelona.




ALL IMO. DYOR.
QP

[quepassa] 21/7/2016 09:45

1.

All in all, a very strong statement at the AGM from LandSecs.

I thought that was a fantastic announcement. And very strong.



2.

I think the market has got it wrong about business leaving the UK, post Brexit.


With the forthcoming freedoms and liberalisations to be afforded by Brexit, combined with the uncertainty emanating from more referenda from other countries contemplating breaking away from the EEC, the terrible events in Nice and now an attempted coup in Turkey, I think that businesses will be packing their bags en masse from Europe and heading to set up businesses in the unshackled, pro-business, safe shores of the United Kingdom rather than vice versa.

I think the business traffic will be heavily inwards towards the UK and not out-bound.


When corporate boards start sitting around boardroom tables, I think they will conclude pretty dam quickly that things are far better in the UK and likely to get much better.



My personal recommendation to Land Secs:- if you see any real estate bargains - grab them with both hands very quickly and without hesitation.



ALL IMO. DYOR.
QP

[phillis] 09/7/2016 17:39

She will be a lot better than the present incumbents

[the oxford whale] 07/7/2016 09:22

Theresa May can hardly be described as a "seasoned negotiator". She has an absolutely terrible record as home secretary, I don't think she has ever met a single one of her targets. It is a sad state of affairs that this is the best candidate we have as potential PM.

[quepassa] 06/7/2016 08:33

On the bright side, the redemption problems faced by the major commercial property funds such as Aviva, M&G and Standard Life will eventually throw up some excellent bargains for cash-rich long-term investors such as Land Secs.

In a post-Brexit world, many businesses and commercial entities may or may not soon come to realise that the likely political instability and economic turmoil within continental Europe is likely to be significantly greater than the post-Brexit uncertainty in the UK.

With Carney to the fore, a likely well-seasoned negotiator in the form of TM as our new potential prime minister spear-heading trade negotiations with Merkel and enormous sterling weakness already increasingly attracting overseas bargain-hunters, one wonders about the relative attractiveness of the UK compared to Europe.

ALL IMO. DYOR.
QP

[phillis] 28/6/2016 11:56

huge discount to NTA
Always a possibility of a foreign takeover

[sogoesit] 01/6/2016 11:05

Being hit by Brexit fears for the time being?
Maybe a good entry point at a hefty discount to NAV now (over 20%!).

[quepassa] 25/5/2016 11:33

Some VERY ENCOURAGING recent broker forecasts

18th. May

JPM Caz:- REITERATE OVERWEIGHT TARGET PRICE 1500p

NUMIS:- ADD TP 1310p

DEUTSCHE:- REITERATES BUY TP 1450p

17th. May

PEEL HUNT:- RETAINS BUY TO 1300p

5th. May

EXANE PARIBAS:- REITERATES OUTPERFORM TP 1250p

3rd. May

BARCLAYS:- REITERATES EQUAL WEIGHT TP 1340p


Good stuff.

ALL IMO. DYOR.
QP

[thomasthetank1] 18/5/2016 12:26

Read AlphaValue's note on LAND SECURITIES GROUP PLC (LAND), out this morning, by visiting hxxps://www.research-tree.com/company/GB0031809436

"Land Securities published its FY16 (end March) results. Profit stood at £362m, up 10% yoy, or an adjusted EPS of 45.7p and the dividend was increased by 9.9% to 35p. Basic NAV gained 10.3% yoy to 1482p. Occupier conditions remained strong, with footfall up 3.4% vs a decrease of 1.3% at the national level, and same store sales gained 1.5%, also ahead of the benchmark..."

[thomasthetank1] 18/5/2016 12:19

Read Beaufort Securities's note on LAND SECURITIES GROUP PLC (LAND), out this morning, by visiting hxxps://www.research-tree.com/company/GB0031809436

"The company posted a strong performance for the year as revenue profit, net asset value per share and lease terms increased, while net debt declined. The company's smart asset management and balance sheet discipline ensured the business is in a robust position. This is evident from the proposed rise of 9.9% in dividend. We believe that Britain's impending EU referendum has led to uncertainty in the business and slowdown in decision making as several policies may change if the country votes in favour of leaving the EU. However, the company's portfolio comprises a number of high-quality, resilient property assets, which place it well among peers. Thus..."

[dafrog] 18/5/2016 11:16

Need to get out of EU (not Europe as BBC say) and get business moving. Ridiculous us being tied to a socialist organisation that is dragging around a lead weight of the euro whilst getting itself tied up in red tape.

[quepassa] 17/5/2016 11:25

This stock has that distinct smell of quality and class.

A cornerstone investment for a blue-chip portfolio.

ALL IMO. DYOR
QP

[quepassa] 17/5/2016 08:45

Fantastic increase in dividend.

Triple A rated investment .

ALL IMO. DYOR.
QP

[careful] 22/4/2016 18:27

miserable sell call in todays daily telegraph.
reason is excess building, (equivalent to 40 new gherkins over the next 4 years).

these property nuts always kill it off with oversupply.

[yogaboy] 21/4/2016 11:35

We'll see...

[romeoandjuliet] 20/4/2016 22:10

Yes it will

[yogaboy] 18/4/2016 16:31

Will 1100 be the new floor?

[quepassa] 08/4/2016 18:08

A couple of Recent Broker Views

6 April

-Barclays reiterates EQUAL WEIGHT with TARGET PRICE of 1340p

1 April

- Exane Paribas reiterates OUTPERFORM with TARGET PRICE of 1240p


Barclays see almost 20% upside to current share price

Paribas about 10%.



Very supportive broker views


ALL IMO. DYOR.
QP

[quepassa] 08/4/2016 13:26

well let's hope so.

what makes you think so please?

ALL IMO. DYOR.
QP

[romeoandjuliet] 08/4/2016 13:17

Will be 10% higher within next couple of weeks

[quepassa] 08/4/2016 13:13

A couple of Recent Broker Views

6 April

-Barclays reiterates EQUAL WEIGHT with TARGET PRICE of 1340p

1 April

- Exane Paribas reiterates OUTPERFORM with TARGET PRICE of 1240p


Barclays see almost 20% upside to current share price

Paribas about 10%.



Very supportive broker views


ALL IMO. DYOR.
QP

[romeoandjuliet] 06/4/2016 11:29

Easy money from here