Share Name Share Symbol Market Type Share ISIN Share Description
A & J Mucklow Group LSE:MKLW London Ordinary Share GB0006091408 ORD 25P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +0.00p +0.00% 539.00p 530.00p 548.00p 548.00p 530.00p 548.00p 24,251 16:35:23
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Real Estate Investment Trusts 25.1 69.5 109.7 4.9 341.16

Mucklow Share Discussion Threads

Showing 151 to 173 of 175 messages
Chat Pages: 7  6  5  4  3  2  1
DateSubjectAuthorDiscuss
06/9/2018
09:10
I see no reason why AJ Mucklow shouldn't be £6. It has traded at above NAV before as its such a great company and so well run.
stevegrass777
04/9/2018
22:20
topvest - you refer, very correctly, to the remarkable non-dilution of shareholders. Perhaps equally remarkable is their share issue some years ago at a premium of, from memory, c 40% to asset value
sleepy
04/9/2018
19:31
Great company this one. I'm not quite this old, but I note that they have a 56 year dividend increase or hold record (with 51 increases and 5 holds). Fantastic for a property company...there are only a few that have survived without diluting holders through a rights issue to survive at some point.
topvest
04/9/2018
15:36
Superb asset performance; dividend increase a bit parsimonious! At this stage perhaps share price up with events...
skyship
04/9/2018
08:57
Agreed Quepassa, really robust results, and focusing on developing rather than acquiring new properties seems the right thing to do at the moment. Also they are preparing to pick up any cheap assets if any downturn does eventually happen. Very well run and the increase in NAV is great.
stevegrass777
04/9/2018
08:54
I hold here, however think this report marks the top of this cycle. They are astute(as per usual) in taking advantage of current strength through disposals. LTV at 16%.
essentialinvestor
04/9/2018
07:11
Stunning results. Just look at those upwards revaluations and increases in NAV per share. What a robust and strong outlook statement. Increasing yields, high occupancy levels and demand remaining very strong. ALL IMO. DYOR. QP
quepassa
20/8/2018
17:34
I’m not sure if thats quite correct much as I like Mucklow. I thought the record is raised or held dividends. Didn’t they hold the dividend a few years? Great company though..one to hold forever!
topvest
17/8/2018
12:14
redartbmud - "Rupert will be very keen to get to 50 years of dividend growth. That would indeed be a milestone." Yes, 50 years would indeed be amazing. Even in the Investment Trust world the best I can find (according to the AITC) is 46 and only three of them. I would be happy if they can keep the increase this year to RPI/CPI or slightly above.
losos
13/8/2018
11:48
QP Always live in hope, but Rupert will be very keen to get to 50 years of dividend growth. That would indeed be a milestone.
redartbmud
13/8/2018
11:06
one lives in hope and am fully aware of the divi history. Tritax REIT just increased their divi for the half-year by almost 5%. I hope that Mucklow can do at least that or significantly more.
quepassa
13/8/2018
10:52
QP Mucklow will not give a "GOOD INCREASE in dividend". They have about 47 year's consecutive dividend increases, many of which are very small. If they offer too much, in any one year, they run the risk of having to declare a reduced price at some time in the future. that having been said, they are a REIT, so are somewhat constrained by the rules. They may have to give away more than they would wish to, unless they can 'massage' some of the figures, to keep a bit up their sleeves. red
redartbmud
13/8/2018
09:31
Excellent write-up by the FT's best journalist, Daniel Thomas, in today's edition. Page 19, Column headed:- " 'Shed-shifters' finally have their moment as warehouses boom ". Article describes the strength of commercial warehousing in an otherwise softening commercial/retail property market. Rush out and buy a copy. Further underlines in my view the strong investment case for little-known AJ Mucklow. ALL IMO. DYOR. QP
quepassa
09/8/2018
10:02
Peer group comparison. Today Tritax Big Box reveal annual NAV increase of 2.8% from a year ago. Increase dividend by almost 5% Pre-tax rose c 30% from £80m to £107m Tritax Big Box said it is well position to take advantage of the changing dynamics in the logistics market, particularly technical innovation in the e-commerce sector. It also said that Brexit is not affecting occupancy demand for its space. Bodes VERY WELL INDEED for AJ MUCKLOW and hopefully this year there will be a GOOD INCREASE in dividend. ALL IMO> DYOR. QP
quepassa
01/8/2018
08:43
Strong figures at Segro today continue to bode well for fortunes of sector and Mucklow. ALL IMO. DYOR. QP
quepassa
13/7/2018
13:11
QuePassa - Yes I can remember when they were Slough Estates and I was a shareholder when they changed the name to SEGRO, it was a bumpy road for a good few years but they eventualy exited their US properties. I hold Mucklow (Obvious since I am reading this board haha) and may well get back into SEGRO. Seems internet shopping is becomming the 'norm' so good for cardboard box makers, warehose facilities, and delivery companies. I think I've got the first two covered but not sure on who to pick for 'delivery companies' most of the big ones are not listed on the London Stock Exchange, am I correct there ??? Some one tell me I'm wrong haha.
losos
09/7/2018
10:18
A fascinating article on page 16 the The Weekend FT headed " Segro rides warehouse boom to join real estate big league". Can you believe , little old Slough Estates - now called Segro- is near overtaking LandSecs as the biggest capitalised UK listed propco. Just £220m behind LandSecs, Segro is now the second largest and market leader in UK warehosuing The FT article talks about how everything is different and how everything has changed in terms of the demise of the High Street and the unstoppable rise of the internet, calling for greater and greater demand for warehouse-type logistics/storage/distribution centres. Excellent news from the sector leader which will ripple out to Mucklow and benefit. ALL IMO. DYOR. QP
quepassa
19/6/2018
20:04
SKYSHIP - Thanks for the update :-)
losos
05/6/2018
12:46
Losos - re those listed holdings - I think I'm right in saying that that has finished.
skyship
21/5/2018
08:10
Interesting article on Page 2 of today's FT Special Report on Property/Risk Management. Article is headed " Warehouses reach for the sky as urban demand soars". The article starts with news about the UK's first triple-decker big-box warehouse due to open 2019 such is the demand for warehousing caused by the online shopping explosion. Apparently multi-story big-boxes are relatively common in Asia and the concept is now spreading to UK, Europe and North America. Elsewhere in the article " A report published this month from JLL, the property consultancy, noted that in the logistics sector, " vacancy rates continue to set new lows with rental growth expected to accelerate over the course of the year" ". Looks like Mucklow is VERY WELL PLACED within the warehouse/logistics sector and should benefit greatly from this fast growing property sector and trend. ALL IMO. DYOR. QP
quepassa
16/5/2018
09:09
You do as you wish - I merely pointed out the opportunity as HCFT on very few people's radar...
skyship
16/5/2018
09:05
Okay Sky we will all sell up here and move to your highcroft then shall we.
my retirement fund
15/5/2018
22:40
what a vile filthy anti-semite. filtered
quepassa
Chat Pages: 7  6  5  4  3  2  1
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