Quadrise Share Discussion Threads

[r ball] 23/1/2013 21:20

when is consent notification due?

[badtime] 23/1/2013 18:02

closed on 60p bid..good

[cockneyrebel] 23/1/2013 12:01

Nice new recent highs today - trading update in Feb.

CR

[badtime] 23/1/2013 10:20

Making another push for 60p

[neg] 21/1/2013 11:15

The action over the past hour or so, may have cleared out the seller.

[scottishfield] 21/1/2013 11:12

Interesting, another big buy, 1.2m & a 280k.

[badtime] 21/1/2013 10:37

panic over...11oclock auction?

[scottishfield] 21/1/2013 10:37

2 X 1500000 buys shown (if they are buys) around 1030 & again @ 1034-ish. Perhaps filling an order?

[liam1om] 21/1/2013 10:36

Wow what just happened, cant find any news related articles?

[badtime] 21/1/2013 10:35

eh whats happening here?

[scburbs] 17/1/2013 08:17

Good news for rental growth and occupancy levels in Quintain's iQ JV. RNS is from Unite.

"On 14 January 2013, the Secretary of State for Business, Innovation and Skills and the Minister for Universities and Science confirmed 2013/14 funding allocations for Higher Education in a letter to the Higher Education Funding Council (HEFCE). This letter also confirmed some important changes to the process for allocating student places to Universities for 2013/14. We are confident these will lead to improved recruitment levels for the majority of Universities.

In the current environment, the process for allocating student places is a far more important determinant of final student intake than initial applications. This was clearly illustrated in the 2012/13 academic year, when there were over 185,000 unplaced applicants but a number of Universities reported unfilled places. The confirmed changes are intended to address this evident mismatch of demand and supply of places.

...

Taken together with the impact of deferral rates stabilising, which we believe alone will contribute to an increase of between 15,000 and 20,000 students in 2013/14, we expect these new measures to remove much of the uncertainty surrounding University recruitment and contribute to meaningful student number growth for 2013/14. Stronger Universities, where UNITE's portfolio is largely focused, are particularly well placed to benefit."

[quepassa] 15/1/2013 07:07

Good posts.

If Battersea attracted "Chinese money" according to The Standard, you can imagine how Greenwich, a jv with the Hong Kong billionaire Dr. Henry Cheng Kar-Shun, will be a powerful magnet for Hong Kong/ Chinese money.

ALL IMO. DYOR.

QP

[scburbs] 14/1/2013 20:11

The success of the Battersea launch bodes very well for the Greenwich Peninsula site opposite Canary Wharf and next to the O2. The article is from The Evening Standard. It is the lead article on the front page.

"Battersea sales bonanza as £600m flats sold in four days

- Boss of power station development: "It's like the Harrod's sale"

- London allocation sold out in days

- All 800 flats expected to be sold in days"

[r ball] 11/1/2013 18:45

Greenwich/dragon deal was the catalyst together with welput buy. surprissed Rebecca went but now have CFO ex Berkeley should be ok.

Discount should narrow!

[cockneyrebel] 11/1/2013 17:52

scburbs - cheers.

I suspect the JP Caz Overweight call came this week as they might have gleaned things are going nicely and want a good position ahead of the Feb t/s. New board has been in place here long enough for the magic to start to show now imo so suspect the t/s will spell it out.

All just my opinion.

CR

[quepassa] 11/1/2013 13:56

I have recently read the Terra Catalyst fund updates.

TCF made good money on their positions in Quintain.

The reason in my opinion that Laxey/Terra Cat sold Quintain is much more about Laxey/TCF than about Quintain.

Laxey took a decision to wind down and liquidate TCF, so the sale of the Quintain holding was a natural consequence of that decision.

It is interesting how resilient the Quintain share price was to that development last year.

I think that other institutions are now jumping on Quintain as the corporate momentum under the new CEO has built dramatically and he has given the Company much greater credibility in the markets.

Should be a big year for Quintain in 2013 with the LDO ( attracting new lessees all the time) coming to completion and Greenwich gets underway. If the river-view flats were already available off-plan, I know many people who would love to snap them up!

Still much work needs to be done but Max James looks like he is beginning to deliver.

ALL IMO. DYOR.

QP

[protean] 11/1/2013 12:38

Some odd tiny trades of 1 and 2 shares as well as the huge ones.

[scburbs] 11/1/2013 12:37

CR,

Henderson are the key at over 15%. I think they took the TCF stake and have been regularly increasing.

[cockneyrebel] 11/1/2013 12:29

These aren't a bid play are they?

Who bought that big chunk off Terra Catalyst Fund in Nov?

CR

[cockneyrebel] 11/1/2013 12:27

More 1m+ trades - a lot of stock getting traded.

CR

[badtime] 11/1/2013 11:38

Cheers for the reply ..nothing to disagree with there ..just hav to see how it pans out and make out own decisions ..tht Feb statement wil b interesting

[cockneyrebel] 11/1/2013 11:29

Well take a look at all the commercial property co's, GRI, HMSO, SHB etc - they all took off last year.

I never have 'targets' as such but QED has looked well undervalued for the potential here imo. The sector is starting to pick up and the prime stuff has to be where they have exposure to London imo.

The change in board was key imo - I think the Feb update will be rather good as the new board has had time for their magic to start to show now imo. They said this at the finals:

Consequently, our priorities for the year ahead are the following:
-- To take further action on disposals to de-gear the balance sheet substantially -- To build upon the construction activity at Wembley this year and to continue our place-making at Greenwich and Wembley
-- To continue to grow a robust and recurring income stream in our Asset Management business
-- To continue to drive improvements to underlying earnings.

-----------------

Sounds like a solid statement of intent.

Just my opinion.

I've sat waiting to see volume here and sign of the chart turning up and that came this week.

65p might be the first resistance but through that and 90p is the next resistance. Allk I know is when QED gets the momentum behind it it can move pretty fast when there's no major sellers about.

All imo/dyor etc.

CR