Quadrise Share Discussion Threads

[jaws6] 01/4/2014 08:23

please google it.It is there with your question,so many to choose from there info.

[trytotakeiteasy] 31/3/2014 17:09

Anyone got the link to the UK sales site for Quintain's Wembley residential off-plan scheme?

[quepassa] 26/3/2014 14:22

Limited support for Quintain against a strengthening London property market.

The lack of dividend continues to be a big negative on this share which otherwise has a great story to tell and a very good management team.

ALL IMO. DYOR.
QP

[quepassa] 18/3/2014 12:07

Yes I think you have a point. It is not Bicester Village in terms of upmarket designers and does have a more mainstream roster of tenants. Quintain like to think of it as Regent Street compared to Bond Street. Some may think it is as nearer Oxford Street.



But still very much an outlet. And seemingly very popular and offering great prices.



Do remember that it has an enormous state-of-the-art cinema complex and an excellent array of restaurants - which are totally lacking at Bicester.



Good hybrid design - although I concur that perhaps if they glazed over the centre of the shopping mall by way of glass dome and perhaps the entrances as well, this may further add to the design/appeal of the LDO which can be a little shady/shadowy in the central mall.



But seems to be a good success so far. It is apparent however that the chattering classes are not chattering about the LDO as much as one might expect. I don't know if Quintain have yet recruited their new LDO marketing manager.



And they are undertaking a new branding exercise which is a very good initiative.







The new flats will further add to the appeal and the site has further enormous potential.



ALL IMO. DYOR.

QP

[scburbs] 18/3/2014 11:26

One of the things LDO needs is for someone to build a load of houses nearby ...

[trytotakeiteasy] 18/3/2014 10:27

Anyone been to this London Designer Village. Asking for colleagues views and they said it has fairly mainstream brands i.e. not competition for Bicester village. Key is whether it can fill up in the week or becomes a white elephant. not sure on the whole open are design. I thought the idea with these shopping centres was that they have a roof.

[quepassa] 17/3/2014 19:04

Good to see that northwestvillage is live. Thanks for the link.

Pretty basic web-site at the mo' compared to Quintain's normally impressive web offerings. The Savills HK brochure is much better in my view. But I guess they will jazz the new web-site up in due course.

Seems to me that Quintain want to market NorthWestVillage heavily in the Far East in the initial off-plan sales push rather than a strong domestic simultaneous launch. Probably a very sound strategy.

ALL IMO. DYOR.

QP


ps. Hi Redd. Have responded by private message. Let me know if any problem in accessing it.

[scburbs] 17/3/2014 17:04

Website for North West Village has gone live, though limited information so far.

hxxp://www.northwestvillage.com/

[scburbs] 17/3/2014 10:16

Excellent news for QED. Should cover all of c.£100-150m phase I just starting and also should be able to bring phase II within this.

"George Osborne extends Help to Buy scheme to 2020

A scheme to subsidise new house purchases will be extended until the end of the decade, the UK chancellor has announced."

[redd] 14/3/2014 17:02

Hello QuePassa!

Just logged in for the first time in many years, seen your message and then find you're still banging on about Quintain! LOL!

Anyhow, I'm still 'around' and investing but keeping my head down these days to avoid wasting valuable time with the wrong type of posters. I'm sure you know what I mean.

Anyhow, hope you're doing OK and haven't wasted all your time on QED.

Regards,

Redd

[stevenlondon3] 14/3/2014 13:40

I am a holder and QED looks good value with rising NAV in 2014 and 2015. However the London market is now so bubbly I am concerned that 2016 will see a collapse. I suspect I am not alone in that fear .... hence QED's discount to NAV.

[quepassa] 14/3/2014 12:56

When the general market is weak, Quintain gets hurt.

The share has no underpinnings or foundations in the form of a dividend to help it withstand adverse market winds and the share gets swept away too easily.

This is a major problem for a £half-a-billion mkt. cap stock with no dividend.


