Quadrise Share Discussion Threads

[sco77harris] 22/7/2013 22:49

Seems fairly positive.

I saw they approved share buy backs, is this on the cards because it would make sense trading below NAV and also be great for us.

Also I noticed the director share schemes which involves them investing their own funds, again seems positive for us holders.

[jaws6] 22/7/2013 20:44

Few RNS out after close.

AGM few points-
net debt down to 444 million
they will try to sell lease hold and keep freehold - on Q &A
There was question on over pay,nav down then last 6 years ,divi.

Nigel did talk about unit trust called West end ,with minimum 100 k was doing good.
they did talk on Quercus.
they did sum up few things but most on what they said last time . and looks good being in prime area.
Bond deal will help and result coming on 7 Aug.
NAV will see upside from new price increase I think.
Good talk on future plan what they planning , but nice to see few things again how they coming up.Civic center and car park area looks bit big now.
I like their wedding garden idea,Might be money making with some huge wedding there.

[sco77harris] 22/7/2013 19:24

Any news from the AGM?

[quepassa] 19/7/2013 22:00

ISIN

XS0948668123

Irish Listing.

Issued at par.


Thanks. Got the ISIN and a few more details. Still couldn't get prospectus but no worry, will track it down in due course when it becomes available.

It may behoove Quintain to elaborate briefly on the bond at Monday's AGM.

ALL IMO. DYOR.

QP

[jaws6] 19/7/2013 21:20

Qp
I am on iPad ,will try to post link when near PC .
Try to google Qed finance you might see there.

[quepassa] 19/7/2013 21:13

so where is the prospectus then please? which web-site?

QP

[jaws6] 19/7/2013 20:42

Qp
They have given all info,it is very big book ,can not post as no link.I have read it,most given in last event.
Hope might get more news on Monday.
David
Will see you there.

[quepassa] 19/7/2013 19:45

Not much detail given about the new £115million bond. Is it annual, semi or quarterly pay?

Is it a London-listed, a Euro-sterling bond targeted at the institutional market or on the UK Order Book for Retail Bonds?

Given the yield, likely to be good investor appetite for this bond in my view.

Certain investors may be interested to invest in this. The AGM may be a good forum to give more detail.

However excellent news for and from Quintain, demonstrating a clear ability now to be able to diversify its funding sources with a medium-term issue by tapping into the non-bank market.

Good size of more than a £100million is quite outstanding for an intial foray after such straightened times into the fixed income markets.

And a clear sign that the credit quality of Quintain is now such that it is acceptable in the fixed income markets. This bodes well very well indeed.

Additionally, this bond further makes the balance-sheet look more relaxed and significantly pushes out maturities and the debt profile of Quintain as befits the nature of a property company.

Excellent news. A very positive step in the further and quickening corporate rehabilitation of Quintain and a noteable feather in the cap for the new FD.

Looking forward to what should be a very upbeat AGM on Monday.

Well done yet again Quintain.

ALL IMO. DYOR.

QP

[sco77harris] 19/7/2013 19:05

Ahhh, bit late now sadly

[davidosh] 19/7/2013 17:15

sco77harris....you can still come as a guest if you advise beforehand but will not be able to vote on any of the resolutions.

[r ball] 19/7/2013 16:37

sadly not too. in France. But I like this company. Max is good and its much more shareholder focused.

Doing all the right things given high debt levels.

£1.20 by Xmas.

[sco77harris] 19/7/2013 16:24

Sadly not, my holding is via spread betting so I am not legally entitled....

Although I am looking forward to hearing back from you guys, I was thinking of driving down to Wembley sometime to see how the LDO is coming along.

[jaws6] 19/7/2013 16:22

yeap and got done too
you coming to AGM on Mon?

[sco77harris] 19/7/2013 16:03

Surely a good thing?

[jaws6] 19/7/2013 15:39

RNS on bond out

[jaws6] 19/7/2013 06:54

david
I will come .see you there.

[davidosh] 19/7/2013 00:54

Any of you coming to the Agm on Monday morning at the Hilton in Wembley ?

[farmsted] 18/7/2013 15:40

Who's selling, large turnover today

[sco77harris] 18/7/2013 12:20

Will have to pick up a copy

[scburbs] 18/7/2013 10:38

London Designer Outlet is front page of EG London July edition. All good publicity, although nothing particularly new in the article.

[sco77harris] 17/7/2013 11:33

Slight pullback, all healthy imo, will be looking to add before the AGM if we get close to 80p

edit: back up for now, was looking to buy more but maybe will still get a chance

[sco77harris] 15/7/2013 11:25

Thanks for the link.

A great piece of in depth research, I like how it looks well into the future but also sees the potential for significant short-medium term upside.

[phoenix1234] 15/7/2013 10:19

Quintain Estates at 87.5p – NAV is 104p and discount could close: Edison Starts coverage

[quepassa] 15/7/2013 09:24

Edison Investment Research have just initiated coverage on Quintain.

In my view this is a first class piece of research by a house which does NOT give buy/sell/hold recommendations nor price tagets.

In their piece they examine Quintain in depth and give various ideas about the potential for further narrowing of the discount to NAV.

This is the link to the Edison home-page.



Whilst you do need to register to get the full report, this is easy to do and ABSOLUTELY FREE and COSTS NOTHING.

In my view, this free analysis is very good and worth reading.

ALL IMO. DYOR.

QP