Lxb Retail Properties Share Discussion Threads

[actofwill] 05/7/2016 12:50

Seems all a bit over done to me:

- most of LXBs exposures have been forward sold already so there is no further price risk / pressure from other forced CRE liquidations

- risk assets are down but yields are extremely low as well - this effectively increases the demand from the pension funds/inco's who typically would bid these assets for yield - so any remaining assets on LXBs b/s should be still well bid

- these are mostly "food-led" out of town shopping centres - Brexit will not have a primary effect on the footfall of these assets

Interested to see what insiders will be doing in the next coming days. But given the strong activity post capital return / Brexit I would assume insider buying to continue strongly in the coming days.

[le4r] 05/7/2016 10:04

Slamming sentiment. I'm sorely tempted to top up property holdings at some of these values, but do think it's likely to get worse now before it gets better...

[badtime] 05/7/2016 09:49

I don't think stock specific ...commercial property sector being hit re Brexit...Standard Life shutting the door on withdrawals from its Property Fund isen't helping sentiment

[maiken] 05/7/2016 09:44

is it just the general news about construction slowdown or anything specific to LXB slamming the price today?

[badtime] 27/6/2016 17:51

Another half a million

[badtime] 22/6/2016 13:06

And yet more buys at 66

[catsick] 21/6/2016 13:23

There is no reason they have to they may already have ramped up at cheaper prices six months ago in anticipation of this capital return . If everyone wanted to reinvest there would not be enough shares to go round ....

[simonsaid1] 21/6/2016 11:47

Does anyone know how many partners have reinvested compared to not? I guess it's possible the holdouts are waiting for a Brexit blip with a meaty limit order.

[catsick] 21/6/2016 11:09

More director buying .... They are not bothered by the brexit risk !

[badtime] 16/6/2016 21:28

Ah..I thought u were going to buy more...oh well

[badtime] 16/6/2016 12:19

Npt....that opportunity is a little closer

[nk104] 15/6/2016 14:51

New RNS out with more pre-lets.

[badtime] 13/6/2016 12:14

At that basis NPT ..still selling at 70p?

[catsick] 13/6/2016 11:48

Seems to me these directors all were planning big reinvestment of div, hence why talk up the price prior to buying, I think after all the director buying is out the way it might be time to let the good news cat out of the bag ...

[simonsaid1] 13/6/2016 10:46

Presuming everyone else who got a sizeable div and then reinvested it has their broker account showing a significant false 'loss' for this stock? I had to do a simpler calc of new cash spent on LXB vs current holding value to get a true picture (+5% so far).

[catsick] 13/6/2016 10:02

He is reinvesting with that 4m trade , super bullish all our interests are aligned ! Pity my cash just came through at the close friday ....