Astrazenica/Oxford drug trial news probably going to help this today...
UK has ordered much more of this drug than any other. |
Market seems to like this one today....
You can never have enough posh hotels |
I bought a few. Taking a 3 month view, hotels probably set to gain most QUICKLY from covid vaccination program.... People are pretty desperate to go on holiday. |
Most recovery stocks up today but pphe stuck firm at 1340p. |
Not sure, didn't think they were desperate for cash, one of the strong attractions here v the likes of carnival, but I guess if cheap money is on offer it's very sensible to secure access to it, and this would probably of been decided well before the latest covid news. |
New £30m Santander facility for a wholly owned subsidiary can cause cash dividend restrictions.
Wonder what that means exactly?
Suet |
It may well arrive earlier than next spring!
Suet |
Oxman - come next spring I can clearly see £15 in the rear view mirror.
Suet |
Still only 1140p on covid vaccine news , surely another few quid to go, bring on 1500p |
Sub £10 was not in the plan.
It will recover next year I am sure.
Suet |
Decent enough results given the circumstances. Big upside one day I hope, it's judging the bottom as it bounces along sideways. Great locations will be in favour again one day won't they? |
Going to be a good recovery play this.
Not moved yet but it will |
Oxman - looks like you called it right.
Suet |
I think pph will take a while to really get moving. Not many will want to stay in a hotel at the moment.
But by the end of the year I believe this will be a lot higher.
A vaccine would also make a massive difference.
Suet |
Are we overdue a recovery rally here? |
Added a few more today. May need a little patience but lots of recovery potential. |
With all the easing (and better airline news) this has only one way to go - I hope!
Suet |
A bit of a bounce since the lows.
Probably supported by a look forward on London, and other city, (long term) property values (NAV).
I chose it versus IHG ("asset light" model) for that particular reason. |
A little top up today.
£10 looking a good bottom!
Suet |
Not holding here - but wondering if the debt is a concern?
Obviously a CV19 hit in the short term... |
sp taking a breather - but no complaints - we've had a good run.
Suet |
£20 now breached - nice.
Suet |
EPRA NAV now £25.52 at 30 June '19 (from £24.57 on 31 December '18).
At 25% discount that makes share price 1900p+ |
EPRA NAV now £25.52 at 30 June '19 (from £24.57 on 31 December '18).
At 25% discount that makes share price 1900p+ |
Interims next thursday 5 September. |
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