ALL IMO. DYOR.
QP

[trytotakeiteasy] 14/3/2014 12:25

Anyone been to the London Designer Outlet. Most reviews of it I have seen have been somewhat negative. Saying very small versus the Westfield shopping centres in London. Not a huge selection etc. Most people saying don't bother making it a special trip. However, at the same time I think it will probably still be popular as it is in London and is certainly easier to get to than Bicester Village. Just local catchement area should be sufficient.

[q2u] 12/3/2014 16:19

I think it is top up time too - I wss a bit early on two other shares that were falling to meet the trend line. I'll see if I can do better with QED

[quepassa] 12/3/2014 15:47

The market throws up attractive buying opportunities from time to time in my view.

With a Target Price of 130p just slapped on Quintain by JPMorgan Cazenove, the recent retrenchment from 108p to 101p looks completely overdone in my view and perhaps presents just such an opportunity.

Especially given that property valuations in the London market have clearly been increasing and that Quintain appear to be marketing their new Wembley development off-plan already in the Far East.

ALL IMO. DYOR.
QP

[quepassa] 10/3/2014 12:31

You're welcome.
The Far East is crazy about English football.
Agreed, land valuations should now almost certainly be on the up.

ALL IMO. DYOR.
QP

[scburbs] 10/3/2014 12:26

Thanks QP. It will be interesting to see how quickly they sell. The proximity to Wembley Stadium could give them a major boost on overseas sales. The land valuation at year end will also be interesting as this may be starting to show meaningful increases, although I would expect a bigger increase in the year to March 2015.

[quepassa] 10/3/2014 12:00

This is a link to Savills Hong Kong which gives the full sales blurb for Quintain's North West Village development at Wembley Park.

Once you have clicked on the Savills link you can further view the Host Brochure which gives some excellent CGI's and a full description of the exciting new development.

Glad to see that the globally iconic Wembley Arch now features as a strong USP:-



Quintain are doing a much better job now at highlighting the attractions of this new leisure/sports/retail and residential quarter/destination for London.

ALL IMO. DYOR.
QP

[scburbs] 10/3/2014 10:59

WELPUT should be generating some decent performance fees for QED based on significant outperformance in 2013. NAV/unit was £553 at 30 September 2013, so Q4 generated a 11.5% return.

"The fund manager [Schroders] said that the high annual volume of trades reflected strong demand for central London offices and for the fund [WELPUT], which is the top-performing fund in the AREF/IPD Pooled Property Funds Index over one, three and five years to December 2013.

...

In the 12 months to 31 December 2013, WELPUT's net asset value per unit has risen from £496 to £617, delivering a trust return of 27.2%, this compares with the IPD benchmark of 18.3%."Source EGi

[quepassa] 10/3/2014 10:12

North West Village ( good and catchy name) is being marketed by Quintain in Singapore according to bizdaily in Singapore.

It appears that North West Village is a sub-name to the already known Wembley Park and that the interestingly named "Emerald Gardens" will be the first phase of 475 unit/ 7 block development.

The attached article confirms start of development this summer on 3 blocks for completion 2016.



ALL IMO. DYOR.
QP

[quepassa] 08/3/2014 13:23

Today Newspaper of Singapore reports that Max James is in town to market his firm's residential project in Wembley.




Good to see that Quintain are marketing to the Far East. Many buyers in the Far East are very open to buying off-plan.

It would be interesting to learn what Quintain specifically are marketing in the Far East vis-à-vis the Wembley Project.

ALL IMO. DYOR.
QP

[scburbs] 06/3/2014 11:58

"... WELPUT has secured a new Covent Garden office record rent at Orion House , WC2.

Investment bank Lincoln International, advised by Glinsman Weller, has taken a 10-year lease for the 5,861 sq ft floor 10 at the tallest office building in Covent Garden. It is paying around £80 per sq ft.

At the same time, Marathon Asset Management has agreed a new 10-year lease for floors 12 to 15 – totalling 18,500 sq ft – at the 87,937 sq ft block. Advised by GVA, it is understood to be paying a similar rent to Lincoln International."

Source: EGi

[quepassa] 04/3/2014 10:14

And WHAT A PRICE INCREASE!



Whilst REITERATING their OVERWEIGHT recommendation,

JPM Cazenove substantially RAISE their Target Price from 110p to 130p.

ALL IMO. DYOR.
QP