The Local Shopping Reit Share Discussion Threads

[skyship] 14/8/2014 09:55

Keep up BT!

PS: sold my last 20k...

[skyship] 14/8/2014 09:54

New Solera increase from 21.5m to 22.3m (27%):

[badtime] 14/8/2014 09:54

New Solera above 27%

[tiltonboy] 13/8/2014 14:26

I'm looking to slide a few more out at 39p.

[holts] 13/8/2014 14:22

kindly allow it to run up this time !

[skyship] 12/8/2014 12:15

Sold most of mine too, the rest went at 38p & kept just 20k for sentimental reasons!!! Happily still up 7.5% YTD; and just over a third of that is thanks to LSR.

Topped up my DSC.

[tiltonboy] 12/8/2014 11:35

Wouldn't be surprised to see New Solera taking their stake up to 29.99%.

[badtime] 12/8/2014 11:32

Looks like the buying has eased off....final lot went yesterday at 38...but keeping on watch list

[spittingbarrel] 11/8/2014 13:03

I'm out of LSR now between 35 and 38, thanks for the tip Skyship, had a nibble at some LXB this morning, you can buy them at 130 if you place an order.

[skyship] 11/8/2014 12:07

Also sold a few - 35p (DOH!), 37p & 38p so far...

Tilts that LXB seems good value versus the Oriel y/e NAV f/c of 162p. Seems to be a large tap @ 130p; but took a few on board on Friday @ 130.4p.

The propco laggards appear to be the propco developers. I now own three: DSC, LXB & RLE.

[garbetklb] 11/8/2014 11:50

Sold a quarter of my holding at 37p, then put a sell order in for a further quarter at 38p and were gone within half an hour.

Will probably try for north of 40p for the remaining 50%.

[badtime] 11/8/2014 09:57

sold some more myself at 37.5 ...that LXB looks interesting

[badtime] 11/8/2014 09:48

is still wants to go up tilts

[tiltonboy] 11/8/2014 08:44

Sold a few more at 37p, and they were snapped up.

[badtime] 08/8/2014 21:55

Hope its a good day weather wise...great way to switch off from work.

I did spend a few mins before 'close of play' reading the latest stuff ..plus saw the directors buys and took a nibble...and will probablyy add on sales from here if the good news continues.

I assume the 250k wasn't yours :)

[tiltonboy] 08/8/2014 21:39

Playing cricket tomorrow, but will be there on Tuesday.

Have a closer look at LXB; I think there is more value than people realise.

[badtime] 08/8/2014 21:27

I sold a third earlier today..hoping for 38 before i sell anymore..but if i get jittery that could change.

Seagulls...hmm..our squad is weaker than last season and Ulloa has left for 8 mill initially and we've bought sod all...unless they are a bit more active by August 31st i can see us struggling..SH is a gamble...but then what appointment isn't

PS I'll be at the Amex tomorrow ..u off to Bro? :)

[tiltonboy] 08/8/2014 21:13

Sold a quarter of my holding here, will let a few more go at 37p.

OT..lower mid...how about the Seagulls?

[badtime] 08/8/2014 20:56

I've only read up on the latest news...plenty of potential....i take it uve still retained an interest here?

OT...How do u feel about Brums prospects this season

[tiltonboy] 08/8/2014 20:38

badtime,

Yes, I think so.

I did buy a few around 121p, but needed confirmation of the story.

[eezymunny] 08/8/2014 18:10

Meanreverter - you'll find discussion of NAV's and interest rate swaps further up the thread

[badtime] 08/8/2014 17:14

U found your next property play then Tilts

[meanreverter] 08/8/2014 16:45

Could any of the esteemed contributors to this thread please explain the difference between IFRS and adjusted NAV (and perhaps plain vanilla NAV?), and which of them is most appropriate in evaluating Local Shopping during this programme of liquidation?

[redhill9] 08/8/2014 15:50

Me too badtime, plus I've just bought another 10,000 at 35.70p to take me up to my self-imposed maximum.