Life Science Reit Share Discussion Threads

[chrisdgb] 25/7/2023 12:55

Legal & General buying...........

[bathcoup] 27/6/2023 15:35

" .... The SONIA reference rate on both facilities has been capped at 2.00% per annum until March 2025."

jonwig, with the SONIA being at 4.4288%, does LABS need to pay to get it capped at 2%?

[jonwig] 27/6/2023 07:16

Debt refinancing for OTP:



Improved terms, encouraging.

[jonwig] 15/5/2023 07:35

Letting at Cambridge:



10 years at £25/sqft. That looks low. London labs are £70 - £125, a lab at Oxford recently was £70. (Quick Google - no specialist knowledge.)

[rambutan2] 06/5/2023 04:34

General sector stuff, but interesting all the same:

Governments and the private sector are investing in life sciences and biomanufacturing research and development, and there’s a push to house more of these facilities in the U.S. and the U.K. Lowell Baron, Managing Partner and Chief Investment Officer in Brookfield's Real Estate Group, Tom Ragno, Principal at King Street Properties, and Devin Barnwell, who manages the global portfolio for Brookfield’s logistics business, discuss what onshoring looks like for these industries, why it’s so important, and where the opportunities are.

[saltwood] 25/4/2023 18:12

No problem - a link to the analyst call on the day of the results is also available but not very easy to find. Provides exposure to other members of the management team which is useful. The capital markets day was clearly used as an opportunity to a) make the case for the sector as a whole and b) build relationships across the ecosystem.

[gbcol] 21/4/2023 13:02

Many thanks for the link saltwood.

[saltwood] 21/4/2023 12:24

Here is the link: hxxps://stream.buchanan.uk.com/broadcast/642423ae03867fad45f7be52/643d8b6ea00d5013a3a7bb6c

[gbcol] 21/4/2023 09:49

Has anyone seen a link to this week’s presentation. They said it would be posted onto their website, but cannot see it there yet?

[jonwig] 18/4/2023 12:35

I had to break off, but it wasn't specifically about the company, was it?

[chrisdgb] 18/4/2023 10:32

High quality presentation so far.........

[jonwig] 17/4/2023 07:12

Yes, at 10:00. And there's a link to the event:



It's possible anyone can click and go straight in. Worth trying, at least?

EDIT: I've been able to register and have received a link to the webcast.

[gbcol] 17/4/2023 07:10

To partly answer my own question, they have today announced a Capital Markets Day for institutional investors and analysts, taking place tomorrow, Tuesday 18 April 2023.

[gbcol] 14/4/2023 10:23

Chrisdgb, I haven’t picked up on any upcoming investor events for LABS, have you got any details? TIA.

For good or bad (and it’s not good ATM), I’ve got a fairly substantial holding in LABS now. Next month’s divi is going to be very decent though.

[chrisdgb] 12/4/2023 11:40

Couple of investor events coming up in the next few weeks, hopefully generate some interest.

[block4gooner] 12/4/2023 11:31

Ex divi date tomorrow so surprised no heavy buying today 3p divi payable in May so thought people would be snapping it up

[toffeeman] 28/3/2023 17:12

This is like HOME

[chrisdgb] 28/3/2023 15:57

59p, is it really this bad...?

[jonwig] 23/3/2023 07:54

Report about shortage of lab space;



Trouble is, LABS isn't in a position to build anything.

[jonwig] 21/3/2023 10:50

Wasn't the "4%" based on the IPO price of 100p? (That's the usual way of saying these things.)

But if 4p isn't fully covered, it won't be so brilliant.

[saltwood] 21/3/2023 10:27

What will be interesting as we look forward to Monday’s results is, in addition to reassurance on the NAV and progress with OTP and reducing vacancy rates, is whether they stick to their dividend policy at IPO, namely a 4% dividend for year to Dec 2022. If so, we should be looking at a 3p per share dividend announced next week. Having re-read the results and listened again to a recent podcast from the investment manager, this trust appears to have done everything it said it would do at IPO and takes these commitments seriously. I am therefore really hopeful that the pain of recent months caused by broader market factors will be alleviated by a strong set of results next week. Here’s hoping!

[chrisdgb] 03/3/2023 08:21

Looks positive news on the debt this morning, hopefully push back through 70p level...

[chrisdgb] 02/3/2023 10:46

17th March I think, the fightback is on........

[chrisdgb] 28/2/2023 11:42

Hopefully when it goes into the SmallCap index there will be some tracker buying...