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Regional REIT Share Discussion Threads
Showing 51 to 73 of 75 messages
|RGL a recent poor performer; whereas the others still in a pack.
Personally I've ducked out of EPIC at prices up to 107p+ - will look to buy back again when offered below 105p...
free stock charts from uk.advfn.com|
|Yes - heavy overhang, unless they can find someone to take it in a block.
I like RGL but as a former long-ish term CIC shareholder, I know they're no mugs, and RGL's gearing concerns me a little. Has a "jury's out" feel to it.|
|this ain't going nowhere til the management they haven't wasted shareholders, on what, consider a poor purchase
management look as though have bitten off more than they chew
hence the devaluation of the shares|
|Gradual release from lock-in is likely to keep a lid on the share price over the next 18 months or so then?|
"-- The ordinary shares issued to Conygar will be subject to a lock-in of 6-months for the first one-third, 12-months for the second third and 18-months for final third, commencing on the date of completion of the acquisition."
Had hoped recent weakness was due to CIC's selling, but seems there's been none of it as yet.|
|yes they are from memory plus i would be surprise they were not
must be news due from the purchased re Farnborough letting i would think|
|Must admit I'm not a fan of paid-for research but is a good way to hear from one side.
On another note - CIC got c.23m shares, but are they locked in? Haven't seen mention of it anywhere, and can't see them holding RGL long term.|
|New Edison video interview with CIO Stephen Inglis in which he discusses the results, strategy and the outlook for regional property - HTTP://www.edisoninvestmentresearch.com/edison-tv/clip/region|
|New Edison research note released today...
Delivering results - HTTP://www.edisoninvestmentresearch.com/research/report/regional-reit4/preview/|
|Good show of confidence.|
|Director/PDMR Shareholding - HTTP://www.investegate.co.uk/regional-reit-ltd--rgl-/rns/director-pdmr-shareholding/201703281443267870A/
On 24 March 2017 Mr. Taylor purchased 100,000 shares in the Company [at 102p each] via his personal SIPP. Following this transaction, Mr Taylor's holding in the Company increased to 250,000 shares, representing 0.083% of the share capital.|
|Don't see too much wrong with RGL but personally I'm in far too many property ITs already. The gearing of over 40%, & loan cost of c.3.5%, would put me off a little, as would the recent purchase from CIC. I'd probably be in RGL for the income/slight NAV discount if not for picking the likes of KWE, PILR & AEWU ahead of them. AEWU in particular has lower gearing and higher yield (though no discount - frequently trades at a premium. Is also in the trashier end of industrial, but with only 20% gearing).
RGL seem to spend a lot on capital expenditure - not necessarily a bad thing but needs considering alongside "we bought at 9% and sold at 6.5%".|
|I have had these on the radar as an income stock; however I see the fall on results and have had a scan through them.
One point would be a complete change with regards to property expenses and admin costs,
Lots of management fees now with barely any in the previous year.
This looks like a lower profitability model?
|Just swapped out of CREI and back into RGL. CREI above NAV, RGL below NAV. RGL offering higher yield. Higher LTV with RGL, but still looks to be a good deal and I regard the two as decent alternatives.|
|Nearly all small sales today! Cant see why. Dividend raised and potentially a reasonable purchase. Ive probably missed something but Ive been buying.|
|And today - a sizeable acquisition from Conygar.|
|Thanks @Sky. Have held a few of those tho currently in none of them. Do like some of the property co's & ITs tho - got KWE, UKCM, SREI & PILR.
Find premiums offputting; takes only a small drop in capital values for a geared propco's NAV to fall sharply. Also wary that some (eg AEWU) paying out more than they're earning even tho we're still in the good times.
Keen on regional "smallbox" as typified by (the highly illiquid) PILR, & have been in/out of BBOX too. Not keen on office or South East. In UAI too, so maybe my property exposure's already a bit high.
But whilst not screaming value, the whole sector seems unreasonably unloved - particularly compared to eg infrastructure trusts. Economy & interest rate risk, but the one should tick along and the other do very little.|
|roughly four weeks to results - finals 18 feb last year|
|Trading Update and Q3 Dividend Declaration - HTTP://www.investegate.co.uk/regional-reit-ltd--rgl-/rns/trading-update-and-q3-dividend-declaration/201611170700093918P/
Details on the split between PID + ordinary non-PID payment on the Q3 dividend can be found on the Dividend Information >> Dividend History link on the Investors page on the company website.
Q3 dividend 1.75p of which: PID 1.6345p, non-PID 0.1155p|
|Bag a fully covered 7% yield with Regional Reit - HTTP://www.investorschronicle.co.uk/2016/11/03/tips-and-ideas/share-tips/tips-of-the-week/bag-a-fully-covered-yield-with-regional-reit-CUWbe6l07ush72Xdxex4zN/article.html [SUBSCRIPTION REQUIRED]
Since floating a year ago, Regional Reit (RGL) has made impressive progress towards its goal of paying a dividend of 7-8 per cent of its 100p float price as part of a targeted annual total return of 10-15 per cent. Indeed, brokers are already forecasting a fully covered 7.2 per cent payout this year...
...Regional Reit is well managed and has shown its ability to pick up assets with plenty of potential. Demand for quality office and industrial space outside London remains solid and, with a sector-leading dividend paid quarterly, the shares are a buy.|
|New Edison research note released today...
Active management for income - HTTP://www.edisoninvestmentresearch.com/research/report/regional-reit1/preview/|
|Q2 2016 Dividend Announcement and Interim Results Date - HTTP://www.investegate.co.uk/regional-reit-ltd--rgl-/rns/q2-2016-dividend-announcement-interim-results-date/201609010700136212I/
Details on the split between PID + ordinary non-PID payment on the Q2 dividend can be found on the Dividend Information >> Dividend History link on the Investors page on the company website.
Q2 dividend 1.75p of which: PID 1.5013p, non-PID 0.2487p|
|Edison Investment Research initiates coverage on RGL...
Regional REIT: Focus on regional commercial property income - HTTP://www.edisoninvestmentresearch.com/research/report/regional-reit/preview/|